CRM Success Tips Blog

12 Reports to Boost CRM Adoption and ROI_Part 2

12 Reports to Boost CRM Adoption and ROI – Part 2

Posted by on
July 14, 2021
Category CRM
Regular reporting delivers the key information and value that CRM users expect. Add these reports to help build more support for CRM adoption and encourage contact data sharing in your organization. In our last post, we discussed contacts, companies and relationships reports. Reporting on activities, metrics, emails, subscriptions and other sign-ups will provide additional value for your team.  Activities Reports BD Activities: Most firms struggle to collect information from their professionals on their business development activities - who they are meeting and interacting with, whether for formal pitches or just a conversation over coffee. Circulating reports of the known activities can prompt additional submissions from professionals who realize that their meetings are not included in
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12 Reports Boost CRM Adoption and ROI

12 Reports to Boost CRM Adoption and ROI – Part 1

Posted by on
June 30, 2021
Category CRM
To improve CRM adoption and contact data sharing, regular reporting is a must. These reports will provide the key information and value that CRM users expect and also drive their interest and buy-in. For many professional services firms, finding ways to demonstrate CRM value and encourage adoption is a constant struggle. System usage is rarely mandated, which means the Marketing department is put in the difficult position of trying to convince individual professionals that there really is value in entering information into the CRM system themselves or getting their assistants or the Marketing/Business Development staff to help with the input. Too often this means that the Marketing and CRM teams are constantly
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Get a Grip on CRM Data Quality Part 2

Get a Grip on Your CRM Data: 7 Steps to Improve Data Quality – Part 2

Posted by on
June 16, 2021
Category CRM Data Quality
There is a simple methodology for achieving good data quality in your CRM system. By following these additional steps, you will improve your data and your marketing and business development outcomes. 4. Design for Simplicity Develop your CRM solution to ensure the consistency and completeness of your data. Help your users input good data by including features such as pre-defined drop-down menus, triggers to prevent the creation of duplicate records and completeness and validity checks that can be applied to ensure nothing is missed. Make it simple and you will save time and effort while building a base of clean, correct and complete data. 5. Track Data Performance  CRM data is often
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Get a Grip on CRM Data Quality

Get a Grip on Your CRM Data: 7 Steps to Improve Data Quality – Part 1

Posted by on
June 2, 2021
Category CRM Data Quality data quality,
Good data quality may seem like a lofty goal, because keeping CRM contact records clean and current requires some frequent heavy lifting. These seven steps can bring better data quality within reach. Data – Your Most Valuable Asset Almost every marketer knows that good CRM data helps to drive and deliver results and provides the actionable insights necessary to enhance client service and ultimately develop business. But without accurate or complete data, being able to provide an outstanding client experience or to market your services effectively can be a long, hard climb. To effectively develop new clients and keep current Clients, it’s essential to continually improve the quality of your data. The
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Data Privacy Top Tips for eMarketing and List Management

Top Tips for Effective eMarketing and List Management – Part 3: Data Privacy

Posted by and on
May 19, 2021
Category Data Privacy eMarketing Data Privacy, eMarketing,
When you engage in eMarketing and collect contact records, you comply with the data privacy laws, right? But does your team understand the regs and play by the rules? Now is a good time for a check-up as more U.S. states consider similar laws. Data Privacy The time to address compliance with data privacy regulations is now. Start by having conversations with your firm’s general counsel to define your data privacy compliance policy and procedures. There are a multitude of regulations in place around the world that your firm may want to consider when deciding what compliance will entail. The European Union’s General Data Protection Regulation (GDPR) is widely considered to be
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Top Tips for eMarketing and List Management

Top Tips for Effective eMarketing and List Management – Part 2

Posted by and on
May 5, 2021
Category eMarketing eMarketing,
Getting professionals to participate in eMarketing and list management requires that firm leaders demonstrate support and actively participate. Here are a few more suggestions to help engage your team. Leading by Example  Having the support of firm leadership is an essential element of eMarketing success. Internal communications should come from firm leaders who are supportive and who prioritize sharing contacts, assisting with list management and utilizing firm technology such as the CRM system, to encourage participation among the professionals. Regular follow-up communications with statistics on participation and list size should also be distributed to encourage ongoing participation. Remember, CRM and eMarketing list management never really “end.” The good news is that means
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Top Tips for Effective eMarketing & List Management article

Top Tips for Effective eMarketing & List Management – Part 1

Posted by and on
April 27, 2021
Category eMarketing crm, eMarketing,
Being able to effectively communicate with clients and contacts over email has been a priority for many firms during the past year – and continues to be as in-person live meetings and events are essentially still on hold for the foreseeable future. As a result, it’s more important than ever to focus on processes and technology for effective eMarketing communication and list management. Oversaturation Our contacts have been drowning in a deluge of marketing communications and are still being inundated with invitations to webinars and virtual meetings and events. If some haven’t already unsubscribed, it won’t take long for them to escape by hitting the ”unsubscribe all” button if they’re getting too
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The Merger of eMarketing & CRM – A Meaningful Integration - Part 2 blog post

The Merger of eMarketing & CRM – A Meaningful Integration – Part 2

Posted by on
April 14, 2021
Category CRM eMarketing crm, eMarketing,
When exploring eMarketing and CRM systems and integrations, here are a few more features and other important things to consider: Analytics More firms are finally starting to rely on metrics to help refine the content they send. The eMarketing system you select should have out-of-the-box reports for measuring the success of mailings and the quality of mailing lists, as well as identifying which individuals received, opened and clicked on an email. This information empowers system users to follow up personally with those contacts, which enhances opportunities for business development – and drives CRM adoption as an added benefit. Bounce-backs After a campaign, being able to identify and report on contacts with bad
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The Merger of eMarketing & CRM – A Meaningful Integration blog post

The Merger of eMarketing & CRM – A Meaningful Integration – Part 1

Posted by on
March 31, 2021
Category CRM eMarketing GDPR crm, Data Privacy, eMarketing,
Often when firms embark on implementing a Client Relationship Management (CRM) system, the primary motivation is to have centralized contacts and lists so they can send clients and prospects newsletters, alerts, thought leadership pieces and/or event invitations. Significant effort and expense go into choosing and implementing the right CRM, but sometimes less consideration goes into the selection of the email delivery tool, known as an eMarketing or marketing automation system. In fact, because these systems are (or should be) tightly integrated, the consideration of one system typically should not be made without the other. When exploring the two systems, here are a few features and other things to consider. Bi-directional Synchronization Data
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Outsourcing Marketing Technology Support To Boost Efficiency and Profits – Part 2 blog post

Outsourcing Marketing Technology Support To Boost Efficiency and Profits – Part 2

Posted by on
March 17, 2021
Category CRM Data Quality Marketing Technology Outsourcing Marketing technology support, outsourcing,
But Is Outsourcing Marketing Technology Right for Your Firm? There are many factors to consider before deciding to outsource CRM,  eMarketing or Data Quality functions. To help determine if outsourcing marketing technology support is right for you, consider these four questions: Why are you thinking of outsourcing? If your existing staff is too busy with day-to-day tasks, processes and requests to focus on more strategic initiatives or goals, or if gaps in knowledge are preventing you from realizing the benefits of your marketing and business development technology systems, your team could likely reap a significant return from outsourcing. What are the short-term and long-term goals you want to achieve or problems you
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