CRM Success Tips Blog

To finish a CRM marathon, you will need patience and persistence. Honestly, almost no runner feels like getting up at 5 a.m. every day to hit the road, but real winners keep going. They know that if they persist, they...

Along the CRM implementation route, data quality issues are a common hurdle for every organization. Here’s why: during a law firm CRM rollout, thousands of shared contacts quickly flow into the system from users. Some of these records contain incomplete...

If you want to win any race, you have to train. For training to be effective, you need to start well in advance of the race and don’t expect quick results. While inadequate training won't get you to the finish...

We may seem like those crazy neighbors at the end of the block who are already putting up the colored lights and inflatables for the holidays weeks before Halloween, but if you are tasked with your firm’s holiday card list,...

It’s impossible to win any race without a good coach. Not everyone has had experience rolling out a CRM system before. Many firms also lack adequate internal resources or have limited bandwidth. As a result, asking for help isn't just...

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.   Have you ever heard the saying, “No man ever steps into...

CRM should be a team sport. Trying to go it alone in implementing a CRM is not only painful, it’s impossible. A number of key stakeholders should be drafted to help ensure success. The Marketing team is critical for defining...

A successful CRM implementation is not necessarily easy. But not everyone gets that. In fact, sometimes it seems that organizations think you can just buy a CRM system, plug it in and turn it on and clients will line up...

Before embarking on your CRM marathon, it’s important to plot the best course. To do this, it’s helpful to determine where you are now. Successful CRM implementations begin with a comprehensive assessment of your current situation. Think about the reasons...