In today’s competitive marketplace, law firm needs have evolved – and so has the technology required to support those requirements. Long past are the days when firms wanted a CRM system to simply manage contacts, mailings and events. While those may still be core needs, most firms now have additional – and often more pressing – priorities to retain existing Clients, develop new business, price effectively and work efficiently. As this Client Relationship Management evolution takes place, it’s time to stop thinking of CRM as a technology and instead view CRM as a strategy to helps achieve firm goals.
This session will bring three CRM experts to the stage to present a confluence of viewpoints on strategies for successfully selecting and implementing the right tools and systems to improve client service and retention and enhance business development, efficiency and profitability. Each presenter will have 20 minutes to host an interactive session on their topic so bring your questions and ideas to engage these experts in CRM.
- Chris Fritsch, Founder, President and CRM Success Consultant
- Jennifer Whittier
President, Cole Valley Software
- Legal Marketing Technologist – TBD