From Soup to Nuts: Successful CRM Rollout (Case Studies)

From Soup to Nuts: Successful CRM Rollout (Case Studies)

The following content is presented by the LMA Midwest Region.

Domain:  Business Development, Marketing Management and Leadership, and Technology Management

This will be a show and tell and interactive program discussing how to successfully implement a firm-wide CRM initiative. Hear from people who have led such initiatives at their firm. They will share what worked and lessons learned.

Attendees will leave with the following takeaways:

  • How to do a strategic CRM assessment
  • How to get buy-in from management
  • How to get user adoption and value - continued training
  • How to work with other departments - IT, Finance, HR, Training and your service providers
  • How to create a roadmap aligned with IT
  • Best practices on communication, planning, training
  • Successfully managing change management issues
  • Guides and templates, tools to use for project management

Jacqueline H. Madarang, Bradley Arant Boult Cummings LLP
Jennifer M. Whittier, Cole Valley Software
Christina R. Fritsch, JD, CLIENTSFirst Consulting
Jasmine C. Trillos-Decarie, Stoel Rives
Jason Bentley, Bradley Arant Boult Cummings, LLP

Member Price: $0
Prospective Member Price: $59

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