Drop That Spreadsheet! Using Tech to Upgrade your BD Pipeline and Enhance ROI

Drop That Spreadsheet! Using Tech to Upgrade your BD Pipeline and Enhance ROI

Domains: Technology Management, Business Development

Is your Marketing and Business Development department essentially managed by email and spreadsheet – or, perhaps more appropriately, by a bunch of spreadsheets that don’t talk to one another? This session will show how Marketing/BD departments are leveraging technology to prove their value, streamline their administrative work, to evaluate opportunities to use Firm Marketing dollars, and to help lawyers manage relationships and opportunities in the BD pipeline. We’ll show specific examples of custom tools that have been built to fit the needs of Marketing/BD leaders, and we’ll hear from those leaders on how they’ve used these tools to support their lawyers, and to report to firm leadership. You will take away approaches you can use to modernize your own department. (Or at least ideas to improve your spreadsheets!)

Learning Outcomes:
  • Examine the approaches other firms are taking to streamline and report on Marketing activities
  • Develop a list of potential data points that your Marketing and BD team can capture to show its value
  • Discuss how technology can support the BD team in evaluating, managing, and quantifying opportunities in the pipeline
Andy Peterson, Founder, Design Build Legal
Nicole Petrie, Chief Marketing & BD Officer, Schulte Roth & Zabel

Member Price: $79
Prospective Member Price: $99

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