In the dynamic world of legal services, client relationships are paramount. While Customer Relationship Management (CRM) systems promise to enhance and streamline these relationships, many law firms grapple with an ongoing...more
In the world of information management, the age-old phrase “garbage in, garbage out” resonates deeply. While technology has evolved, bringing in sophisticated systems and tools, the challenge of flawed data management...more
Customer Relationship Management (CRM) systems, the cornerstone of today’s businesses, have been rapidly evolving to offer powerful features and tools.
With the infusion of artificial intelligence, machine learning and...more
Autumn is a season of transformation and preparation. As the leaves change colors and the temperatures drop, October is a time to take a closer look at your internal practices, gearing up for the end-of-year rush.
One...more
Customer Relationship Management (CRM) tools have long held the promise of streamlining client interactions and fostering business growth. Yet, many law firms grapple with one persistent hurdle: low CRM adoption rates among...more
Smart leaders are always looking for ways to make their firms more efficient and profitable. Outsourcing some administrative functions, especially in areas involving some of technologies that support marketing and business...more
As the holiday season approaches, there’s one task that tends to loom large on the agenda of law firms: updating holiday mailing lists. Before diving into the hustle and bustle of designing holiday greetings or choosing the...more
Marketing automation has been buzzing around in the corporate world, and several firms are caught in the whirlwind, wondering if it’s the right move for them. While giants like Marketo and Eloqua introduced this concept, its...more
CRM systems are a fundamental aspect of modern business operations. But as with all things, there’s a right way and a wrong way to implement them. Here’s a succinct breakdown of ten frequent missteps companies make regarding...more
We’ve all grown up hearing the adage, “An apple a day keeps the doctor away.” This simple piece of wisdom underscores the importance of consistent, daily habits. Interestingly, this philosophy isn’t just confined to health...more
Customer Relationship Management (CRM) systems have evolved as integral tools in the business landscape. When properly implemented and managed, they hold the potential to skyrocket an organization’s growth. However, the...more
As the leaves change color and the air turns crisp, it’s a reminder that change is essential and inevitable. Just like nature, our CRM systems need a seasonal overhaul. Here’s how to embrace the spirit of fall and refresh...more
In the legal sector, strong relationships between a law firm and its clients are essential. As clients increasingly expect efficient digital interactions, firms are exploring new tools and ways to enhance their service...more
CRM (Customer Relationship Management) systems have proven to be pivotal tools for numerous industries, and the legal sector is no exception. As law firms ramp up their marketing initiatives this September, it’s crucial to...more
What can you do with one piece of content? If you guessed turning it into 11 other pieces of content that you can use to build your brand and business, you guessed right!...more
A CRM (Customer Relationship Management) system can significantly impact an organization’s growth trajectory. But how do you measure the success of your CRM implementation?...more
As the vibrant hues of fall begin to appear, businesses should consider using this season as an opportunity to enhance key areas of their operations. One such critical area that can benefit from seasonal reflection is...more
As a CRM success consultant for more than 20 years, I’ve seen firsthand the transformational benefits a CRM system can bring to a myriad of industries. While the legal sector is often slow to harness the power of technology,...more
Having a Customer Relationship Management (CRM) system isn’t enough to achieve success in today’s dynamic business landscape. The real edge comes from leveraging your CRM’s advanced capabilities, ensuring it’s tailored to...more
During the dog days of summer, as law firms begin preparing for the fall and winter seasons, there is no better time to dive into a crash course on contact management to help with CRM clean up.
This knowledge holds value...more
A CRM (Customer Relationship Management) system streamline the time-consuming tasks of client management to make communications more efficient for law firms and more meaningful for their clients. With an optimized CRM system,...more
8/1/2023
/ Analytics ,
Artificial Intelligence ,
Automation Systems ,
Business Development ,
Client Data ,
CRM ,
Data Management ,
Legal Operations ,
Machine Learning ,
Relationship Intelligence ,
Strategic Planning
Many businesses may slow down some of their operations during the summer months. However, smart companies know that August presents a unique opportunity to enhance critical aspects of their business....more
The summer is a great time to give your CRM system a seasonal overhaul.
While summer may be a relatively slower period for some industries, it’s an ideal time to get your CRM system in top shape before the busy fall...more
Before you know it, the holiday season will be here. Each year many firms embark on the annual tradition of sending out holiday greetings to clients and friends of the firm....more
Without good data, a vast majority of your technology implementations will fail.
Many organizations have lots of disconnected data and are drowning in vast amounts of data coming in from various technology systems....more