On-Demand Webinar: Defining and Measuring Law Firm CRM Success with legal360 and CLIENTSFirst Consulting (Part 1 of 4)

Whether you are implementing a new CRM or trying to achieve greater success with your existing system, this four part CRM Success Thought Leadership Series can help you be more successful.

CRM experts Chris Fritsch of CLIENTSFirst Consulting and Whit McIsaac of legal360 will share their in-depth knowledge and real-world experience gained from working together with hundreds of leading law firms to help them succeed with CRM.

Key takeaways include:

  • Defining success for today’s CRM initiatives
  • Assessing your firm’s CRM needs
  • Effective strategies and planning for success
  • Defining milestones and measuring results
  • Making CRM ‘a strategy’

Join Chris and Whit for future webinars in the CRM Success Thought Leadership Series:

  • Session 2: Data Harvesting Strategies and Effective Data Quality Methodology
  • Session 3: Advanced Contact Processing and Relationship Intelligence
  • Session 4: Understanding and Redefining Adoption

About legal360

With over 25 years of law firm business development experience, legal360 is Microsoft’s Global Partner of the Year and the leading provider of Microsoft Dynamics 365-based ERM, marketing, business development, and relationship intelligence solutions for law firms worldwide. For more information visit our website at www.legal360.com

In his role as Chief Operating Officer, Sean Skiver brings nearly 25 years of broad Microsoft Dynamics experience to provide strategic leadership around product development and client delivery services across the organization’s solutions and industry segments.

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John Aschenbrener is Director of Delivery Services for HSO | ProServ. John brings over 20 years of Microsoft Dynamics project and program management, consulting, and architect experience to his current role where he is responsible for driving PMO standards, methodology, and overall project delivery.

Gary Mills serves as Senior Vice President of Finance, Planning & Analysis for HSO | ProServ. Gary’s diverse industry background brings a unique perspective to the company, with more than 30 years in corporate finance, banking and commercial real estate.

A highly respected Microsoft Dynamics veteran, Jen Wisemore serves as CAO for HSO | ProServ. Jen was instrumental in the launch of sa.global’s US subsidiary in 2007 and has served in a wide variety of roles within Microsoft Dynamics consultancies across sales, pre-sales, program management, and leadership capacities.

Paramesh Rajan is Director of ERP and HR Products at HSO | ProServ. Paramesh has served in many Microsoft Dynamics project and program management roles over the past 20 years, and currently drives the development of the organization’s vertical ERP and HR solutions and outsourced development services.

Joe Stuckey is EVP and Director of CRM Product Development for HSO | ProServ, leading the company’s CRM product development efforts across the legal, AEC, consulting, and accounting markets. Joe leverages the power of Microsoft Dynamics and Power Platform technologies to design and develop purpose-built industry solutions.

Jan Dahl Sorensen’s deep experience with Microsoft Dynamics gives him a unique foundation to guide the HSO | ProServ client success team. As part of the original development team under Damgaard Data, Jan has been working with the Microsoft Dynamics ERP solutions since 1995.

Andy Yeomans brings nearly 20 years of Microsoft Dynamics sales and marketing experience to lead the HSO | ProServ sales organization. Under Andy’s leadership, the organization has shown strong growth and has consistently been recognized by Microsoft as a top performing partner, winning multiple Microsoft Inner Circle and Partner of the Year awards.

Whit McIsaac is CEO of HSO | ProServ and brings over 20 years of leadership experience in the Microsoft Dynamics ecosystem to drive the group’s overall business strategy. Whit was Co-founder and CEO of aec360 and legal360 prior to merging these practices into sa.global, where he served as CEO of the Americas prior to launching HSO | ProServ.

In his role as CFO of HSO | ProServ, Brian Lounds leverages deep experience implementing Microsoft Dynamics ERP solutions to drive excellence into the organization’s financial and practice management practices. Having worked with Dynamics solutions since 1998, he has a strong understanding of technology solutions and their application
to business initiatives.