When Attorneys Ask, “What’s In It (CRM) For Me?”- Part 2: What They Need To Succeed
– By Rachel Fields and Chris Fritsch
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, getting attorney adoption can be challenging unless you can demonstrate that the system will provide them with benefits they really care about.
Based on more than 12 years of experience in working together with top professional services firms,
When Attorneys Ask, “What’s In It (CRM) For Me?” – Part 1
– By Rachel Fields and Chris Fritsch
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 adoption, you have to show them not just why CRM is important for the success of the firm, but what’s in it for them. Here are some suggestions for demonstrating real value for your attorneys.
For CRM to succeed in a law firm,
Top Benefits of Outsourcing Marketing Technology Support – Part 2: Is Outsourcing Right for Your Firm?
-by Chris Fritsch, CRM and Client Success Consultant
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 Technology Support Part 1, we offered some good examples and a summary of the benefits that firms can gain from outsourcing. But before you determine that outsourcing is right for your firm, consider these key questions to help you decide:
Is Outsourcing Right for Your Firm?
Top Benefits of Outsourcing Marketing Technology Support – Part 1
-by Chris Fritsch, CRM and Client Success Consultant
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 – especially in areas that involve technologies to support marketing and business development.
In over a decade of helping hundreds of firms improve marketing and business development technology processes and efficiency, we have found that outsourcing key functions to trained and experienced professionals can solve a number of problems while also providing important benefits.
The Top 10 Challenges to CRM Success and How to Avoid Them – Part 2
– By Rachel Fields and Chris Fritsch
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 see – along with some best practices and solutions for success:
6. Resources
Successful CRM implementations are not quick, easy or cheap. This is the reason they are also not common. Failure to dedicate adequate resources – including time,
The Top 10 Challenges to CRM Success and How to Avoid Them – Part 1
– By Rachel Fields and Chris Fritsch
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 good news is that CRM Success Is possible – if you can identify potential challenges early and are prepared with solutions.
Based on almost 12 years of consulting experience gained while working together with hundreds of Clients on successful CRM implementations, here are some of the biggest potential challenges we typically see – along with some best practices and solutions for success:
The Benefits of CRM Integrations
– by Chris Fritsch, Client Success Consultant
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 by juggling so many disconnected systems including: CRM and ERM, eMarketing systems and blogs, websites, intranets and portals, experience databases, proposal generators, social listening and competitive intelligence tools and more. And don’t even get me started on the spreadsheets. All of this can lead to a significant number of people and processes issues.
Manage CRM Expectations To Avoid Epic CRM ‘Fails’
by Chris Fritsch, CRM Success Consultant
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 may fail to meet expectations.
In helping hundreds of Clients with their CRM implementations over the last 12 years, we’ve observed many of the most common problems – and even a few unique ones. But the one reason that CRM commonly fails to meet expectations actually has very little to do with the CRM technology: it’s that the expectations for CRM success are often wrong.
CRM Integration Options That Add Value
– By Chris Fritsch, CRM Success Consultant
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 marketing technology? Here are a few:
- eMarketing Data: The value of a CRM system can almost always be enhanced by the integration of an eMarketing system. This can be extremely beneficial to bring in analytics and potential business development activities gathered from email campaigns and events.
The Benefits of CRM Integrations
– By Chris Fritsch, CRM Success Consultant
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 by juggling so many disconnected systems including: CRM and ERM, eMarketing systems and blogs, websites, intranets and portals, experience databases, proposal generators, social listening and competitive intelligence tools and more. And don’t even get me started on the spreadsheets. All of this can lead to a significant number of people and processes issues.
Six Tips to Select the Right CRM System
by Chris Fritsch, Client Success Consultant
Research estimates that up to 63% of CRM systems fail to meet expectations – and a failed CRM implementation can be extremely costly, not just in terms of the financial expense, but also because of the costs in lost time – and credibility. Even more impactful: you don’t often get a second chance at CRM success. This means that it’s critical to select the right CRM system.
The good news is, CRM success is possible. If you simply follow a few critical steps before and during the CRM selection process,
Six Tips to Select the Right CRM System
by Chris Fritsch, Client Success Consultant
Research estimates that up to 63% of CRM systems fail to meet expectations – and a failed CRM implementation can be extremely costly, not just in terms of the financial expense, but also because of the costs in lost time – and credibility. Even more impactful: you don’t often get a second chance at CRM success. This means that it’s critical to select the right CRM system.
The good news is, CRM success is possible. If you simply follow a few critical steps before and during the CRM selection process,
Benesch – A Business Development Intelligence Success Story
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 equity funds, entrepreneurs, not-for-profit organizations, trusts and estates.
The firm will celebrate its 80th anniversary in 2018 and continues to expand geographically and grow steadily. Since the beginning of 2015, the firm has welcomed over 75 new attorneys, increased the number of attorneys firm wide to 191 and opened a new office in Chicago. The strategic addition of these attorneys and offices is another step in executing the firm’s growth plan and goal to continuously enhance the service provided to clients.
ORBA – A CRM Success Story
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 than 135 employees over the past 40 years.
ORBA serves clients in a variety of industries, providing audit, consulting and tax services to privately held companies, not-for-profit organizations and high net worth individuals.
ORBA delivers their services with a holistic understanding of accounting, tax, financial and broader challenges, along with a passionate,