Technology-Centric Experience and Proposal Management

Description

The implementation of the perfect experience database and proposal automation solution is a delicate dance between business rules driven by the marketing/business development team and data integration and functionality driven by the technology department. Yet, technology teams are often not included early enough (if at all) to make a meaningful impact on these projects. And given how business-critical these products are, successful implementation is absolutely critical.

In this session, two industry veterans will share:

• Components of ILTA's recent Marketing Technology survey and how they relate to a successful experience/proposal product implementation
• How marketing technologists can take best practice trends and turn them into must-have functional components for law firm proposal automation and experience management
• A fail-safe proposal process and timeline from start to finish, and how firms should be creating and using technology to drive success
• Where business development teams often stumble in proposal automation and experience management, and how marketing technologists can lead the way to a higher win rate

Speakers

Cindy Thurston Bare - Vice President of Consulting and Developer of Foundation Experience Management, Foundation Software Group
Keith Wewe -Vice President of Strategy and Solutions, Content Pilot

#Virtual
#MarketingandBusinessDevelopment