CRM Success Tips Blog

Implementing a CRM system in a law firm is a tumultuous process that is filled with many challenges and milestones. After the initial stages of the rollout are completed - assessing the firm's needs, selecting the right system, and developing...

Normally, the path most traveled is thought to be the better road as it represents the path that leads to achieving goals and success while the less traveled path leads to stressful processes and unknowns.  But for firms trying to...

Within the past few months, we have heard a lot about ‘red flags’ which are essentially behaviors or indicators that raise concerns about the health of a relationship. Whether your partner chews with their mouth open, or you are in...

A CRM system is the foundation of any successful legal marketing and business development team. This tool allows the firm to efficiently manage and nurture relationships with clients and prospects, but there is an ongoing — and growing — disconnect...

As the days lengthen and flowers begin to bloom, spring isn't just a time for nature to awaken – it's the perfect opportunity to awaken your CRM system from hibernation.  After the hustle and bustle of fall and winter, your...

There is no denying that spring is the most wonderful time of the year. As flowers bloom and trees sprout with life, the spring season reminds us that there is no better time to hit the reset button on our...

We have come a long way since the old term “garbage in, garbage out” was first used to describe flawed –i.e. garbage -- data input that produces flawed “garbage” output. Since then, data management has evolved tremendously; progressing from manually...

After you have implemented your CRM system, how can you ensure that the data coming in is clean, correct and up-to-date? Not only that but how can you make sure it stays clean? Accurate data quality is crucial for any...