Atlanta Business Radio with Chris Fritsch on CRM
Chris Fritsch, President of CLIENTSFirst Consulting, shares tips and best practices for succeeding with CRM and contact data management, in this 2018 interview on Atlanta Business Radio.
Six Tips to Select the Right CRM System
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…
Six Tips to Select the Right CRM System
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…
Garbage In/Garbage Out – Digging Your Way Out
Since it was first coined in the world of computer science in the 1950s, the phrase “garbage in, garbage out” has been a popular metaphor for flawed, or nonsense data input that produces flawed or nonsense output, aka "garbage." For…
Garbage In/Garbage Out – Digging Your Way Out
Since it was first coined in the world of computer science in the 1950s, the phrase “garbage in, garbage out” has been a popular metaphor for flawed, or nonsense data input that produces flawed or nonsense output, aka "garbage." For…
CRM Success Steps and Strategies: Part 2 – Implementation and Ongoing Support and CRM Success
Part 1 of this article focused on laying the foundation to achieve CRM success. Once you have assessed your needs, gained the support of your key stakeholders, and selected a CRM vendor, you are ready for Part 2, which focuses…
The Season for Holiday Joy Starts Now
At the risk of sounding like a bunch of Scrooges, we’re going to bring up the annual project that almost all law firm marketers have to deal with – and pretty much any of them dread: The Annual Holiday Mailing…
Benesch – A Business Development Intelligence Success Story
ABOUT BENESCH Benesch is a business law firm with offices in Cleveland, Columbus, Chicago, Hackensack, Indianapolis, Shanghai and Wilmington. The firm serves national and international clients that include public and private, middle market and emerging companies as well as private…
ORBA – A CRM Success Story
ABOUT ORBA Ostrow Reisin Berk & Abrams, Ltd. (ORBA) is a full-service accounting, tax and consulting firm dedicated to helping clients reach their goals and achieve success. Based in Chicago, ORBA was founded in 1977 and has grown to more…
eMarketing and CRM Systems: Can We Talk?
More often than not, when firms first embark on implementing CRM, their primary motivation is to be able to have centralized mailing lists so they can send their clients and prospects newsletters, other thought leadership pieces and/or event invitations. Significant…
eMarketing and CRM Systems: Can We Talk?
More often than not, when firms first embark on implementing CRM, their primary motivation is to be able to have centralized mailing lists so they can send their clients and prospects newsletters, other thought leadership pieces and/or event invitations. Significant…
Bradley – A CRM, Data Quality & eMarketing Success Story
ABOUT BRADLEY Bradley has more than 500 attorneys and nine U.S. offices in Alabama, Florida, Mississippi, North Carolina, Tennessee, Texas and the District of Columbia, providing an extensive geographic base from which to represent regional, national and international clients. The…
CRM Success Steps and Strategies
Yes, you read that title right. The words ‘CRM’ and ‘success’ were just used together. That’s because whether you are rolling out a new CRM system for the first time at your firm or trying to enhance adoption of an…
CRM Success Steps and Strategies: Part 1 – Laying the Foundation
Yes, you read that title right. The words CRM and success were just used together. That’s because whether you are rolling out a new CRM system for the first time at your firm or are trying to enhance adoption of…
Congratulations to Bradley on Their 2018 LMA Your Honor Awards!
