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CRM Best Practices Business Development

ClientsFirst Consulting

Top Seven Tips for Law Firm CRM Success in 2025

As law firms move further into the digital age, CRM (Client Relationship Management) systems have emerged as critical tools in the marketing and business development (BD) toolkit....more

ClientsFirst Consulting

Naughty or Nice List: CRM Pitfalls and Best Practices

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This year’s CRM Success Survey revealed key insights into the most common pitfalls and best practices for leveraging CRM systems....more

ClientsFirst Consulting

Strategic Marketing Insights for Small- and Mid-Size Law Firms: Highlights from Our Latest Webinar

In the competitive landscape of the legal sector, the right marketing strategies can set a firm apart. For small- and mid-size law firms, with less resources and budget, this differentiation is crucial. With ever-evolving...more

Good2bSocial

HubSpot CRM for Law Firms: Best Practices for Success

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HubSpot is one of the best CRM systems available. Paired with a robust inbound marketing platform, HubSpot makes it easier to increase your firm’s awareness and reduce the time spent tracking down data and contact...more

ClientsFirst Consulting

Go With the Flow of Data Cleaning Part 2 - Planning for Data Quality

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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

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

[Webinar] #EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them - January 27th, 11:30 am ET

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

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