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The Future of CRM – and the CRM of the Future
September 20, 2017 @ 11:30 am - 1:30 pm
In this session, Chris Fritsch of CLIENTSFirst Consulting will demystify the future of CRM, offer some predictions and explore system options and exciting new features that can provide firms with real value including:
• Signature scraping
• Relationship scoring
• Opportunity pipeline
• Activity and referral tracking
• Business card scanning
• Company data enhancement
While the future may be uncertain, what is clear is that CRM success will depend as much on people and process as technology. Chris will share information, ideas and best practices to help firms
• Overcome adoption issues
• Secure leadership and attorney buy-in
• Communicate and train effectively
• Deal with data quality
Registration information for this lunch program will follow soon!