#0048: (CCT) A Deep Dive into CRM and Experience Management: How Combining BD and KM Can Accelerate Firm Growth

2024-10-29

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We are increasingly seeing the merging of these two systems as well as a growing collaboration between knowledge management and business development as firm functions. In this session, we will explore why combining KM and Business Development capabilities have created a huge competitive advantage for firms by curating firm intelligence around “what we do” with “who we know” to capitalize on growth opportunities.We will explore themes such as:1. Factors driving this trend2. Strategic advantages of building Experience + CRM program...

We are increasingly seeing the merging of these two systems as well as a growing collaboration between knowledge management and business development as firm functions.

In this session, we will explore why combining KM and Business Development capabilities have created a huge competitive advantage for firms by curating firm intelligence around “what we do” with “who we know” to capitalize on growth opportunities.

We will explore themes such as:
1. Factors driving this trend
2. Strategic advantages of building Experience + CRM programs
3. Types of data captured and tools used and the influence of AI
4. Tangible use cases
5. Key tips and pitfalls for launching Experience + CRM initiatives

Moderator:
@Paul Giedraitis - CEO, Orgaimi

Speakers:
@Carrie Remhof - Senior Firm Intelligence Manager, Troutman Pepper
@Jaclyn Walkins - KM Enablement Manager, Sidley

Recorded on 10-29-2024.

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