Chris Fritsch – ClientsFirst Consulting

Data Quality Do’s and Don’ts – Part 6: The CRM Wreck

Having worked with almost a hundred firms to help them achieve and enhance CRM success over the last 8 years, the biggest challenge we always seem to run into is CRM adoption. Firms consistently tell us that their CRM system is…more
| Law Firm Marketing, Law Practice Products & Services

Data Quality Do’s and Don’ts – Part 5: Herding the CRM Cats

The beauty of a CRM system is that by relying on the collective information of all of the CRM users, contacts should be kept updated across the organization. If anyone gets updated information and simply modifies their contact…more
| Law Practice Products & Services

Data Quality Do’s and Don’ts – Part 4: The Missing Pieces

One of the most common CRM data quality complaints we hear as CRM Success Consultants is that key pieces of contact data in the system are missing. This significantly reduces the value of the system and hinders adoption. Let’s…more
| Law Practice Products & Services

Data Quality Do’s and Don’ts – Part 3: Adopt the Orphans

There is nothing sadder than a poor lonely little orphan – especially in your CRM system. When a record is left in the system and all the attorneys who once knew the contact are gone, the record is essentially abandoned. It’s…more
| Law Practice Products & Services

Data Quality Do’s and Don’ts – Part 2: “I See Dead People” (in my CRM system)

Many of us may remember that quote from the chilling movie The Sixth Sense. But seeing dead people in your CRM system can be almost as disturbing. Nothing is more likely to cause end users to tune out and turn off than finding…more
| Law Practice Products & Services

Data Quality Do’s and Don’ts – Part 1: Degrading Data

In today’s highly mobile markets, up to 30% of a firm’s CRM contact data can degrade each year. People get hired, fired, promoted and change jobs; they move and change addresses; they get married and divorced; some retire and a…more
| Law Practice Products & Services

Pipeline to Success - Part 7: The People

To ensure success, first the pipeline technology must be supported at the highest leadership levels in the law firm. Next, there have to be knowledgeable, well-trained people dedicated to inputting the data. Information has to…more
| Law Practice Products & Services, Law Firm Marketing, Science, Computers, & Technology

Pipeline to Success - Part 6: The Problem

Over the years, we have all heard way too many stories of CRM systems failing to meet expectations. What we don’t typically hear is that the reason why these systems didn’t meet expectations was often that the expectations were…more
| Law Practice Products & Services

Pipeline to Success - Part 5: The Products

Recently, some CRM developers have begun building pipeline tools to meet the changing needs of law firms. A few years ago, Microsoft began offering a version of its Dynamics CRM through industry vertical resellers who configured…more
| Law Practice Products & Services

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
Showing 1-15 of 64 Results
|
View per page
Page: of 5
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.

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:

Sign up to create your digest 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. Or, sign up using your email address.
×