CRM Success Tips Blog

To help communicate the importance of centralized contact management, we have compiled 10 top tips: Think of contact management as an investment. Contacts are valuable commodities and investing just a little time up front can pay dividends in the future....

The reasons why attorneys manage their contacts in different ways isn’t important, but the challenge this presents for law firms is. A centralized collection of clean, correct and complete contacts is critical to effective marketing and business development. Additionally, having...

While formal contact management may be foreign to younger lawyers, this isn't necessarily a generational issue. In fact, we now frequently find that even some of the most experienced lawyers are managing their contacts in different ways. The issue also...

With another school year well underway, it seems like a good time to share a few lessons on contact and relationship management. One group of ‘pupils’ for whom this information can be particularly relevant is new attorneys who are joining...

Once you have come such a long way on your CRM marathon, it’s only natural to start looking for the finish line. You deserve a medal – or at least some sort of reward or recognition for getting this far,...

When running a CRM marathon, you can sometimes become so focused on keeping up the pace that you forget to enjoy the scenery along the way. But if you sprint from the starting line at full speed, you can quickly...

To finish a CRM marathon, you will need patience and persistence. Honestly, almost no runner feels like getting up at 5 a.m. every day to hit the road, but real winners keep going. They know that if they persist, they...

Along the CRM implementation route, data quality issues are a common hurdle for every organization. Here’s why: during a law firm CRM rollout, thousands of shared contacts quickly flow into the system from users. Some of these records contain incomplete...

If you want to win any race, you have to train. For training to be effective, you need to start well in advance of the race and don’t expect quick results. While inadequate training won't get you to the finish...