“Bradley Connect” CRM takes 1st Place in the Technology Management: Software and Platforms category and Honorable Mention in the Technology Management: Applications and Innovative Use of Technology category. CLIENTSFirst is thrilled to announce that our Client Bradley has won two…
Recognizing the Quiet Power of Your CRM Data
by Julie Amos, Chief Strategy Officer and Chris Fritsch, Client Success Consultant Marketing departments today often spend a great deal of their time focusing on things that involve strategies and planning. To support these critical activities, they have built up…
Getting to the Heart of eMarketing
- by Julie Amos, Chief Strategy Officer Recently, legal marketing professionals from around the globe gathered in New Orleans for the 2018 Legal Marketing Association Annual Conference. One breakout session titled, “Humanity Isn’t a Trend – It’s the Key to…
Effective eMarketing – Don’t be Content with Subpar Content
In previous posts, we addressed best practices for eMarketing and email design as well as internal processes for creating good email communications. If it seems that you’re doing everything right and your email metrics are still disappointing, what’s left to…
Chris Fritsch Named Marketing & Business Development Thought Leader in JD Supra 2018 Readers Choice Awards
Chris Fritsch has been recognized as a top Marketing & Business Development thought leader in the JD Supra 2018 Readers Choice Awards. An author, speaker and regular JD Supra contributor of marketing and business development technology insights and commentary, Chris…
Effective eMarketing – Processes & Procedures for Efficient Email Campaigns
Why is it so hard for Marketing to get an email communication out the door in a timely manner? In working together with hundreds of law and other professional services firms over the last 10 years, this is one of…
Effective eMarketing – Processes & Procedures for Efficient Email Campaigns
Why is it so hard for Marketing to get an email communication out the door in a timely manner? In working together with hundreds of law and other professional services firms over the last 10 years, this is one of…
Six Tips to Select the Right CRM System: Evaluate Products and Providers
Once you have identified a few CRM systems that meet your requirements, you can begin the vetting process to select the right CRM system for your firm. Tip 4: Direct the Demonstrations It’s essential that the CRM demonstrations allow you…
GDPR and CASL: Why Data Privacy Rules Are Good for Data Quality
For professional services firms, compliance with regulations such as the General Data Protection Regulation (GDPR) in Europe and the Canadian Anti-Spam Legislation (CASL) can feel like a thankless burden. Without a doubt, data privacy regulations are forcing most organizations to…
GDPR Compliance: Process, Communications & Testing
In last week’s post we covered the basics of GDPR and new data privacy regulations as well as preparation of your contact data and CRM system to accommodate new data privacy information. (In case you missed it, read “GDPR Compliance:…
GDPR Guidance: A Practical Approach to Preventing the Pain of Privacy and Anti-Spam Compliance
The General Data Protection Regulation (GDPR) goes into effect May 25, 2018. For some professional services firms, preparing for GDPR can pose some daunting challenges. But with some basic guidance, you can prepare your CRM and eMarketing systems to help…
GDPR Compliance: How to Prepare and Where to Begin
The General Data Protection Regulation (GDPR) goes into effect May 25, 2018. For some professional services firms, preparing for GDPR can pose some daunting challenges. But with some basic guidance, you can prepare your CRM and eMarketing systems to help…
Top Tips for Email Marketing Success
Despite the challenges we all sometimes face with the sheer volume, email is still an essential tool for connecting with Clients and prospects. Whether you’re updating them on legal developments or inviting them to an event, the goal of email…
Relieving the CRM “Tax” Burden
I often see charters and business cases with a list of desired CRM benefits that look like this list below: Better client relationships.... Less client attrition…. Improved ability to cross-sell.... Increased revenue and profitability.... Increased team collaboration.... Improved efficiency in…
Dealing with Data Quality Depression
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…
Are You “Taxing” Your CRM Users?
When we see so many firms struggling with CRM “adoption” it creates a question: Is it possible that the professionals in your firm view your CRM system as a tax? Like a tax, CRM benefits the firm and others, but…
Building Quality Data – A Sound Structure for Your 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…
A Tax Audit of Your CRM
Are there correlations between CRM and Taxes? When we see so many firms struggling with CRM “adoption” it creates a question: Is it possible that the professionals in your firm view your CRM system as a tax? Like a tax,…
CLIENTSFirst Consulting Welcomes Client Success Consultant Rachel Fields
CLIENTSFirst Consulting is excited to announce a new addition to our team. Rachel Fields joins CLIENTSFirst as our newest Client Success Consultant. Rachel offers Clients more than 20 years’ experience in legal marketing and business development technology with leading law…
Avoiding the Spam Trap: Spam Filter Trigger Words
Spam filters are the bane of marketing departments everywhere. For professional services firms, it can be particularly frustrating when your carefully constructed newsletter or alert doesn’t get delivered. The risk of this happening is even greater if you’ve just switched…