It doesn’t matter how big or small your firm is, if you have employees who have left with whom you want to keep in touch, you should consider creating an alumni relations program.
Many firms aren’t investing in creating...more
If your CRM performance hasn’t been living up to your expectations due to a lack of communication, training or data quality, you aren’t alone. Respected research organizations have been saying for years that more than...more
Chris Fritsch, Founder & CRM Success Consultant for CLIENTSFirst Consulting, and Stefanie Marrone, Founder of Stefanie Marrone Legal Marketing Consulting | The Social Media Butterfly, recently presented a webinar on their...more
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
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
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
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
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
#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 ,
Law Firm Partners ,
Law Practice Management ,
Legal Technology ,
Relationship Intelligence ,
ROI ,
Webinars
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
But Is Outsourcing Marketing Technology Right for Your Firm?
There are many factors to consider before deciding to outsource CRM, eMarketing or Data Quality functions. To help determine if outsourcing marketing...more
But Is Outsourcing Marketing Technology Right for Your Firm?
Smart leaders are always looking for ways to make their firms more efficient and profitable. Outsourcing some administrative functions, especially in areas...more
Planning for “Happy Ever After” -
Like any good affair, a successful technology deployment requires extensive planning. There are a number of important considerations, but based on experience gained from working together...more
Almost every law firm currently using CRM and other marketing and business development software is looking for ways to increase the ROI on these technology investments. In the pursuit of success with technology, sometimes...more
1/11/2021
/ Automated Systems ,
Best Practices ,
Business Development ,
Client Data ,
CRM ,
Data Collection ,
Data Management ,
Law Practice Management ,
Legal Technology ,
Marketing Perspectives ,
ROI ,
Software ,
Webinars
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
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
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
During challenging times like these, leveraging technology can help you to coordinate communication and business development efforts and more effectively engage with clients and prospects. With employees working remotely,...more
The world is drastically different than it was just a few short weeks ago, forcing all of us to try to adjust to what is being called the #TheNewNormal – which we all know is anything but. While we can’t control the...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 Perfect Partner/Provider -
The beauty of technology is that it can do so many things. The problem with technology is…it can do so many things. But for technology to succeed, it has to satisfy a need....more
While it may seem shocking that more than half of marriages end in divorce, what may be a more interesting statistic is that even fewer technology implementations have a happy ending. In fact, according to respected...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
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