Implementing a New CRM for Improved Business Development

Implementing a New CRM for Improved Business Development

By James Barclay, Michelle Woodyear
June 15, 2022 | 35-minute episode
Technology Management Customer Relationship Management (CRM) Content Type Podcast
Business Development
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LMA Podcast ·Implementing a New CRM for Improved Business Development

Episode: 92

Series: Strategies LIVE!

Episode Description:
For law firms looking to improve and grow relationships with clients, they must utilize modernized customer relationship management technology. In this episode of Strategies LIVE!, James Barclay and Michelle Woodyear discuss Woodyear’s implementation of a new CRM at her firm, including her process, timeline and approach for an easy-to-use system.

James Barclay, CEO, Passle Inc (Host)
Michelle Woodyear, Director of Digital Marketing, Covington & Burling LLP

Series Description:
The LMA Strategies LIVE! podcast series examines subject matters and issues affecting legal marketers and the work that we do. This podcast series expands on Strategies & Voices content and elevates expert insights advancing legal marketing.

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James Barclay
Passle Inc

James Barclay is building Passle — a British technology firm — in the United States. Alongside the co-founders of Passle, this is the third technology firm he has grown over the last 25 years. Passle helps leaders in legal marketing empower their lawyers to showcase their expertise online and transform the way all content can be created online by their law firm. In short, James is in charge of driving digital transformation in law firms. When he is not doing that, you can find him sailing. He lives in Annapolis, Maryland.

Michelle Woodyear
Covington & Burling LLP

Michelle Woodyear is an innovative technology and marketing strategist with a proven track record of spearheading large, transformational projects from conception to implementation. At Covington, she’s led a five-year digital transformation of marketing content and technology function, including updating the marketing technology stack, developing tools for robust marketing campaigns, creating dashboards for measurement and decision making, developing user personas, and targeted content strategy to reach key audiences.