CRM Success Tips Blog

While CRM systems are essential to assist in communicating effectively and coordinating your responses and outreach during this crisis, there are also a number of other supporting technologies that you can invest in and leverage to support your organization in its outreach and business development efforts at this challenging time. ERM Systems It is important to ensure that the right people in your organization are responsible for reaching out to every relevant contact. While many firms have tasked relationship or billing professionals with this outreach, these are not always the people with the most significant day-to-day interactions with some clients. Additionally, their relationships may be with people who are not the right

During a crisis, leveraging technology can help you to coordinate communication and business development efforts and more effectively engage with clients and prospects. Right now, with employees working from home, collaboration requires more thought and effort than it would under normal circumstances. It will be especially important to track and coordinate who is in charge of marketing and other outreach activities such as emails, calls, blog posts and webinars for all of your most important contacts. This will help to ensure that no relevant client or contact gets missed because everyone thought that someone else was handling the relationship. It also helps to prevent oversaturating the same contacts with too many messages

The world is drastically different than it was just a few short weeks ago, forcing all of us to try to adjust to what is being called the #TheNewNormal - which we all know is anything but. While we can\'t control the situation, which is definitely disconcerting, what we can control is our response to it. The firms that succeed will be the ones that learn to adapt. This means adopting new business development processes, practices and technology to ensure that you can stay in continuous communication with your core constituencies. The Right Approach By now, like most firms, you have probably sent at least a few (hundred) COVID-19 related emails. Of

As the COVID-19 situation is rapidly unfolding, it has never been more important to be able to effectively communicate and maintain relationships with your core constituencies – but this can be challenging. We are hearing from firms across the country that are working frantically to issue relevant guidance to clients and key contacts, but many are struggling due to the quality of their data. Having correct, current and complete contact data is essential to all businesses. But times of crisis such as these, where conditions are constantly evolving, necessitate sending time-sensitive and sustained communications as well as focused outreach to provide essential information for clients and contacts. Underpinning the success of effective

While it may seem shocking that more than half of marriages end in divorce, what may be a more interesting statistic is that even fewer technology implementations have a happy ending. In fact, according to respected researchers, up to 70% of technology implementations fail. And while many people may take the leap and get married again, you often don\'t get a second chance at a failed marketing technology implementation, especially in a law firm. That separation is frequently final. In today’s hyper-competitive legal marketplace, where attorneys are being required to learn new skills like project management and alternative pricing, you would think that they would eagerly embrace any marketing technology that could

Bad data has many negative and costly effects, but one of the most serious is being blacklisted. Email blacklisting can cause an organization’s communications to be blocked and made undeliverable, essentially branding the organization as a spammer and shutting down its ability to communicate with clients and other contacts. The effects of blacklisting can be long-lasting, time-consuming and quite expensive to fix. How Email Blacklisting Happens There are many ways an organization or IP address can be blacklisted. Some email applications have a spam button that can be clicked if a user considers an email to be spam. If email recipients click the button, some Internet Service Providers (ISPs) may conclude that

Marketing technology in a professional services firm typically includes three main systems: Client Relationship Management (CRM), eMarketing or Marketing Automation systems and the firm’s website. These are all very different systems with distinct functions and purposes. CRM is primarily used to hold information on contacts such as location, title, phone number and email address, to segment or categorize contacts into email and event lists and to track activities with contacts or companies. Marketing automation is used to send emails and record interactions with those emails. The firm’s website provides information on the firm and its professionals and expertise. This can include office locations, practice specialties, detailed biographies and articles or alerts. Benefits

When Does CCPA Start? The California Consumer Privacy Act (CCPA) is effective January 1, 2020. It also includes a 12-month “look-back” period to January 1, 2019. It is also important to note that several amendments to the Act are still pending. What Does CCPA Say? While a good part of CCPA is directed at entities who collect and sell personal information for profit, there are significant sections that would be applicable to professional services firms. Specifically, the Act is intended to: “…grant a consumer a right to request a business to disclose the categories and specific pieces of personal information that it collects about the consumer, the categories of sources from which

A happy holiday season starts with a clean mailing list. Whether your firm sends holiday greetings electronically or mails traditional paper cards, so much effort goes into this annual ritual – from decisions around format and design, whether to gift or not to gift, or maybe making a charitable donation. And let’s not forget that the wording of the greeting itself must be politically correct. It’s enough to make you dread the upcoming holiday season (or go looking for some strong eggnog!) But we’re going to focus on a more mundane, yet critical function: data cleaning, the nuts and bolts of making sure your holiday mailing list is clean, correct and up-to-date.