CRM Success Tips Blog

12 Days of CRM: Day 3 - What Should CRM Do for you?

12 Days of CRM: Day Three – What Should CRM Do for You

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December 17, 2022
Category CRM Marketing Technology Success crm, CRM Data Quality,
On the third day of CRM Chris Kringle Fritsch informed me, three things CRM should do for me! CRM can do a thousand things, literally. But how do you know what it should do for your business? The answer is simple, provide value. Then you\'re left asking, “How do we define value?” Your definition of value is unique to your business, and unique to the departments within your organization and even individual users. Value could be minimizing effort, maximizing relationships, automating processes or facilitating business development. While these are all important, different stakeholders will care about different things. You should define value early in the implementation process, so every communication point drives
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Day 2 - the 12 Days of CRM with Chris Fritsch

12 Days of CRM: Day 2 – The Origins of Bad Data

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December 16, 2022
Category CRM Data Quality best practices, crm, CRM Basics, CRM data, CRM expert, crm failure, CRM strategy, CRM Success, data quality, Data Quality Solutions,
On the second day of CRM Chris Kringle Fritsch told me, the origins of bad data! With more than 20 years of CRM consulting experience, all of Chris Fritsch\'s clients have at one time or another experienced problems with data quality. There is nothing you can’t do with good data, but everyone has a problem with their data. So where is all this bad data coming from? Problems can arise from having too little data, too much data or disorganized data whether it\'s in spreadsheets, separate databases, in people\'s heads, or in Outlook. And if it\'s in Outlook it\'s more than likely outdated, incorrect or incomplete. These siloed records cause a myriad
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12 Days of CRM Success

12 Days of CRM: Day 1 – How to Measure CRM Success

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December 15, 2022
Category CRM Data Quality Success crm, Define Success, Measure CRM Success,
On the first day of CRM, Chris Kringle Fritsch explained to me, how to measure CRM success! CRM success is different for every firm. If you have a CRM system, success can and should be measured. Figuring out which metrics to use to measure success is subjective. There are metrics everyone can use to measure success, including web analytics, email deliverability, and tracking, which tell you the health of your list data and how well you are reaching your audience. But there are other metrics that can be used to measure CRM success that most firms don\'t think about, like tracking business development activities, the number of users going into the system
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Five Business Development and Marketing Trends Impacting Smaller and Mid-Size Law Firms in 2023

Five Business Development and Marketing Trends Impacting Smaller and Mid-Size Law Firms in 2023 Plus Strategies for Success

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December 7, 2022
Category Law Firm Marketing Marketing Technology Outsourcing Technology best practices, business development, crm, data quality, email marketing, marketing, outsourcing,
Over the more than 15 years we have spent working together with hundreds of top law firms on marketing technology selection and success, we have seen a number of changes, developments and trends in the industry. This experience as trusted advisors has allowed us to understand, early on, some of the primary challenges firms frequently face. And while we don\'t have a proverbial crystal ball, sometimes this experience can help us to predict what may be on the horizon. Within the broader legal industry, we frequently find that many smaller and mid-size firms are facing unique issues of their own. And while dealing with many of the same challenges as their larger
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The Top 10 CRM Challenges & How to Avoid Them Part 2

The Top 10 CRM Challenges and How to Avoid Them Part 2

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December 1, 2022
Category CRM Data Quality crm, CRM adoption, CRM Basics, CRM Contact Data, CRM contacts, CRM data, CRM expert, CRM Integration, CRM strategy, CRM Success, CRM systems, CRM technology,
When implementing a CRM, a number of challenges can arise that hinder its success. In fact, respected researchers suggest that up to 70% of CRM implementations may fail to meet expectations. Despite these high failure rates, it’s possible to position yourself and your organization for CRM success by identifying and preparing for some of the most common CRM implementation challenges. If you haven\'t already read The Top 10 Most Common CRM Challenges - Part 1, check that post out for a discussion of some of the challenges that arise when an organization doesn’t have a strategy or plan in place or has a lack of focus. Here are a couple more: CRM
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How to create a Successful Law Firm Alumni Relations Program

