Date: 09/05/2019

Cole Valley Software President, Jennifer Whittier, will co-present "CRM Evolution: Three Spotlights on How to Drive Technology with Strategy" at LMA Tech West on October 22 in San Francisco. This session brings together three CRM experts to present a confluence of viewpoints on strategies for successfully selecting and implementing the right tools and systems to improve client service and retention and enhance business development, efficiency and profitability. 

Jennifer will discuss the right approach to selecting and implementing a CRM to achieve the firm’s goals. Joining Jennifer on the panel are Chris Fritsch, CRM Success Consultant and Founder, CLIENTSFIrst Consulting, who will discuss how to develop a firm's strategy and select the right technology to support it as well as an in-house marketing technologist who will discuss how to tie technology to a firm’s marketing and business development goals.

Learn more about the program and register here.

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LMA Mid-Atlantic Regional Conference

Date: 11/06/2019 - 11/06/2019

ContactEase is excited to return as a sponsor for the second annual LMA Mid-Atlantic Region...