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Why CRM should be part of your disaster recovery plan

Be prepared with CRM as part of your disaster recovery plan.

You can’t predict when or what type of disaster is going to affect your business – or for how long. But you can be prepared. In this webinar, we discussed how to use your CRM to keep business moving and ensure you can access key data – even the face of disaster.

You’ll also learn more about the benefits of using CRM as part of your disaster recovery plan and its process including:

  • Handling emergency communications in the event of a disaster
  • Increased accessibility of CRM data during a disaster
  • Continued communications with clients without interruption
  • Designating CRM as a firm critical software for continuous backup

Our panel of experts shared their real-life experiences and practical tips, including how their businesses responded to the pandemic and how their continuity plans may have changed as result of experiencing a new kind of disaster.

About the Panelists

Mary Olson
Client Advisor, InterAction Americas

With a past as a successful Marketing Technology Manager at two global law firms, Ms. Olson has over 16 years of experience with CRM, eMarketing and other marketing technologies. She was responsible for developing marketing technology strategy, integrating marketing software with other firm systems and processes, and driving firm-wide implementation and user adoption. Additionally, as a Marketing Technology Consultant in the professional services industry for six years, she has assisted firms in choosing and customizing marketing software to best fit the needs of their professionals; revitalizing initiatives and increasing user adoption; and developing best practices for marketing and business development departments. As a Client Advisor at LexisNexis, her focus is helping clients be successful with their marketing strategy and initiatives by integrating technology into growth strategies and everyday business processes.

Mani Nanua
Senior Application Consultant, InterAction APAC/EMEA

With 11 years’ experience in the legal industry, all of which has revolved around InterAction, Mani today helps clients to roll out and embed the solution into their organizations. He trains existing and new clients to ensure successful adoption of CRM through best-practice methodologies.

He specializes in helping firms to reposition InterAction in the organization to reinvigorate user adoption. He is also called upon by clients for advice on utilizing InterAction for GDPR compliance. On the technical side, he advises on everything from technical administration and configuration through integration with eMarketing solutions.

Mani’s experience spans vendor organizations and law firms, including Tikit, Charles Russell Speechlys, and Simmons & Simmons.

A thrill-seeker at heart, he skydives, bungee jumps, and abseils in his free time. Mani is also a fan of Nottingham Forest Football Club, Marvel, and DC Universe.

Charles Collins
Director of Information Technology, Ward & Smith LLP

Charles is responsible for leading the firm's evaluation and implementation of all technology platforms. He leverages his extensive knowledge and all available technology to ensure the firm provides innovative and secure solutions to clients. He has more than 20 years of experience in information technology and application development in the legal industry. He has a Yellow Belt certification in Legal Lean Sigma® and Project Management from the Legal Lean Sigma Institute.