Podbean logo
  • Discover
  • Podcast Features
    • Podcast Hosting

      Start your podcast with all the features you need.
    • Podbean AI Podbean AI

      AI-Enhanced Audio Quality and Content Generation.
    • Blog to Podcast

      Repurpose your blog into an engaging podcast.
    • Video to Podcast

      Convert YouTube playlists to podcasts, videos to audios.
  • Monetization
    • Ads Marketplace

      Join Ads Marketplace to earn through podcast sponsorships.
    • PodAds

      Manage your ads with dynamic ad insertion capability.
    • Apple Podcasts Subscriptions Integration

      Monetize with Apple Podcasts Subscriptions via Podbean.
    • Live Streaming

      Earn rewards and recurring income from Fan Club membership.
  • Podbean App
    • Podcast Studio

      Easy-to-use audio recorder app.
    • Podcast App

      The best podcast player & podcast app.
  • Help and Support
    • Help Center

      Get the answers and support you need.
    • Podbean Academy

      Resources and guides to launch, grow, and monetize podcast.
    • Podbean Blog

      Stay updated with the latest podcasting tips and trends.
    • What’s New

      Check out our newest and recently released features!
    • Podcasting Smarter

      Podcast interviews, best practices, and helpful tips.
  • Popular Topics
    • How to Start a Podcast

      The step-by-step guide to start your own podcast.
    • How to Start a Live Podcast

      Create the best live podcast and engage your audience.
    • How to Monetize a Podcast

      Tips on making the decision to monetize your podcast.
    • How to Promote Your Podcast

      The best ways to get more eyes and ears on your podcast.

    • Podcast Advertising 101

      Everything you need to know about podcast advertising.
    • Mobile Podcast Recording Guide

      The ultimate guide to recording a podcast on your phone.
    • How to Use Group Recording

      Steps to set up and use group recording in the Podbean app.
  • All Arts Business Comedy Education
  • Fiction Government Health & Fitness History Kids & Family
  • Leisure Music News Religion & Spirituality Science
  • Society & Culture Sports Technology True Crime TV & Film
  • Live
  • How to Start a Podcast
  • How to Start a Live Podcast
  • How to Monetize a podcast
  • How to Promote Your Podcast
  • How to Use Group Recording
  • Log in
  • Start your podcast for free
  • Podcasting
    • Podcast Features
      • Podcast Hosting

        Start your podcast with all the features you need.
      • Podbean AI Podbean AI

        AI-Enhanced Audio Quality and Content Generation.
      • Blog to Podcast

        Repurpose your blog into an engaging podcast.
      • Video to Podcast

        Convert YouTube playlists to podcasts, videos to audios.
    • Monetization
      • Ads Marketplace

        Join Ads Marketplace to earn through podcast sponsorships.
      • PodAds

        Manage your ads with dynamic ad insertion capability.
      • Apple Podcasts Subscriptions Integration

        Monetize with Apple Podcasts Subscriptions via Podbean.
      • Live Streaming

        Earn rewards and recurring income from Fan Club membership.
    • Podbean App
      • Podcast Studio

        Easy-to-use audio recorder app.
      • Podcast App

        The best podcast player & podcast app.
  • Advertisers
  • Enterprise
  • Pricing
  • Resources
    • Help and Support
      • Help Center

        Get the answers and support you need.
      • Podbean Academy

        Resources and guides to launch, grow, and monetize podcast.
      • Podbean Blog

        Stay updated with the latest podcasting tips and trends.
      • What’s New

        Check out our newest and recently released features!
      • Podcasting Smarter

        Podcast interviews, best practices, and helpful tips.
    • Popular Topics
      • How to Start a Podcast

        The step-by-step guide to start your own podcast.
      • How to Start a Live Podcast

        Create the best live podcast and engage your audience.
      • How to Monetize a Podcast

        Tips on making the decision to monetize your podcast.
      • How to Promote Your Podcast

        The best ways to get more eyes and ears on your podcast.

