CRM Success Steps and Strategies – Part 9: Dedicate Required Resources
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
March 10, 2015
Category CRM Data Quality Success Too often, firms are willing to spend money on a system but don't budget for other essential resources. More important than the investment in the technology can be the time and human resources required for success. Dedicated CRM staffing is...
CRM Success Steps and Strategies – Part 8: Train Continuously
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
March 2, 2015
Category CRM Strategy Success Training Even if you get everything else right, CRM won't succeed without effective CRM training for all users. Customize Training for CRM User Groups It’s important to develop training plans and materials targeted to the needs of key groups. Assistants should attend classes...
CRM Success Steps and Strategies – Part 7: Communicate Effectively
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
February 24, 2015
Category CRM Marketing Strategy Success As with any type of technology implementation, ongoing communication and training will be imperative. End users need to understand the reasons for CRM and, most importantly, what’s in it for them. Share CRM Success & Benefits Create benefit statements for...
CRM Success Steps and Strategies – Part 6: Roll Out Gradually
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
February 17, 2015
Category CRM Strategy Success Once you have selected your system, you can begin planning for the CRM rollout. Don't make the mistake of attempting a “boil the ocean” implementation, deploying too many features to too many people in too big a hurry. Firm wide rollouts...
CRM Success Steps and Strategies – Part 5: Check CRM Provider References
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
February 10, 2015
Category CRM Once you have narrowed the potential CRM products, it is absolutely essential to check references for providers. The ideal relationship with a CRM provider will be ongoing and, as with any long-term commitment, it’s important to know what you are getting into....
CRM Success Steps and Strategies – Part 4: Vet Systems and Vendors
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
February 3, 2015
Category CRM Strategy Only once you have clearly articulated needs and agreed upon goals, can you begin identifying potential CRM products to address them. Properly deployed and supported, CRM systems are invaluable because they can do so many things. Even the most basic implementation can...
CRM Success Steps and Strategies – Part 3: Involve Key CRM Stakeholders
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
January 27, 2015
Category CRM Strategy Success CRM is often more about people and process than technology, so success starts with your users, the CRM stakeholders. Involve them early and often. Engage CRM Stakeholders: Assistants, Attorneys & Firm Leadership Special attention should be paid to the assistants...
CRM Success Steps and Strategies – Part 2: Analyze Needs, Set Expectations
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
January 20, 2015
Category CRM Research tells us that, too often, CRM implementations fail to meet expectations. What they don't often tell us is that too often this is because those expectations were wrong. Before buying CRM (or any other) technology, make sure to set...
CRM Success Steps and Strategies – Part 1: CRM Success is Possible!
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
January 13, 2015
Category CRM Strategy Success Yes, you read that title right. The words ‘CRM’ and ‘success’ were just used together. That’s because whether you are rolling out a new CRM system for the first time at your firm or trying to enhance adoption of an...
Outsourcing Options and Opportunities
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
May 15, 2014
Category Strategy A recent article in the ABA Journal proclaimed, “Boom years for law firms were an aberration.” The article quotes information from a 2013 Client Advisory report from Hildebrandt Consulting and Citi Private Bank which predicts that the double-digit rate increases...