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LMA Mid Atlantic – CRM: From Selection to Success
November 1, 2018 @ 3:00 pm - 3:30 pm
The good news is that CRM Success IS possible – and the changes in technology are making it easier to get real value and ROI from this technology. But to achieve success, firms need to understand that CRM is not a project or an initiative, but rather a fundamental change in how a firm manages their most important assets: their relationships. This also means CRM never ends!
CRM has a life of its own, and we need to understand how to get value during the entire CRM lifecycle – from selection to success. During this roundtable discussion led by Chris Fritsch, we will explore all the stages of the CRM lifecycle, including:
- Selection
- Strategy
- Implementation (and integration)
- Adoption (or ReAdoption)
- Ongoing success
Participants will learn best practices and gain insight into:
- Assessing your firm’s unique needs and requirements before buying technology
- Evaluating and selecting the right technology
- Setting realistic expectations and achievable goals
- Getting system adoption and utilization
- Crafting a communication plan to drive adoption
- Training, retraining and ongoing training
- Gathering and implementing feedback
- Rollout planning
- Avoiding pitfalls and navigate roadblocks in implementations
- Reference checking and negotiating agreements
- Measuring success and return on investment
- Actionable takeaways:
– Coming up with a strategy and plan for success
– How to approach each CRM stage successfully
– How to gain leadership buy-in
– How to achieve results and measure ROI
Register: https://www.legalmarketing.org/mid-atlantic/conference/2018/register
Location:
Embassy Suites by Hilton Washington DC Convention Center
900 10th Street NW
Washington, D.C. 20001
Phone: (202) 739-2001