EpicCRMFails Webinar Series Part 3: CRM Adoption Fails – and How to Avoid Them

Almost every firm using CRM and other marketing and business development software is looking for ways to increase the ROI on their technology investments. In the pursuit of success with technology, sometimes learning what NOT to do from people who have dealt with challenges can be more instructive than hypothetical discussions about what you could–or even should–do.

Join us for part three of this four-part series examining some of the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development consultants and in-house professionals who will share real-life stories of how they faced–and overcame–these obstacles. You’ll benefit from their “learning experiences” without having to go through them yourself. They will also share actionable ideas and best practices for success.

Here are just a few of the #EpicCRMFails best practices that panelists will share as well as some “potholes” they will help you avoid on the path to CRM Success:

• • Secrets of Adoption Success: Getting attorneys to add data to the system–or getting them out of the system altogether through automation and information capture.
  • Speak Their Language: Talking to attorneys on (and with) their own terms. If your culture necessitates talking about business development instead of sales, discussions about “pipelines” and “funnels” may not be the best idea.
  • Carrots and Sticks: Mandating compliance isn’t an option, so be prepared to persuade, train and communicate (and don’t forget the incentives).
  • ROI and the “Value Exchange”: Make it an easy seamless experience for attorneys to access the info they need, and they will be more open to sharing the info needed from them.

We hope you’ll join us for this fun and interactive discussion. We will also be accepting “fails” from the audience and awarding prizes for submissions.

Speakers: 

Chris Fritsch, CRM Success Consultant, CLIENTSFirst Consulting

Brian Conway, Senior Director, Solution Management, Marketing and Business Development Practice, Intapp

Robin Gerard, Chief Marketing Officer, Stradling Yocca Carlson & Rauth

Register