Join us virtually on Wednesday, June 12, 2024, from 12 PM – 1 PM PDT, where presenter and founder of CLIENTSFirst Consulting, Christina Fritsch will discuss how CRM implementation can improve client service, strengthen relationships and increase revenue.
Participants will gain insights and learn best practices for CRM success while engaging in discussion and exchanging ideas on a variety of topics, including:
- Assess organizational needs and configure the CRM to meet those needs
- Effectively champion a CRM initiative
- Avoid pitfalls and navigate roadblocks in implementations
- Construct a plan to enhance CRM success
- Set realistic expectations and goals
- Craft an individual CRM benefit statement to encourage adoption
- Create an internal communications plan
- Define metrics to measure success and return on investment
This session is designed to be interactive. One of the most significant benefits to participants will be the opportunity to actively participate in a discussion and exchange of ideas and best practices.
You can learn more about Chris and her team at clientsfirstconsulting.com.
Links to this virtual session will be sent the week of the presentation.
This session will be recorded and available to all registrants who have paid.
About the Speaker
Chris Fritsch
As a CRM Success Consultant, Chris Fritsch has helped more than 100 organizations choose and implement the right CRM solutions to maximize their return on investment. She also writes and speaks nationally on technology, marketing and sales topics. Her areas of expertise include CRM, technology, competitive intelligence, and utilizing technology to strengthen relationships.
Bookings
Bookings are closed for this event.
Please note that BCLMA networking and educational events are exclusive to:
- Current BCLMA members
- A guest of a current BCLMA member (i.e., spouse or non-member of member firm)
- Representatives of business partner(s) (i.e., vendor(s)) sponsoring the event