Data-Driven

Beyond CRM 101: Aligning People, Data, and Strategy for Smarter Engagement

Wednesday | June 4, 2025 | 2 p.m. Eastern

Your Presenters:

  • Laura Lee Jones, Founder & CEO of LionShare
  • Judith Ward, Strategic Health Care Marketing Executive
  • Denise Davis, Vice President, Marketing Technology & Operations, Emory Healthcare
  • Chris Pace, Marketing Executive

Moderated by:

  • Therese Lockemy, Founder and Principal Consultant, Inner Path Digital, L.L.C

Join us as our panelists explore how you can:

  • Identify the right CRM use cases, from patient acquisition and retention to reactivation, referral growth, and engagement journey orchestration.
  • Break down silos across marketing, IT, and data teams to enable smarter engagement and measurement.
  • Ensure CRM strategy reflects marketing goals by partnering effectively with IT, bridging gaps between technical infrastructure and engagement needs.
  • Measure what matters by connecting CRM data across channels and understanding true marketing ROI.
  • Build a source of truth for data-driven decisions, including more accurate targeting and audience suppression.
  • Strengthen data governance to support segmentation, suppression, and system-wide confidence in CRM insights.

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