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How to master CRM and engage your stakeholders to want to use your system

How to master CRM and engage your stakeholders to want to use your system
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25 Nov 2020 11:30 - 12:30

WEBINAR Host: Wilson Allen

Presenters: Michael Warren VP, CRM Practice, Wilson Allen and Nicholas Barrows Director of Marketing, Trowers & Hamlins LLP

 

All delegates will have the following Key takeaways:

  • Systems and processes that exist to manage this information and how it differs from how you manage information on clients and contacts 
  • Insights into the market landscape 
  • Best practices for focusing on the challenges that firms face 
  • An overall view of what you need to know with specific takeaway actions that you can implement in your firms in the short-term.

 

Event price: £95 + VAT   

Members receive a 50% saving on the full price and pay £49 + VAT  

To register for a place please email gail.jaffa@psmg.co.uk or telephone  +44(0)7956 443745  

 

Michael Warren, VP of Wilson Allen’s Client Development & Intake practice, has dedicated his career to helping professional services firms successfully implement CRM. In his role at Wilson Allen, Michael helps firms identify the critical success factors for their CRM and then implement simple, practical, and realistic measures to achieve them.

 

Nicholas Barrows is the Director of Marketing for the firm responsible for all marketing and business development activity. Having studied architecture, Nicholas has a background of working for professional services organisations across the real estate sector.

A chartered member of the Chartered Institute of Marketing he is an active member of Winmark's Chief Marketing Officer Network, the British Property Federation's Business Development Forum and the Profile Network.  He is also a member of the Finnish British Chamber of Commerce. 

A champion of the importance and value of diversity and inclusion, he is co-chair of the firm's LGBTQ+ and Allies Network and a member of the Diversity Committee. 

 

Terms of Booking and Cancellation Policy  

 

Receipt of your booking indicates acceptance of liability to pay the attendance fee. Cancellations received in writing more than 7 days before the seminar will be refunded, less £10 administration fee. We regret that no refunds are allowed for cancellations or transfers within 7 days or for non-attendance. PSMG reserves the right to refuse admission if payment is not received prior to the event.

 

Important note: The booking email constitutes a legally binding contract. It may be necessary for reasons beyond the control of PSMG LLP to change the content and timing of the programme, the speakers, the date and venue. Whilst every effort will be made to prevent this, in the unlikely event of the programme being cancelled, PSMG LLP will automatically make a full refund but disclaim any further liability

 
 

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