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MT19

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I L T A W H I T E P A P E R | M A R K E T I N G T E C H N O L O G Y 7 2 0 1 9 M A R K E T I N G T E C H N O L O G I E S S U R V E Y R E S U L T S 30.48% 32 32.38% 34 4.76% 5 9.52% 10 1.90% 2 11.43% 12 9.52% 10 Q7 What is the biggest challenge that you see with day-to-day management of your CRM/ERM system? Answered: 105 Skipped: 0 TOTAL 105 OTHER (PLEASE SPECIFY) DATE Not applicable but if so my biggest challenge is the data quality 7/22/2019 3:33 AM Getting attorneys to submit contacts and lack of time 7/18/2019 5:13 PM Resources devoted to management of CRM 7/9/2019 5:42 PM Lack of a system. 7/9/2019 3:12 PM All of the above 7/2/2019 10:45 AM Lack of functionality 7/1/2019 7:30 PM insufficient groundwork laid for implementation, resulting in incomplete initial rollout 6/19/2019 4:02 PM all of the above, though integration is good with many platforms 6/14/2019 4:40 PM Data quality User adoption Lack of training Lack of integration... Poor user interface Not applicable Other (please specify) 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% ANSWER CHOICES RESPONSES quality adoption of training of integration with other systems user interface applicable Other (please specify) 8 / 76 2019 ILTA Marketing Technology Survey What Experience Management system do you use at your firm? (select all that apply) Q8 What Experience Management system do you use at your firm? (Select all that apply) Answered: 105 Skipped: 0 Foundation Intapp Open Experience Content Pilot Elegrity Prosperoware Neudesic Firm Directory Thomson Reuters - 3E... Qorus We use a custom in-ho... We do not use an Experienc... Other (please specify) 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% ANSWER CHOICES RESPONSES 2019 ILTA Marketing Technology Survey What is the biggest challenge that you see with day-to-day management of your CRM/ ERM system? 32.38% 34 5.71% 6 2.86% 3 53.33% 56 5.71% 6 Q9 Who owns your firm's EMS system? Answered: 105 Skipped: 0 TOTAL 105 # OTHER (PLEASE SPECIFY) DATE 1 Practice Services 7/17/2019 9:03 AM 2 Marketing and KM jointly 7/3/2019 10:13 AM 3 Finance & Accounting 7/2/2019 9:33 AM 4 Practice Management 6/26/2019 2:58 PM 5 Not sure. 6/14/2019 4:40 PM 6 Its a mix of marketing, IT, project management and records. 6/14/2019 12:10 PM Marketing/Busin ess Development Knowledge Management IT Not applicable Other (please specify) 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% ANSWER CHOICES RESPONSES Marketing/Business Development Knowledge Management IT Not applicable Other (please specify) 12 / 76 2019 ILTA Marketing Technology Survey Who owns your firm's EMS system? 22.86% 24 Q10 If you are integrating with other systems to populate your experience database, which ones? (check all that apply) Answered: 105 Skipped: 0 Time and billing CRM Matter intake HR Databases Data warehouse Manual entry Not applicable Other Other (please specify) 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% ANSWER CHOICES RESPONSES Time and billing 2019 ILTA Marketing Technology Survey If you are integrating with other systems to populate your experience database, which ones? (select all that apply) 8.57% 5.71% 4.76% 1.90% 8.57% 63.81% 6.67% Q11 Which proposal automation solution do you use? Answered: 105 Skipped: 0 TOTAL # OTHER (PLEASE SPECIFY) DATE 1 Thomson Reuters Proposal Generator 7/19/2019 2 Built into website 7/10/2019 3 Moving to Foundation PG in 2020 7/10/2019 4 FirmWise 7/1/2019 7:10 5 OnePlace, implementing Q4 6/27/2019 6 Rubylaw 6/17/2019 7 Not sure 6/14/2019 Foundation Software Gro... Content Pilot Proposal Pilot Qorus Saturno Experience a... We use a custom in-ho... We do not have a proposal... Other (please specify) 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% ANSWER CHOICES RESPONSES Foundation Software Group Proposal Generation Content Pilot Proposal Pilot Qorus Saturno Experience and Proposal Center We use a custom in-house system We do not have a proposal automation system Other (please specify) 15 / 76 2019 ILTA Marketing Technology Survey Which proposal automation solution do you use? 38.10% 7.62% 0.00% 5.71% Q12 Who are the intended users of the proposal automation system? (select all that apply) Answered: 105 Skipped: 0 Marketing/Busin ess Developm... Lawyers Knowledge Management... Assistants/Secr etarial... Dedicated Proposal Team Not applicable 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% ANSWER CHOICES RESPONSES Marketing/Business Development Team Lawyers Knowledge Management Professionals Assistants/Secretarial Services 2019 ILTA Marketing Technology Survey Who are the intended users of the proposal automation system? (select all that apply) Lack of integration with other systems Thomson Reuters - 3E Business Development We use a custom in-house solution We do not use an Experience Management system Foundation Soware Group Proposal Generation Saturno Experience and Proposal Center We use a custom in-house system We do not have a proposal automation system Marketing/Business Development Team Knowledge Management Professionals Assistants/ Secretarial Services

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