As Professional Services Firms Struggle with Staffing, Is Outsourcing the Answer?
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
August 23, 2022
Category Data Quality eMarketing Outsourcing As law and other professional services firms today struggle with staffing issues due to the ‘Great Resignation’ and deal with employees working from home and/or hybrid, it’s no wonder that outsourcing has been increasing almost exponentially over the last few...
Four Important Trends Impacting Small and Mid-Sized Firms
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
August 9, 2022
Category Business Development CRM Data Quality eMarketing Outsourcing If you are a small or mid-sized law firm, being able to quickly pivot to prepare for or adjust to trends within the legal industry can give you an advantage over larger firms. To help guide you, here are four...
CRM Is A Marathon, Not A Sprint
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
July 25, 2022
Category CRM When considering a CRM system, you may think that this is a technology that simply needs to be purchased, installed and implemented… but, in reality, that couldn’t be further from the truth. CRM is not a project, an initiative or...
Five Ways to Encourage Lawyer Participation With Your CRM System
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
July 20, 2022
Category CRM Data Quality Lawyers are busy and often resistant to change, so getting them on board with using a new or even your existing CRM system can be challenging. But if you approach your CRM efforts as a value-added benefit that will support...
Five Trends Reshaping CRM and Data Quality Management Today
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
May 26, 2022
Category CRM Data Quality eMarketing ERM Marketing Marketing Technology The past two years have brought dramatic change to every aspect of our lives, and CRM and data quality management are two areas that have seen major shifts as well. Here Chris Fritsch explores some key trends that are reshaping...
Six Tips for Selecting the Right CRM System
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
April 21, 2022
Category CRM Technology Before deciding on a new CRM, follow these steps to select the right CRM system that meets your requirements, enhances adoption, offers value to your users – and can provide a return on your investment. Research estimates that up to...
GDPR and CASL: Why Data Privacy Rules Are Good for Data Quality
Posted by Rachel Fields, Client Success Consultant on
March 6, 2022
Category Data Quality GDPR 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...
GDPR Compliance: Process, Communications & Testing
Posted by Rachel Fields, Client Success Consultant on
February 27, 2022
Category eMarketing GDPR 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:...
GDPR Compliance: How to Prepare and Where to Begin
Posted by Rachel Fields, Client Success Consultant on
February 20, 2022
Category eMarketing GDPR 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...
