All CRM contact records are not created equal. By segmenting contact data into manageable pieces, your data cleaning process will be more manageable, and you can better measure progress. Have you ever heard the saying, “No man ever steps into…
Download the PDF Getting professionals to input or manage contacts in CRM has always been a goal - and a real challenge. It’s time to reset those unrealistic expectations and redefine the concept of CRM success. As CRM Success Consultants,…
Do you want your professionals to use CRM to support their business development efforts? Provide some training to help them leverage CRM data, and show them the value and benefit they'll gain from it. Now that Enterprise Relationship Management (ERM)…
Imagine removing your attorneys and their assistants from the CRM data input process and eliminating your “CRM adoption” roadblocks forever. That vision is now a reality – with ERM. Over the last few years, a new technology has emerged that…
Getting professionals to input or manage contacts in CRM has always been a goal - and a real challenge. It’s time to reset those unrealistic expectations and redefine the concept of CRM success. As CRM Success Consultants, one of the…
Download the PDF To improve CRM adoption and contact data sharing, regular reporting is a must. These reports will provide the key information and value that CRM users expect and also drive their interest and buy-in. For many professional services…
Regular reporting delivers the key information and value that CRM users expect. Add these reports to help build more support for CRM adoption and encourage contact data sharing in your organization. In our last post, we discussed contacts, companies and…
To improve CRM adoption and contact data sharing, regular reporting is a must. These reports will provide the key information and value that CRM users expect and also drive their interest and buy-in. For many professional services firms, finding ways…
When you engage in eMarketing and collect contact records, you comply with the data privacy laws, right? But does your team understand the regs and play by the rules? Now is a good time for a check-up as more U.S.…
Getting professionals to participate in eMarketing and list management requires that firm leaders demonstrate support and actively participate. Here are a few more suggestions to help engage your team. Leading by Example Having the support of firm leadership is an…
Being able to effectively communicate with clients and contacts over email has been a priority for many firms during the past year – and continues to be as in-person live meetings and events are essentially still on hold for the…
Being able to effectively communicate with clients and contacts over email has become a priority for many firms – especially now that in-person live meetings and events are essentially dead for the foreseeable future. As a result, it’s more important…
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,…
Download the PDFMost 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…
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.…
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, other thought leadership pieces and/or event invitations. Significant…
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, other thought leadership pieces and/or event invitations. Significant…
In previous posts, we addressed best practices for eMarketing and email design as well as internal processes for creating good email communications. If it seems that you’re doing everything right and your email metrics are still disappointing, what’s left to…
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, this is one of…
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, this is one of…
For professional services firms, compliance with regulations such as the General Data Protection Regulation (GDPR) in Europe and the Canadian Anti-Spam Legislation (CASL) can feel like a thankless burden. Without a doubt, data privacy regulations are forcing most organizations to…
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. (In case you missed it, read “GDPR 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…
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…
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, the goal of email…
Spam filters are the bane of marketing departments everywhere. For professional services firms, it can be particularly frustrating when your carefully constructed newsletter or alert doesn’t get delivered. The risk of this happening is even greater if you’ve just switched…
