Upcoming Events

Information about these events will be updated regularly. Please check this page periodically.

For more information please email seminarregistration@clientprofiles.com.

October 28 , 2008
Reed Smith Microsoft CRM Live Case Study
Online - Webinar

Join Client Profiles and Reed Smith's CRM Systems Manager Victoria Gregory for a discussion on Reed Smith's selection process that led the firm to choose Microsoft Dynamics CRM and the Client Profiles CRM4Legal product as well as an in-depth review of their unique implementation approach -- an approach which is designed to ensure long-term success by addressing the change management aspects of introducing a new system rather than concentrating on the technical aspects alone.

This approach will deliver a CRM system which their attorneys will be able to use to effectively manage their client relationships by the development and execution of strategic Client Team Plans. These will systematically encourage the tracking of client touch points to develop and build new relationships and leverage existing ones, thus fostering greater cross-serving of clients across their global network.

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November 12-13 , 2008
EXPAND YOUR OUTLOOK SEMINAR
Exploring CRM Strategy in Law Firms
How Microsoft CRM is Radically Changing the Way Law Firms Manage Client Relationships
New York: November 12
Boston: November 13

Join us on Wednesday, November 12th for a complimentary lunch seminar hosted by Client Profiles and Microsoft.

This luncheon will focus on the next generation of CRM/Business Development tools for the legal community. Client Profiles and Microsoft consultants will specifically address the radically new approach to growing user adoption by “lowering the barriers” for using CRM. Discussions will center around using contacts from Microsoft Outlook and data from your firm’s financial and case management systems as the foundation for a centralized related party / contacts database.

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