7:00 pm — 7:30 pm
Washington DC
LMA Mid Atlantic Region
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LMA Mid Atlantic - CRM: From Selection to Success

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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

Embassy Suites by Hilton Washington DC Convention Center
900 10th Street NW
Washington, D.C. 20001
Phone: (202) 739-2001

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