GET A DEMO
resources

Relationship Management

Article: Aligning CRM with Profitability and Financial Performance

Aligning CRM with Profitability and Financial Performance Legal Business World eMagazine – Ari Kaplan In March of 2022, Ari Kaplan spoke with SurePoint’s Jennifer Whittier, VP of CRM and Tom Obermaier, CEO about the growing importance of CRM and financial and practice management software to law firms nationwide for Legal Business World eMagazine. You can …

SurePoint-ContactEase-Graphic

Aligning CRM with Profitability and Financial Performance

In March of 2022, Ari Kaplan spoke with SurePoint’s Jennifer Whittier, VP of CRM and Tom Obermaier, CEO about the growing importance of CRM and financial and practice management software to law firms nationwide for Legal Business World eMagazine. You can find the full article for free here!

If you’re ready to learn more about what the right CRM and Financial and Practice Management System can do for your law firm, schedule a demo with one of our experts today!

Read the Full Article

Related articles

View all
Together We Succeed: Amber Elliott, Director of CRM Operations at SurePoint Technologies
Blog
Together We Succeed: Amber Elliott, Director of CRM Operations at SurePoint Technologies
December 2, 2023 • 5 min read
Read Now
Webinar: Build Your 2024 Law Firm CRM Strategy
Webinar
Webinar: Build Your 2024 Law Firm CRM Strategy
November 21, 2023 • 1 min read
Read Now
Webinar: Transform Your CRM Strategy and Maximize ROI
Webinar
Webinar: Transform Your CRM Strategy and Maximize ROI
October 25, 2023 • 1 min read
Read Now

Questions? 513.241.1375 / info@surepoint.com

Questions? info@surepoint.com

SurePoint Technologies
311 Elm St, Suite 270 #1280

Cincinnati, OH 45202

© SurePoint Technologies 2025. All rights reserved.

Linkedin-in Facebook

SurePoint Achieves ISO 27001 Compliance

Meeting ISO 27001 furthers SurePoint’s commitment to safeguarding customer data.

READ RELEASE >
Privacy Overview
SurePoint Logo

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.

3rd Party Cookies

This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages.

Keeping this cookie enabled helps us to improve our website.

Additional Cookies

This website uses the additional cookies

Powered by  GDPR Cookie Compliance