Bad CRM data can compound exponentially, impacting marketing and business development. It’s essential to understand the scope of your data problems and follow a plan for regular data cleaning....more
A successful CRM implementation is not necessarily easy. But not everyone gets that. In fact, sometimes it seems that organizations think you can just buy a CRM system, plug it in and turn it on and clients will line...more
Lawyers are busy and often resistant to change, so getting them on board with using a new or even your existing CRM system can be challenging.
But if you approach your CRM efforts as a value-added benefit that will...more
The past two years have brought dramatic change to every aspect of our lives, and CRM and data quality management are two areas that have seen major shifts. Here are some key trends that are reshaping CRM and data quality...more
If you’re still struggling with CRM adoption challenges, taking a “white glove” approach can help. Customize training for the attorneys’ specific needs, and ensure they’re getting value. ...more
#EpicCRMFails Webinar Series -
Almost every firm using CRM and other marketing and business development software is looking for ways to increase the ROI on their technology investments. In the pursuit of success with...more
9/7/2021
/ Automation Systems ,
Best Practices ,
Business Development ,
Client Data ,
CRM ,
Law Firm Associates ,
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Law Practice Management ,
Legal Technology ,
Relationship Intelligence ,
ROI ,
Webinars
Do you want your professionals to use CRM to support their business development efforts? Provide some training to help them leverage CRM data, and show them the value and benefit they’ll gain from it....more
Getting professionals to input or manage contacts in CRM has always been a goal - and a real challenge. It’s time to reset those unrealistic expectations and redefine the concept of CRM success....more
There is a simple methodology for achieving good data quality in your CRM system. By following these additional steps you will improve your data - and your marketing and business development outcomes....more
Good data quality may seem like a lofty goal, because keeping CRM contact records clean and current requires some frequent heavy lifting. These seven steps can bring better data quality within reach....more
Often when firms embark on implementing a Client Relationship Management (CRM) system, the primary motivation is to have centralized contacts and lists so they can send clients and prospects newsletters, alerts, thought...more
As states across the country consider lifting restrictions and allowing business and other activities to resume, many businesses are anticipating what operations will look like in the weeks, months and even years to come....more
While CRM systems are essential to assist in communicating effectively and coordinating your responses and outreach during this crisis, there are also a number of other supporting technologies that you can invest in and...more
As the COVID-19 situation is rapidly unfolding, it has never been more important to be able to effectively communicate and maintain relationships with your core constituencies – but this can be challenging. We are hearing...more
The rapid pace of technology development can be dizzying. In the professional services arena, technology is accelerating change in every department and practice and affects almost all roles and responsibilities. In...more
Building your own dream home is something that many people want to do someday. While the concept sounds lovely - having your perfect place with all of the features your heart desires - many people don’t contemplate that, like...more
Did you ever spend time researching and shopping for something you really wanted? You looked at it online – maybe even made a trip to a brick and mortar store – and then, once you concluded that it was exactly what you...more
CRM is one of the best technology tools for effective eMarketing and communication with Clients and other contacts. But, as with other aspects of CRM, achieving the desired results often also requires putting effective...more
Most law firms have a CRM system, but few can say that they are actually getting return on their CRM investment. How much value it provides in a law firm depends on attorney buy-in. If your firm wants to increase adoption,...more
It’s no secret that CRM system implementations can be complex and often problematic – and, as a result, they often have notoriously high failure rates. In fact, research from industry experts indicates that up to 70 percent...more