• #EpicCRMFails Webinar Series Part 3: CRM Adoption Fails – and How to Avoid Them

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.

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Speakers

Chris Fritsch, J.D.

Business Development Technology Success Consultant and Founder

CLIENTSFirst Consulting

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Chris Fritsch, J.D.

Business Development Technology Success Consultant and Founder

CLIENTSFirst Consulting

A business development technology consultant with more than 20 years of experience helping hundreds of firms achieve marketing, business development and technology success.

Robin Gerard

Chief Marketing Officer

Stradling Yocca Carlson & Rauth

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Robin Gerard

Chief Marketing Officer

Stradling Yocca Carlson & Rauth

Robin Gerard is the Chief Marketing Officer at Stradling Yocca Carlson & Rauth, where she is responsible for the creation and execution of the strategic business development and marketing initiatives for the firm. This includes the implementation of practice group, regional, industry, and client level business plans, the development and implementation of cross-selling initiatives, client feedback, and client teams.

Robin received her J.D. from Pepperdine Law School and her undergraduate degree from Princeton University. Robin is currently president of the Legal Marketing Association’s West Region.

Brian Conway

Senior Director, Solution Management, Marketing and Business Development Practice
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Brian Conway

Senior Director, Solution Management, Marketing and Business Development Practice

Intapp

Brian Conway is responsible for driving the solution strategy and roadmap for OnePlace Marketing & Business Development with specific focus on client and legal market needs. He has more than 15 years of experience advancing CRM and marketing automation as growth drivers for corporations and Am Law firms. Prior to joining Intapp, Conway led the technology and operations teams at Gartner, and more recently as an Intapp client at McDermott Will & Emery. He received a bachelor’s degree in business administration from the College of Charleston.

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