Upcoming Webinar: The 2023 State of CRM in Professional Services Firms

Upcoming Webinar: The 2023 State of CRM in Professional Services Firms

Since 2015, we have conducted an annual survey of law firms nationwide about their use of, satisfaction with, and challenges using CRM, especially as it relates to seller-doers and business development. This year, for the second time, the survey also included responses from marketing and business development professionals at accounting, financial advisory, engineering, and consulting firms.

On Wednesday, March 15, join us for the webinar, "The 2023 State of CRM in Professional Services Firms," where we will present the findings from this year's survey.

Register to learn:

  • How many firms are using a CRM
  • How many seller-doers are using CRM and how many are using it regularly for business development
  • How firms rate their CRM’s effectiveness for?essential marketing/BD functions
  • What seller-doers use for BD instead of CRM
  • What marketers/business developers say is the biggest business development challenge at their firms

Find out how your firm fares versus other professional services firms and other firms in your industry. Reserve your spot.

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