Your Partners Will Never Use a Traditional CRM

Your Partners Will Never Use a Traditional CRM

Sponsored by: 

Domain: Technology Management
BoK Competency: Customer Relationship Management (CRM)

Access to data — and the insights it provides — is fundamental to client success, but getting partners and professionals on board with a traditional CRM remains a challenge.

During this webinar, we'll explore how your CRM can break from tradition to work for your firm and its unique needs, eliminating the manual effort required of marketing teams. By unifying data across the applications your professionals use every day, your firm can strengthen client relationships, build a better brand, empower firmwide collaboration, and drive revenue growth.

Learning Outcomes:

  • Identify ways to unify your firm’s data and streamline marketing and business development efforts.
  • Explore a non-traditional approach to CRM utilization and adoption.
  • Empower your firm with data-driven decisions to capitalize on revenue-generating opportunities.

Lavinia Calvert, General Manager, Marketing and Business Development Solutions, Intapp
Christopher Di Masi, Chief Information Officer, Winstead PC
Jeannie Muzinic, Chief Marketing & Business Development Officer, Fisher Phillips

Price: Complimentary for Members

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