Are you considering a new CRM? Before deciding to purchase a new system, a better and more budget-friendly option may be to update and improve your current system and better utilize what you have. You may be familiar with “Love…
If your CRM performance is uneven or failing lately, you’ll probably find deficiencies in Communications, Training or Data Quality. Regular attention and resourcing will help. Every organization strives to make their CRM deployment as smooth and painless as possible, but many…
If you want to avoid a last-minute holiday mailing fire drill, now’s the time to update contact records and holiday mailing lists. Follow these tips to clean up your data and validate emails. A happy holiday season starts with a…
A happy holiday season starts with a clean mailing list. Whether your firm sends holiday greetings electronically or mails traditional paper cards, so much effort goes into this annual ritual – from decisions around format and design, whether to gift…
Building your own dream home is something that many people want to do someday. While the concept sounds lovely—having your perfect place with all of the features your heart desires—many people don't contemplate that, like any worthwhile project, it can…
Did you ever spend time researching and shopping for something you really wanted? You looked at it online – maybe even made a trip to a brick and mortar store – and then, once you concluded that it was exactly…
At the risk of sounding like a bunch of Scrooges, we’re going to bring up the annual project that almost all law firm marketers have to deal with – and pretty much any of them dread: The Annual Holiday Mailing…
I often see charters and business cases with a list of desired CRM benefits that look like this list below: Better client relationships.... Less client attrition…. Improved ability to cross-sell.... Increased revenue and profitability.... Increased team collaboration.... Improved efficiency in…
When we see so many firms struggling with CRM “adoption” it creates a question: Is it possible that the professionals in your firm view your CRM system as a tax? Like a tax, CRM benefits the firm and others, but…
Are there correlations between CRM and Taxes? When we see so many firms struggling with CRM “adoption” it creates a question: Is it possible that the professionals in your firm view your CRM system as a tax? Like a tax,…
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