eMarketing and CRM Systems: Can We Talk?
by Rachel Fields, Client Success Consultant
More often than not, when firms first embark on implementing CRM, their primary motivation is to be able to have centralized mailing lists so they can send their clients and prospects newsletters,
eMarketing and CRM Systems: Can We Talk?
by Rachel Fields, Client Success Consultant
More often than not, when firms first embark on implementing CRM, their primary motivation is to be able to have centralized mailing lists so they can send their clients and prospects newsletters,
Effective eMarketing – Don’t be Content with Subpar Content
by Rachel Fields, Client Success Consultant
In previous posts, we addressed best practices for eMarketing and email design as well as internal processes for creating good email communications.
Effective eMarketing – Processes & Procedures for Efficient Email Campaigns
by Rachel Fields, Client Success Consultant
Why is it so hard for Marketing to get an email communication out the door in a timely manner? In working together with hundreds of law and other professional services firms over the last 10 years,
Effective eMarketing – Processes & Procedures for Efficient Email Campaigns
– By Rachel Fields, Client Success Consultant
Why is it so hard for Marketing to get an email communication out the door in a timely manner? In working together with hundreds of law and other professional services firms over the last 10 years,
GDPR Compliance: Process, Communications & Testing
by Rachel Fields, Client Success Consultant
In last week’s post we covered the basics of GDPR and new data privacy regulations as well as preparation of your contact data and CRM system to accommodate new data privacy information.
GDPR Guidance: A Practical Approach to Preventing the Pain of Privacy and Anti-Spam Compliance
The General Data Protection Regulation (GDPR) goes into effect May 25, 2018. For some professional services firms, preparing for GDPR can pose some daunting challenges. But with some basic guidance, you can prepare your CRM and eMarketing systems to help your firm be compliant.
Top Tips for Email Marketing Success
by Rachel Fields, Client Success Consultant
Despite the challenges we all sometimes face with the sheer volume, email is still an essential tool for connecting with Clients and prospects. Whether you’re updating them on legal developments or inviting them to an event,