Normally, the path most traveled is thought to be the better road as it represents the path that leads to achieving goals and success while the less traveled path leads to stressful processes and unknowns.
But for firms...more
On the 10th day of CRM Chris “Kringle” Fritsch explained to me, how business development supports closing business for attorneys!
To properly develop clients, successful business development is vital to win business. But...more
Your Customer Relationship Management (CRM) system is more than a tool for managing client data. It’s a critical component for driving growth and strategic decision-making. Upgrading your CRM system requires a strategic...more
In today’s legal landscape, marked by rapid change and high demands on time, the integration and effective use of CRM (Customer Relationship Management) systems is not just a technological upgrade but a critical pivot towards...more
As we gather to celebrate Thanksgiving, a time for gratitude and sharing, let’s not forget our CRM system and data quality, which can sometimes be left in a state of disarray amidst the festive preparations. Just like a...more
The COVID-19 pandemic has caused an unprecedented collective disruption to our financial, business, health and human condition – but it has also created opportunity for creativity, ingenuity and innovation, allowing us to...more
7/28/2020
/ Best Practices ,
Business Development ,
Client Retention ,
Coronavirus/COVID-19 ,
Law Firm Associates ,
Law Firm Partners ,
Law Practice Management ,
Legal Technology ,
Remote Working ,
Sales ,
Webinars
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
Even though the entire law firm business model is built around forging long-term relationships and connections, there probably is no other industry with more disconnected systems and data. Legal marketing professionals and...more
CRM should be a team sport. Trying to go it alone in implementing a CRM is not only painful, it’s impossible.
The Marketing team is critical for defining a CRM strategy and assisting in the planning, communication and...more
Before embarking on your CRM marathon, it’s important to plot the best course. To do this, it’s helpful to determine where you are now. Successful CRM implementations begin with a comprehensive assessment of your current...more
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
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
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
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
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