How to choose, setup and manage a CRM database
If you ask yourself questions like…
“What will a CRM database do for our firm?”
“It’s confusing, which is the right CRM for our firm?”
“Who do we know at / Who is doing what with…?”
“What introductions have we given to / received from…?”, or
“Nobody uses our current CRM database, should we swap it, improve it, or give up?”
Then this session is for you. It covers three areas:
1) What CRM is and isn’t, how to buy the right CRM for your needs, and auditing your data
2) What software is available to match your needs and budget (covering integration, AI and automation, features etc)
3) How to achieve and maintain great adoption and ROI
After this session, you’ll:
1) Know how to choose the right CRM
2) Know how to implement a CRM
3) Know how to maintain your CRM and ensure high user adoption
4) Leave with multiple checklists to: choose the right type of software, ask suppliers the right questions, ensure you can trust your data quality, and how to ensure high adoption by your different types of users (from client-facing, through secretaries, to BD & Marketing)
PM Forum member special offer:
Each delegate will receive a free one hour Zoom/Teams session with Simon after the session – to go through any CRM related headaches they wish to raise
Book now
Speaker
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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”
