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Secrets of CRM Success Thought Leadership Series – Session 1: Defining & Measuring CRM Success
October 12, 2021 @ 12:00 pm - 1:00 pm
Whether you are implementing a new CRM or trying to achieve greater success with your existing system, the Secrets of CRM Success Thought Leadership Series can help you be more successful. CRM experts Chris Fritsch of CLIENTSFirst Consulting and Whit McIsaac of HSO/legal 360 will share their in-depth knowledge and real-world experience gained from working together with hundreds of leading law firms to help them succeed with CRM.
Session 1- Key takeaways for the first in the four-part series:
- Defining Success for Today’s CRM Initiatives
- Assessing Your Firm’s CRM Needs
- Effective Strategies and Planning for Success
- Defining Milestones and Measuring Results
- Making CRM “a Strategy”
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About the Speakers
Chris Fritsch is a CRM Success Consultant and founder of CLIENTSFirst Consulting. Chris and her team of almost 100 CRM consultants and data quality professionals have helped hundreds of firms achieve CRM success. She is also a recognized authority, author and speaker on marketing and BD technology topics and was named among JD Supra Readers’ Choice Awards top 10 Marketing and BD thought leaders. Chris is a Fellow of the College of Law Practice Management and received her law degree from Emory University.
Whit McIsaac is the founder of legal360 and the Global Industry Director for legal360’s parent company, HSO ProServ. With over 30 years of law office technology experience, Whit has spent the past 15 years working closely with Microsoft and their leading global law clients to architect, develop and implement the latest solutions for law office business development, marketing and relationship intelligence. During this period, Whit and his team have been named as Microsoft’s Global Partner of the Year 11 times and have implemented over 150 Dynamics systems for law practices throughout the world.
Join Chris and Whit for future webinars in the CRM Success Thought Leadership Webinar Series:
- Session 2 – Data Harvesting Strategies and Effective Data Quality Methodology
- Session 3 – Advanced Contact Processing and Relationship Intelligence
- Session 4 – Understanding and Redefining Adoption
