TLOMA JOINT Marketing & Technology SIG - Making the Case for CRM and MarTech
Description
Your people, clients, and relationships are your most important assets. So, without a complete understanding of these, your marketing and client development effectiveness will be severely limited.
To solve this problem, you need to identify the right tech for you and your firm’s needs. A CRM is often the answer, but not always.
Join us for this webinar in which we’ll discuss:
- The problems associated with poor client clarity and why it matters.
- Why a 360-degree view of your clients is critical.
- How to identify whether you have cause for concern.
- The tech available that can help.
- How to identify the right tech for your needs.
- Making the case to invest in MarTech.
Speaker(s)