This webinar was organized by the PM Forum (London committee). About the PM Forum

If we have learned anything in business from times of crisis, having an accurate and well-segmented client list is critical to be able to stay connected. Professional services firms are realizing the importance of deploying strategies to engage clients and nurture relationships. Is your firm prepared to take its relationship-building capabilities to a higher level? In this webinar, we’ll discuss how firms can bridge the gap between the recognition that investing in marketing and business development technology is important to taking action to strengthen the position of your firm.

PM Forum: Conquering the CRM adoption imperative: Watch Now

Speakers:

Susanne Pugsley
Consultant
Pugsley Sidwell Business Development

Susanne is a specialist in business development, communications, and marketing services to law firms and accountancy practices. She has early 25 years of experience both in-house as BD and Marketing Director and outhouse as a consultant and is well versed in BD strategy and audit, CRM selection and implementation, sector programs, key account management, and coaching and training of all levels of professional. Her earlier marketing career was in the technology, social housing, and charity sectors.

Michael Warren, VP, CRM Practice

Michael Warren
VP, CRM Practice
Wilson Allen

Michael has dedicated his career to helping professional services firms successfully implement CRM. In his role at Wilson Allen, he helps firms identify the critical success factors for their CRM and then implement simple, practical, and realistic measures to achieve them. He is the co-founder of Stanton Allen, which merged with Wilson Legal Solutions in 2018 to form Wilson Allen. Previously, Michael worked with LexisNexis focusing on InterAction projects and with Tikit in data client services.