CRM Best Practices, Practical Applications and Strategies to Track Business Development Efforts

A good CRM strategy is one of the strongest and most efficient approaches in creating, maintaining and understanding relationships with your contacts. CRM can be integral to useful information gathering as long as it is implemented the right way. Our panel of experienced CRM and Marketing professionals will discuss the successes and lessons they have learned while attempting this daunting task.  Among other topics, the panel will cover:

• Establishing a CRM strategy
• Selecting and implementing a CRM system
• Various training techniques
• Business development efforts worth tracking
• Practical day-to-day use of CRM
• Integration into other firm systems

Speakers:

• Chris Fritsch, CRM Success Consultant and Founder, CLIENTSFirst Consulting
• Duane Eddy – Client Advisor / Client Engagement Manager, LexisNexis
• Chris Finnecy – Founding Partner, Trellis Point
• Danielle Lopez – Director of Marketing & Business Development, Brouse McDowell
• Moderator: Leslie Noakes, Director – Marketing Operations, Lathrop GPM

Register