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12 Days of CRM: Day 4 - How CRM Use had Changed Over the Years & where it is Headed

​​​​​​​On the fourth day of CRM Chris Fritsch explained to me, four ways CRM has changed over the years! CRM and the technology surrounding it have evolved a lot over the years. But where did CRM start, and where is it...more

12 Days of CRM: Day 3 - What Should CRM Do for You

On the third day of CRM Chris Kringle Fritsch informed me, 3 things CRM should do for me! CRM can do a thousand things, literally. But how do you know what it should do for your business? The answer is simple, provide...more

12 Days of CRM: Day 2 - The Origins of Bad Data

On the second day of CRM Chris Kringle Fritsch told me, the origins of bad data! With more than 20 years of CRM consulting experience, all of Chris Fritsch’s clients have at one time or another experienced problems with...more

12 Days of CRM: Day 1 - How to Measure CRM Success

On the first day of CRM, Chris “Kringle” Fritsch explained to me, how to measure CRM success! CRM success is different for every firm. If you have a CRM system, success can and should be measured. Figuring out which...more

Five Business Development and Marketing Trends Impacting Smaller and Mid-Size Law Firms in 2023 Plus Strategies for Success

Over the more than 15 years we have spent working together with hundreds of top law firms on marketing technology selection and success, we have seen a number of changes, developments and trends in the industry. This...more

The Top 10 CRM Challenges and How to Avoid Them - Part 2

​​​​​​​When implementing a CRM, a number of challenges can arise that hinder its success. In fact, respected researchers suggest that up to 70% of CRM implementations may fail to meet expectations. ...more

The Top 10 Challenges to CRM and How to Avoid Them - Part 1

​​​​​​​When implementing a CRM, a number of challenges can arise that prevent CRM success. In fact, researchers say that up to 70% of CRM implementations may fail to meet expectations....more

Five Data Quality Nightmares That Haunt Marketers and How Avoid Them

​​​​​​​In this spooky season of vampires, witches and scary clowns, we’d like to add one more to the mix – data quality nightmares – which can be more frightful than a marathon of Freddy Kreuger movies to some of us. We...more

6 Critical Reasons Why Your Firm Needs to Focus on Data Quality

As organizations increasingly use data and analytics to help make business decisions and base their strategies on the insights gathered from them, ensuring that you have reliable data is imperative. Yet, some firms still...more

How to Avoid CRM Implementation Challenges

Did you know that 70% of all CRM implementations fail to meet expectations? A failed CRM implementation costs firms thousands of dollars, and wasted time and resources....more

Have a Very Merry Holiday (List)

​​​​​​​We may seem like those crazy neighbors at the end of the block who are already putting up the colored lights and inflatables for the holidays weeks before Halloween, but if you are tasked with your firm’s holiday card...more

The Do’s and Don’ts of Data Cleaning - Don’t Drown in Bad Data

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

Six Steps to a Successful CRM Implementation

​​​​​​​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

As Professional Services Firms Struggle with Staffing, Is Outsourcing the Answer?

As law and other Professional Services firms today struggle with staffing issues due to the ‘Great Resignation’ and deal with employees working from home and/or hybrid, it’s no wonder that outsourcing has been increasing...more

8/24/2022  /  CRM , Data Management , Marketing , Outsourcing

Four Important Trends Impacting Small and Mid-Sized Firms

If you are a small or mid-sized law firm, being able to quickly pivot to prepare for or adjust to trends within the legal industry can give you an advantage over larger firms. To help guide you, here are four important trends...more

Five Ways to Encourage Lawyer Participation With Your CRM System

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

Five Trends Reshaping CRM and Data Quality Management Today

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

Six Tips for Selecting the Right CRM System

Before deciding on a new CRM, follow these steps to select the right CRM system that meets your requirements, enhances adoption, offers value to your users - and can provide a return on your investment. Research...more

4/21/2022  /  Client Data , CRM , Data Management

[Webinar] Secrets of CRM Success Thought Leadership Series - Session 2: Data Strategies to Win More Business in Professional...

Whether you are implementing a new CRM or trying to achieve greater success with your existing system, the Secrets of CRM Success Thought Leadership Series will help you be more successful. In 2021, law, accounting and...more

Seven Secrets for Driving CRM Adoption Success - Part 2

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

Seven Secrets for Driving CRM Adoption Success - Part 1

Are your professionals using the CRM system? If not, it’s time for a different approach to gaining adoption. These tips can help your team see the value and benefits of CRM - and may actually get them to use it....more

Have a Very Merry Holiday Mailing List

If you want to avoid a last-minute holiday mailing fire drill, now’s the time to update contact records and holiday mailing lists. Follow these tips to clean up your data and validate emails....more

Go With the Flow of Data Cleaning Part 2 - Planning for Data Quality

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

[Webinar] Secrets of CRM Success Thought Leadership Series - Session 1: Defining & Measuring CRM Success - October 12th, 12:00 pm...

Whether you are implementing a new CRM or trying to achieve greater success with your existing system, the Secrets of CRM Success Thought Leadership Series can help you be more successful. CRM experts Chris Fritsch of...more

Go with the Flow of Data Cleaning - Don’t Drown in Bad Data

All CRM contact records are not created equal. By segmenting contact data into manageable pieces, your data cleaning process will be more manageable, and you can better measure progress....more

9/22/2021  /  Client Data , CRM , Data Management
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