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CRM is like building a house

Architecting a Successful CRM Project

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 also be a lot of work.

Planning for and selecting a CRM system can actually be a lot like building that house. You can look at multiple models, pick out the features you want and make decisions about any optional upgrades. You can evaluate options and look on websites for ideas and see how certain features and functions work.

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CRM requires assembly

CRM Buyers Beware: Some Assembly Required

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 what you wanted, you place your order to be delivered, and you wait…

Then, after much anticipation the box arrives and, alas, you discover that the item you have been eagerly awaiting is not fully assembled. In fact, it has a lot of scattered parts and pieces and directions that don’t seem very helpful (but at least they are available in eight languages!)

At this point,

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holiday mailing emarketing CRM

The Season for Holiday Joy Starts Now

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 Project.

Whether your firm does them electronically or with paper cards (or if you are at one of the really lucky firms, both), so many things go into this annual effort that is ideally aimed at strengthening Client relationships: from decisions around the format to the design, to the artwork and/or animation, to gift or not to gift,

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What's in CRM for me?

Relieving the CRM “Tax” Burden

I often see charters and business cases with a list of desired CRM benefits that look like this list below:

  1. Better client relationships….
  2. Less client attrition….
  3. Improved ability to cross-sell….
  4. Increased revenue and profitability….
  5. Increased team collaboration….
  6. Improved efficiency in serving clients….
  7. Greater staff satisfaction….
  8. Cost savings….

These are all worthy objectives on which to build a business case for CRM – but none of them contain a WHY and a WHO? Why are each of these important?

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CRM Tax

Are You “Taxing” Your CRM Users?

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 not them?

The most common frustration heard when rolling out a CRM – my users just won’t adopt and use it! The initial tendency is to blame the users as being stubborn, obstinate and unwilling to “change”. But the real question is WHY are they unwilling to change? Could it be your CRM is viewed as a “Tax” on the user?

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CRM Tax

A Tax Audit of Your CRM

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, CRM benefits the firm and others, but not them?

The most common frustration heard when rolling out a CRM – my users just won’t adopt and use it! The initial tendency is to blame the users as being stubborn, obstinate and unwilling to “change”. But the real question is WHY are they unwilling to change? Could it be your CRM is viewed as a “Tax” on the user?

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