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Three Essential Elements to Achieve CRM Success

​​​​​​​If your CRM performance hasn’t been living up to your expectations due to a lack of communication, training or data quality, you aren’t alone. Respected research organizations have been saying for years that more than...more

Have a Very Merry Holiday Mailing List

A happy holiday season starts with a clean mailing list. Whether your firm sends holiday greetings electronically or mails traditional physical cards, so much effort goes into this annual ritual – from decisions around the...more

Architecting a Successful CRM Project

Building your own dream home is something that many people want to do someday. While the concept sounds lovely - having your perfect place with all of the features your heart desires - many people don’t contemplate that, like...more

CRM Buyers Beware: Some Assembly Required

Did you ever spend time researching and shopping for something you really wanted? You looked at it online – maybe even made a trip to a brick and mortar store – and then, once you concluded that it was exactly what you...more

The Season for Holiday Joy Starts Now

At the risk of sounding like a bunch of Scrooges, we’re going to bring up the annual project that almost all law firm Marketers have to deal with – and pretty much any of them dread: The Annual Holiday Mailing...more

Are You “Taxing” Your CRM Users?

When we see so many firms struggling with CRM “adoption” it creates a question: Is it possible that the professionals in your firm view your CRM system as a tax? Like a tax, CRM benefits the firm and others, but not them?...more

Winning the CRM War

There is an old military adage that goes, “No battle plan can withstand the first confrontation with the enemy.” This references the fact that war is often unpredictable, and no amount of planning can account for all possible...more

How Are You Using Your CRM Tools?

The Swiss are known for inventing some pretty interesting and cool stuff: Velcro, Cellophane, the Helvetica font and, a favorite of many people, milk chocolate. But probably no other invention is so closely associated with...more

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