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
The quality of the data in your CRM is essential to maintenance of a strong CRM system. Just like the foundation of a building, when building out your CRM system, a solid data structure is essential. Additionally,
While formal contact management may be foreign to younger lawyers, this isn’t necessarily a generational issue. In fact, we now frequently find that even some of the most experienced lawyers are managing their contacts in different ways.
With another school year well underway, it seems like a good time to share a few lessons on contact and relationship management. One group of ‘pupils’ for whom this information can be particularly relevant is new attorneys who are joining a firm for the first time and who are eager to get to the head of the class by focusing on marketing and business development early in their careers.
by Raquel Lewis, CRM Success Consultant and Chris Fritsch, Client Success Consultant
Once you have come such a long way on your CRM marathon, it’s only natural to start looking for the finish line. You deserve a medal – or at least some sort of reward or recognition for getting this far,