Hsu Untied interview with Andy Bradley, Partner at Gunderson Dettmer
Innovative Alternatives for Tackling High Volume Legal Processes
Jim Newell & Liz Lockett of Buchanan Ingersoll & Rooney on Cultivating Collaboration: Buchanan's Secrets to Success - Passle's CMO Series EP155
Passle's CMO Series REPRESENTS: Lucie Allen & Silvia Van den Bruel on Normalizing #MenopauseMatters
Thought leadership is a potent client service tool you didn't know you had
Take your relationships to another level by co-authoring thought leadership with clients and referral sources
Market Leaders Podcast Episode 95: Navigating the legal landscape: The Big Four vs. Traditional law firms with Guest Chris Pullen
5 Tips For Writing Conflict Emails
How Thought Leadership Determines Digital Success - Episode 3: Passle's CMO Series Digital Masterclass
Clinton Gary of CREDO Consulting on Collaborative Growth: A Guide for CMOs and Managing Partners - Passle's CMO Series Podcast EP152
Science can't clone you, but your thought leadership content can
JONES DAY TALKS®: Exploring Law Firm Opportunities as a First Generation Law Student
Lee Grunnell of Womble Bond Dickinson on The Importance Of Advertising in Professional Services - Episode 150 of the Passle CMO Series Podcast
Hsu Untied interview with Nick Khadder, General Counsel at CooperCompanies
Paul Askew of Withersworldwide on Why Legal Marketing Needs to Get Personal - Passle's CMO Series Podcast EP149
The Chartwell Chronicles: Artificial Intelligence
Phill McGowan of Reed Smith on Strategic Communications: The Greatest Untapped Potential in Legal BD? - Passle's CMO Series EP147
Artificial Intelligence: 5 Steps Law Firms Can Take Starting Today
Tracey Whyte of Piper Alderman on Getting the Most Out of AI in a Lean Marketing & BD Team - Passle's CMO Series Podcast
Nick Andrews of Knight Frank on The Changing Nature of Building Trust in Professional Services Marketing - Passle CMO Series Podcast EP143
When Business Development (BD) professionals and the lawyers they work with use the word “closing,” they primarily mean acquiring a new client or a new piece of business. But there’s another type of closing worth attention:...more
The world of marketing technology is ever-changing, and with these changes comes its own set of challenges and opportunities. This past year was no different. We saw more firms than ever before embracing new technologies such...more
On the 12th day of CRM Chris “Kringle” Fritsch explained to me, how law firms can use pipelines successfully! Outside of legal, we are seeing many professional service firms wanting to implement business development...more
On the fourth day of CRM, Chris Kringle Fritsch explained to me, the actual cost of bad data quality! Have you ever wondered how much your bad data is actually costing you? Chris Fritsch dives into some of the statistics...more
In the competitive landscape of the legal sector, the right marketing strategies can set a firm apart. For small- and mid-size law firms, with less resources and budget, this differentiation is crucial. With ever-evolving...more
HubSpot is one of the best CRM systems available. Paired with a robust inbound marketing platform, HubSpot makes it easier to increase your firm’s awareness and reduce the time spent tracking down data and contact...more
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
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
The team at CLIENTSFirst has helped hundreds of firms succeed with CRM. A key to that success for many firms involves getting attorneys to use the system or at least share their information. However, as mentioned in our last...more
LMA 2019 hit it out of the ballpark this year. With over 1,500 attendees and 150 speakers, everyone came together in Atlanta, Georgia to learn how to improve their business skills, discover the latest technologies, grow...more
In our previous post, The Top 10 Challenges to CRM Success and How to Avoid Them – Part 1, we discussed the five challenges that are most often encountered when implementing a CRM. Here are five more that we typically see –...more
Research estimates that up to 63% of CRM systems fail to meet expectations – and a failed CRM implementation can be extremely costly, not just in terms of the financial expense, but also because of the costs in lost time –...more
It’s impossible to win any race without a good coach. Not everyone has had experience rolling out a CRM system before. ...more
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
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
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
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
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...more
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