Whittier to Speak on Future of CRM at LMA Northeast 2016 Conference

Jennifer Whittier, Chief Operating Officer for Cole Valley Software, will be among the panelists at next week’s LMA Northeast 2016 Conference in Boston.  Her session: “The Future of CRM – and the CRM of the Future” will provide attendees insight into features of CRM that can provide firms with real value, including:

  • Signature scraping
  • Relationship scoring
  • Opportunity pipelines
  • Activity and referral tracking
  • Business card scanning
  • Company data enhancements

Panelists will also discuss best practices to address common issues such as:

  • Adoption issues
  • Attorney buy-in
  • Effective communication
  • Data integrity
  • ROI

Jennifer has extensive customer relations experience and is responsible for the successful implementation of numerous ContactEase CRM installations.  A former ContactEase client for over five years, she joined Cole Valley Software in 2009. She is a frequent speaker on best practices of CRM implementation, including the integration of technology and marketing. Using her in-house experience as a former Director of Marketing and Client Relations, she understands the need for successful team work and collaboration. Jennifer enjoys visiting law firms across the country to share her knowledge of CRM best practices. Her clients rely on her for sound advice, extensive knowledge and most of all, her ability to bridge the gap between marketing and information technology.

For more information on “The Future of CRM – and the CRM of the Future,” or to register for the conference, please visit https://lmaneconference.com/.

Getting Buy-In For CRM, A Step-by-Step Guide

handshake of businessmen.You’ve done your research: you know that CRM can maximize efficiency, help your department dramatically shrink the time it takes to organize mailing lists, and get targeted communications out the door and into the right hands. But first you have to convince management it is worth the investment.
Download our step-by-step guide to help you define the cost of not having a CRM…

http://www.colevalley.com/Resources.aspx