Being able to effectively communicate with clients and contacts over email has become a priority for many firms – especially now that that in-person live meetings and events are essentially dead for the foreseeable future. As a result, it’s more…
Bad data has many negative and costly effects, but one of the most serious is being blacklisted. Email blacklisting can cause an organization’s communications to be blocked and made undeliverable, essentially branding the organization as a spammer and shutting down…
Marketing technology in a professional services firm typically includes three main systems: Client Relationship Management (CRM), eMarketing or Marketing Automation systems and the firm’s website. These are all very different systems with distinct functions and purposes. CRM is primarily used…
When Does CCPA Start? The California Consumer Privacy Act (CCPA) is effective January 1, 2020. It also includes a 12-month “look-back” period to January 1, 2019. It is also important to note that several amendments to the Act are still…
There are a number of issues and challenges that can occur when implementing a CRM that prevent CRM Success. In fact, research from leading industry experts has suggested that up to 70% of CRM implementations may fail to meet expectations.…
CRM is one of the best technology tools for effective eMarketing and communication with Clients and other contacts. But, as with other aspects of CRM, achieving the desired results often also requires putting effective processes and procedures in place. In…
The team at CLIENTSFirst has helped hundreds of firms succeed with CRM. A key to that success for many firms involves getting attorneys to use the system or at least share their information. However, as mentioned in our last post,…
Most law firms have a CRM system, but few can say that they are actually getting return on their CRM investment. How much value it provides in a law firm depends on attorney buy-in. If your firm wants to increase…
In our previous post, The Top 10 Challenges to CRM Success and How to Avoid Them – Part 1, we discussed the five challenges that are most often encountered when implementing a CRM. Here are five more that we typically…
There are a number of issues and challenges that can occur when implementing a CRM that prevent CRM Success. In fact, research from leading industry experts has suggested that up to 70% of CRM implementations may fail to meet expectations.…