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Successful CRM Rollouts

Successful CRM Rollouts. ContactEase User Conference March 20, 2007. Today’s Agenda. Demographics Panel Introductions Kim Lipsy, Tarlow Breed Hart & Rodgers, P.C. Jennifer Whittier, Pierce Atwood. L.L.P. Sue Handman, SGH Consulting. Review of CRM Implementation Phases. Goal Definition

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Successful CRM Rollouts

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  1. Successful CRM Rollouts ContactEase User Conference March 20, 2007

  2. Today’s Agenda • Demographics • Panel Introductions • Kim Lipsy, Tarlow Breed Hart & Rodgers, P.C. • Jennifer Whittier, Pierce Atwood. L.L.P. • Sue Handman, SGH Consulting

  3. Review of CRM Implementation Phases • Goal Definition • Design • Technical • Data Migration • Training • Ongoing Content Management

  4. Kim Lipsy • Goal Definition • Manage Client Contacts/Relationships; and • Accomplish Marketing Initiatives • Design • Start with Baseline, • Establish Pilot Group • Technical - Partner with IT Department • Data Migration - Plan of Action • Training - Outsource • Ongoing Content - Day by Day

  5. Jennifer Whittier • Goal Definition – Assess Cultural Setting • Design – Review Information Flow • Technical – Do You Have The Right Team? • Data Migration – Garbage in… • Training – Ongoing Commitment • Ongoing Content Management – Who and When?

  6. Sue Handman • Goal Definition • Aligning Expectations and Reality • Design • Incorporating Attorney Feedback; Firm Data Standards • Technical – Test, Test, Test • Data Migration – Private Contacts • Training – Basic and Advanced Users • Ongoing Content Management - Staffing

  7. Review • Plan Your Attack • Define Your Unique Goals • Address Data Issues • Involve End-Users • Ongoing Commitment To Education • Highlight Your Success • CRM is NOT a Technology Project

  8. Keys to Success • Decrease “Time to Benefit” Cycle • Address the Cultural Issues • Keep it Simple – Evolution • Drive Utilization • Data, Data, Data • Ongoing Commitment

  9. Q & A Thanks For Participating!!! Kim Lipsy Tarlow Breed Hart & Rodgers klipsy@tbhr-law.com (617) 218-2052 Jennifer WhittierPierce Atwood jwhittier@pierceatwood.com (207) 791-1244 Susan G. Handman SGH Consulting LLC shandman@comcast.net (609) 440-6161 Michael D. WhiteLynch Marks, LLC mwhite@lynchmarks.com(510) 912-0929

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