[Webinar] Secrets of CRM Success Thought Leadership Series - Session 2: Data Strategies to Win More Business in Professional Services

January 13th, 12:00 pm - 1:00 pm EDT
ClientsFirst Consulting
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Chris Fritsch - ClientsFirst Consulting

January 13th, 2022
12:00 PM - 1:00 PM EDT

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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 will help you be more successful.

In 2021, law, accounting and other types of professional services firms saw an increase in leveraging digital and cloud-based CRM and ERM technologies. But how can your firm embrace this change if you’re still dealing with dirty and dated data?

Join Chris Fritsch of CLIENTSFirst Consulting and Whit McIsaac of HSO ProServ to learn how your firm can not only ensure CRM data integrity but make data a strategy to strengthen client relationships and win more business.

Key takeaways:

  • Developing a data strategy
  • Architecting an integration and data harvesting strategy
  • Defining the data normalization process
  • Designing the initial data import and cleanup process
  • Addressing the challenges with initial import and data scrubbing
  • Implementing an ongoing sync and data quality management process
  • Understanding how various personas consume data

About the Speakers

Chris - 2018 (2)

Whit M (002)

Chris Fritsch, J.D.

CLIENTSFirst Consulting

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

legal360, HSO ProServ

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 3 – Contact Management and Relationship Intelligence
  • Session 4 – Redefining CRM Adoption

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