CRM and Client Success Consultant with extensive legal industry expertise and a focus on helping law and other professional service firms utilize technology strategically to grow their businesses and practices, increase adoption and enhance return on investment.
Client- and customer-focused professional with an emphasis on relationships and results.
Recovering attorney with prior experience as a top salesperson and sales manager working together with national and global law firms across the country.
Extensive experience with and knowledge of major all major CRM systems focused on Professional services including Business Development Premier from Thomson Reuters, ContactEase from Cole Valley, Intellipad from Versys, InterAction from LexisNexis, Salesforce and OnePlace.
Specialties: CRM Success Consulting; CRM Selection; CRM Training; CRM Strategy; CRM Planning; Business Development Technology Consulting; Client Development and Business Development Strategy and Training: Client Service; Sales and Large Account Management; Legal Technology; Professional Services Expertise; Negotiating and Team Building; Social Media, Law Firm Consulting