In our digital age, the convenience of swift deliveries from online shopping platforms like Amazon is something to which we've become accustomed. With a mere click, we're promised delivery the next day, and more often than not, that promise is…
Marketing and business development professionals spend a great deal of time carefully lining up plans to effectively communicate with key contacts. Like dominoes, we align our messages and target our audiences to achieve critical objectives; each communication, each invitation, each…
For many professional services firms, finding ways to demonstrate CRM value and encourage adoption is a constant struggle. System usage is rarely mandated, which means the marketing team is put in the difficult position of trying to convince individual professionals…
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. Just as students gear up with new supplies for the academic year,…
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 machine learning. Modern CRMs not only facilitate relationship management but…
In the dynamic world of legal services, client relationships are paramount. While Customer Relationship Management (CRM) systems promise to enhance and streamline these relationships, many law firms grapple with an ongoing challenge: ensuring their professionals actively adopt and utilize these…
Customer Relationship Management (CRM) systems, the cornerstone of today's businesses, have been rapidly evolving to offer powerful features and tools. With the infusion of artificial intelligence, machine learning and predictive analytics, CRMs have transformed from mere contact databases to smart…
In the world of information management, the age-old phrase “garbage in, garbage out” resonates deeply. While technology has evolved, bringing in sophisticated systems and tools, the challenge of flawed data management persists. Understanding the Issue: With the plethora of technology…
Smart leaders are always looking for ways to make their firms more efficient and profitable. Outsourcing some administrative functions, especially in areas involving some of technologies that support marketing and business development, can be an excellent option to improve operational efficiencies,…
Customer Relationship Management (CRM) tools have long held the promise of streamlining client interactions and fostering business growth. Yet, many law firms grapple with one persistent hurdle: low CRM adoption rates among professionals. While the initial goal was to encourage…
Autumn is a season of transformation and preparation. As the leaves change colors and the temperatures drop, October is a time to take a closer look at your internal practices, gearing up for the end-of-year rush. One significant area often…
Marketing automation has been buzzing around in the corporate world, and several firms are caught in the whirlwind, wondering if it's the right move for them. While giants like Marketo and Eloqua introduced this concept, its widespread talk has led…
As the holiday season approaches, there's one task that tends to loom large on the agenda of law firms: updating holiday mailing lists. Before diving into the hustle and bustle of designing holiday greetings or choosing the perfect client gift,…
CRM systems are a fundamental aspect of modern business operations. But as with all things, there's a right way and a wrong way to implement them. Here's a succinct breakdown of ten frequent missteps companies make regarding CRM and how…
We've all grown up hearing the adage, "An apple a day keeps the doctor away." This simple piece of wisdom underscores the importance of consistent, daily habits. Interestingly, this philosophy isn’t just confined to health and wellness. When it comes…
By Chris Fritsch and Lisa Buchanan from GCC Portfolio The holiday season ushers in an age-old debate: Should firms opt for traditional print cards or embrace the modernity of eCards? While both have their merits, let's delve into the myriad…
Embarking on the journey of introducing a Customer Relationship Management (CRM) system to an organization can feel like to gearing up for an intense marathon. As you lace up your shoes and prepare for the challenges ahead, it's crucial to…
Every modern law firm is familiar with Customer Relationship Management (CRM) systems, yet many grapple with maximizing their potential. The crux often lies in aligning the tool with attorney needs, ensuring it’s more than just an ornate fixture in the…
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 challenge for most organizations lies in assessing the real impact…
As the leaves change color and the air turns crisp, it's a reminder that change is essential and inevitable. Just like nature, our CRM systems need a seasonal overhaul. Here's how to embrace the spirit of fall and refresh your…
In the rapidly evolving world of legal services, artificial intelligence (AI) is no longer just an emerging technology; it's a pivotal force revolutionizing how law firms of all sizes operate and market themselves. AI is helping law firm professionals improve…
In the legal sector, strong relationships between a law firm and its clients are essential. As clients increasingly expect efficient digital interactions, firms are exploring new tools and ways to enhance their service delivery. One such tool is the client…
CRM (Customer Relationship Management) systems have proven to be pivotal tools for numerous industries, and the legal sector is no exception. As law firms ramp up their marketing initiatives this September, it's crucial to understand how a robust CRM system,…
What can you do with one piece of content? If you guessed turning it into 11 other pieces of content that you can use to build your brand and business, you guessed right! Content marketing can be a cost-effective way…