      • Podcast Advertising 101

        Everything you need to know about podcast advertising.
      • Mobile Podcast Recording Guide

        The ultimate guide to recording a podcast on your phone.
      • How to Use Group Recording

        Steps to set up and use group recording in the Podbean app.
  • Discover
    • Log in
    Sign up free
Reinventing Professionals

Reinventing Professionals

Business

Aligning CRM With Profitability and Financial Performance

Aligning CRM With Profitability and Financial Performance

2022-02-18
Download

I spoke with Jennifer Whittier, the president of Cole Valley Software, developer of the ContactEase CRM platform, and Tom Obermaier, the CEO of SurePoint Technologies, a provider of financial and practice management software to law firms nationwide, which has just announced its acquisition of Cole Valley Software. We discussed how the acquisition and inclusion of ContactEase in SurePoint’s portfolio will empower its customers, and how customer relationship management aligns with profitability and financial performance.

view more

More Episodes

The Factors That Make Law Firm Mergers Successful
2024-04-05 68
Digital Payments and Their Role in Accessing Justice
2024-04-03 48
*Special Episode* Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 20
2024-03-29 69
Balancing the Use of Legal Technology and Human Guidance to Resolve Legal Matters
2024-03-26 48
*Special Episode* Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 19
2024-03-22 52
Embracing Consultative eDiscovery to Empower Client Service
2024-03-21 48
Deciding Whether to Build or Buy AI Applications
2024-03-19 55
Changing Client Expectations and How Law Firms are Taking Advantage of AI-Powered Drafting Tools
2024-03-14 75
The Effect of Generative AI on Legal Blogging
2024-03-12 53
The Power of Innovation in Litigation, Drafting, and Client Service
2024-03-05 63
Managing a Law Firm and Building a Legal Tech Company
2024-03-01 57
Transforming the Corporate Legal Department with Metrics and KPIs
2024-02-27 56
*Special Episode* Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 18
2024-02-23 65
The Current State of Remote and Hybrid Work in Law Firms
2024-02-21 96
How Technology is Changing the Relationship Between Law Firms and Their Clients
2024-02-20 83
Legalweek 2024 Mixtape - Day 3
2024-02-16 64
Judicial Preferences, AI, and Leveraging Technology to Gain an Advantage in Complex Litigation
2024-02-14 84
Legalweek 2024 Mixtape - Day 2
2024-02-12 56
Legalweek 2024 Mixtape - Day 1
2024-02-09 62
How Current and Future Leaders in Legal are Adapting Their Communication Styles
2024-02-07 75
  • ←
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • →
012345678910111213141516171819

Get this podcast on your
phone, FREE

Download Podbean app on App Store Download Podbean app on Google Play

Create your
podcast in
minutes

  • Full-featured podcast site
  • Unlimited storage and bandwidth
  • Comprehensive podcast stats
  • Distribute to Apple Podcasts, Spotify, and more
  • Make money with your podcast
Get started

It is Free

  • Podcast Services

    • Podcast Features
    • Pricing
    • Enterprise Solution
    • Private Podcast
    • The Podcast App
    • Live Stream
    • Audio Recorder
    • Remote Recording
    • Podbean AI
  •  
    • Create a Podcast
    • Video Podcast
    • Start Podcasting
    • Start Radio Talk Show
    • Education Podcast
    • Church Podcast
    • Nonprofit Podcast
    • Get Sermons Online
    • Free Audiobooks

  • MONETIZATION & MORE

    • Podcast Advertising
    • Dynamic Ads Insertion
    • Apple Podcasts Subscriptions
    • Switch to Podbean
    • YouTube to Podcast
    • Blog to Podcast
    • Submit Your Podcast
    • Podbean Plugins
    • Developers

  • KNOWLEDGE BASE

    • How to Start a Podcast
    • How to Start a Live Podcast
    • How to Monetize a Podcast
    • How to Promote Your Podcast
    • Mobile Podcast Recording Guide
    • How to Use Group Recording
    • Podcast Advertising 101

  • Support

    • Support Center
    • What’s New
    • Free Webinars
    • Podcast Events
    • Podbean Academy
    • Podcasting Smarter
    • Badges
    • Resources

  • Podbean

    • About Us
    • Podbean Blog
    • Careers
    • Press and Media
    • Green Initiative
    • Affiliate Program
    • Contact Us
  • Privacy Policy
  • Cookie Policy
  • Terms of Use
  • Consent Preferences
  • Copyright © 2015-2025 Podbean.com