Episode 176 - Julie Mortimer of Mills & Reeve on The Right Way to Kickstart Your CRM Strategy

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