Categorizing CRM Contacts – ‘Status’ Symbols
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
June 29, 2011
Category Business Development CRM Another way you may want to categorize CRM contacts is by contact ‘status’ or ‘type.’ This will allow you to better keep track of key individuals, segment your lists and target the audiences that you want to reach – and...
Winning the Business Development Battle Part 4:The Troops
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
June 20, 2011
Category Business Development Of course, the most important factor when it comes to winning or losing the business development battle is your troops. They must be loyal, courageous, dedicated and prepared. You also must be careful to select the right troops. Different battles...
Categorizing CRM Contacts – Location, Location, Location
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
June 17, 2011
Category CRM Another type of category you may want to include for your CRM contacts is location. A location category can help to ensure that the right messages reach the right contacts. For instance, some firms like to include categories for...
Winning the Business Development Battle Part 3: Intel
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
June 10, 2011
Category Business Development Planning for the business development battle starts by gathering intel, or business development intelligence. You need to do your homework to gain a keen understanding your Clients and prospects, your adversaries – and even your own troops. One way to...
Categorizing CRM Contacts – Target Practices
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
June 2, 2011
Category CRM When you are trying to target key groups, it can also be beneficial to categorize your CRM contacts by firm practice area or group. This type of category can be helpful if you want to enhance communications with Clients of...
Winning the Business Development Battle Part 2: Battle Plans
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
May 18, 2011
Category Business Development While business development battles are often waged on many fronts, ultimate success almost always starts with a battle plan. No matter how large or how small the battle, a well-thought-out strategy can fortify your defenses and prevent unacceptable losses. ...
Winning the Business Development Battle
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
May 6, 2011
Category Business Development I spent a day at a forum for law firm leaders where a room full of law firm Managing Partners were discussing business issues and challenges, and one of the recurring topics was business development. From the level of frustration...
The CRM Finish Line
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
April 28, 2011
Category CRM Success Once you have gotten through the CRM hurdles, it's only natural to start looking for the CRM finish line and looking forward to CRM success. Surely it must be close. I mean, come on... you've worked so hard. You clearly deserve a reward...
Stop Selling and Start Helping
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
April 20, 2011
Category Business Development So many attorneys are hesitant about developing business because they don't like the concept of 'selling.' They bristle at the thought of picking up the big, scary telephone or meeting with a prospect one-on-one to 'pitch' their services or, even...
The CRM Hurdles
Posted by Christina R. Fritsch JD, Founder and CRM Success Consultant on
April 13, 2011
Category CRM Strategy Success Technology While you are running your race toward CRM success, sometimes you can get ahead of yourself - even though you paced yourself, hit your stride and were prepared to go the distance. Your goals are set, everyone is trained, the data...
