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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

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

Redefining CRM Success - Part 2: Beyond Adoption

Imagine removing your attorneys and their assistants from the CRM data input process and eliminating your “CRM adoption” roadblocks forever. That vision is now a reality - with ERM....more

12 Reports to Boost CRM Adoption and ROI - Part 2

Regular reporting delivers the key information and value that CRM users expect. Add these reports to help build more support for CRM adoption and encourage contact data sharing in your organization....more

12 Reports to Boost CRM Adoption and ROI - Part 1

To improve CRM adoption and contact data sharing, regular reporting is a must. These reports will provide the key information and value that CRM users expect and also drive their interest and buy-in....more

CRM Integration Essentials

Marketing technology in a professional services firm typically includes three main systems: Client Relationship Management (CRM), eMarketing or Marketing Automation systems and the firm’s website. These are all very different...more

eMarketing and CRM Systems: Can We Talk?

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

Effective eMarketing – Processes & Procedures for Efficient Email Campaigns

Why is it so hard for Marketing to get an email communication out the door in a timely manner? In working together with hundreds of law and other professional services firms over the last 10 years, this is one of the most...more

Top Tips for Email Marketing Success

Despite the challenges we all sometimes face with the sheer volume, email is still an essential tool for connecting with Clients and prospects. Whether you’re updating them on legal developments or inviting them to an event,...more

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