News & Analysis as of

CRM

The Dollars and Sense of Cleaning Up Your CRM Data

by Chris Fritsch on

Few people will disagree that good CRM data is essential for effective marketing. Despite that fact, bad data has become endemic in marketing databases everywhere....more

How Are You Using Your CRM Tools?

by Chris Fritsch on

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

Data Quality Do’s & Don’ts – Part 2: The Missing Pieces of Your CRM Success Puzzle

by Chris Fritsch on

The holidays are long over and the scramble to send out holiday mailings seems like ancient history. But don’t close the book yet! ...more

The Social and Digital Media Train is Leaving the Station - Get Aboard!

by JD Supra Perspectives on

On this, the fourth day of social media and digital media, we bring you some practical and actionable advice from the PR SIG's Co-Chair, Ryan King, Director of Communications at Ogletree Deakins. This father of three...more

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

by Chris Fritsch on

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...more

Preventing Data Quality Depression – and Rolodex Rejection

by Chris Fritsch on

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

New Legal Startups Are Changing the Practice of Law

by Zapproved Inc. on

Corporate Counsel recently reported on the dramatic growth of legal startups over the last two years — increasing from 412 to 1,104 today. This showed the increase in innovation targeting legal technology. While it’s valuable...more

Plumbing

by Chris Fritsch on

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

The CRM Framework

by Chris Fritsch on

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

The CRM Foundation

by Chris Fritsch on

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

Choosing Your CRM Builder

by Chris Fritsch on

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

The Blueprint for CRM Success

by Chris Fritsch on

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...more

The CRM Architect

by Chris Fritsch on

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...more

Ex parte Jung (PTAB 2015) - Computer-Readable Medium Claims vs. Printed Matter

Most software or computer-related patent applications today include a number of different types of claims, such as method claims, device claims, and computer-readable medium (CRM) claims. Such CRM claims are usually directed...more

500,000 Lines of Source Code: The New “Intangible Property”

Sergey Aleynikov’s six-year trade secret odyssey through all possible configurations of litigation, civil and criminal, federal and state, may at long last have come to an end after the New York Supreme Court recently...more

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

by Chris Fritsch on

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...more

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

by Chris Fritsch on

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...more

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

by Chris Fritsch on

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....more

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

by Chris Fritsch on

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

Business processes-getting the balance right

by Thomas Fox on

Ever since Messrs Hammer and Champy published Reengineering the Corporation in 1993, consultants have done good business in helping clients reengineer the way they do things. Many companies have benefitted greatly, others...more

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

by Chris Fritsch on

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...more

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

by Chris Fritsch on

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...more

Pipeline to Success - Part 5: The Products

by Chris Fritsch on

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...more

Pipeline to Success - Part 4: The Past

by Chris Fritsch on

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...more

CRM Success Steps and Strategies - Part 7: Communicate Effectively

by Chris Fritsch on

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...more

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