#EpicCRMFails Series, Part 1: Epic Fails – and How to Avoid Them

On-Demand Webinar

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 one 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.

Speakers

John Byrne

Chief Marketing Officer

Gould & Ratner

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John Byrne

Chief Marketing Officer

Gould & Ratner

John Byrne is Gould & Ratner’s Chief Marketing Officer, a role drawing upon his unique combination of experience as a practicing lawyer, marketing and sales director, professional journalist and publisher, career coach and recruiter, and small business owner. As CMO, his top priority is supporting the firm’s delivery of unparalleled service to its clients. John has spent nearly 25 years in the legal profession, with much of that time devoted to helping lawyers attract new clients and engagements. He has particular skill in writing, marketing communications and public relations, as well as business development and traditional sales. John’s most valuable skill, though, is his ability to connect with lawyers and clients alike, listening to them and understanding their needs to create strategies for success. John earned his bachelor’s degree from the Medill School of Journalism at Northwestern University, where he was the editor in chief of The Daily Northwestern. He earned his law degree from Loyola University Chicago.

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.

Andrew Hutchinson

GTM Lead, Marketing and Business Development Practice

Intapp

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Andrew Hutchinson

GTM Lead, Marketing and Business Development Practice

Intapp

Andrew Hutchinson is a practice group leader for the marketing and business development practice at Intapp where he helps professional services firms achieve strategic objectives around client development and interoperability. He has a deep understanding of the role marketing and business development play in the wider professional services firm context, the range of objectives they seek to achieve, and he uses this knowledge to support them in driving both effectiveness and efficiency. Andrew 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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