During the dog days of summer, as law firms begin preparing for the fall and winter seasons, there is no better time to dive into a crash course on contact management to help with CRM clean up. This knowledge holds…
Cleaning up your CRM and contacts is essential for maintaining a well-organized and efficient database. Summer can be a great time for businesses to tackle this task when they have extra downtime. Here are 12 smart things businesses can do…
The summer presents a great opportunity for law firms to focus on Customer Relationship Management (CRM) adoption when work may be a little slower and employees have more downtime. In this article, CLIENTSFirst Consulting's Chris Fritsch explores six strategies inspired…
A CRM (Customer Relationship Management) system streamline the time-consuming tasks of client management to make communications more efficient for law firms and more meaningful for their clients. With an optimized CRM system, law firms can cultivate important relationships while being…
Many businesses may slow down some of their operations during the summer months. However, smart companies know that August presents a unique opportunity to enhance critical aspects of their business. One area that requires year-round attention is Customer Relationship Management…
Join us on Tuesday, August 15, as Chris Fritsch and Stefanie Marrone return for part two of their insightful webinar series focusing on effective marketing strategies specifically designed for small, boutique and mid-size law firms. During the session, they will…
The summer is a great time to give your CRM system a seasonal overhaul. While summer may be a relatively slower period for some industries, it's an ideal time to get your CRM system in top shape before the busy…
Alumni relations is a powerful yet often underutilized aspect of law firm marketing and business development. Maintaining a robust network of former attorneys and staff can yield numerous benefits, from enhancing brand reputation to talent management to generating new business…
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…
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…
Getting professionals to input or manage contacts in the CRM has always been a major goal and challenge for businesses. Firms have long struggled to convince users to consistently enter and maintain contact data. We think it is time to…
Implementing a Customer Relationship Management (CRM) system is a strategic decision for any business, promising a myriad of benefits. However, many charters and business cases fail to articulate the crucial "WHY" and "FOR WHOM" aspects of CRM. Understanding these factors…
Small and mid-size law firms have many unique opportunities and challenges in the competitive legal industry ecosystem. Staying informed about the latest trends and adopting effective strategies is crucial for these firms to remain competitive and thrive in today's evolving…
Before you know it, the holiday season will be here. Each year many firms embark on the annual tradition of sending out holiday greetings to clients and friends of the firm. While this process can be time-consuming and overwhelming, it's…
Artificial intelligence is here to stay and law firms would be wise to learn how to use AI tools to their advantage, particularly in their marketing and business development efforts. Small and mid-size law firms with limited staff and resources…
Data quality is crucial for any organization that relies on accurate information to make informed decisions. However, many businesses face various challenges when it comes to managing data quality effectively. In this blog post, we will explore six common data…
On Thursday, July 13, Chris Fritsch and Stefanie Marrone will be hosting a webinar on effective marketing strategies for small, boutique and mid-sized firms. If you haven't registered yet, here are eight reasons you should join them. With their extensive…
As the legal industry becomes increasingly competitive, law firms are recognizing the importance of effectively managing their experience and knowledge to foster collaboration, demonstrate their expertise to clients and win new business. However, firms of all sizes continue to struggle…
Without good data, a vast majority of your technology implementations will fail Many organizations have lots of disconnected data and are drowning in vast amounts of data coming in from various technology systems. In the past, data would degrade at…
Schools, businesses, non-profits and other organizations need alumni relations programs to help with critical initiatives such as recruiting, fundraising/donations, sales/business development, referrals and general positive branding. Keeping alumni properly informed and engaged is one of the best ways to help…
Business development basic training for your troops should be done early and often. While it’s almost never too soon to begin training in the basics of business development, attorneys who have been practicing 4 years or more tend to make…
In today's data-driven decision-making environment, many businesses rely heavily on the accuracy, completeness and reliability of their data and their data quality management practices. Poor data quality management can quickly undermine these efforts, leading to costly errors, missed opportunities and…
CRM Success is Possible! Yes, you read that title right. The words ‘CRM’ and ‘success’ were just used together. That’s because whether you are rolling out a new CRM system at your firm for the first time or trying to…
