CRM Success Tips Blog

Even though the entire law firm business model is built around forging long-term relationships and connections, there probably is no other industry with more disconnected systems and data. Legal marketing professionals and technologists are constantly struggling with the challenges caused...

Chris Fritsch, President of CLIENTSFirst Consulting, shares tips and best practices for succeeding with CRM and contact data management, in this 2018 interview on Atlanta Business Radio.

Are you considering a new CRM? Before deciding to purchase a new system, a better and more budget-friendly option may be to update and improve your current system and better utilize what you have. You may be familiar with “Love...

If your CRM performance is uneven or failing lately, you’ll probably find deficiencies in Communications, Training or Data Quality. Regular attention and resourcing will help.  Every organization strives to make their CRM deployment as smooth and painless as possible, but many...

If you’re still struggling with CRM adoption challenges, taking a “white glove” approach can help. Customize training for the attorneys’ specific needs, and ensure they’re getting value.  In our last post, we explored four essentials to help drive CRM adoption...

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...

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...

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...