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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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Reflections From the Virtual Lunch: Ken Koehn, CFO, Gould & Ratner

Ari Kaplan Interviews Ken Koehn, Chief Financial Officer at Gould & Ratner It’s hard to believe that it’s been a year since SurePoint sponsored Ari Kaplan’s “The Virtual Lunch.” For those of you not familiar with the “Virtual Lunch,” Ari Kaplan, legal industry analyst/speaker and Reinventing Professionals podcast host, brings together people from the legal…

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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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