MARKETING TECHNOLOGY
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Strategic Experience
Management and Proposal
Best Practices
Strategic Experience Management and Proposal Best Practices
Amid a changing industry landscape and shiing
client demand, the way law firms approach experience
management is changing as well. Firms recognize the
need to leverage all of their information to serve clients
effectively. While tracking experience is not a new
concept, modern tools make firm data come alive. Today's
experience management systems overcome the limitations
of traditional marketing technologies and blur the lines
between firm departments to enable an unprecedented level
of collaboration. It is vital that Marketing Technologists
understand both the tactical and strategic value of these
tools for greater efficiency, data-driven planning, and
enhanced client service.
The following articles reveal a myriad of ways firms
can leverage experience data strategically. Cindy Thurston
Bare relates the value of capturing robust client data to
enhance client service and industry-focused strategies.
Keith Wewe addresses the strategic value of proposal and
process automation to win new business. Helena Lawrence
discusses how experience data can identify new markets
and business opportunities, while Rachel Shields Williams
invites us to extend the uses of experience management
systems well beyond the marketing department. In each
article, the value of aggregating data into one platform
becomes clear. When firms turn to one trusted source
for client, maer, and people experience, they can
collaborate more efficiently, identify and win new business
opportunities, and grow deeper client relationships.
by Cindy Thurston Bare, Keith Wewe, Rachel Shields Williams , and Helena Lawrence
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