Intapp Webinar Series

[Part 4 of 4]

Many firms deploying CRM remain so focused on hitting project milestones that they lose sight of the questions that users need their CRM to help them answer. What story are users trying to tell, leveraging their new access to important data? And how can teams translate project momentum into measurable adoption and tangible success?

In this session, we will delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We will help you translate these insights into practical strategies for driving adoption and achieving success.

Our experts will discuss a variety of topics:

  • Identifying the adoption dilemma and understanding how it manifests
  • Digging into the science of change management to build a compelling CRM adoption and communications strategy
  • Creating a system you can tailor to professionals’ specific needs — and encouraging them to use it


Brian Conway
Practice Group Leader, Marketing and Business Development

Brian Conway is responsible for driving the solution strategy and roadmap for OnePlace Marketing & Business Development with specific focus on client and legal market needs. He has

more than 15 years of experience advancing CRM and marketing automation as growth drivers for corporations and Am Law firms. Prior to joining Intapp, Conway led the technology and operations teams at Gartner, and more recently as an Intapp client at McDermott Will & Emery. He received a bachelor’s degree in Business Administration from the College of Charleston.

Michael Warren
VP, Client Development & Intake Practice
Wilson Allen

Michael Warren serves as VP of client development and intake, having previously served the company as VP, CRM practice. Michael has dedicated his career to helping professional services firms successfully implement CRM. In his role at Wilson Allen, Michael helps firms identify the critical success factors for their CRM and then implement simple, practical, and realistic measures to achieve them.