Outsourcing is defined as the contracting out of an internal business process to a third party organization and, as such, it has been a common and accepted business practice for a very long time.
The goals of outsourcing include improving efficiency, reducing costs and gaining a competitive advantage. As a result, it shouldn't be too surprising that law firms have been experimenting with outsourcing for decades,…more
A recent article in the ABA Journal proclaimed, “Boom years for law firms were an aberration.” The article quotes information from a 2013 Client Advisory report from Hildebrandt Consulting and Citi Private Bank which predicts…more
Sometimes, when you are trying diligently to get to your ultimate CRM destination, the temptation can be to really ‘put the pedal to the metal’ and try to get there as quickly as possible…more
While focusing on your ultimate CRM destination is, of course, important, it can also be beneficial to check out the scenery along the way. You need to take a little time to smell the CRM ‘roses’ and relish your successes to…more
Basic training focuses on general business development skills and information that are essential for all recruits to understand before moving into the field. However, as with any type of training, up to 75% of this knowledge can…more
Sometimes when you are on your CRM journey, you may get turned around. You may even feel like you have lost sight of your destination. It can seem as though you’ve passed the same landmarks over and over again without making any…more
You may initially think that a CRM implementation or rollout would be straightforward. So many firms have gone down this road before that you wouldn't expect to have to blaze a new trail.
But what you will often discover is…more
If you don't know where you are going, how in the world will you know when you get there? This is some sage CRM success advice. This is also the reason that for every CRM journey – from international adventures such as a…more
Business development basic training for your troops should be done early and often. While it’s almost never too soon to begin training in the basics of business development, attorneys who have been practicing 4 years or more…more
It’s always more fun to travel with a friend, so you may want to invite some other folks along for the ride. CRM is a team sport. Trying to go it alone is not only incredibly painful – it’s impossible.
So what should you pack for your journey to CRM success? First I would start with some patience. CRM success is rarely instantaneous, and if you are in a hurry to see immediate results, you are often going to be sadly…more
I recently heard someone comment that CRM is a journey, not a trip. Truer words were never spoken.
As many of my Clients will tell you, I am fond of saying that CRM is not a project, an initiative or a rollout – it’s a…more
Since categories make it easier to segment and reach key Clients, it would seem like the more categories you have, the better, right? Not necessarily…more
As your CRM implementation ‘grows up,’ there are a whole lot more numbers that become important. You have to keep your system healthy as it becomes more ‘mature. You certainly don't want your CRM getting 'age spots'… or losing…more
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