How to More Effectively Manage Your Alumni Relations Program

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November 15, 2022
Category Alumni Relations Data Quality Law Firm alumni relations, best practices, crm, CRM strategy, marketing,
Chris Fritsch, Founder & CRM Success Consultant for CLIENTSFirst Consulting, and Stefanie Marrone, Founder of Stefanie Marrone Legal Marketing Consulting | The Social Media Butterfly, recently presented a webinar on their experiences with creating and managing alumni relations programs, alumni data management strategies and how technology has evolved to help lawyers and law firm business professionals track alumni and other data. It doesn’t matter how big or small your firm is, if you have employees who have left that you want to keep in touch with, you should consider an alumni relations program. Yet many firms aren’t investing in creating these programs or the programs they have may not have yielded real ROI… yet. Benefits of
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The Top 10 Challenges to CRM and How to Avoid Them

The Top 10 CRM Challenges and How to Avoid Them Part 1

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November 8, 2022
Category CRM Strategy crm, crm failure, CRM Planning,
When implementing a CRM, a number of challenges can arise that hinder CRM success. In fact, respected researchers suggest that up to 70% of CRM implementations may fail to meet expectations. Despite these high failure rates, it’s possible to position yourself and your organization for CRM success by identifying and preparing for some of the most common CRM implementation challenges. Based on more than 15 years of consulting experience and working with hundreds of top law firms to successfully implement CRMs, here are the 10 most common challenges the CLIENTSFirst Consulting team sees when organizations implement a CRM, along with a few solutions and best practices we recommend to overcome them: CRM
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Five Data Quality Nightmares That Haunt Marketers and How Avoid Them

Five Data Quality Nightmares That Haunt Marketers and How Avoid Them

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November 2, 2022
Category CRM Data Quality Marketing Marketing Technology Outsourcing crm, CRM Contact Data, CRM data, CRM Data Quality, CRM Planning, data cleaning, data quality, Data Quality Solutions,
In this spooky season of vampires, witches and scary clowns, we’d like to add one more to the mix – data quality nightmares – which can be more frightful than a marathon of Freddy Kreuger movies to some of us. We need data about our clients and prospects in order to create strategic programs that can lead to new business and increased visibility, but maintaining that data on an ongoing basis can quickly turn into a nightmare without the right resources. Having good quality data is important for success in so many areas of your organization, including: Communicating effectively with core constituencies Successfully planning and executing events Segmenting your target markets, clients
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6 Reasons Why Data Quality is Important

6 Critical Reasons Why Your Firm Needs to Focus on Data Quality

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October 26, 2022
Category CRM Data Quality Law Firm Outsourcing crm, data quality,
As organizations increasingly use data and analytics to help make business decisions and base their strategies on the insights gathered from them, ensuring that you have reliable data is imperative. Yet, some firms still don\'t see why data quality is so important. Marketing departments in B2B organizations are facing a data deluge with high volumes of information coming from diverse, disparate systems and sources such as CRMs, eMarketing and marketing automation platforms, social media platforms, financial systems and others. And when it comes to marketing activities, good data is essential because bad data leads to bad marketing outcomes. There are also a number of other reasons why data quality should be at
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How to avoid CRM implementation challenges

How to Avoid CRM Implementation Challenges

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October 19, 2022
Category CRM Data Quality eMarketing
Did you know that 70% of all CRM implementations fail to meet expectations? A failed CRM implementation costs firms thousands of dollars, and wasted time and resources. And for those in charge of running the CRM system, credibility. But these high failure rates fail to show the real reason CRM implementations fail so much, people and process issues. https://www.youtube.com/watch?v=cc_SUwFCt-k Technology should not be your initial focus. Avoid CRM implementation challenges by concentrating your time and resources on the professionals who will be using the system by demonstrating the system\'s value. To further increase the chances of success, ask yourself these questions: 1. How are our users managing the process changes brought on
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