In this webinar taster, we explored the common challenges many firms face when it comes to CRM, including questions like:
“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?”
“We need a CRM, but it’s too big a project…”
This lunch and learn proved to be a valuable investment for anyone grappling with CRM decisions.
Whether attendees were considering purchasing a CRM system—navigating a potentially confusing, time-consuming, and costly process—or already had a database that wasn’t delivering the expected insights into relationships or referral networks, the webinar addressed their concerns.
Key Takeaways from the Webinar:
- What to watch out for when buying a CRM database
- Tips for making a CRM project successful and encouraging adoption
- How to make it easier to identify who-knows-who, understand relationships, and manage referral networks
All registrants also received a complimentary, no-obligation 1-hour CRM consultation with the speaker to help resolve any specific CRM challenges they were facing.
Members can view the full webinar here:
View full webinar