For law firms looking to improve their business relationships while also grow their business, they need to modernize their technology and have key stakeholders start being strategic, data-driven decision makers. In this episode of Strategies LIVE!, James Barclay (Passle Inc) and Michelle Woodyear (Covington & Burling LLP) discuss Woodyear’s implementation of a new CRM at her firm, including her process, timeline and approach for an easy-to-use system.
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Implementing a New CRM for Improved Business Development

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As a long-time partner to professional services firms, we’ve seen more need for firms of all sizes to improve the way they cross-sell. In...
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