Being able to effectively communicate with clients and contacts over email has become a priority for many firms – especially now that that in-person live meetings and events are essentially dead for the foreseeable future. As...more
When Does CCPA Start?
..The California Consumer Privacy Act (CCPA) is effective January 1, 2020.
..It also includes a 12-month “look-back” period to January 1, 2019.
..It is also important to note that several...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
More often than not, when firms first embark on implementing CRM, their primary motivation is to be able to have centralized mailing lists so they can send their clients and prospects newsletters, other thought leadership...more
For professional services firms, compliance with regulations such as the General Data Protection Regulation (GDPR) in Europe and the Canadian Anti-Spam Legislation (CASL) can feel like a thankless burden. Without a doubt,...more