Скачать или смотреть Secrets of CRM Success Webinar Series: Data Strategies to Win More Business in Professional Services

CLIENTSFirst Consulting President and CRM success consultant, Chris Fritsch, and Whit McIsaac, of Legal360 CRM, discuss ”Data Strategies to Win More Business in Professional Services”. Learn how your law firm can not only tackle data integrity but make data a strategy to strengthen client relationships and win more business.

Chris and Whit speak about:
-Developing a data strategy
-Architecting an integration and data harvesting strategy
-Defining the data normalization process
-Designing the initial data import and cleanup process
-Addressing the challenges with initial import and data scrubbing
-Implementing an ongoing sync and data quality management process
-Understanding how various personas consume data

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