Have a Very Merry Holiday Mailing List
A happy holiday season starts with a clean mailing list. Whether your firm sends holiday greetings electronically or mails traditional paper cards, so much effort goes into this annual ritual – from decisions around format and design, whether to gift…
Architecting a Successful CRM Project
Building your own dream home is something that many people want to do someday. While the concept sounds lovely—having your perfect place with all of the features your heart desires—many people don't contemplate that, like any worthwhile project, it can…
CRM Buyers Beware: Some Assembly Required
Did you ever spend time researching and shopping for something you really wanted? You looked at it online – maybe even made a trip to a brick and mortar store – and then, once you concluded that it was exactly…
The Dirty Data Domino Effect: Gaining the Upper Hand – Part 4
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 Dirty Data Domino Effect: Mastering the Game – Part 3
We could talk all day about the giant puzzle created by dirty data. But to master the data quality domino game, it’s more important to focus on stopping the data dominoes from falling and blocking future issues so you don't…
The Dirty Data Domino Effect: It’s Not Just a CRM Problem – Part 2
Bad data in professional services firms often transcends the CRM. Time and billing data can often be the worst. In many firms, the information in the financial systems is often entered haphazardly by assistants whose primary objective is to get…
The Dirty Data Domino Effect
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…
Delivering Real Returns on CRM Deployments
Have you ever ordered an item from an online store and had it suddenly appear at your door the next day? This delivery process has become so easy that it’s easy to take for granted all the effort and coordination…
The Top 10 Challenges to CRM Success and How to Avoid Them
There are a number of issues and challenges that can occur when implementing a CRM that prevent CRM Success. In fact, research from leading industry experts has suggested that up to 70% of CRM implementations may fail to meet expectations.…
10 Success Tips for Managing Your eMarketing Lists
CRM is one of the best technology tools for effective eMarketing and communication with Clients and other contacts. But, as with other aspects of CRM, achieving the desired results often also requires putting effective processes and procedures in place. In…
When Attorneys Ask, “What’s In It (CRM) For Me?”- Part 2: What They Need To Succeed
The team at CLIENTSFirst has helped hundreds of firms succeed with CRM. A key to that success for many firms involves getting attorneys to use the system or at least share their information. However, as mentioned in our last post,…
When Attorneys Ask, “What’s In It (CRM) For Me?”
Download the PDFMost law firms have a CRM system, but few can say that they are actually getting return on their CRM investment. How much value it provides in a law firm depends on attorney buy-in. If your firm wants…
When Attorneys Ask, “What’s In It (CRM) For Me?” – Part 1
Most law firms have a CRM system, but few can say that they are actually getting return on their CRM investment. How much value it provides in a law firm depends on attorney buy-in. If your firm wants to increase…
Top Benefits of Outsourcing Marketing Technology Support – Part 2: Is Outsourcing Right for Your Firm?
Outsourcing some marketing functions, especially in areas that involve technologies to support marketing and business development, can solve a number of problems and provide important benefits for your firm and team. In our last post, Top Benefits of Outsourcing Marketing…
Top Benefits of Outsourcing Marketing Technology Support
Firm leaders are always looking for ways to make their organizations more efficient, reduce costs improve business development effectiveness and enhance profitability. To help firms achieve all of these important goals, outsourcing marketing functions can be an excellent option –…
Top Benefits of Outsourcing Marketing Technology Support – Part 1
Firm leaders are always looking for ways to make their organizations more efficient, reduce costs improve business development effectiveness and enhance profitability. To help firms achieve all of these important goals, outsourcing marketing functions can be an excellent option –…
The Top 10 Challenges to CRM Success and How to Avoid Them – Part 2
In our previous post, The Top 10 Challenges to CRM Success and How to Avoid Them – Part 1, we discussed the five challenges that are most often encountered when implementing a CRM. Here are five more that we typically…
The Top 10 Challenges to CRM Success and How to Avoid Them – Part 1
There are a number of issues and challenges that can occur when implementing a CRM that prevent CRM Success. In fact, research from leading industry experts has suggested that up to 70% of CRM implementations may fail to meet expectations.…
The Benefits of CRM Integrations
Even though the entire law firm business model is built around forging long-term relationships and connections, there probably is no other industry with more disconnected systems and data. Legal marketing professionals and technologists are constantly struggling with the challenges caused…
CLIENTSFirst Consulting Releases New #EpicCRMFails Website
New site captures video commentaries about common problems and frustrations with CRM implementations. ATLANTA, GA, February 26, 2019 – CLIENTSFirst Consulting has launched a new website, www.EpicCRMFails.com, that is designed to help organizations succeed with CRM technology. Chris Fritsch, a CRM…
Manage CRM Expectations To Avoid Epic CRM ‘Fails’
It’s no secret that CRM system implementations can be complex and often problematic – and, as a result, they often have notoriously high failure rates. In fact, research from industry experts indicates that up to 70 percent of CRM implementations…
CRM Integration Options That Add Value
There are plenty of benefits to be gained by integrating systems with CRM, as we discussed in our last post, “The Benefits of CRM Integration.” So, what are some of the more beneficial CRM integrations when it comes to legal…
The Benefits of CRM Integrations
Even though the entire law firm business model is built around forging long-term relationships and connections, there probably is no other industry with more disconnected systems and data. Legal marketing professionals and technologists are constantly struggling with the challenges caused…
