Do We Need a New CRM? How to Love It or Leave It
Posted by David Whiteside, Director, Client Growth & Success on
December 15, 2021
Category CRM 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...
CRM Success Is Within Reach – If These Three Essentials Are In Place
Posted by David Whiteside, Director, Client Growth & Success on
December 8, 2021
Category CRM 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...
Seven Secrets for Driving CRM Adoption Success-Part 2
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
November 17, 2021
Category CRM 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...
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...
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...