Detailed CRM Implementation Steps for a Law Firm

Detailed CRM Implementation Steps for a Law Firm

Sponsored by: Versys Software, Inc.
Domain: Technology Management
BoK Competency: Customer Relationship Management (CRM)

Customer Relationship Management (CRM) is an important asset to law firms and the implementation can be challenging.  This webinar will provide an "under the hood" view of the implementation process and show how these challenges are managed.  It will begin with a quick review of objectives, pre-implementation decisions, and CRM benefits.  The webinar will continue with screen-examples detailing how common issues are addressed to improve the implementation processes needed to produce an accurate and complete contact database.  Finally, we will show how attorney utilization graphs can be used to increase CRM leverage. 

Learning Outcomes:

  • Discuss law firm CRM implementation objectives and challenges
  • Learn about internal or third-party resources needed for a CRM implementation
  • Review example methods for CRM data collection and import

Jim Gillon, President, Versys Software, Inc.

Price: Complimentary for Members

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