CRM as a Growth Strategy: Turning Data into Business Development Success

Hosted by CLIENTSFirst Consulting

Location, or Event type: Clients First Consulting Webinar

CRM as a Growth Strategy: Turning Data into Business Development Success

Webinar, Hosted By CLIENTSFirst Consulting


Wednesday, March 26, 2025 - 12:00 PM - Wednesday, March 26, 2025 - 1:00 PM


Too often, CRM can become a glorified Rolodex—a necessary but underutilized tool in law firms. Today, firms that embrace CRM as a strategic asset are gaining a competitive edge in business development, client engagement, and revenue growth.

Join CLIENTSFirst Consulting for an insightful discussion on how law firms can transform CRM from a passive data storage system into a powerful driver of business development success. Led by CRM expert Chris Fritsch, this webinar will provide practical strategies to help law firm marketing and business development teams:

  • Increase CRM adoption across BD and marketing teams while minimizing lawyer involvement. 
  • Turn CRM data into actionable insights for proactive business development. 
  • Leverage relationship intelligence to enhance cross-selling and client expansion. 
  • Streamline workflows and eliminate manual tasks to free up BD teams for higher-value initiatives. 
  • Integrate CRM with ERM and marketing automation for a comprehensive BD strategy.

This session will provide real-world solutions for overcoming common adoption challenges and making CRM a growth engine for your firm.

Key Takeaways:

  • Shift CRM from a system to a strategy
  • Improve adoption without burdening attorneys
  • Use CRM for business development
  • Ensure data quality for better results
     
 
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