12 Days of CRM: Day 6 – How to Redefine Adoption
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant onDecember 20, 2022
Category CRM Strategy Success CRM adoption, CRM Basics, CRM Success, On the sixth day of CRM Chris Kringle Fritsch told me, it\'s time we redefine adoption! CRM systems have been around for more than 20 years, and we’ve been talking about adoption since the beginning. Maybe it is time we rethink our approach to adoption, especially in a law firm. In law firms, time is money, literally, and everyone is incredibly busy, leaving them with little or no time to regularly update the CRM system. And remote work can complicate things further. Another group to consider is the professionals who bill over a thousand dollars per hour. Is the best use of their time manually entering contact records and updating missing information?
12 Days of CRM: Day Five – The Five Golden A’s of Data Quality
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant onDecember 19, 2022
Category CRM Data Quality Strategy CRM Tips, data quality, Data Quality Help, Data Quality Solutions, On the fifth day of CRM, Chris KringleFritsch gave to me, the 5 golden A’s of CRM! Sitting down and cleaning your data can be a very daunting task. So where do you start? Start with the five A’s of data quality. When starting a data cleaning project, don’t think you will get 100% clean data because if you have zero new contact records and clean everything else, in five minutes you’ll have a new record that needs cleaning. That is how quickly data can change. Don’t let the perfect be the enemy of the good. Just because you can\'t get every record perfect does not mean that you shouldn’t do it.
12 Days of CRM: Day 4 – How has CRM use changed & where it’s headed
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant onDecember 18, 2022
Category Business Development CRM Data Quality Marketing Technology business development, business development technology, CRM Trends, On the fourth day of CRM Chris Kringle Fritsch explained to me, four ways CRM has changed over the years! CRM and the technology surrounding it have evolved a lot over the years. But where did CRM start, and where is it headed? Outside of legal, CRM was acquired to manage pipelines and contact lists with less of a focus on writing. But in the past few years, having a CRM system with fully functional business development tools is at the top of the list for every firm and organization. And while we may still be a far cry away from having a firm-wide business development pipeline, many of the features and
12 Days of CRM: Day Three – What Should CRM Do for You
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant onDecember 17, 2022
Category CRM Marketing Technology Success crm, CRM Data Quality, On the third day of CRM Chris Kringle Fritsch informed me, three things CRM should do for me! CRM can do a thousand things, literally. But how do you know what it should do for your business? The answer is simple, provide value. Then you\'re left asking, “How do we define value?” Your definition of value is unique to your business, and unique to the departments within your organization and even individual users. Value could be minimizing effort, maximizing relationships, automating processes or facilitating business development. While these are all important, different stakeholders will care about different things. You should define value early in the implementation process, so every communication point drives
12 Days of CRM: Day 2 – The Origins of Bad Data
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant onDecember 16, 2022
Category CRM Data Quality best practices, crm, CRM Basics, CRM data, CRM expert, crm failure, CRM strategy, CRM Success, data quality, Data Quality Solutions, On the second day of CRM Chris Kringle Fritsch told me, the origins of bad data! With more than 20 years of CRM consulting experience, all of Chris Fritsch\'s clients have at one time or another experienced problems with data quality. There is nothing you can’t do with good data, but everyone has a problem with their data. So where is all this bad data coming from? Problems can arise from having too little data, too much data or disorganized data whether it\'s in spreadsheets, separate databases, in people\'s heads, or in Outlook. And if it\'s in Outlook it\'s more than likely outdated, incorrect or incomplete. These siloed records cause a myriad
12 Days of CRM: Day 1 – How to Measure CRM Success
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant onDecember 15, 2022
Category CRM Data Quality Success crm, Define Success, Measure CRM Success, On the first day of CRM, Chris Kringle Fritsch explained to me, how to measure CRM success! CRM success is different for every firm. If you have a CRM system, success can and should be measured. Figuring out which metrics to use to measure success is subjective. There are metrics everyone can use to measure success, including web analytics, email deliverability, and tracking, which tell you the health of your list data and how well you are reaching your audience. But there are other metrics that can be used to measure CRM success that most firms don\'t think about, like tracking business development activities, the number of users going into the system
Five Business Development and Marketing Trends Impacting Smaller and Mid-Size Law Firms in 2023 Plus Strategies for Success
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant and David Whiteside, Director, Client Growth & Success onDecember 7, 2022
Category Law Firm Marketing Marketing Technology Outsourcing Technology best practices, business development, crm, data quality, email marketing, marketing, outsourcing, Over the more than 15 years we have spent working together with hundreds of top law firms on marketing technology selection and success, we have seen a number of changes, developments and trends in the industry. This experience as trusted advisors has allowed us to understand, early on, some of the primary challenges firms frequently face. And while we don\'t have a proverbial crystal ball, sometimes this experience can help us to predict what may be on the horizon. Within the broader legal industry, we frequently find that many smaller and mid-size firms are facing unique issues of their own. And while dealing with many of the same challenges as their larger
The Top 10 CRM Challenges and How to Avoid Them Part 2
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant onDecember 1, 2022
Category CRM Data Quality crm, CRM adoption, CRM Basics, CRM Contact Data, CRM contacts, CRM data, CRM expert, CRM Integration, CRM strategy, CRM Success, CRM systems, CRM technology, When implementing a CRM, a number of challenges can arise that hinder its success. In fact, respected researchers suggest that up to 70% of CRM implementations may fail to meet expectations. Despite these high failure rates, it’s possible to position yourself and your organization for CRM success by identifying and preparing for some of the most common CRM implementation challenges. If you haven\'t already read The Top 10 Most Common CRM Challenges - Part 1, check that post out for a discussion of some of the challenges that arise when an organization doesn’t have a strategy or plan in place or has a lack of focus. Here are a couple more: CRM
How to More Effectively Manage Your Alumni Relations Program
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant and Stefanie Marrone onNovember 15, 2022
Category Alumni Relations Data Quality Law Firm alumni relations, best practices, crm, CRM strategy, marketing, Chris Fritsch, Founder & CRM Success Consultant for CLIENTSFirst Consulting, and Stefanie Marrone, Founder of Stefanie Marrone Legal Marketing Consulting | The Social Media Butterfly, recently presented a webinar on their experiences with creating and managing alumni relations programs, alumni data management strategies and how technology has evolved to help lawyers and law firm business professionals track alumni and other data. It doesn’t matter how big or small your firm is, if you have employees who have left that you want to keep in touch with, you should consider an alumni relations program. Yet many firms aren’t investing in creating these programs or the programs they have may not have yielded real ROI… yet. Benefits of
The Top 10 CRM Challenges and How to Avoid Them Part 1
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant onNovember 8, 2022
Category CRM Strategy crm, crm failure, CRM Planning, When implementing a CRM, a number of challenges can arise that hinder CRM success. In fact, respected researchers suggest that up to 70% of CRM implementations may fail to meet expectations. Despite these high failure rates, it’s possible to position yourself and your organization for CRM success by identifying and preparing for some of the most common CRM implementation challenges. Based on more than 15 years of consulting experience and working with hundreds of top law firms to successfully implement CRMs, here are the 10 most common challenges the CLIENTSFirst Consulting team sees when organizations implement a CRM, along with a few solutions and best practices we recommend to overcome them: CRM