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 to make an informed decision and adequately and accurately compare systems,
Six Tips to Select the Right CRM System
– By Chris Fritsch, Client Success Consultant
Research estimates that up to 70% of CRM systems fail to meet expectations – and a failed CRM implementation can be extremely costly, not just in terms of the financial expense,
Six Tips to Select the Right CRM System
by Chris Fritsch, Client Success Consultant
Research estimates that up to 70% of CRM systems fail to meet expectations – and a failed CRM implementation can be extremely costly, not just in terms of the financial expense,
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,
Contact Management 101: 10 Top Tips for Success
– By Christina R. Fritsch, JD, Client Success Consultant
As the new school year gets underway and students get back to class, it seems like a good time to share a few lessons on contact and relationship management.
Contact Management 101: Caring for Your Most Important Assets – Relationships
by Chris Fritsch, Client Success Consultant
To help communicate the importance of centralized contact management, we have compiled 10 top tips:
- Think of contact management as an investment. Contacts are valuable commodities and investing just a little time up front can pay dividends in the future.
Contact Management 101: So Many Contacts, So Many Ways to Manage Them
by Chris Fritsch, Client Success Consultant
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.
Contact Management 101: 10 Top Tips for CRM Success
by Chris Fritsch, Client Success Consultant
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.
The CRM Marathon Finish Line
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,
When running a
The CRM Marathon – and CRM Hurdles
by Raquel Lewis, CRM Success Consultant and Chris Fritsch, Client Success Consultant
To finish a CRM marathon, you will need patience and persistence. Honestly, almost no runner feels like getting up at 5 a.m.
The CRM Marathon – and the Data Dash
by Raquel Lewis, CRM Success Consultant and Chris Fritsch, Client Success Consultant
Along the CRM implementation route, data quality issues are a common hurdle for every organization. Here’s why: during a law firm CRM rollout,
The CRM Marathon: Training for the Race
by Raquel Lewis, CRM Success Consultant and Chris Fritsch, Client Success Consultant
If you want to win any race, you have to train. For training to be effective, you need to start well in advance of the race and don’t expect quick results.