Date: April 2, 2025
Time: Noon CT
Sponsored by: 
Domains: Business Development & Technology Management
BoK Competency: Sales Techniques & Client and Relationship Management (CRM)
With digital transformation accelerating across the legal industry in 2025, there’s the risk that firms may overlook the critical role of data in these initiatives. High levels of M&A activity and lateral hiring bring challenges of integrating client data and relationships effectively. This webinar will focus on how marketing and business development teams can leverage scalable data practices, ensure CRM adoption, and maintain ongoing data accuracy and compliance to effectively cross-sell/up-sell and deepen client relationships. Discover strategies to consolidate, enhance, and transform data into a foundation for growth, account expansion, and long-term success.
Learning Outcomes:
- Identify actionable strategies to drive CRM adoption across marketing and business development teams, ensuring that data transformation initiatives are embraced and sustained within your firm.
- Discuss how to consolidate and optimize client data from M&A activity and lateral hires to enable effective cross-selling, upselling, and account expansion opportunities.
- Explore best practices for establishing ongoing data accuracy and compliance to support scalable, client-focused marketing and business development efforts.
Presenters:
Justin Picciano, Vice President of Sales & Client Success
Michelle Woodyear, Founder, Mount Insights
Rachel Watson, Director of Business Development, Client Development and Campaigns, Akin
Price:
Members: Complimentary
Hosted on: 