As major infrastructure initiatives like CRM become more essential, many firms find themselves struggling to get projects off the ground. From securing stakeholder buy-in to selecting the right technology and navigating complex security requirements, launching a CRM can feel overwhelming. But with the right strategic approach, it doesn’t have to be.
In today’s episode, Charles Cousins is joined by Julie Mortimer, Director of Marketing at Mills & Reeve, for a practical deep dive into how to launch a CRM See more +
As major infrastructure initiatives like CRM become more essential, many firms find themselves struggling to get projects off the ground. From securing stakeholder buy-in to selecting the right technology and navigating complex security requirements, launching a CRM can feel overwhelming. But with the right strategic approach, it doesn’t have to be.
In today’s episode, Charles Cousins is joined by Julie Mortimer, Director of Marketing at Mills & Reeve, for a practical deep dive into how to launch a CRM project successfully. Julie shares expert insights on overcoming common challenges, choosing the right vendors, and securing lasting buy-in from stakeholders.
In this episode, Julie and Charles discuss:
- The essential first steps CMOs should take when launching a CRM, especially in the legal sector
- How to build long-term buy-in for a complex and costly project
- Key strategic and technical considerations in the early stages
- The value of integrating AI into your CRM stack to power marketing and business development
- Advice for selecting the right vendors and technologies for your firm
- The top dos and don'ts for avoiding common CRM pitfalls See less -
