#EpicCRMFails Webinar Series Part 2: 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

Christopher Raymond

Practice Group Leader, Marketing and Business Development

Intapp

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Christopher Raymond

Practice Group Leader, Marketing and Business Development

Intapp

Christopher Raymond has spent nearly 15 years in the legal industry, working with research, knowledge management, marketing, and business development teams. At Intapp, Chris serves as a Practice Group Leader for the Marketing and Business Development practice, where he collaborates with CMOs, CBDOs, marketing, and business development directors, developing next-generation CRM strategies for Am Law 200 firms. Chris strongly believes that leveraging data empowers us, which is why he works closely with firms to evolve their business development approach, leading to better outcomes for their business.

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.

Roy Sexton

Director of Marketing

Clark Hill

View bio

Roy Sexton

Director of Marketing

Clark Hill

Roy Sexton leads Clark Hill’s marketing, branding, and communications efforts, collaborating with the firm’s exceptional team of marketing and business development professionals.

Roy has nearly 20 years of experience in marketing, communications, business development, and strategic planning, having worked at Deloitte Consulting, Oakwood Healthcare (now Beaumont), Trott Law (formerly Trott & Trott), St. Joseph Mercy Health System, and Kerr Russell, PLC. He has been heavily involved regionally and nationally in the Legal Marketing Association as a board member, content expert, and presenter. He currently serves as treasurer elect for the Legal Marketing Association’s International Board of Directors. Roy was named a Michigan Lawyers Weekly “Unsung Legal Hero” in 2018.

He earned his Bachelor’s degree from Wabash College, and holds two masters degrees: an MA in theatre from The Ohio State University and an MBA from the University of Michigan. He is a graduate of Leadership Detroit and Leadership A2Y, was a governor-appointed member of the Michigan Council of Labor and Economic Growth, and was appointed to the Michigan Mortgage Lenders Association Board of Governors in 2012.

He served as an at-large member of LMA’s Midwest Regional Board, served on the advisory committee for Strategies Magazine, and was a member of the Social Media SIG steering group. He has been involved on the following nonprofit boards and committees: First Step, Michigan Quality Council, National MS Society, ASPCA, Wabash College Southeast Michigan Alumni Association, Penny Seats Theatre Company and the Spotlight Players. He currently sits on the boards of Ronald McDonald House Charities of Ann Arbor, Royal Starr Film Festival, Mosaic Youth Theatre of Detroit, and encoremichigan.com. He is a published author with two books Reel Roy Reviews, Volumes 1 and 2.

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