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, and Jacqueline Madarang, Associate Director of Marketing Technology at Blank Rome will share how she ties technology to the firm’s marketing and business development goals.

Learn more about the program and register here.

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.
LEARN MORE

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...
LEARN MORE