CRM Success Tips Blog

What can you do with one piece of content? If you guessed turning it into 11 other pieces of content that you can use to build your brand and business, you guessed right! Content marketing can be a cost-effective way to promote and engage audiences through tactics such as e-newsletters, YouTube videos, short-form social media videos, blog posts, social media posts and podcasts.  For example, this article originated from a webinar that we co-presented a few months ago. We turned it into a blog post, several video clips, an infographic, social media posts, including videos, quotes and more. Use this to create strong evergreen content for your organization that can be repurposed

A CRM (Customer Relationship Management) system can significantly impact an organization's growth trajectory. But how do you measure the success of your CRM implementation? While the answer varies based on individual firm objectives, there are specific metrics and approaches to consider, which Chris Fritsch explores in this blog post. Early-Stage Metrics for CRM Success For firms just embarking on their CRM journey, immediate ROI or sales-related metrics might be far off. But that doesn't mean you can't measure success. Here's how: Stakeholder Buy-In: Track the percentage of departmental leaders expressing support for the CRM initiative. Having leaders on board is pivotal for successful implementation and employee adoption. User Training Participation: Monitor the

As the vibrant hues of fall begin to appear, businesses should consider using this season as an opportunity to enhance key areas of their operations. One such critical area that can benefit from seasonal reflection is Customer Relationship Management (CRM) and data quality initiatives. In this article, Chris Fritsch dives into why fall is the ideal time to renew your CRM system and data quality endeavors, and how doing so can bring pivotal advantages to your enterprise. Evaluating Year-to-Date Performance: As three quarters of the year have passed, fall offers a prime moment to gauge your company's achievements. A thorough CRM review lets you grasp vital insights into customer trends and preferences.

In the evolving landscape of legal business development, it's essential for law firms to adapt and integrate modern tools. One such tool, the CRM system, often remains underutilized. However, when leveraged properly, CRMs can become an invaluable asset in business development. In this article, we'll explore ways to harness the full capabilities of your CRM for more strategic and effective business growth for law firms of all sizes. Enhancing Face-to-Face Client Interactions Regular client interactions are fundamental for trust-building and client retention. CRM tools allow BD teams to manage these visits seamlessly, ensuring valuable interactions are prioritized and utilized for optimum client relationship strengthening. Boosting Internal Collaboration for Client Success The success

As a CRM success consultant for more than 20 years, I've seen firsthand the transformational benefits a CRM system can bring to a myriad of industries. While the legal sector is often slow to harness the power of technology, CRM is one area in which law firms can’t afford to be left behind. If you're still contemplating the relevance of CRM for your law firm, here are ten reasons why a CRM might be the game-changer your firm needs. Centralized Client and Contact Information: A CRM ensures that all client and contact data is stored in one centralized location that is easy to access, update and report on. This streamlines access and

Having a Customer Relationship Management (CRM) system isn't enough to achieve success in today's dynamic business landscape. The real edge comes from leveraging your CRM's advanced capabilities, ensuring it's tailored to your firm's unique needs and integrating it seamlessly with other operational processes. Only then can firms truly harness the transformative power of CRM, driving both growth and client satisfaction. For firms to stay ahead, it's imperative to actively optimize and expand CRM functionalities, turning them into a powerhouse of insights and capabilities. This is how to achieve CRM success. A well-implemented and holistic CRM approach goes beyond the basics. It dives into insights about client behavior, predicting future trends and automating

In the competitive legal industry, the right marketing strategies can set a firm apart. For small- and mid-size law firms, with less resources and budget, this differentiation is crucial. With ever-evolving tactics, staying updated is essential. Chris Fritsch and Stefanie Marrone recently presented a webinar that delved into actionable marketing approaches tailored for small- and mid-size law firms. Chris and Stefanie explored specialized marketing strategies, ensuring that small- and mid-size law firms are effectively positioned in the crowded legal market. If you missed it, here's a recap of Chris and Stefanie's program, highlighting the essential topics they covered. 1. Succession Planning for Small- and Mid-Size Law Firms Forward Thinking of Firm Leadership:

The summer season often provides a much-needed lull in the hectic pace of legal work. With fewer clients on vacation and some employees taking time off, it's the perfect opportunity to declutter and refresh your firm's CRM (Customer Relationship Management) data. Here are some creative ideas to get your CRM database in top shape (while you have some extra downtime): Summer Cleaning Challenge: Make it a game! Assign points to different tasks such as 'merge duplicate contacts' or 'update outdated information'. The team member with the most points at the end of the month gets a reward. Delegate and Specialize: Assign specific data cleaning tasks to individuals based on their strengths. Perhaps

During the dog days of summer, as law firms begin preparing for the fall and winter seasons, there is no better time to dive into a crash course on contact management to help with CRM clean up. This knowledge holds value not only for the incoming wave of legal talents but also for seasoned attorneys who seek to enrich their practice and client services. In this edition of CLIENTSFirst Consulting's CRM Summer School, we go over 12 steps law firms, experienced attorneys and new associates can follow to clean their contact lists and set themselves up for marketing and business development success: Data Audit: Conduct a thorough audit of your CRM data.

Cleaning up your CRM and contacts is essential for maintaining a well-organized and efficient database. Summer can be a great time for businesses to tackle this task when they have extra downtime. Here are 12 smart things businesses can do during the summer to clean up their CRM and contacts in this edition of CLIENTSFirst Consulting's CRM Summer School. Data Audit: Conduct a thorough audit of your CRM data. Identify and remove duplicate or outdated records. Check for incomplete or inaccurate information and update it accordingly. Segmentation Review: Review your contact segmentation. Ensure that contacts are appropriately categorized based on attributes such as industry, location, lead status or customer type. Adjust segments