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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

Two Ways to Redefine & Achieve CRM Success - July 2023

Getting professionals to input or manage contacts in the CRM has always been a major goal and challenge for businesses. Firms have long struggled to convince users to consistently enter and maintain contact data....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

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

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

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