2021 Web Briefing | The 2021 State of CRM in Professional Services: Who’s using it? How? And is it working?

The 2021 State of CRM in Professional Services: Who's using it? How? And is it working?

Relationship management is crucial to the survival of law firms, and it’s never been more important than it is in our current climate. Many firms struggle with low CRM adoption rates and struggle to realize the full business potential in their lawyers’ networks. 

Join us for this webinar, where Ackert, Inc. founder and CEO David Ackert will present details from the recently published white paper, “The 2021 State of CRM in Professional Services.” Our research was based on over 600 quantitative and qualitative responses from legal, financial advisory, accounting, AEC, and consulting firms. This presentation will focus on the responses from law firms. Webinar participants will learn: 

• Which CRM platforms are taking the lead in our industry
• What level of quantifiable ROI CRMs are delivering for law firms
• What factors contribute to law firms’ low CRM adoption
• What tools and initiatives firms use to increase CRM adoption 
• How many lawyers are using CRM vs. proxy users, such as secretaries and business development managers
• What lawyers who aren’t utilizing CRM for business development are using instead 
• To what level of accountability do firms hold attorneys for using CRM for tracking business development 
• And how legal firms’ use of CRM compares to professional services firms as a whole

Speaker:

 David Ackert, CEO, Ackert, Inc.