LMA NE 2015 CONFERENCE – NOVEMBER 12 & 13, Hyatt Regency • Boston, MA

This year’s themJennifer Whittiere is “What’s Your WOW Factor?” Join attendees as they learn about the best tools and approaches to stand out among the competition, succeed at winning new business and become industry trendsetters.

Our very own Jennifer Whittier, Chief Brand Officer, Cole Valley Software|ContactEase CRM will be participating on a panel….

10:00 Session I – Friday, November 13

Pipeline to Business Development Success – Plymouth Room

Christina R. Fritsch, J.D., President & CRM Success Consultant, CLIENTSFirst Consulting
Toni Minick, Director of Product Management, InterAction
Jennifer Whittier, Chief Brand Officer, Cole Valley Software   

This presentation will provide an overview of business development tracking and pipeline management processes and technology in law firms and a discussion of some of the most common challenges – and effective strategies for overcoming them.  Participants will also engage in an interactive discussion and exchange of ideas focusing on a variety of relevant topics and best practices for success including:

  • Build or buy – what is the right business development pipeline for each firm
  • Pipeline best practices
  • Utilizing pipelines strategically
  • Making the ancillary (but essential) investments including time, money and people
  • Integrating systems and data sources to enhance value
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