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10 Tips to Maximize Marketing and Business Development Technology Value


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, are invaluable resources for streamlining operations and driving client engagement. To ensure you’re getting the most out of these valuable tech tools, consider these ten actionable tips:

  1. Communicate CRM Benefits:
  • Improve CRM adoption by clearly communicating the benefits to users.
  • Offer personalized, one-on-one training tailored to individual user needs.
  1. Coordinate Business Development Activities:
  1. Target the Right Audiences:
  • Utilize marketing automation to customize message content and delivery.
  • Set up a subscription center, allowing your audience to choose relevant communications.
  1. Enhance Client Teamwork:
  • Organize team members, track activities, and set reminders using CRM.
  • Provide progress reports to improve collaboration.
  1. Leverage Relationships:
  1. Gain Insights:
  • Enhance CRM data with competitive and business development intelligence.
  • Use this information to spot opportunities and share relevant insights with attorneys.
  1. Clean Up Data:
  1. Optimize System Configuration:
  1. Tap into Consultant Expertise:
  1. Seek Professional Assistance:

Incorporating these tips into your law firm’s marketing and business development technology strategy can lead to more effective marketing, enhanced client relationships, and improved business development efforts. By maximizing the value of your marketing and business development technology, your firm can stay ahead of the curve and achieve its growth goals.

For almost 20 years, the team at CLIENTSFirst Consulting has been helping professional services firms and other organizations successfully select and implement CRM and eMarketing systems to maximize value, adoption and return on investment. If you need help with CRM Success, please contact us at 404-249-9914 or

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