CRM Success Tips Blog

As law firms move further into the digital age, CRM (Client Relationship Management) systems have emerged as critical tools in the marketing and business development (BD) toolkit. The CLIENTSFirst 2024 CRM Success Survey (the “Survey) highlighted a clear takeaway: while...

CRM systems are foundational to the success of law firms' Marketing and Business Development teams, serving as the primary platforms to centralize, manage, and leverage client and contact information. Despite their potential to improve communication, support client loyalty, accelerate business...

In today's data-driven legal landscape, Client Relationship Management (CRM) systems have become indispensable tools for law firms. However, the effectiveness of this tool hinges on the quality and security of the data it contains. This is where data stewards come...

When successful, a CRM system helps firms efficiently manage contacts and tracks interactions with current and potential clients to improve business development outcomes. Without a proper implementation strategy, however, a CRM can become a glorified Rolodex, or become so inefficient for...

A successful email marketing program is critical for law firms’ outbound marketing strategies and is proven to drive considerable ROI – some studies show that $1 spent in email marketing can deliver a $42 return.   For understaffed marketing teams, or...

Choosing the right CRM system can drastically change how law firms and professional service firms interact with their clients and develop business. However, navigating the complex landscape of CRM options and understanding the intricacies of legal practice workflows can be...

The emphasis on having clean, correct and up-to-date data in law firms has increased as more firms leverage client information to drive business decisions. This sentiment is shared across multiple industries, as 95% of U.S. business agree that investing in...

The legal industry thrives on accurate information. Client information guides marketing, improves operations, and ensures lawyers give clients the best representation possible. Many law firms think their data is clean and ready to use, but Salesforce says 91% of CRM...

According to a recent survey by Thomson Reuters, less than 10% of firms find their current CRM system valuable, and nearly 20% find it not effective at all. Too many firms have failed to accurately assess their needs before selecting...