How to Turn CRM Into an Insights Engine

Domain: Technology Management

In this session, you will hear how leading law firms found ways to make their sales and marketing technology work for their firms. This session will explore successful strategies implemented to drive CRM user adoption and innovation across a law firm. Whether your firm currently stores contact information in various spreadsheets or uses a customer relationship management (CRM) system, you will discover effective strategies to grow your law firm with relationship intelligence and CRM automation.

Topics include:

• How to form an action plan from the insights uncovered to improve user adoption of CRM in your firm
• How these firms discovered hidden relationships among their colleagues and clients or prospects, and how they utilized that information to enhance team business development and cross selling
• How to adopt the same strategies these senior leaders leverage to turn your firm’s CRM system into an insights engine

Presenter(s):
Joe Przybyla, Director, Introhive
Nanette Matys, Chief Client Officer, Smart & Biggar/Fetherstonhaugh
Jennifer Schreck, Director of Client Intelligence, Reed Smith LLP
Milosz Skrzypczak, Director, Market & Competitive Intelligence, Client Development, Osler, Hoskin & Harcourt LLP 

Member Price: $59
Prospective Member Price: $79