News & Analysis as of

Contacts List CRM Client Data

ClientsFirst Consulting

How to Harness the Power of eCards for Client Outreach This Holiday Season

The holiday season ushers in an age-old debate: Should firms opt for traditional print cards or embrace the modernity of eCards? While both have their merits, let’s delve into the myriad reasons why eCards can provide an edge...more

ClientsFirst Consulting

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

ClientsFirst Consulting

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

3 Results
 / 
View per page
Page: of 1

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide