CRM Success Tips Blog

So what should you pack for your journey to CRM success? First I would start with some patience. CRM success is rarely instantaneous, and if you are in a hurry to see immediate results, you are often going to be...

I recently heard someone comment that CRM is a journey, not a trip. Truer words were never spoken.  As many of my Clients will tell you, I am fond of saying that CRM is not a project, an initiative or...

As your CRM implementation ‘grows up,’ there are a whole lot more numbers or CRM metrics that become important. You have to keep your system healthy as it becomes more ‘mature. You certainly don't want your CRM getting 'age spots'…...

The CRM success goals you set should be measurable, achievable and agreed upon by the firm’s key CRM stakeholders. They should also be relevant. In a law firm, that means saving time, solving problems or, best of all, increasing revenue....

To really achieve results and ROI with CRM, you have to put metrics in place to enhance and track success. It's a fact that what gets measured gets done. As an added benefit, achieving goals can give everyone involved a...

CRM Success is not a zero-sum game. By definition, in a zero-sum game, the sum of the winnings and losses of the various players is always zero. Basically, it's winner-take-all. In contrast, if the CRM Success game is played right,...

On Valentine's Day, it's hard to resist a few candy references. So, as the rollout progresses, you may think you have this CRM project licked. In fact, you may even start to think that sweet success is so close you...

There are also some good numbers that can be used as proxies for CRM success and progress, especially during the initial stages of a CRM rollout. This is a time when it can be a bit premature to try to...

So what kind of numbers or CRM metrics might make sense? Ideally, you want to find ones that are particularly relevant to the attorneys and the firm. Often these will be numbers that are frequently preceded by a dollar sign...