CRM

News & Analysis as of

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...more

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....more

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

Business processes-getting the balance right

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)

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

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

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

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

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

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

Making data count

Good data processed quickly and seamlessly is critical for modern businesses. Get it right and it will improve profitability and company valuation. Get it wrong and it may cost you dearly. Think of “Big Data” and what...more

MBHB Snippets: Review of Developments in Intellectual Property Law - Volume 11, Issue 4 (Fall 2013) - Terminology in a Computer...

In Ex parte Mewherter, a recent decision by the Patent Trial and Appeal Board (PTAB) at the United States Patent and Trademark Office (USPTO), the Board handed down a precedential decision regarding the language of...more

Communication for CRM Success Part 2: Why Should Attorneys Care about CRM?

Human nature dictates that we all tend to do things that are in our best interest. This is especially true in the context of technology adoption in a law firm....more

MBHB Snippets: Review of Developments in Intellectual Property Law - Volume 11, Issue 3 (Summer 2013): Not Just a Flook?:...

On May 10, 2013, the Federal Circuit handed down the much-anticipated en banc decision in CLS Bank Int'l v. Alice Corp. This case is perhaps the most important 35 U.S.C. § 101 jurisprudence regarding the patent eligibility of...more

Communication for CRM Success Part 1: Effective, Ongoing Communication

Whether you are rolling out a new CRM system or trying to enhance the adoption or participation with your current system, effective communication is key. At most firms, you've really got to talk it up. In some firms, you may...more

Your CRM Journey - Part 7: Rest Stops

Sometimes, when you are trying diligently to get to your ultimate CRM destination, the temptation can be to really ‘put the pedal to the metal’ and try to get there as quickly as possible....more

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