News & Analysis as of

CRM Business Development Strategic Planning

Passle

Jaclyn Braga and Jenny Hills on Tapping into your Martech Stack to Compete and Win - Passle's CMO Series Podcast EP162

Passle on

In today's fast-moving digital world, having a well-organized Martech stack helps marketers streamline their work, use data to create personalized campaigns, and achieve efficient, measurable results across various channels. ...more

Good2bSocial

How to Align Marketing and Business Development for Law Firms

Good2bSocial on

As a law firm, you may face unique challenges within the competitive legal landscape. To succeed, connecting the dots between marketing and business development isn’t just important—it’s essential. When these two functions...more

ClientsFirst Consulting

Get Off the Beaten Path: Three Ways Outsourcing Can Help Firms Achieve CRM & Data Quality Success

Normally, the path most traveled is thought to be the better road as it represents the path that leads to achieving goals and success while the less traveled path leads to stressful processes and unknowns. But for firms...more

ClientsFirst Consulting

What Are the First Four Steps to CRM Success?

A CRM system is the foundation of any successful legal marketing and business development team. This tool allows the firm to efficiently manage and nurture relationships with clients and prospects, but there is an ongoing —...more

ClientsFirst Consulting

Spring Cleaning: Five Tips for Effective eMarketing & List Management

There is no denying that spring is the most wonderful time of the year. As flowers bloom and trees sprout with life, the spring season reminds us that there is no better time to hit the reset button on our eMarketing...more

ClientsFirst Consulting

Four Strategies to Turn Your CRM into a Pot of Gold

Finding the right CRM system for your law firm can be trickier than catching a leprechaun. There are many options to consider, each with its own unique features and functions....more

ClientsFirst Consulting

10 Essential Strategies to Supercharge Your CRM for the New Year

ClientsFirst Consulting on

As we approach the end of the year, it’s the perfect time for businesses to reflect on their processes and strategies, and to make improvements for the coming year. One area that often gets overlooked but can have a...more

ClientsFirst Consulting

New Year, New CRM: Breaking Old Habits in Your Law Firm

ClientsFirst Consulting on

As we usher in a new year, it’s natural to reflect on past habits and seek improvement. In the context of law firms, this often means addressing CRM (Customer Relationship Management) practices. But why do so many New Year’s...more

ClientsFirst Consulting

12 Days of CRM

ClientsFirst Consulting on

As CRM Success consultants for almost 20 years, we have worked with hundreds of professional service firms helping them achieve marketing technology success, and we know first-hand how crazy things can get during the...more

ClientsFirst Consulting

12 Days of CRM: Day 12 - How Pipelines Can Help Law Firms Grow

ClientsFirst Consulting on

On the 12th day of CRM Chris “Kringle” Fritsch explained to me, how law firms can use pipelines successfully! ​​ Outside of legal, we are seeing many professional service firms wanting to implement business development...more

ClientsFirst Consulting

12 Days of CRM: Day Eleven - The Struggle of Legal Marketers in the Modern Era

ClientsFirst Consulting on

On the 11th day of CRM Chris “Kringle” Fritsch informed me of the struggle of legal marketers in the modern era! As law firms transition to a digital-first strategy, some legal marketers are struggling to define their...more

ClientsFirst Consulting

12 Days of CRM: Day Seven - Integrating Artificial Intelligence with Your CRM

ClientsFirst Consulting on

On the seventh day of CRM, Chris Fritsch explained to me, how to integrate our CRM system with artificial intelligence. The ability to effectively manage client relationships is crucial for law firms aiming to thrive in...more

ClientsFirst Consulting

12 Days of CRM: Day Five - The Five Golden A’s of CRM

ClientsFirst Consulting on

On the fifth day of CRM, Chris Kringle Fritsch gave to me, the five golden A’s of CRM! Sitting down and cleaning your data can be a very daunting task. So where do you start? Start with the five A’s of data quality –...more

ClientsFirst Consulting

10 Ways to Elevate Your CRM System for Enhanced Business Growth

ClientsFirst Consulting on

Your Customer Relationship Management (CRM) system is more than a tool for managing client data. It’s a critical component for driving growth and strategic decision-making. Upgrading your CRM system requires a strategic...more

ClientsFirst Consulting

12 Days of CRM: Day 2 - Measuring CRM Success at a Law Firm

ClientsFirst Consulting on

On the second day of CRM, Chris Kringle Fritsch explained to me, how to measure CRM success! CRM success is different for every firm, but one thing is for sure, if you have a CRM system, success can and should be...more

ClientsFirst Consulting

12 Days of CRM: Day 3 - Increasing CRM Adoption

ClientsFirst Consulting on

On the third day of CRM, Chris Kringle Fritsch informed me, it’s time to improve CRM usability! CRM systems have been around for more than 20 years, and we’ve been talking about adoption since its inception. But as we...more

ClientsFirst Consulting

12 Days of CRM - Day 1: Why We Should Focus on Bad Data

ClientsFirst Consulting on

On the first day of CRM, Chris Kringle Fritsch told me, why we should focus on bad data quality! Why should you care about fixing your bad data? Well, Chris Fritsch, of CLIENTSFirst Consulting, explains the benefits and...more

ClientsFirst Consulting

Navigating the Marketing, Business Development and Sales Continuum

ClientsFirst Consulting on

For years, law firm client development has evolved along a continuum, from marketing to business development to sales. While the individual paths may be distinct and may diverge in some areas, it’s vital to be able to...more

ClientsFirst Consulting

Trick or Treat: Six Data Quality Management Tricks to Treat Bad Data

ClientsFirst Consulting on

As we prepare to hand out candy to the ghouls, ghosts, goblins, princesses or whatever may knock on our front doors, one thing that most firms aren’t prepared for is managing their data on a regular basis leaving their CRM...more

ClientsFirst Consulting

Herding Cats: Five Ways to Increase CRM Adoption

ClientsFirst Consulting on

In the past CRM adoption, and ultimately CRM success, was measured by the number of attorneys using the system on a regular basis. Although technology has evolved to make interacting with and utilizing CRM systems easier,...more

ClientsFirst Consulting

A Guide to Revamping Your Law Firm’s Customer Relationship Management System This Fall

ClientsFirst Consulting on

Autumn is a time for reflection and recalibration for law firms. The changing season is a strategic opportunity to assess and optimize your Customer Relationship Management (CRM) system....more

ClientsFirst Consulting

10 Ways to Harness the Potential of Your CRM System

ClientsFirst Consulting on

The digital era has seen the evolution of Customer Relationship Management (CRM) systems from simple digital address books to sophisticated tools packed with features like artificial intelligence, predictive analytics and...more

ClientsFirst Consulting

Mastering CRM Metrics: Strategies for Measurable Success

Customer Relationship Management (CRM) systems have evolved as integral tools in the business landscape. When properly implemented and managed, they hold the potential to skyrocket an organization’s growth. However, the...more

ClientsFirst Consulting

Take Your CRM to the Next Level: Maximizing Impact Through Advanced Strategies

Having a Customer Relationship Management (CRM) system isn’t enough to achieve success in today’s dynamic business landscape. The real edge comes from leveraging your CRM’s advanced capabilities, ensuring it’s tailored to...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

27 Results
 / 
View per page
Page: of 2

"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