Chris Fritsch – ClientsFirst Consulting

Pipeline to Success - Part 4: The Past

When some larger firms with sophisticated marketing departments began to realize the limitations of spreadsheets years ago, they started looking for alternatives. But because the profession had not been focused on sophisticated…more
| Law Practice Products & Services, Law Firm Marketing

Pipeline to Success - Part 3: The Pipeline

This is where real pipeline software can help to take a law firm’s business development to the next level. A true sales pipeline allows opportunities to be entered and linked to related people and companies. Pipelines also allow…more
| Law Practice Products & Services

Pipeline to Success - Part 2: The Spreadsheet vs The Pipeline

At its most basic, a pipeline is simply a way to track and report on business development efforts. Initially, when law firms began tracking business development opportunities, the original tool of choice was Excel. Even at some…more
| Law Practice Products & Services

Pipeline to Success - Part 1: Law Firms Finally Embracing CRM for Business Development Tracking

What gets measured gets done. This can certainly be said about “non-billable” activities in law firms. For anyone familiar with attorneys, this is not surprising. Busy lawyers are tasked with competing demands for their very…more
| Law Practice Products & Services

CRM Success Steps and Strategies - Part 11: Don't Do It Alone

If this all sounds a bit overwhelming, don't worry. Few people have the extensive experience to successfully deploy a CRM system by themselves. Still fewer are excited about expending the effort to get this experience…more
| Law Practice Products & Services

CRM Success Steps and Strategies - Part 10: Evolve

CRM isn't a project or an implementation. It’s a fundamental change – and improvement – in how your firm manages its most important assets – its relationships. As a result, CRM deployments shouldn’t end – they should evolve…more
| Law Practice Products & Services

CRM Success Steps and Strategies - Part 9: Dedicate Required Resources

Too often, firms are willing to spend money on a system but don't budget for other essential resources. More important than the investment in the technology can be the time and human resources required for success. Dedicated CRM…more
| Law Practice Products & Services

CRM Success Steps and Strategies - Part 8: Train Continuously

Finally, even if you get everything else right, CRM won't succeed without effective training. It’s important to develop training plans and materials targeted to the needs of key groups…more
| Law Practice Products & Services

CRM Success Steps and Strategies - Part 7: Communicate Effectively

As with any type of technology implementation, ongoing communication and training will be imperative. End users need to understand the reasons for CRM and, most importantly, what’s in it for them. Create benefit statements for…more
| Law Practice Products & Services

CRM Success Steps and Strategies - Part 6: Roll Out Gradually

Once you have selected your system, you can begin planning for the rollout. Don't make the mistake of attempting a “boil the ocean” implementation, deploying too many features to too many people in too big a hurry…more
| Law Practice Products & Services

CRM Success Steps and Strategies - Part 5: Check References for Providers

Once you have narrowed the potential products, it is absolutely essential to check references for providers. The ideal relationship with a CRM provider will be ongoing and, as with any long-term commitment, it’s important to…more
|

CRM Success Steps and Strategies - Part 4: Vet Systems and Vendors

Only once you have clearly articulated needs and agreed upon goals, you can begin identifying potential systems to address them. Properly deployed and supported, CRM systems are invaluable because they can do so many things…more
| Law Practice Products & Services, Law Firm Marketing

CRM Success Steps and Strategies - Part 3: Involve Key Stakeholders

CRM is often more about people and process than technology, so success starts with your users. Involve them early and often. Special attention should be paid to the assistants because often they are expected to do a lot of the…more
| Law Practice Products & Services

CRM Success Steps and Strategies - Part 2: Analyze Needs and Set Expectations

Research tells us that, too often, CRM implementations fail to meet expectations. What they don't often tell us is that too often this is because those expectations were wrong. Before buying CRM (or any other) technology, make…more
| Law Practice Products & Services

CRM Success Steps and Strategies - Part 1: CRM Success is Possible!

Yes, you read that title right. The words ‘CRM’ and ‘success’ were just used together. That’s because whether you are rolling out a new CRM system for the first time at your firm or trying to enhance adoption of an existing…more
| Law Practice Products & Services
Showing 1-15 of 55 Results
|
View per page
Page: of 4
Contact

Georgia, United States

  • 404-249-9914

Areas of Practice
  • Business Development
  • Information & Data
  • Legal Marketing
  • Software & Technology
  • Training & Education
This profile may constitute attorney advertising. Prior results do not guarantee a similar outcome. Any correspondence with this profile holder does not constitute a client/attorney relationship. Neither the content on this profile nor transmissions between you and the profile holder through this profile are intended to provide legal or other advice or to create an attorney-client relationship.

All the intelligence you need, in one easy email:

Great! Your first step to building an email digest of JD Supra authors and topics. Log in with LinkedIn so we can start sending your digest...

Sign up for your custom alerts now, using LinkedIn ›

* With LinkedIn, you don't need to create a separate login to manage your free JD Supra account, and we can make suggestions based on your needs and interests. We will not post anything on LinkedIn in your name.
×