Within the past few months, we have heard a lot about ‘red flags’ which are essentially behaviors or indicators that raise concerns about the health of a relationship. Whether your partner chews with their mouth open, or you are in…
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 significant…
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 approach that transforms it into a dynamic asset.…
In today’s legal landscape, marked by rapid change and high demands on time, the integration and effective use of CRM (Customer Relationship Management) systems is not just a technological upgrade but a critical pivot towards operational excellence and client service…
Effectively leveraging marketing and business development technology is crucial for law firms looking to stay competitive and foster growth (which should be every law firm!). Marketing and business development technology, including CRM (Customer Relationship Management) systems and marketing automation tools,…
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…
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) 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…
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…
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…
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,…
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…
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)…
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…
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…
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…
It doesn’t matter how big or small your firm is, if you have employees who have left with whom you want to keep in touch, you should consider creating an alumni relations program. Many firms aren’t investing in creating these…
Many firms think once they implement a CRM system, all of their contact management issues will disappear, but alas, that is not the case. CRM is not the answer to all of a firm's contact issues, but it will help…
Chris Fritsch and Stefanie Marrone recently hosted a master class on tips and trends in marketing technology. They shared best practices for choosing the right email marketing tool, how to redefine CRM adoption, the rise of artificial intelligence in content…
A staggering up to 70% of CRM and other technology implementations fail to meet expectations. The problem has more to do with people and process than technology. You often don’t get a second chance to get buy-in to the CRM…
On the second day of CRM Chris Kringle Fritsch told me, the origins of bad data! With more than 20 years of CRM consulting experience, all of Chris Fritsch's clients have at one time or another experienced problems with data…
When implementing a CRM, a number of challenges can arise that hinder its success. In fact, respected researchers suggest that up to 70% of CRM implementations may fail to meet expectations. Despite these high failure rates, it’s possible to position…
In this spooky season of vampires, witches and scary clowns, we’d like to add one more to the mix – data quality nightmares – which can be more frightful than a marathon of Freddy Kreuger movies to some of us.…
Lawyers are busy and often resistant to change, so getting them on board with using a new or even your existing CRM system can be challenging. But if you approach your CRM efforts as a value-added benefit that will support…
Join Chris Fritsch, President and Marketing Technology Success Consultant at CLIENTSFirst Consulting, for part one of the Legal Marketing Association's Southwest Region's Virtual Summer Series on June 21 at 12pm CT on Best Practices for CRM and Marketing Technology Selection…
The past two years have brought dramatic change to every aspect of our lives, and CRM and data quality management are two areas that have seen major shifts as well. Here Chris Fritsch explores some key trends that are reshaping…
Whether you are implementing a new CRM or trying to achieve greater success with your existing system, the Secrets of CRM Success Thought Leadership Series can help you be more successful. In Part 3 of our CRM Success webinar series…
Here are a few more top tips to help you gain the upper hand with dirty data and prevent future contact collapses. To see the rest of the list, read The Dirty Data Domino Effect: Mastering the Game – Part…
The Data Quality Dilemma 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…
Nothing can be more frustrating than dealing with data quality. But when it comes to CRM success, there are few things that are more important. While data quality tasks can be a monotonous and mundane job, left ‘untreated’, a CRM…
The quality of the data in your CRM is essential to maintaining a strong CRM system. Just like the foundation of a building, when building out your CRM system, a solid data structure is essential. Additionally, once your system structure is…
Since categories make it easier to segment and reach key Clients and others among your CRM contacts, it would seem like the more categories you have, the better, right? Not necessarily. With categories, sometimes less really is more. You don't…
When you are trying to target key groups, it can also be beneficial to categorize your CRM contacts by firm practice area or group. This type of category can be helpful if you want to enhance communications with Clients of…
So how big a problem is data quality depression really? In the past, some firms neglected CRM data quality as a minor issue – to their detriment. In fact, poor data quality can become a serious problem, especially during an initial…
Ultimately, at some point, you may realize that getting help for data quality depression is essential. Once a firm reaches a certain size, often around 100 users, a part-time data steward just can't keep up with the volume of data…
When it comes to data quality depression, it's important to know that you aren’t alone. There are literally hundreds of firms struggling with the same frustrations and issues. Often, the best thing you can do is to reach out for…
If your data quality depression doesn’t seem to be responding to conventional treatments, fortunately there are now some alternative treatments available. One treatment that has been particularly effective for some firms is outsourcing. If you aren’t able to hire full-time…
While the bad news is that data quality depression may seem to be an epidemic, the good news is that it is treatable – and it's rarely contagious. The treatments vary depending on the symptoms and the causes. As a…
If you think you may be suffering from data quality depression, it can be helpful to see a specialist such as a CRM data quality consultant who is familiar with its causes and effects – and who is expert in prescribing the right…
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