Date: 10/09/2018

On October 16, Jennifer Whittier of ContactEase will join Jacqueline Madarang, Senior Marketing Technology Manager at Bradley and Paul Bonner, Director of Marketing at Venable, for a panel discussion, Beyond the Trenches: Creating a CRM Strategy that Works.  Presented by the LMA Capital Group this special program, is intended to start a conversation about CRM that will culminate with a roundtable discussion at the first-ever LMA Mid-Atlantic Regional Conference on November 1.  To register, visit

About Beyond the Trenches: Creating a CRM Strategy that Works 

You did your homework -- you obtained buy-in from your firm and you've successfully deployed your CRM. Congratulations! You can sit back and rest easy now, right? Not so fast. There's a reason so many implementations fail. In addition to lack of accountability, many CRM implementations lose momentum due to unfocused or ineffective strategy.

Led by CRM professionals from the law firm side and partner side, attendees will learn from those who have successfully implemented CRM and maintained momentum to use CRM to execute marketing and business development strategy and win new business for their firms.  In this interactive workshop, attendees will learn how to engage their users and ensure they continue to use CRM long after it's been deployed.

While firm culture plays a significant role in the adoption of new technology, there are a number of things marketers can do to maintain momentum. Of course, there are the standard recommendations: identify your champions, show value to your lawyers and communicate your successes. While none of these should be discounted, there is so much more that can be done.

Attendees will learn about concepts that lead to new business and ROI, like tracking and experience management. Through audience engagement and use of real-world scenarios, attendees will leave with a road map to drive these initiatives at their own firms, keeping their attorneys accountable for using the technology they've worked so hard to implement.

Key takeaways for the audience:

  • How to craft a CRM strategy that keeps attorneys accountable;
  • Obtain ROI from your CRM system;
  • Create a system for tracking business development and marketing activity (and what to track);
  • Reporting; and
  • Collaborating across firm departments.


D.C. Bar
901 4th Street NW
2nd floor
Washington, DC 20001


LMA Members Early Bird (through October 9th) $30.00
LMA Members Late Registration (beginning October 10th) $40.00

Prospective Members Early Bird (through October 9th) $45.00
Prospective Members Late Registration (beginning October 10th) $60.00

Join Us!

LMA Tech West 2021

Date: 04/26/2021 - 04/29/2021

LMA Tech West 2021 is entirely virtual! Look here for more details as they become available.

28th Annual Marketing Partner Forum

Date: 08/18/2021 - 08/20/2021

In August 2021, Marketing Partner Forum returns to The Ritz-Carlton, Laguna Niguel in Dana Point...