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…
As we usher in a new year, it's natural to reflect on past habits and seek improvement. In the context of law firms, this often means addressing CRM (Customer Relationship Management) practices. But why do so many New Year’s resolutions,…
As CRM Success consultants for almost 20 years, we have worked with hundreds of professional service firms helping them achieve marketing technology success, and we know first-hand how crazy things can get during the holidays. To help you prepare for…
On the 12th day of CRM Chris “Kringle” Fritsch explained to me, how law firms can use pipelines successfully! Outside of legal, we are seeing many professional service firms wanting to implement business development pipelines to increase their BD efforts.…
On the 11th day of CRM Chris “Kringle” Fritsch informed me of the struggle of legal marketers in the modern era! As law firms transition to a digital-first strategy, some legal marketers are struggling to define their role in client…
On the 10th day of CRM Chris “Kringle” Fritsch explained to me, how business development supports closing business for attorneys! To properly develop clients, successful business development is vital to win business. But without a clean, correct and up-to-date CRM…
On the ninth day of CRM Chris “Kringle” Fritsch performed for me, a cost-benefit analysis of investing in our CRM capabilities! Many firms struggle with being industry-focused and segmenting their audiences effectively. This task is substantial, requiring significant time, financial…
In an era where email remains a dominant communication tool, with billions of users and even more emails sent daily, law firms of all sizes can harness the power of email marketing for business development. The return on investment is…
On the eighth day of CRM Chris “Kringle” Fritsch told me, how law firms are managing data with a digital-first strategy! As more and more law firms transition to a digital-first strategy, firms are trying to maintain their competitive edge…
On the seventh day of CRM, Chris Fritsch explained to me, how to integrate our CRM system with artificial intelligence. The ability to effectively manage client relationships is crucial for law firms aiming to thrive in a highly competitive industry.…
On the sixth day of CRM, Chris Kringle Fritsch gave to me six ways to increase marketing success using artificial intelligence. In today's digital age, many law firms are utilizing email marketing to connect with their target audience and drive…
On the fifth day of CRM, Chris Kringle Fritsch gave to me, the five golden A’s of CRM! Sitting down and cleaning your data can be a very daunting task. So where do you start? Start with the five A’s…
On the fourth day of CRM, Chris Kringle Fritsch explained to me, the actual cost of bad data quality! Have you ever wondered how much your bad data is actually costing you? Chris Fritsch dives into some of the statistics…
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.…
On the third day of CRM, Chris Kringle Fritsch informed me, it's time to improve CRM usability! CRM systems have been around for more than 20 years, and we’ve been talking about adoption since its inception. But as we enter…
On the second day of CRM, Chris Kringle Fritsch explained to me, how to measure CRM success! CRM success is different for every firm, but one thing is for sure, if you have a CRM system, success can and should…
On the first day of CRM, Chris Kringle Fritsch told me, why we should focus on bad data quality! Why should you care about fixing your bad data? Well, Chris Fritsch explains the benefits and rewards firms get from focusing on…
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…
As the holiday season rolls in, bringing a spirit of joy and celebration, it's the perfect time to revitalize your Customer Relationship Management (CRM) system. Just as we deck the halls and trim the tree, your CRM deserves a festive…
As the year draws to a close and the festive season brings new networking opportunities, it's an ideal moment to reflect on the importance of contact management and relationship management, especially for new attorneys joining a firm. This period is…
As we gather to celebrate Thanksgiving, a time for gratitude and sharing, let's not forget our CRM system and data quality, which can sometimes be left in a state of disarray amidst the festive preparations. Just like a well-prepared Thanksgiving…
For years, law firm client development has evolved along a continuum, from marketing to business development to sales. While the individual paths may be distinct and may diverge in some areas, it’s vital to be able to recognize where these…
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,…
Integrating eMarketing and CRM isn't just a good-to-have feature in your marketing and business development efforts; it’s essential for optimizing client outreach and maintaining data quality. Nurturing and growing your client base is essential to the success of your firm,…
As we prepare to hand out candy to the ghouls, ghosts, goblins, princesses or whatever may knock on our front doors, one thing that most firms aren’t prepared for is managing their data on a regular basis leaving their CRM…
In the past CRM adoption, and ultimately CRM success, was measured by the number of attorneys using the system on a regular basis. Although technology has evolved to make interacting with and utilizing CRM systems easier, lawyers are still reluctant…
Did you know that 70% of all CRM implementations fail to meet expectations? That's a staggering number. A failed CRM implementation costs firms thousands of dollars, and wasted time and resources. And for those in charge of running the CRM…
CRM has traditionally been thought of as a tool, a piece of software, or even a glorified Rolodex. But if you look at how marketing technology has evolved over the years, it's not just a CRM anymore. We now have…
In an era dominated by technology and digital transformation, tools and platforms promise streamlined operations and improved efficiency. However, their potential is inherently tied to the quality of data they house. Ensuring impeccable data quality isn't just about maintaining a…
In our digital age, the convenience of swift deliveries from online shopping platforms like Amazon is something to which we've become accustomed. With a mere click, we're promised delivery the next day, and more often than not, that promise is…
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…
For many professional services firms, finding ways to demonstrate CRM value and encourage adoption is a constant struggle. System usage is rarely mandated, which means the marketing team is put in the difficult position of trying to convince individual professionals…
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) systems, the cornerstone of today's businesses, have been rapidly evolving to offer powerful features and tools. With the infusion of artificial intelligence, machine learning and predictive analytics, CRMs have transformed from mere contact databases to smart…
In the world of information management, the age-old phrase “garbage in, garbage out” resonates deeply. While technology has evolved, bringing in sophisticated systems and tools, the challenge of flawed data management persists. Understanding the Issue: With the plethora of technology…
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 business development, can be an excellent option to improve operational efficiencies,…
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…
Autumn is a season of transformation and preparation. As the leaves change colors and the temperatures drop, October is a time to take a closer look at your internal practices, gearing up for the end-of-year rush. One significant area often…
What to Focus On In working together with firms of all sizes on CRM projects, I have come to appreciate that there is no “one size fits all” for CRM success – either in terms of systems or functions. What…
Marketing automation has been buzzing around in the corporate world, and several firms are caught in the whirlwind, wondering if it's the right move for them. While giants like Marketo and Eloqua introduced this concept, its widespread talk has led…
As the holiday season approaches, there's one task that tends to loom large on the agenda of law firms: updating holiday mailing lists. Before diving into the hustle and bustle of designing holiday greetings or choosing the perfect client gift,…
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…
By Chris Fritsch and Lisa Buchanan from GCC Portfolio The holiday season ushers in an age-old debate: Should firms opt for traditional print cards or embrace the modernity of eCards? While both have their merits, let's delve into the myriad…
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…
Join CLIENTSFirst Consulting at LMA's 40th Annual Conference in Washington, DC, where we'll demonstrate how clean data drives growth and innovation in legal marketing. Join us at booth #322 to discover strategies that can elevate your firm's marketing and business…