What you need to know about Client Relationship Management (CRM) in law firms
The concept of Client Relationship Management (CRM) is to track, monitor and control all client touch points. From a mailer or event, to billings and phone calls, it is the 360 degree view you are seeking to better understand and address your client relationship. Many firms have put a CRM solution in place, believing the tool itself will automatically do “the work.” Unfortunately, many firms put too much faith in the tool and not enough effort into the process and the culture change required to implement a successful CRM program. In order to truly embrace CRM within your firm, and not just create a really expensive Rolodex, there are a number of steps that should be taken.
During this round-table discussion we discuss how to implement and expand the use of CRM at law firms. We will base our discussion around why you need CRM, what are some of the issues you will have implementing CRM, and how to create a successful program at your firm. We will also look to the future to help you understand the evolution of CRM at law firms.
If there are specific ideas you would like us to touch on, please let us know when you register.