Chris Fritsch – ClientsFirst Consulting

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

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

Preventing Data Quality Depression – and Rolodex Rejection

So what do you do if you just can’t seem to get data quality help from within your firm – or if you don’t want to spend months manually cleaning your CRM data? How big a problem is data quality depression really?…more
| Law Practice Products & Services

Plumbing

Once the outside structure of your CRM is solid, it’s time to think about the infrastructure. How will the information need to flow within the system and externally? What types of connections or integrations will need to be…more
| Law Practice Products & Services

The CRM Framework

Once you have a solid CRM foundation to build upon, it’s time to begin building out the CRM framework for your system. Of course, the building blocks for every CRM are the contacts, including both people and companies…more
| Law Practice Products & Services

The CRM Foundation

Once you have a concrete strategy and have formed a plan, you need to build a solid foundation for long term CRM success. Doing this type of ‘groundwork’ will ensure that your CRM implementation and structure will stand the test…more
| Law Practice Products & Services

Choosing Your CRM Builder

Selecting the right team to build your house is essential. We’ve all heard horror stories about dealing with bad contractors. Without the right building partner, you are likely to get a house that takes longer and costs more…more
| Law Practice Products & Services

The Blueprint for CRM Success

CRM success starts with a plan. Once you have invested the time to articulate the initial ideas for your new CRM home and have shared your thoughts with your CRM architect and key stakeholders in the organization, it’s essential…more
| Business Organizations, Science, Computers, & Technology

The CRM Architect

Because building a home - and configuring a new CRM system - are complex projects, for both, it typically makes sense to bring in an expert to help plan the project. Just as it makes sense to hire a skilled architect to create…more
| Law Practice Products & Services

CRM Building Project – Part 2: Teardowns

Many of the firms we work with have had their CRM systems for years or even a decade or more. They can likely still remember their original “move-in” day when they first bought the system (which hopefully didn’t require a…more
| Law Practice Products & Services

CRM Building Project – Part 1: New Construction

So for some reason, one day about a year and a half ago I decided that it would be a good idea to build a house. Not sure exactly why I thought adding this to my never-ending list of existing projects would be a smart thing to…more
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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
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