Making the Case for CRM and MarTech

Domain: Technology Management

Your people, clients, and relationships are your most important assets. So, without a complete understanding of these, your marketing and client development effectiveness will be severely limited. To solve this problem, you need to identify the right tech for you and your firm’s needs. A CRM is often the answer, but not always. 

Join us for this program in which we’ll discuss: 

• The problems associated with poor client clarity and why it matters. 
• Why a 360-degree view of your clients is critical. 
• How to identify whether you need to take action. 
• The tech available that can help. 
• How to identify the right tech for your needs. 
• Making the case to invest in MarTech.

You'll learn how to:

• Recognize how poor access to client data can be damaging to your firm and why building a 360-degree view is critical
• Understand how to start tackling this problem, including the process to go through and solutions available
• Explore how to identify and evaluate the tech needed to meet your firm’s goals