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…
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…
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…