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CRM Automation Systems Law Practice Management

Good2bSocial

Our 2025 HubSpot Tips Guide

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HubSpot is a powerful tool that law firms of any size can use to level up their digital marketing. However, that doesn’t mean organizations always leverage HubSpot CRM or CMS to their full potential. For this blog, I have...more

ClientsFirst Consulting

Safeguarding Your Law Firm’s CRM System with Data Stewards

In today’s data-driven legal landscape, Client Relationship Management (CRM) systems have become indispensable tools for law firms. However, the effectiveness of this tool hinges on the quality and security of the data it...more

ClientsFirst Consulting

12 Days of CRM: Day 6 - Six Ways to Use Email Marketing Tools with Artificial Intelligence

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On the sixth day of CRM, Chris Kringle Fritsch gave to me six ways to increase eMarkeing success using artificial intelligence. In today’s digital age,  many law firms are utilizing email marketing to connect with their...more

ClientsFirst Consulting

Four Ways Clean Alumni Data Can Help Your Alumni Program

Poor data quality in higher education institutions’ alumni programs is a problem we hear far too often. Data quality is vital to the university and program’s ability to accurately forecast various aspects of an alumni program...more

ClientsFirst Consulting

How to Avoid CRM Implementation Challenges

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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

ClientsFirst Consulting

Six Steps to a Successful CRM Implementation

​​​​​​​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

ClientsFirst Consulting

Seven Secrets for Driving CRM Adoption Success - Part 2

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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

ClientsFirst Consulting

[Webinar] Epic CRM Fails Part 3 - CRM Adoption Fails & How to Avoid Them - September 29th, 12:30 pm EST

#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

ClientsFirst Consulting

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

Furia Rubel Communications, Inc.

The Importance of Being Strategic; Account Based Marketing, Measuring Return, and a Strategy-First Approach to Digital Marketing...

Hello everyone, and welcome to another episode of On Record PR. I’m Leslie Richards, a guest host of the show and the Chief Innovation Officer at Furia Rubel Communications. Today we’re going on record with Guy Alvarez, who...more

ClientsFirst Consulting

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

ClientsFirst Consulting

Get a Grip on Your CRM Data: 7 Steps to Improve Data Quality - Part 2

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

ClientsFirst Consulting

Get a Grip on Your CRM Data: 7 Steps to Improve Data Quality - Part 1

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

ClientsFirst Consulting

The Merger of eMarketing & CRM – A Meaningful Integration

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

ClientsFirst Consulting

Marketing and Business Development Success in TheNewNormal

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

ClientsFirst Consulting

Why Correct Contact Data Is Critical During the COVID-19 Crisis

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

ClientsFirst Consulting

Moving Beyond Technology: CRM As A Strategy

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

ClientsFirst Consulting

Architecting a Successful CRM Project

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Building your own dream home is something that many people want to do someday. While the concept sounds lovely - having your perfect place with all of the features your heart desires - many people don’t contemplate that, like...more

ClientsFirst Consulting

CRM Buyers Beware: Some Assembly Required

Did you ever spend time researching and shopping for something you really wanted? You looked at it online – maybe even made a trip to a brick and mortar store – and then, once you concluded that it was exactly what you...more

ClientsFirst Consulting

When Attorneys Ask, “What’s In It (CRM) For Me?” – Part 1

Most law firms have a CRM system, but few can say that they are actually getting return on their CRM investment. How much value it provides in a law firm depends on attorney buy-in. If your firm wants to increase adoption,...more

ClientsFirst Consulting

Manage CRM Expectations To Avoid Epic CRM ‘Fails’

It’s no secret that CRM system implementations can be complex and often problematic – and, as a result, they often have notoriously high failure rates. In fact, research from industry experts indicates that up to 70 percent...more

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