CRM Success Tips Blog

Firm leaders are always looking for ways to make their organizations more efficient, reduce costs improve business development effectiveness and enhance profitability. To help firms achieve all of these important goals, outsourcing marketing functions can be an excellent option – especially in areas that involve technologies to support marketing and business development. In over a decade of helping hundreds of firms improve marketing and business development technology processes and efficiency, we have found that outsourcing key functions to trained and experienced professionals can solve a number of problems while also providing important benefits. Here are a few examples: Problem: After making a large initial investment in a CRM system, the firm realizes

In our previous post, The Top 10 Challenges to CRM Success and How to Avoid Them – Part 1, we discussed the five challenges that are most often encountered when implementing a CRM. Here are five more that we typically see – along with some best practices and solutions for success: 6. Resources Successful CRM implementations are not quick, easy or cheap. This is the reason they are also not common. Failure to dedicate adequate resources – including time, money and people – is one of the most frequent missteps. Additionally, expectations regarding the actual costs and time required for a CRM implementation are often unrealistic. When this occurs, the inevitable disappointment

There are a number of issues and challenges that can occur when implementing a CRM that prevent CRM Success. In fact, research from leading industry experts has suggested that up to 70% of CRM implementations may fail to meet expectations. The good news is that CRM Success Is possible - if you can identify potential challenges early and are prepared with solutions. Based on almost 12 years of consulting experience gained while working together with hundreds of Clients on successful CRM implementations, here are some of the biggest potential challenges we typically see – along with some best practices and solutions for success:   1. Strategy and Planning Most firms approach CRM

New site captures video commentaries about common problems and frustrations with CRM implementations. ATLANTA, GA, February 26, 2019 – CLIENTSFirst Consulting has launched a new website, www.EpicCRMFails.com, that is designed to help organizations succeed with CRM technology. Chris Fritsch, a CRM Success Consultant and the founder of CLIENTSFirst Consulting, a company that has specialized in CRM Success Consulting for almost 12 years, launched the site to educate Marketing, CRM and other business leaders about the realities of CRM implementations and increase awareness of some common pitfalls to avoid. Featuring brief video commentaries about CRM by marketing leaders, the website exposes some of the most common challenges that organizations encounter when trying to implement

It’s no secret that CRM system implementations can be complex and often problematic – and, as a result, they often have notoriously high failure rates. In fact, research from industry experts indicates that up to 70 percent of CRM implementations may fail to meet expectations. In helping hundreds of Clients with their CRM implementations over the last 12 years, we’ve observed many of the most common problems – and even a few unique ones. But the one reason that CRM commonly fails to meet expectations actually has very little to do with the CRM technology: it’s that the expectations for CRM success are often wrong. Because improper expectations can present a formidable

There are plenty of benefits to be gained by integrating systems with CRM, as we discussed in our last post, “The Benefits of CRM Integration.” So, what are some of the more beneficial CRM integrations when it comes to legal marketing technology? Here are a few: eMarketing Data: The value of a CRM system can almost always be enhanced by the integration of an eMarketing system. This can be extremely beneficial to bring in analytics and potential business development activities gathered from email campaigns and events. Often, these integrations have already been built by the system providers, offering cost savings as well. As an added benefit, enhancing the CRM system with this

Even though the entire law firm business model is built around forging long-term relationships and connections, there probably is no other industry with more disconnected systems and data. Legal marketing professionals and technologists are constantly struggling with the challenges caused by juggling so many disconnected systems including: CRM and ERM, eMarketing systems and blogs, websites, intranets and portals, experience databases, proposal generators, social listening and competitive intelligence tools and more. And don’t even get me started on the spreadsheets. All of this can lead to a significant number of people and processes issues. When, Where and Why to Integrate CRM When systems are not connected, it causes challenges such as vast sets

Chris Fritsch, President of CLIENTSFirst Consulting, shares tips and best practices for succeeding with CRM and contact data management, in this 2018 interview on Atlanta Business Radio.

Research estimates that up to 63% of CRM systems fail to meet expectations – and a failed CRM implementation can be extremely costly, not just in terms of the financial expense, but also because of the costs in lost time - and credibility. Even more impactful: you don’t often get a second chance at CRM success. This means that it’s critical to select the right CRM system. The good news is, CRM success is possible. If you simply follow a few critical steps before and during the CRM selection process, you can ensure that you select a system that will help you achieve your organization’s goals, enhance adoption, provide value to your