The CRM Foundation
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
April 16, 2016
Category CRM Strategy Success How solid is your CRM foundation? Once you have a concrete strategy and have formed a plan, you need to build a solid CRM foundation to ensure long term success. Doing this type of ‘groundwork’ will ensure that your CRM implementation and...
Choosing Your CRM Builder
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
March 31, 2016
Category CRM Selecting the right CRM Builder is much like choosing the right team to build your house. We’ve all heard horror stories about dealing with bad contractors. Without the right building partner, you are likely to get a house that takes longer...
The CRM Plan – A Blueprint for Success
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
March 24, 2016
Category CRM CRM success starts with a CRM plan. Once you have invested the time to articulate the initial ideas for your new CRM home, share your thoughts with your CRM consultant or architect and key stakeholders in the organization, and put your CRM plan on...
The CRM Architect
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
March 2, 2016
Category CRM Uncategorized Building a home - and configuring a new CRM system - are complex projects. For both, it typically makes sense to bring in an expert to help plan the project. Just as it makes sense to hire a skilled architect to...
CRM Building Project 2: Teardowns
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
August 5, 2015
Category Data Quality Is it time for a CRM renovation or a tear-down? Many of the firms we work with have had their CRM systems for years or even a decade or more. They can likely still remember their CRM building process and...
CRM Building Project 1: New Construction
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
July 29, 2015
Category CRM So for some reason, one day about a year and a half ago, I decided that it would be a good idea to build a house. Not sure exactly why I thought adding this to my never-ending list of existing...
Data Quality Do’s and Don’ts – Part 6: The CRM Adoption Wreck
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
July 8, 2015
Category Business Development CRM Success CRM adoption has the greatest potential for a wreck. Having worked with almost a hundred firms to help them achieve and enhance CRM success over the last eight years, the biggest challenge we always seem to run into is CRM...
Data Quality Do’s and Don’ts – Part 5: Herding CRM Users or “Cats”
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
June 30, 2015
Category CRM Data Quality Success Herding your CRM users or "cats" toward full participation is a challenge. The beauty of a CRM system is that by gathering and maintaining the collective information of all CRM users, contacts can be kept updated across the organization. If an attorney receives updated...
Data Quality Do’s and Don’ts – Part 3: Adopt CRM Orphans
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
June 10, 2015
Category CRM Data Quality CRM orphan contacts require care. There is nothing sadder than a poor, lonely little orphan – especially in your CRM system. When an "orphan" record is left in your CRM system and all the attorneys who once knew the contact are gone,...
Data Quality Do’s and Don’ts – Part 2: “I See Dead People” (in my CRM system)
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
June 4, 2015
Category CRM Data Quality Seeing dead people in your CRM system? Many of us may remember that chilling quote from the movie The Sixth Sense. Seeing dead people in your CRM system can be almost as disturbing. Nothing is more likely to cause your CRM...