It was great to see everyone at LMA23, and we hope you had as great of an experience as we did. Topics such as how to use AI effectively and responsibly, and the many new marketing technology services and software…
In today's digital age, the legal industry is not exempt from the transformative influence of technology. As law firms strive to stay ahead in an increasingly competitive landscape, embracing innovative tools and strategies is crucial. One such area that is…
Poor data quality in higher education institutions' alumni programs is a problem we hear far too often. Data quality is vital to the university and program's ability to accurately forecast various aspects of an alumni program like donations, how many…
In the ever-evolving landscape of higher education, universities are increasingly recognizing the significant role played by their alumni program data. These programs serve as crucial bridges between educational institutions and their graduates, fostering lifelong connections and cultivating a strong sense…
It doesn’t matter how big or small your firm is, if you have employees who have left with whom you want to keep in touch, you should consider creating an alumni relations program. Many firms aren’t investing in creating these…
Spring is in the air, which means it's time to get outside and also give your CRM system a refresh! Say goodbye to cluttered data and hello to streamlined efficiency. Here are some tips to help you spring clean your…
Nurturing and growing your client base is essential to the success of your firm and building and integrating your email marketing system with your CRM is an essential way to stay top of mind with your clients and keep your…
Spring is a time for new beginnings, and what better way to kick off the season than by freshening up your data? Research shows that up to 30% of data degrades each year as people get hired, fired, move jobs…
Many firms think once they implement a CRM system, all of their contact management issues will disappear, but alas, that is not the case. CRM is not the answer to all of a firm's contact issues, but it will help…
Choosing the right CRM system is not an easy task. There are many options to consider and a failed CRM implementation can be extremely costly, not just in terms of the financial expense, but also because of the costs in…
In law firms, time is money, literally, and everyone is incredibly busy leaving them with little or no time to regularly update or fully utilize the CRM system. Lawyers' highly expensive time isn’t best spent entering or updating contact data.…
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…
We've all heard the saying “an apple a day keeps the doctor away" and you’re probably wondering what does this have to do with my CRM system. Well, similar to eating apples, it is the little things you do every…
How you categorize contacts in your CRM can play a big role in the success of email campaigns and general business development efforts. If you are hosting a private event in Scottsdale, Arizona or Atlanta, Georgia for a client or…
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…
Smart leaders are always looking for ways to make their firms more efficient and profitable. Outsourcing some administrative functions, especially in areas involving some technologies that support marketing and business development, can be an excellent option to improve operational efficiencies,…
We hear a lot of buzz about big data, but what we really need isn’t more data – it’s better data. Research shows that up to 30% of our key CRM and other data degrades each year as people get hired, fired,…
Nothing can be more frustrating than dealing with CRM data quality. But when it comes to CRM success, there are few things that are more important. While data quality tasks can seem monotonous and mundane, left ‘untreated’, a CRM…
Are you considering a new CRM? Before you decide to purchase a new system, a better and more budget friendly option may be to update and improve your current system and more effectively utilize what you have. Many relationships go…
To improve CRM adoption and contact data sharing, regular reporting is a must. The right reports can provide the key information and value that CRM users expect and also drive their interest and buy-in. For many professional services firms, finding…
If your CRM performance hasn't been living up to your expectations due to a lack of communication, training or data quality, you aren't alone. Respected research organizations have been saying for years that more than 70% of CRM implementations fail…
Welcome to our annual roundup of CLIENTSFirst Consulting’s top-performing posts of the year! The world of marketing technology is constantly evolving, with new trends, innovations and best practices emerging all the time. We strive to stay on top of the…
Chris Fritsch and Stefanie Marrone recently hosted a master class on tips and trends in marketing technology. They shared best practices for choosing the right email marketing tool, how to redefine CRM adoption, the rise of artificial intelligence in content…
A staggering up to 70% of CRM and other technology implementations fail to meet expectations. The problem has more to do with people and process than technology. You often don’t get a second chance to get buy-in to the CRM…
On the 12th day of CRM Chris Kringle Fritsch explained to me the importance of content and email marketing as part of the marketing mix for law firms and professional service firms. Content marketing is so important for firms of…
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