After you have implemented your donor database, how can you ensure that the data coming in is clean, correct and up-to-date? Not only that but how can you make sure it stays clean? Accurate data quality is crucial for any…
On the seventh day of CRM, Chris Fritsch explained to me, how to integrate our CRM system with artificial intelligence. The ability to effectively manage client relationships is crucial for law firms aiming to thrive in a highly competitive industry.…
What to Focus On In working together with firms of all sizes on CRM projects, I have come to appreciate that there is no “one size fits all” for CRM success – either in terms of systems or functions. What…
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