CRM Transformation Series, Part 4: Firm CRM Adoption
In this session, we’ll delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We’ll help you translate these insights into practical strategies for driving adoption and achieving success.
Our experts will discuss a variety of topics:
- Identifying the adoption dilemma and understanding how it manifests
- Digging into the science of change management to build a compelling CRM adoption and communications strategy
- Creating a system you can tailor to professionals’ specific needs — and encouraging them to use it
Michael WarrenVice President, Client Development and Intake Practice
Vice President, Client Development and Intake Practice
Michael Warren, Wilson Allen’s Vice President of Client Development and Intake Practice, has dedicated his career to helping professional services firms successfully implement CRM. In his role at Wilson Allen, Michael helps firms identify the critical success factors for their CRM and then implement simple, practical, and realistic measures to achieve them. He is the co-founder of Stanton Allen, which merged with Wilson Legal Solutions in 2018 to form Wilson Allen. Previously, Michael worked with LexisNexis focusing on InterAction projects and with Tikit in data client services.
Brian ConwaySenior Director, Solution Management, Marketing and Business Development Practice
Senior Director, Solution Management, Marketing and Business Development Practice
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.