Jaclyn Braga and Jenny Hills on Tapping into your Martech Stack to Compete and Win - Passle's CMO Series Podcast EP162
LISI's All the Things Podcast | One More Thing with Matt Parfitt, President @ Cirrom
Using The Cloud For Custom Salesforce Solutions
Love is in the air this February—but at CLIENTSFirst Consulting, we have a different kind of passion: a love for data quality. While it may not be the most glamorous topic, high-quality data is the unsung hero of every...more
Implementing a lead scoring model in a law firm can significantly enhance marketing and business development efforts. However, attorneys often have valid concerns and objections to adopting new systems. It’s to be expected...more
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
When Business Development (BD) professionals and the lawyers they work with use the word “closing,” they primarily mean acquiring a new client or a new piece of business. But there’s another type of closing worth attention:...more
The world of marketing technology is ever-changing, and with these changes comes its own set of challenges and opportunities. This past year was no different. We saw more firms than ever before embracing new technologies such...more
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
On the fourth day of CRM, Chris Kringle Fritsch explained to me, the actual cost of bad data quality! Have you ever wondered how much your bad data is actually costing you? Chris Fritsch dives into some of the statistics...more
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
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
If your CRM performance hasn’t been living up to your expectations due to a lack of communication, training or data quality, you aren’t alone. Respected research organizations have been saying for years that more than...more
A happy holiday season starts with a clean mailing list. Whether your firm sends holiday greetings electronically or mails traditional physical cards, so much effort goes into this annual ritual – from decisions around the...more
The team at CLIENTSFirst has helped hundreds of firms succeed with CRM. A key to that success for many firms involves getting attorneys to use the system or at least share their information. However, as mentioned in our last...more
LMA 2019 hit it out of the ballpark this year. With over 1,500 attendees and 150 speakers, everyone came together in Atlanta, Georgia to learn how to improve their business skills, discover the latest technologies, grow...more
In our previous post, The Top 10 Challenges to CRM Success and How to Avoid Them – Part 1, we discussed the five challenges that are most often encountered when implementing a CRM. Here are five more that we typically see –...more
Research estimates that up to 63% of CRM systems fail to meet expectations – and a failed CRM implementation can be extremely costly, not just in terms of the financial expense, but also because of the costs in lost time –...more
It’s impossible to win any race without a good coach. Not everyone has had experience rolling out a CRM system before. ...more
The Swiss are known for inventing some pretty interesting and cool stuff: Velcro, Cellophane, the Helvetica font and, a favorite of many people, milk chocolate. But probably no other invention is so closely associated with...more
So what do you do if you just can’t seem to get data quality help from within your firm – or if you don’t want to spend months manually cleaning your CRM data? How big a problem is data quality depression really?...more
Once the outside structure of your CRM is solid, it’s time to think about the infrastructure. How will the information need to flow within the system and externally? What types of connections or integrations will need to be...more
Once you have a solid CRM foundation to build upon, it’s time to begin building out the CRM framework for your system. Of course, the building blocks for every CRM are the contacts, including both people and companies....more
Once you have a concrete strategy and have formed a plan, you need to build a solid foundation for long term CRM success. Doing this type of ‘groundwork’ will ensure that your CRM implementation and structure will stand the...more
Selecting the right team to build your house is essential. We’ve all heard horror stories about dealing with bad contractors. Without the right building partner, you are likely to get a house that takes longer and costs more...more