• Home
  • Tech Tuesday Webinar: Salesforce and Law Firms
 LMA West Region

Tech Tuesday Webinar: Salesforce and Law Firms

  • 05 May 2015
  • 3:00 AM
  • 15 Nov 2015
  • 11:59 PM
  • Webinar


  • Watch at Your Desk online webinar
  • Season Passes can be purchased for $75

Registration is closed
Tech Tuesday   


Is a Salesforce-based CRM right for my law firm?

May 5, 2015
Duration: 1 hour, 10 minutes


Is a Salesforce-based CRM right for my firm?

Over the last several years, more and more firms have turned towards a variety of CRM solutions in an attempt to solve their tracking and collaborative needs. However, many firms have avoided the CRM gorilla in the room, Salesforce.

This program will examine the process of bringing a Salesforce-based CRM into a law firm, from the beginning: comparison shopping, to the on-boarding process with firm IT groups, to finally what implementation and end-user experiences can look like.

The session will cover:

  • The CRM landscape for law firms
  • Greenberg Glusker’s experience with SFDC
  • Fenwick & West’s experience with SFDC
  • Osler’s experience with OnePlace, a CRM built on the SalesForce platform
  • Discussion of issues to consider

Attendee will leave with:

  • A strong understanding of just how adaptable the Salesforce platform can be to your firms needs, and the work that goes along with that process.
  • A look at how the on-boarding process can be structured utilizing in-house IT staff and third-party vendors.
  • An appropriate understanding of the timelines that can be involved with on-boarding and platform adoption.
  • Examining the potential pushback that can come from attorneys and staff, and how to best engage and counter some of those issues.
  • Best practices for how the Salesforce platform can be utilized at different levels and with different stakeholders within the firm.
  • Understanding of the need to inventory relevant business process, analyze them, identify existing gaps, build hypotheses around solving them and – finally – begin redesigning some of them to shape and align with the new, incoming, CRM system.

Webinar Sponsor

  Chris Fritsch
CRM Success Consultant
Clients First Consulting

Chris Fritsch. As a CRM Success Consultant, Chris Fritsch works together with top law firms across the country to help them select and implement the right CRM solutions to support their Business Development efforts and maximize their return on investment.

Chris also writes and speaks nationally on topics including legal technology, client relationship management, e-mail marketing, business development, relationship intelligence, competitive intelligence and the use of technology to enhance profitability.

Chris has also worked in-house as a Legal Technologist for an Am Law 50 law firm based in Atlanta and as a Technology Consultant and Webmaster for Emory Law School. She was also the Managing Partner of a consulting firm specializing in providing technology solutions for attorneys.

Chris received her law degree at Emory University Law School in Atlanta, Georgia, where she served as Managing Editor of the Emory International Law Review.

  Jonathan Fitzgarrald
Equinox Strategies

Jonathan Fitzgarrald understands that business professionals are facing two powerful forces: being commoditized and differentiating themselves from their competition. More than ever before, serious contenders in the global economy must be able to answer the question, “What makes me different from my competition”?

Jonathan frequently speaks on various business development, client service, and marketing topics. He has been featured in the Wall Street Journal, Los Angeles Times, and the National Law Journal, and on Voice America, Law.com, and the CBS Evening News with Katie Couric. Jonathan currently directs the business development and marketing for Los Angeles’ premier entertainment and real estate law firm, Greenberg Glusker.

Jonathan is an active member of the Legal Marketing Association, where he serves locally as Past-President of the Los Angeles Chapter, and is a member of its national Education Committee. Jonathan publishes a blog, BADfortheBRAND.com, targeted to professionals who are interested in managing their reputations.

  Krista Florea
Senior Marketing Information Specialist
Cooley LLP

Krista Florea is a member of the marketing technology and automation team at Cooley, where she began her legal marketing career almost eight years ago. She serves as one of the marketing leads on Cooley’s Salesforce implementation and its development as the firm’s marketing and business development platform. Krista is experienced in managing two different CRM platforms, focusing on user success and adoption, event and program management and data integrity. In addition to CRM, Krista is also a member of the marketing teams that manage the alumni program, event operations and eMarketing system.

  Andrew Heaton
Business Development Analyst
Fenwick & West LLP

Andrew Heaton came to Fenwick & West in 2012 to help pilot the creation of the brand new Relationship Management Program. Drawing on his background of work in both sales and in law, Andrew was able to help create and manage a program intended to help “rainmaker” level partners get a better grasp on mining their client and relationship networks for more business. After less than two years, the program has officially been taken out of pilot status and is a permanent program at Fenwick.

Before Fenwick, Andrew worked in business development and sales in several industries, including banking, insurance, and eventually worked at a small start-up focused on higher education as a Sr. Account Executive. While in law school and directly afterwards, he clerked for several different firms. He became aware of the various needs and issues facing business development at smaller firms.

Andrew earned a JD/MBA from Indiana University’s McKinney School of Law and Kelley School of Business. He earned his BBA in Marketing from the University of Montevallo in Montevallo, AL. In his personal time, he is an avid runner, having completed numerous half-marathons and marathons, and most recently took up Spartan Races. His wife, Holly, is a pediatric cardiology fellow at Stanford Children’s Hospital, and they have a two-year-old daughter, Grace.

  Milosz Skrzypczak
Director, Market & Competitive Intelligence
Osler, Hoskin & Harcourt LLP

Milosz Skrzypczak is responsible for the market intelligence function at Osler, Hoskin & Harcourt, LLP, a top tier business law firm In Canada.

In his role he ensures that actionable intelligence flows from the marketplace to Osler, is thoroughly analysed against the firm’s strategic business needs, and, last but not least, acted on, measured and evaluated.

For the past 12 months he has also led the Integrated Client View, a major initiative around client-centric alignment of the firm’s processes, systems and behaviors. Prior to joining Osler he led the market and competitive intelligence function at KPMG Canada.

He brings to the table top notch education, 15 years of experience in external and internal consulting and advisory roles, including over a decade in professional services vertical.

Milosz graduated from University of Colorado, and continued his education at the graduate level at University of London and Yale University. He lived and worked in Europe, the United States and Canada.


Tech Tuesday is a monthly webinar offered on first Tuesday of every month covering technology topics of interest to legal marketers.


© Legal Marketing Association - West Region
Powered by Wild Apricot Membership Software