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How to Unlock Performance in Your CRM: Part 4

Look Outside Your Martech Stack to Unlock Performance Written by Sara Coffey for SurePoint Technologies About the Series Throughout the “Why CRM?” series, we’ve expanded on issues raised during a webinar led by SurePoint Technologies VP of CRM, Jennifer Whittier. Return on Investment (ROI) is one of the most important factors in evaluating technology, and…

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How to Unlock Performance in Your CRM: Part 3

Unlock Performance in Your CRM with Financial Data Written by Sara Coffey for SurePoint Technologies Unlock Performance in Your CRM with Financial Data In our “Why CRM?” series we’re taking a deeper dive into the SurePoint webinar, “Why CRM? Why Now? Strategies for Unlocking Performance in Your CRM.” The webinar focused on how firms can…

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How to Unlock Performance in Your CRM: Part 2

The Data You Need for ROIWritten by Sara Coffey for SurePoint Technologies In the first post of our “Why CRM” series, we discussed the importance of using a system that aligns with your firm’s strategic goals. Often that starts with a gap analysis to understand the problems a CRM can help you overcome. ROI is…

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How to Unlock Performance in Your CRM: Part 1

Strategies for Mid-size Marketers Written by Sara Coffey for SurePoint Technologies Does the perfect law firm CRM exist? Jennifer Whittier, VP of CRM, at SurePoint Technologies, is working hard to make sure that it does. Taking a quick break from developing the next generation of CRM for law firms, Whittier shared her thoughts on why…

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