CRM Transformation Series, Part 2: Building Your Legal CRM Business Case

On-Demand Webinar

You’ve reached your breaking point. You can’t deal with your firm’s second-rate CRM platform for one more nanosecond. Even though everyone knows it’s a broken system riddled with obsolete data, you and your colleagues have bitten the bullet and learned to work around it. Now, your team’s collective frustration has boiled over and you’re ready to take action.

During this webinar, you will learn:

  • How to articulate a persuasive business case for investing in a new CRM for your firm
  • Identify and document technology gaps that link directly to business impacts
  • Quantify the actual cost of lost opportunities attributable to legacy CRM systems

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Speakers

Anne Reavis

CRM Consultant

Wilson Allen

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Anne Reavis

CRM Consultant

Wilson Allen

Anne is a strategic consultant with Wilson Allen’s US-based CRM team supporting the successful delivery of CRM implementation and transformation projects. Anne joined Wilson Allen in January 2020 from an AmLaw 100 firm, where she served as director of business intelligence with responsibility for business intelligence, CRM and e-marketing platforms. Anne brings 15 years’ experience in legal technology and a deep understanding of the drivers and challenges related to large-scale CRM projects and how to successfully navigate them.

Jason Kennedy

CRM Consultant

Wilson Allen

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Jason Kennedy

CRM Consultant

Wilson Allen

Jason Kennedy is a CRM Consultant for Wilson Allen, where he provides insight and guidance on several facets of marketing operations, including systems, processes, and data analytics for professional services firms. He is an accomplished full stack marketing leader, and highly experienced as an operational strategist, internal and external communicator, digital marketing campaign producer, and project leader. Kennedy is known for nurturing, developing, and aligning talented and collaborative teams across all disciplines that consistently produce relevant, ingenious, strategic content and messaging. He is a passionate communicator with a focus on directing campaigns, creative strategies, promotions, digital and traditional marketing, PR, marketing technology, and analytics/KPI development.

Andrew Hutchinson

Go-to-Market Lead, Marketing and Business Development Practice

Intapp

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Andrew Hutchinson

Go-to-Market Lead, Marketing and Business Development Practice

Intapp

Andrew Hutchinson leads the go-to-market efforts for the marketing and business development practice at Intapp. He helps professional services firms achieve strategic objectives around client development and interoperability. Hutchinson possesses a deep understanding of the role marketing and business development play in the wider professional services firm context, and the range of objectives they seek to achieve; he uses this knowledge to support firms in driving both effectiveness and efficiency. Hutchinson has spent the last 15 years working with a broad cross-section of firms in EMEA and North America, helping them drive innovation in the delivery of services through the use of technology.  

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