CRM Success Tips Blog

While it may seem shocking that more than half of marriages end in divorce, what may be a more interesting statistic is that even fewer technology implementations have a happy ending. In fact, according to respected researchers, up to 70%...

Bad data has many negative and costly effects, but one of the most serious is being blacklisted. Email blacklisting can cause an organization’s communications to be blocked and made undeliverable, essentially branding the organization as a spammer and shutting down...

Marketing technology in a professional services firm typically includes three main systems: Client Relationship Management (CRM), eMarketing or Marketing Automation systems and the firm’s website. These are all very different systems with distinct functions and purposes. CRM is primarily used...

When Does CCPA Start? The California Consumer Privacy Act (CCPA) is effective January 1, 2020. It also includes a 12-month “look-back” period to January 1, 2019. It is also important to note that several amendments to the Act are still...

A happy holiday season starts with a clean mailing list. Whether your firm sends holiday greetings electronically or mails traditional paper cards, so much effort goes into this annual ritual – from decisions around format and design, whether to gift...

Did you ever spend time researching and shopping for something you really wanted? You looked at it online – maybe even made a trip to a brick and mortar store – and then, once you concluded that it was exactly...

Here are a few more top tips to help you gain the upper hand with dirty data and prevent future contact collapses. To see the rest of the list, read The Dirty Data Domino Effect: Mastering the Game – Part...

We could talk all day about the giant puzzle created by dirty data. But to master the data quality domino game, it’s more important to focus on stopping the data dominoes from falling and blocking future issues so you don't...