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
As a legal marketer, you already understand that social media brings value to your law firm. But how do you actually track the return on investment (ROI) of your efforts? How can you attribute your social media marketing...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
Effective Client Engagement Strategies for Law Firms - In today’s competitive legal market, client engagement is not just a buzzword—it’s a necessity. Law firms that prioritize and excel in client engagement are more...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
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
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
The world is drastically different than it was just a few short weeks ago, forcing all of us to try to adjust to what is being called the #TheNewNormal – which we all know is anything but. While we can’t control the...more
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
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
Legal software maker CLIO surveyed thousands of law firm clients in its Legal Technology: Future Horizons survey. One question asked the clients what was most important to them when choosing a law firm. The majority cited...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
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
To help communicate the importance of centralized contact management, we have compiled 10 top tips...more
With another school year well underway, it seems like a good time to share a few lessons on contact and relationship management. One group of ‘pupils’ for whom this information can be particularly relevant is new attorneys...more
It’s impossible to win any race without a good coach. Not everyone has had experience rolling out a CRM system before. ...more
When considering a CRM system, you may think that this is a technology that simply needs to be purchased, installed and implemented… but, in reality, that couldn’t be further from the truth. CRM is not a project, an...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
Because building a home - and configuring a new CRM system - are complex projects, for both, it typically makes sense to bring in an expert to help plan the project. Just as it makes sense to hire a skilled architect to...more