January 27th, 2021
11:30 AM ET
Almost every law firm currently using CRM and other marketing and business development software is looking for ways to increase the ROI on these 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 should do.
Join us January 27 at 11:30 AM EST for part two of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see never-before-released videos that capture the frustration of failure – and get actionable ideas and best practices to succeed.
Here are just a few of the #EpicCRMFails "potholes" you will learn to avoid on the road to CRM Success:
- Problems First, Products Second - Identify your needs and requirements first before attempting to evaluate software.
- Let Lawyers Be Lawyers – Perhaps professionals who bill hundreds (or more) of dollars an hour shouldn’t be tasked with data entry. Minimizing their efforts by automating processes can maximize value – and adoption.
- No Dog and Pony Shows – Don't get distracted by shiny bells and whistles. Instead choose the features and functionality that match your needs and requirements.
- Defeat the Deluge of Data – Don't drown in dated data. Instead focus on getting information you need to succeed, keep it clean and turn it into actionable insights.
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.
About the Speakers
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Chris Fritsch, J.D.
CLIENTSFirst Consulting
Chris Fritsch, CRM Success Consultant and founder of CLIENTSFirst Consulting, has helped hundreds of law firms select and implement the right Client Relationship Management and eMarketing solutions to support their marketing and business development efforts and maximize return on investment. Her team of almost 100 data quality professionals helps firms clean and enhance data and maintain ongoing quality. A recognized authority on marketing and business development technologies, Chris writes and speaks nationally on topics including CRM, eMarketing and data quality. She was named among the top 10 Marketing and Business Development thought leaders in the JD Supra Readers’ Choice Awards. She was also inducted as Fellow of the College of Law Practice Management for her consulting contributions to the profession. Chris received her law degree from Emory University School of Law in Atlanta, GA.
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Christopher Raymond
Intapp
Chris Raymond, Practice Group Leader, Marketing and Business Development at Intapp, has spent nearly 15 years in the legal industry, working with Knowledge Management, Marketing and Business Development teams of AmLaw200 firms across the country. He is Chair of the Legal Marketing Association (LMA) Northeast MarTech SIG.
Chris joined the Intapp team as part of the OnePlace acquisition and previously worked at LexisNexis.
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Roy Sexton
Clark Hill
As Director of Marketing, Roy Sexton helps lead Clark Hill’s marketing, branding and communications efforts. Sexton has nearly 20 years of experience in marketing, communications, business development and strategic planning. He has been heavily involved in the LMA as a regional and international leader and serves on numerous nonprofit boards and committees, including the Ronald McDonald House Charities of Ann Arbor, Royal Starr Film Festival, Mosaic Youth Theatre of Detroit and encoremichigan.com. Sexton earned his Bachelor’s degree from Wabash College, and holds Master’s degrees from The Ohio State University (M.A., Theatre) and the University of Michigan (MBA). He is a published author with two books, “Reel Roy Reviews,” Volumes 1 and 2, taken from his blog of the same name www.reelroyreviews.com.
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Special thanks to Rob Kates, Kates Media
