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Kansas City and Ohio: CRM Best Practices, Practical Applications and Strategies to Track Business Development Efforts
Kansas City and Ohio: CRM Best Practices, Practical Applications and Strategies to Track Business Development Efforts
August 10, 2021 | 12:00 PM Central
A good CRM strategy is one of the strongest and most efficient approaches in creating, maintaining and understanding relationships with your contacts. CRM can be integral to useful information gathering as long as it is implemented the right way. Our panel of experienced CRM and Marketing professionals will discuss the successes and lessons they have learned while attempting this daunting task. Among other topics, the panel will cover:- Establishing a CRM strategy
- Selecting and implementing a CRM system
- Various training techniques
- Business development efforts worth tracking
- Practical day-to-day use of CRM
- Integration into other firm systems
Location:
ON24
Cost:
LMA Members: Complimentary
Prospective LMA Members: $35
NOTE: Make sure to click all the way through registration in order to receive a confirmation email that will include the link to register for the webcast.
About the Speakers
Chris Fritsch – CRM Success Consultant and Founder, CLIENTSFirst Consulting
As a CLIENT Success Consultant, Chris Fritsch works together with leading professional services firms across the country to help support their CRM and Client Intelligence efforts and maximize their return on investment. Chris’s focus is to help firms succeed by choosing the right CRM solution for their specific needs and implementing it in a way that provides individualized value to the professionals, assistants, marketing professionals and business developers. Chris was inducted as a Fellow of the College of Law Practice Management in 2017, in recognition of her exemplary professional standards and achievements as a law firm consultant. She writes and speaks nationally on topics including client relationship management (CRM), competitive intelligence, business development, relationship intelligence, eMarketing and the use of technology to enhance profitability.
Duane Eddy – Client Advisor / Client Engagement Manager, LexisNexis
Duane Eddy has worked in the CRM market for over 20 years. For the first 15 years, he was focused on providing technical consulting services with LexisNexis InterAction, performing many tasks such as installation, upgrades, report development, customizations, etc. He is a problem solver, using his years of experience and technical knowledge to find creative CRM solutions. As a Client Advisor, he is a CRM ambassador, working to make sure all customers are successful with their CRM implementations. He focuses on helping clients with the CRM strategies, initiatives and, more recently, analytics and reporting, to get the most out of their solutions.
Chris Finnecy – Founding Partner, Trellis Point
Chris is a Founding Partner of TrellisPoint, a technology services firm specializing in sales, marketing and customer service solutions with Microsoft Dynamics 365. With over 25 years of experience in business, finance and CRM technologies, Chris directs a project to success by understanding the client’s business strategy and how technology-based solutions can realize their goals.
Danielle Lopez – Director of Marketing & Business Development, Brouse McDowell
Danielle is a legal marketing professional with 13 years of progressive experience leading business development efforts at mid-sized and AmLaw100 firms. As the Director of BD and Marketing at Brouse McDowell, she leads a team of marketing professionals, supporting 85 attorneys in developing strategic business plans, expanding client relationships and positioning the firm for future growth. In her previous roles, she helped design and implement an experience management system and rolled out a new CRM firmwide.
Moderator: Leslie Noakes, Director – Marketing Operations, Lathrop GPM
Leslie Noakes has 12 years of experience in legal marketing and currently serves as Director of Marketing Operations at Lathrop GPM (formerly Lathrop Gage). She is responsible for budgeting, marketing technology (including CRM and other technologies), digital strategy, and other marketing operations functions. She led the re-brand project related to the combination of Lathrop Gage and Gray Plant Mooty and is currently leading the firm’s CRM initiative.
Important Information
REGISTRATION IS REQUIRED BEFORE THE EVENT BEGINS.
LMA Midwest Region reserves the right to cancel the registration of any registrant with an outstanding balance.
Should you need to cancel your registration, please contact events@lmamidwest.org prior to August 9. According to LMA Midwest Region policy, all no-shows and cancellations after August 9 will be billed the late registration rate.
For questions or concerns about your event registration, please contact lmamidwest@legalmarketing.org.