CRM Success Tips Blog

The summer presents a great opportunity for law firms to focus on Customer Relationship Management (CRM) adoption when work may be a little slower and employees have more downtime. In this article, CLIENTSFirst Consulting's Chris Fritsch explores six strategies inspired by the summer season to ensure a successful summer of successful CRM adoption. Create a CRM Beach Day: Organize a CRM "Beach Day" for your team to immerse themselves in the world of CRM. Use this interactive session to showcase the benefits of CRM, share success stories and encourage hands-on exploration of its features. Just like a day at the beach recharges spirits, this CRM event will energize your team for successful

A CRM (Customer Relationship Management) system streamline the time-consuming tasks of client management to make communications more efficient for law firms and more meaningful for their clients. With an optimized CRM system, law firms can cultivate important relationships while being more efficient. These ten CRM strategies will help your firm leverage the full potential of your CRM system. Invest in Regular Training: CRM systems are complex and continuously evolving. Regular training is essential to keep your team up-to-date with the latest features and best practices. Remember, a CRM system is only as good as the people using it. Integrate With Other Systems: CRM can be integrated with many other business systems like

Many businesses may slow down some of their operations during the summer months. However, smart companies know that August presents a unique opportunity to enhance critical aspects of their business. One area that requires year-round attention is Customer Relationship Management (CRM) and data quality efforts. In this article, Chris Fritsch explores why August is the perfect month to concentrate on your CRM system and data quality, and how doing so can bring significant benefits to your organization. August presents businesses with an opportunity to focus on critical aspects of their operations, particularly CRM and data quality efforts. 1. Assessing Mid-Year Performance With half the year behind us, August offers a convenient time

Join us on Tuesday, August 15, as Chris Fritsch and Stefanie Marrone return for part two of their insightful webinar series focusing on effective marketing strategies specifically designed for small, boutique and mid-size law firms. During the session, they will explore seven key topics that can significantly impact the way your firm approaches marketing and business development. Here's what you can look forward to: Harnessing Modern Technology: Learn how cutting-edge technologies like AI and machine learning are being embraced within the legal field. Chris and Stefanie will delve into the benefits of these tools and how they can optimize your firm’s marketing efforts. Understanding Client Needs: Gain insights into personalizing client experiences

The summer is a great time to give your CRM system a seasonal overhaul. While summer may be a relatively slower period for some industries, it's an ideal time to get your CRM system in top shape before the busy fall season arrives. By investing time and effort now, you can ensure that your business is ready to handle increased customer inquiries and demands later. Just like spring cleaning, a summer refresh can help your business stay organized, efficient and ready for the busy fall season. Here are 10 ways to freshen up your CRM system for summer success: 1. Reevaluate Your Goals Take a moment to reassess your marketing and business

Alumni relations is a powerful yet often underutilized aspect of law firm marketing and business development. Maintaining a robust network of former attorneys and staff can yield numerous benefits, from enhancing brand reputation to talent management to generating new business opportunities. In this article, Chris Fritsch and Stefanie Marrone delve into the significance of establishing a successful law firm alumni relations program. They explore how such a program can foster long-lasting relationships and leverage alumni connections to propel your firm's growth and success. Recognizing the Value of Alumni: Law firm alumni possess invaluable experience, industry knowledge, and a strong sense of loyalty towards their former firm. Recognizing the value of these connections

Getting professionals to input or manage contacts in the CRM has always been a major goal and challenge for businesses. Firms have long struggled to convince users to consistently enter and maintain contact data. We think it is time to reset those unrealistic expectations and redefine the concept of CRM adoption and success. As CRM Success consultants, we ask every client with whom we work, “What does CRM success look like for you?” Asking this important question allows us to uncover stakeholders' definition of success, uncover pain points and see where they are currently versus where they would like to be. Some answers we commonly receive are: fewer manual processes less reliance

Implementing a Customer Relationship Management (CRM) system is a strategic decision for any business, promising a myriad of benefits. However, many charters and business cases fail to articulate the crucial "WHY" and "FOR WHOM" aspects of CRM. Understanding these factors is essential to focus on the right benefits and ensure successful adoption. In this blog post, we will delve into the importance of defining the "WHY" and "WHO" and share practical strategies to achieve maximum CRM benefits. Defining the "WHY" and "FOR WHOM" of CRM The "WHY" represents the purpose behind implementing CRM and the specific benefits it aims to deliver. The "FOR WHOM" identifies the stakeholders or users who will benefit

Small and mid-size law firms have many unique opportunities and challenges in the competitive legal industry ecosystem. Staying informed about the latest trends and adopting effective strategies is crucial for these firms to remain competitive and thrive in today's evolving legal marketplace. This article by Chris Fritsch and Stefanie Marrone explores eight important business development and marketing trends and provides practical strategies to help smaller and mid-size law firms achieve success. Embracing Digital Transformation: The legal industry continues to undergo a profound digital transformation, and law firms must embrace this change to stay ahead. It is imperative for smaller and mid-size firms to invest in modern technologies, such as artificial intelligence (AI)

Before you know it, the holiday season will be here. Each year many firms embark on the annual tradition of sending out holiday greetings to clients and friends of the firm. While this process can be time-consuming and overwhelming, it's crucial to ensure that the effort put into creating and distributing these cards is not wasted. One way to maximize the impact of your holiday card mailing is through effective list cleaning. In this blog post, Chris Fritsch explores the importance of holiday card list cleaning and provide practical tips to streamline your holiday card process. Why List Cleaning Matters: Holiday card list cleaning involves regularly updating contact information, removing bounced emails,