Seven Secrets for Driving CRM Adoption Success – Part 1
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
November 11, 2021
Category CRM Are your professionals using the CRM system? If not, it’s time for a new approach to gaining adoption. These tips can help your team see value and benefits in CRM - and may get them to use it. CRM isn’t...
Have a Very Merry Holiday Mailing List
Posted by David Whiteside, Director, Client Growth & Success and Christina R. Fritsch JD, Founder and CRM Success Consultant on
November 4, 2021
Category eMarketing If you want to avoid a last-minute holiday mailing fire drill, now’s the time to update contact records and holiday mailing lists. Follow these tips to clean up your data and validate emails. A happy holiday season starts with a...
Go With the Flow of Data Cleaning Part 2 – Planning for Data Quality
Posted by Rachel Fields, Client Success Consultant and Christina R. Fritsch JD, Founder and CRM Success Consultant on
October 27, 2021
Category Data Quality Bad CRM data can compound exponentially, impacting marketing and business development. It’s essential to understand the scope of your data problems and follow a plan for regular data cleaning. Your Plan Is Your Life Preserver Once you’ve prioritized subsets or...
Go with the Flow of Data Cleaning – Don’t Drown in Bad Data
Posted by Rachel Fields, Client Success Consultant and Christina R. Fritsch JD, Founder and CRM Success Consultant on
September 22, 2021
Category CRM Data Quality 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...
Redefining CRM Success – Part 3: Winning the CRM-ERM Adoption Game with Communications & Training
Posted by Rachel Fields, Client Success Consultant and Christina R. Fritsch JD, Founder and CRM Success Consultant on
September 1, 2021
Category CRM ERM 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)...
Redefining CRM Success – Part 2: Beyond Adoption
Posted by Rachel Fields, Client Success Consultant and Christina R. Fritsch JD, Founder and CRM Success Consultant on
August 18, 2021
Category CRM 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...
Redefining CRM Success – Part 1
Posted by Rachel Fields, Client Success Consultant and Christina R. Fritsch JD, Founder and CRM Success Consultant on
August 11, 2021
Category CRM 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...
Busting Myths About Outsourcing CRM and Data Quality Support
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
July 28, 2021
Category CRM Data Quality Outsourcing is a cost-effective solution for staffing CRM, eMarketing and Data Quality roles. But misconceptions about outsourcing can get in the way. This post separates the myths from the facts. Research indicates that up to 70% of CRM implementations fail...
12 Reports to Boost CRM Adoption and ROI – Part 2
Posted by Rachel Fields, Client Success Consultant on
July 14, 2021
Category CRM 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...
12 Reports to Boost CRM Adoption and ROI – Part 1
Posted by Rachel Fields, Client Success Consultant on
June 30, 2021
Category CRM 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...
