Effective eMarketing – Don’t be Content with Subpar Content
Posted by Rachel Fields, Client Success Consultant on
April 24, 2018
Category eMarketing In previous posts, we addressed best practices for eMarketing and email design as well as internal processes for creating good email communications. If it seems that you’re doing everything right and your email metrics are still disappointing, what’s left to...
Chris Fritsch Named Marketing & Business Development Thought Leader in JD Supra 2018 Readers Choice Awards
Posted by Steven Long on
April 10, 2018
Category Marketing News Chris Fritsch has been recognized as a top Marketing & Business Development thought leader in the JD Supra 2018 Readers Choice Awards. An author, speaker and regular JD Supra contributor of marketing and business development technology insights and commentary, Chris...
Effective eMarketing – Processes & Procedures for Efficient Email Campaigns
Posted by Rachel Fields, Client Success Consultant on
April 1, 2018
Category Email Marketing eMarketing Why is it so hard for Marketing to get an email communication out the door in a timely manner? In working together with hundreds of law and other professional services firms over the last 10 years, this is one of...
Six Tips to Select the Right CRM System: Evaluate Products and Providers
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
March 27, 2018
Category CRM Technology Once you have identified a few CRM systems that meet your requirements, you can begin the vetting process to select the right CRM system for your firm. Tip 4: Direct the Demonstrations It’s essential that the CRM demonstrations allow you...
GDPR and CASL: Why Data Privacy Rules Are Good for Data Quality
Posted by Rachel Fields, Client Success Consultant on
March 6, 2018
Category Data Quality GDPR For professional services firms, compliance with regulations such as the General Data Protection Regulation (GDPR) in Europe and the Canadian Anti-Spam Legislation (CASL) can feel like a thankless burden. Without a doubt, data privacy regulations are forcing most organizations to...
GDPR Compliance: Process, Communications & Testing
Posted by Rachel Fields, Client Success Consultant on
February 27, 2018
Category eMarketing GDPR In last week’s post we covered the basics of GDPR and new data privacy regulations as well as preparation of your contact data and CRM system to accommodate new data privacy information. (In case you missed it, read “GDPR Compliance:...
GDPR Compliance: How to Prepare and Where to Begin
Posted by Rachel Fields, Client Success Consultant on
February 20, 2018
Category eMarketing GDPR The General Data Protection Regulation (GDPR) goes into effect May 25, 2018. For some professional services firms, preparing for GDPR can pose some daunting challenges. But with some basic guidance, you can prepare your CRM and eMarketing systems to help...
Relieving the CRM “Tax” Burden
Posted by David Whiteside, Director, Client Growth & Success on
February 8, 2018
Category CRM I often see charters and business cases with a list of desired CRM benefits that look like this list below: Better client relationships.... Less client attrition…. Improved ability to cross-sell.... Increased revenue and profitability.... Increased team collaboration.... Improved efficiency in...
Are You “Taxing” Your CRM Users?
Posted by David Whiteside, Director, Client Growth & Success on
January 29, 2018
Category CRM When we see so many firms struggling with CRM “adoption” it creates a question: Is it possible that the professionals in your firm view your CRM system as a tax? Like a tax, CRM benefits the firm and others, but...
Six Tips to Select the Right CRM System
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
January 14, 2018
Category CRM Technology Research estimates that up to 63% of CRM systems fail to meet expectations – and a failed CRM implementation can be extremely costly, not just in terms of the financial expense, but also because of the costs in lost time...