Contact Management 101: 10 Top Tips for CRM Success
by Chris Fritsch, Client Success Consultant
With another school year well underway, it seems like a good time to share a few lessons on contact and relationship management. One group of ‘pupils’ for whom this information can be particularly relevant is new attorneys who are joining a firm for the first time and who are eager to get to the head of the class by focusing on marketing and business development early in their careers.
The CRM Marathon Finish Line
by Raquel Lewis, CRM Success Consultant and Chris Fritsch, Client Success Consultant
Once you have come such a long way on your CRM marathon, it’s only natural to start looking for the finish line. You deserve a medal – or at least some sort of reward or recognition for getting this far,
When running a
The CRM Marathon – and CRM Hurdles
by Raquel Lewis, CRM Success Consultant and Chris Fritsch, Client Success Consultant
To finish a CRM marathon, you will need patience and persistence. Honestly, almost no runner feels like getting up at 5 a.m.
The CRM Marathon – and the Data Dash
by Raquel Lewis, CRM Success Consultant and Chris Fritsch, Client Success Consultant
Along the CRM implementation route, data quality issues are a common hurdle for every organization. Here’s why: during a law firm CRM rollout,
The CRM Marathon: Training for the Race
by Raquel Lewis, CRM Success Consultant and Chris Fritsch, Client Success Consultant
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.
CRM Marathon Coaches
by Raquel Lewis, CRM Success Consultant and Chris Fritsch, Client Success Consultant
It’s impossible to win any race without a good coach. Not everyone has had experience rolling out a CRM system before.
The CRM Marathon Cheerleaders
by Raquel Lewis, CRM Success Consultant and Chris Fritsch, Client Success Consultant
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 CRM Marathon: Plotting Your CRM Course
by Raquel Lewis, CRM Success Consultant and Chris Fritsch, Client Success Consultant
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.
The Dollars and Sense of Cleaning Up Your CRM Data
Few people will disagree that good CRM data is essential for effective marketing. Despite that fact, bad data has become endemic in marketing databases everywhere. Not only does this result in frustration for many marketers (and overtime work for many data stewards),
Data Quality Do’s and Don’ts – Part 1: Degrading Data Quality
In today’s highly mobile market, up to 30% of a firm’s CRM contact data quality can degrade each year. People get hired, fired, promoted and change jobs; they move and change addresses; they get married and divorced;