CRM: Find out how to make it a success in your firm
Do you ever find yourself asking…
“Who knows [person]?”
“Who do we know at [company]?”
“What is happening with [person / referrer / client]?”
“Why do so few fee-earners use our CRM database?”, or
“We need a CRM, but it’s too big a project”
Then this lunch and learn webinar might just be the best time investment on CRM you spend this year.
If you are looking into buying CRM software for your firm, it can be a very confusing time, easy to get bogged down, a potentially massive undertaking, and costly.
Or if you have a database already, and it isn’t helping you see who-knows-who, understand relationships, or manage your referral networks, maybe you are asking yourself… “should we swap… improve… or add extra software…”.
You’ll leave our lunch and learn CRM webinar knowing:
1) What to watch out for when buying a CRM database
2) Tips to make your CRM database project a success and boost adoption
3) How to make it easier to see who-knows-who, understand relationships, and manage your referral networks
In addition, all webinar registrants will receive a free, no-obligation 1-hour CRM consultation with the speaker, to help fix your CRM headaches.
RSVP nowSpeaker
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Simon McNidderChief CRM Headache Solver at PromptrSimon McNidder is the Chief CRM Headache Solver at Promptr. He has won two CRM awards, written a book about legal CRM databases and the GDPR, and has 30 years’ CRM experience (at PwC, Pinsent Masons and Gowling WLG). As well as offering CRM consultancy and data integrity services, Promptr provides a fully managed CRM service, and a light-touch CRM ‘like’ software that bolts onto Outlook and tracks your referral networks.
Things people have said about Simon, are:
“…couldn’t have won the client without CRM”
“…has a knack for keeping it simple for users”
“…helped us avoid potential pitfalls”
“What Simon doesn’t know about CRM in professional services isn’t worth knowing”
“Simon’s input into the CRM strategy makes for one of the most effective I have come across”
