From Contacts to Competitive Advantage: Choosing the right CRM system

This webinar explores why CRM systems have become a strategic priority for firms and why so many implementations fall short.

Through the perspectives of a CRM expert, a deployment specialist, and an end user, the panel will unpack how to choose the right system, manage change effectively, and drive real adoption across partners and project teams.

Attendees will gain practical insights, lessons learned, and clear guidance on avoiding common pitfalls.

This session is designed for leaders, BD and marketing professionals, and operations teams involved in client development, relationship management, and firm-wide technology initiatives.

Book now