11 October 2012 - London & South East
Successful Implementation of a CRM Programme Part 2: CRM can no longer be an island!
Michael Warren, Principal, Stanton Allen
DTZ, 125 Old Broad Street, London, EC2N 2BQ
12 noon registration for 12.30pm start to approx 2pm
Attendance at Part 2 is not dependent on having attended Part 1
The objective of this second session in our two part series on CRM is to explore in greater depth some of the information management challenges that firms face.
The reality is that CRM can no longer be an island. This seminar will explore the critical information flows from and to CRM systems. It will also set in context the role that a CRM system has in wider more strategic business projects such as New Business Intake, Pitch Management and Credentials and Experience Management.
The requirements that firms have for managing information are becoming more complex. However the irony of this increasing complexity is that it is due to the fact that fee earners require systems that are:
Simpler to use
Provide more information
The session will present some key concepts on information management based on a number of case studies. Delegates will then walk through a business scenario of an imaginary firm as it:
Identifies a new business opportunity
Performs an initial conflict check
Works with Business Development to generate a pitch
Wins the work and converts it to a matter
Publishes the matter as a case study
Uses the matter in a pitch as a credential
Michael Warren has spent nearly 20 years working with firms to implement CRM systems successfully. He has worked with all the leading firms including KPMG, Arthur Andersen, Ernst & Young and Clifford Chance.
In 2001 he joined Shamrock Marketing, as co-director for more than 4 years until the business was sold to Tikit UK plc. Shamrock specialised in data strategy and management for professional services firms and Michael was Business Development Director and Senior Consultant.Michael left Tikit in 2008 and set up Stanton Allen a small specialist consultancy working with professional services firms to address specific CRM and data strategy challenges.
Cost: Members £45.00 + VAT Non Members £80.00 + VAT To register for this event please email firstname.lastname@example.org or call 0845 619 9886