A CRM (Customer Relationship Management) system can significantly impact an organization's growth trajectory. But how do you measure the success of your CRM implementation? While the answer varies based on individual firm objectives, there are specific metrics and approaches to…
As the vibrant hues of fall begin to appear, businesses should consider using this season as an opportunity to enhance key areas of their operations. One such critical area that can benefit from seasonal reflection is Customer Relationship Management (CRM)…
In the evolving landscape of legal business development, it's essential for law firms to adapt and integrate modern tools. One such tool, the CRM system, often remains underutilized. However, when leveraged properly, CRMs can become an invaluable asset in business…
As a CRM success consultant for more than 20 years, I've seen firsthand the transformational benefits a CRM system can bring to a myriad of industries. While the legal sector is often slow to harness the power of technology, CRM…
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 your firm's unique needs and integrating it seamlessly with…
In the competitive legal industry, 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 tactics, staying updated is essential. Chris Fritsch and Stefanie…
The summer season often provides a much-needed lull in the hectic pace of legal work. With fewer clients on vacation and some employees taking time off, it's the perfect opportunity to declutter and refresh your firm's CRM (Customer Relationship Management)…
During the dog days of summer, as law firms begin preparing for the fall and winter seasons, there is no better time to dive into a crash course on contact management to help with CRM clean up. This knowledge holds…
Cleaning up your CRM and contacts is essential for maintaining a well-organized and efficient database. Summer can be a great time for businesses to tackle this task when they have extra downtime. Here are 12 smart things businesses can do…
The summer presents a great opportunity for law firms to focus on Customer Relationship Management (CRM) adoption when work may be a little slower and employees have more downtime. In this article, CLIENTSFirst Consulting's Chris Fritsch explores six strategies inspired…
A CRM (Customer Relationship Management) system streamline the time-consuming tasks of client management to make communications more efficient for law firms and more meaningful for their clients. With an optimized CRM system, law firms can cultivate important relationships while being…
Many businesses may slow down some of their operations during the summer months. However, smart companies know that August presents a unique opportunity to enhance critical aspects of their business. One area that requires year-round attention is Customer Relationship Management…
Join us on Tuesday, August 15, as Chris Fritsch and Stefanie Marrone return for part two of their insightful webinar series focusing on effective marketing strategies specifically designed for small, boutique and mid-size law firms. During the session, they will…
The summer is a great time to give your CRM system a seasonal overhaul. While summer may be a relatively slower period for some industries, it's an ideal time to get your CRM system in top shape before the busy…
Alumni relations is a powerful yet often underutilized aspect of law firm marketing and business development. Maintaining a robust network of former attorneys and staff can yield numerous benefits, from enhancing brand reputation to talent management to generating new business…
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. We think it is time to…
Implementing a Customer Relationship Management (CRM) system is a strategic decision for any business, promising a myriad of benefits. However, many charters and business cases fail to articulate the crucial "WHY" and "FOR WHOM" aspects of CRM. Understanding these factors…
Small and mid-size law firms have many unique opportunities and challenges in the competitive legal industry ecosystem. Staying informed about the latest trends and adopting effective strategies is crucial for these firms to remain competitive and thrive in today's evolving…
Before you know it, the holiday season will be here. Each year many firms embark on the annual tradition of sending out holiday greetings to clients and friends of the firm. While this process can be time-consuming and overwhelming, it's…
Artificial intelligence is here to stay and law firms would be wise to learn how to use AI tools to their advantage, particularly in their marketing and business development efforts. Small and mid-size law firms with limited staff and resources…
Data quality is crucial for any organization that relies on accurate information to make informed decisions. However, many businesses face various challenges when it comes to managing data quality effectively. In this blog post, we will explore six common data…
On Thursday, July 13, Chris Fritsch and Stefanie Marrone will be hosting a webinar on effective marketing strategies for small, boutique and mid-sized firms. If you haven't registered yet, here are eight reasons you should join them. With their extensive…
As the legal industry becomes increasingly competitive, law firms are recognizing the importance of effectively managing their experience and knowledge to foster collaboration, demonstrate their expertise to clients and win new business. However, firms of all sizes continue to struggle…
Without good data, a vast majority of your technology implementations will fail Many organizations have lots of disconnected data and are drowning in vast amounts of data coming in from various technology systems. In the past, data would degrade at…
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