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
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
Join Chris Fritsch and Stefanie Marrone for part two of their webinar series on doing more with less: effective marketing strategies for small- and mid-sized law firms....more
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
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
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
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
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
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
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
#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
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
Outsourcing is a cost-effective solution for staffing CRM, eMarketing and Data Quality roles. But misconceptions about outsourcing can get in the way. This post separates the myths from the facts....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
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
Once a firm is ready to begin the marketing technology implementation, it’s important to focus on doing everything possible to ensure that the initial “honeymoon period” of the technology rollout is blissful. One way to do...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 people make an investment in technology without considering the totality of the resources they will need to succeed. Buying the software is the first cost....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