Virtual Campfire: What’s New and Old in CRM?

From gaining buy-in to implement a CRM system, to synthesizing the business intelligence we all hope comes out of one – CRM sytems dominate our time and headspace. Let’s talk everything CRM. We know you have a lot to say about this topic, so we expect this to be a jam-packed session!

SME

Timothy Keith

Timothy Keith, CEO & Co-Founder of Propense.ai, has worked with some of the top Financial and Professional service firms in the world teaching firm leaders and business development staff how to streamline the technology adoption process and enhance business performance. Timothy has significant experience as a founder, management consultant, and sales leader.

Facilitators

Raissa Evans

Raissa joined Weaver as head of digital and lead gen in 2020, a full-service national CPA and advisory firm. She began her early career in the technology industry, then spent 12 years as head of marketing at PKF Texas, a firm recognized as a market-leader by its peers due to many industry firsts, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing.

As a pioneer of digital strategy for professional services for more than 20 years, Raissa’s led digital transformations in marketing technology, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy, marketing operations, digital performance and the like.

She hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting, is Past President of Houston’s Interactive Marketing Association, and founder of non-profit Celtic Valor, which awards scholarships to veterans.