Almost every law firm currently using CRM and other marketing and business development software is looking for ways to increase the ROI on these technology investments. In the pursuit of success with technology, sometimes learning what NOT to do from people who have dealt with challenges can be more instructive than hypothetical discussions about what you could or should do.
Join us for part two of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see never-before-released videos that capture the frustration of failure – and get actionable ideas and best practices to succeed.
Here are just a few of the #EpicCRMFails ‘potholes’ you will learn to avoid on the road to CRM Success:
1. Problems First, Products Second - Identify your needs and requirements first before attempting to evaluate software.
2. Let Lawyers Be Lawyers – Perhaps professionals who bill hundreds (or more) of dollars an hour shouldn’t be tasked with data entry. Minimizing their efforts by automating processes can maximize value – and adoption.
3. No Dog and Pony Shows – Don't get distracted by shiny bells and whistles. Instead choose the features and functionality that match your needs and requirements.
4. Defeat the Deluge of Data – Don't drown in dated data. Instead focus on getting information you need to succeed, keep it clean and turn it into actionable insights.