Get Ahead of the CRM Curve: Tech Tips and Trends to Support Your Firm Strategy скачать в хорошем качестве

Get Ahead of the CRM Curve: Tech Tips and Trends to Support Your Firm Strategy

Join Beth Huffman, vice president at Poston Communications, for an insider conversation with Chris Fritsch, a CRM and data quality success consultant, as they explore how law firms can get ahead of the CRM curve and position their technology to support firm strategy in 2025. In this session, you’ll gain practical insight into how leading firms are strengthening their CRM foundations while preparing for what’s next, from smarter data practices to emerging technology trends shaping business development and client growth. Key topics include: Essential annual CRM checkups to maintain data quality, compliance and system health Best practices for CRM architecture, workflow optimization and user adoption How firms are using analytics to move from static data to actionable intelligence Emerging trends such as AI-driven insights, predictive client journeys and seamless platform integration Practical steps for transforming your CRM from a system of record into a growth engine With decades of experience guiding professional services firms through complex CRM transformations, Fritsch brings practical perspective grounded in what works. This session will provide actionable takeaways, real-world examples and strategic guidance to help firms elevate their CRM strategy and stay ahead of the curve.