This article originally appeared in the Ackert Inc. Blog and is published here with permission of the author. At corporations, products and sales are two distinct areas of the business. In contrast, in typical professional service firms, the ones who…
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.
Are you considering a new CRM? Before deciding to purchase a new system, a better and more budget-friendly option may be to update and improve your current system and better utilize what you have. You may be familiar with “Love…
If your CRM performance is uneven or failing lately, you’ll probably find deficiencies in Communications, Training or Data Quality. Regular attention and resourcing will help. Every organization strives to make their CRM deployment as smooth and painless as possible, but many…
Say you have 2.5 million subscribers to your firm’s e-communication platform. How many of those are engaged and active? According to HubSpot, companies lose about 25% of their mailing list subscribers each year. In the case of this example, that’s…
If you’re still struggling with CRM adoption challenges, taking a “white glove” approach can help. Customize training for the attorneys’ specific needs, and ensure they’re getting value. In our last post, we explored four essentials to help drive CRM adoption…
Are your professionals using the CRM system? If not, it’s time for a new approach to gaining adoption. These tips can help your team see value and benefits in CRM - and may get them to use it. CRM isn’t…
If you want to avoid a last-minute holiday mailing fire drill, now’s the time to update contact records and holiday mailing lists. Follow these tips to clean up your data and validate emails. A happy holiday season starts with a…
Bad CRM data can compound exponentially, impacting marketing and business development. It’s essential to understand the scope of your data problems and follow a plan for regular data cleaning. Your Plan Is Your Life Preserver Once you’ve prioritized subsets or…
This article appeared first on Strategies & Voices, the official online content center of the Legal Marketing Association. As a strategic marketer, you need to know what technology to purchase and how to deploy it. If your technology investment falters, do…
All CRM contact records are not created equal. By segmenting contact data into manageable pieces, your data cleaning process will be more manageable, and you can better measure progress. Have you ever heard the saying, “No man ever steps into…
Download the PDF Getting professionals to input or manage contacts in CRM has always been a goal - and a real challenge. It’s time to reset those unrealistic expectations and redefine the concept of CRM success. As CRM Success Consultants,…
When appropriately integrated into operations, a CRM system has the potential to be so much more than a tool for tracking interactions and managing contacts, says Monica Kriegel of Armstrong Teasdale. In her article, “Using Your CRM For More Than…
Do you want your professionals to use CRM to support their business development efforts? Provide some training to help them leverage CRM data, and show them the value and benefit they'll gain from it. Now that Enterprise Relationship Management (ERM)…
Imagine removing your attorneys and their assistants from the CRM data input process and eliminating your “CRM adoption” roadblocks forever. That vision is now a reality – with ERM. Over the last few years, a new technology has emerged that…
Getting professionals to input or manage contacts in CRM has always been a goal - and a real challenge. It’s time to reset those unrealistic expectations and redefine the concept of CRM success. As CRM Success Consultants, one of the…
Download the PDF To improve CRM adoption and contact data sharing, regular reporting is a must. These reports will provide the key information and value that CRM users expect and also drive their interest and buy-in. For many professional services…
Outsourcing is a cost-effective solution for staffing CRM, eMarketing and Data Quality roles. But misconceptions about outsourcing can get in the way. This post separates the myths from the facts. Research indicates that up to 70% of CRM implementations fail…
Download the PDF Good data quality may seem like a lofty goal, because keeping CRM contact records clean and current requires some frequent heavy lifting. These seven steps can bring better data quality within reach. Data – Your Most Valuable…
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…
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…
Regular reporting delivers the key information and value that CRM users expect. Add these reports to help build more support for CRM adoption and encourage contact data sharing in your organization. In our last post, we discussed contacts, companies and…
To improve CRM adoption and contact data sharing, regular reporting is a must. These reports will provide the key information and value that CRM users expect and also drive their interest and buy-in. For many professional services firms, finding ways…
There is a simple methodology for achieving good data quality in your CRM system. By following these additional steps, you will improve your data and your marketing and business development outcomes. 4. Design for Simplicity Develop your CRM solution to…
Good data quality may seem like a lofty goal, because keeping CRM contact records clean and current requires some frequent heavy lifting. These seven steps can bring better data quality within reach. Data – Your Most Valuable Asset Almost every…
“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…
When you engage in eMarketing and collect contact records, you comply with the data privacy laws, right? But does your team understand the regs and play by the rules? Now is a good time for a check-up as more U.S.…
Getting professionals to participate in eMarketing and list management requires that firm leaders demonstrate support and actively participate. Here are a few more suggestions to help engage your team. Leading by Example Having the support of firm leadership is an…
Once you have gotten through the CRM hurdles, it's only natural to start looking for the CRM finish line and looking forward to CRM success. Surely it must be close. I mean, come on... you've worked so hard. You clearly deserve a reward…
Being able to effectively communicate with clients and contacts over email has been a priority for many firms during the past year – and continues to be as in-person live meetings and events are essentially still on hold for the…
When exploring eMarketing and CRM systems and integrations, here are a few more features and other important things to consider: Analytics More firms are finally starting to rely on metrics to help refine the content they send. The eMarketing system…
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…
Often when firms embark on implementing a Client Relationship Management (CRM) system, the primary motivation is to have centralized contacts and lists so they can send clients and prospects newsletters, alerts, thought leadership pieces and/or event invitations. Significant effort and…
But Is Outsourcing Marketing Technology Right for Your Firm? There are many factors to consider before deciding to outsource CRM, eMarketing or Data Quality functions. To help determine if outsourcing marketing technology support is right for you, consider these four…
But Is Outsourcing Marketing Technology Right for Your Firm? 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 the technologies that support marketing and…
The Honeymoon Once a firm is ready to begin the marketing technology implementation, it’s important to focus on doing everything possible to ensure that the initial “honeymoon period” of the technology rollout is blissful. One way to do this is…
Planning for “Happy Ever After” Like any good affair, a successful technology deployment requires extensive planning. There are a number of important considerations, but based on experience gained from working together with hundreds of firms on successful marketing and business…
Download the PDF But Is Outsourcing Right for Your Firm? 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…
The Perfect Partner/Provider The beauty of technology is that it can do so many things. The problem with technology is… it can do so many things. But for technology to succeed, it has to satisfy a need. So, it can…
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