Almost every firm that uses CRM and other marketing and business development software searches for ways to increase technology ROI. In the pursuit of technology success, 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 even should — do.
Join us for Part 3 of this four-part series, examining some of the top issues that can lead to “Epic CRM Fails.” You’ll hear from experienced marketing and business development consultants and in-house professionals sharing real-life stories of how they faced — and overcame — these obstacles. You’ll benefit from their learning experiences without having to go through them yourself. Speakers will also share actionable ideas and best practices for success.
Panelists will share the #EpicCRMFails best practices as well as some potholes to avoid on the path to CRM success:
- Secrets of Adoption Success: Encouraging lawyers to add data to the system — or getting them out of the system altogether through automation and information capture
- Speak Their Language: Talking to lawyers on (and with) their own terms; if your culture necessitates talking about business development instead of sales, discussions about pipelines and funnels may not be the best idea
- Carrots and Sticks: Mandating compliance isn’t an option, so be prepared to persuade, train, and communicate — and don’t forget the incentives
- ROI and the Value Exchange: Making an easy, seamless experience for lawyers accessing the info they need will encourage them to share the info you need
We hope you’ll join us for this fun and interactive discussion. We’ll also be accepting “fails” from the audience and awarding prizes for submissions.