When successful, a CRM system helps firms efficiently manage contacts and tracks interactions with current and potential clients to improve business development outcomes. Without a proper implementation strategy, however, a CRM can become a glorified Rolodex, or become so inefficient for…
A CRM system is the foundation of any successful legal marketing and business development team. This tool allows the firm to efficiently manage and nurture relationships with clients and prospects, but there is an ongoing — and growing — disconnect…
As the days lengthen and flowers begin to bloom, spring isn't just a time for nature to awaken – it's the perfect opportunity to awaken your CRM system from hibernation. After the hustle and bustle of fall and winter, your…
This article first appeared in Law Journal Newsletter on March 1st, 2024. Less Isn't Just More… It’s Everything Marketing teams have heard so many times: do more with less – and 2024 is no different. According to new research, in…
In today's day and age, we are inundated with large amounts of data, coming in from new sources, containing a greater variety and more complex data sets. But what we need isn’t more data, but better data. According to trusted…
As we approach the end of the year, it's the perfect time for businesses to reflect on their processes and strategies, and to make improvements for the coming year. One area that often gets overlooked but can have a significant…
As we usher in a new year, it's natural to reflect on past habits and seek improvement. In the context of law firms, this often means addressing CRM (Customer Relationship Management) practices. But why do so many New Year’s resolutions,…
On the seventh day of CRM, Chris Fritsch explained to me, how to integrate our CRM system with artificial intelligence. The ability to effectively manage client relationships is crucial for law firms aiming to thrive in a highly competitive industry.…
On the fifth day of CRM, Chris Kringle Fritsch gave to me, the five golden A’s of CRM! Sitting down and cleaning your data can be a very daunting task. So where do you start? Start with the five A’s…
On the second day of CRM, Chris Kringle Fritsch explained to me, how to measure CRM success! CRM success is different for every firm, but one thing is for sure, if you have a CRM system, success can and should…
In today’s legal landscape, marked by rapid change and high demands on time, the integration and effective use of CRM (Customer Relationship Management) systems is not just a technological upgrade but a critical pivot towards operational excellence and client service…
As the holiday season rolls in, bringing a spirit of joy and celebration, it's the perfect time to revitalize your Customer Relationship Management (CRM) system. Just as we deck the halls and trim the tree, your CRM deserves a festive…
Effectively leveraging marketing and business development technology is crucial for law firms looking to stay competitive and foster growth (which should be every law firm!). Marketing and business development technology, including CRM (Customer Relationship Management) systems and marketing automation tools,…
Autumn is a time for reflection and recalibration for law firms. The changing season is a strategic opportunity to assess and optimize your Customer Relationship Management (CRM) system. Just as students gear up with new supplies for the academic year,…
The digital era has seen the evolution of Customer Relationship Management (CRM) systems from simple digital address books to sophisticated tools packed with features like artificial intelligence, predictive analytics and machine learning. Modern CRMs not only facilitate relationship management but…
In the dynamic world of legal services, client relationships are paramount. While Customer Relationship Management (CRM) systems promise to enhance and streamline these relationships, many law firms grapple with an ongoing challenge: ensuring their professionals actively adopt and utilize these…
Customer Relationship Management (CRM) tools have long held the promise of streamlining client interactions and fostering business growth. Yet, many law firms grapple with one persistent hurdle: low CRM adoption rates among professionals. While the initial goal was to encourage…
What to Focus On In working together with firms of all sizes on CRM projects, I have come to appreciate that there is no “one size fits all” for CRM success – either in terms of systems or functions. What…
CRM systems are a fundamental aspect of modern business operations. But as with all things, there's a right way and a wrong way to implement them. Here's a succinct breakdown of ten frequent missteps companies make regarding CRM and how…
Embarking on the journey of introducing a Customer Relationship Management (CRM) system to an organization can feel like to gearing up for an intense marathon. As you lace up your shoes and prepare for the challenges ahead, it's crucial to…
Every modern law firm is familiar with Customer Relationship Management (CRM) systems, yet many grapple with maximizing their potential. The crux often lies in aligning the tool with attorney needs, ensuring it’s more than just an ornate fixture in the…
Customer Relationship Management (CRM) systems have evolved as integral tools in the business landscape. When properly implemented and managed, they hold the potential to skyrocket an organization’s growth. However, the challenge for most organizations lies in assessing the real impact…
In the legal sector, strong relationships between a law firm and its clients are essential. As clients increasingly expect efficient digital interactions, firms are exploring new tools and ways to enhance their service delivery. One such tool is the client…
CRM (Customer Relationship Management) systems have proven to be pivotal tools for numerous industries, and the legal sector is no exception. As law firms ramp up their marketing initiatives this September, it's crucial to understand how a robust CRM system,…
A CRM (Customer Relationship Management) system can significantly impact an organization's growth trajectory. But how do you measure the success of your CRM implementation? While the answer varies based on individual firm objectives, there are specific metrics and approaches to…
In the evolving landscape of legal business development, it's essential for law firms to adapt and integrate modern tools. One such tool, the CRM system, often remains underutilized. However, when leveraged properly, CRMs can become an invaluable asset in business…
As a CRM success consultant for more than 20 years, I've seen firsthand the transformational benefits a CRM system can bring to a myriad of industries. While the legal sector is often slow to harness the power of technology, CRM…
Having a Customer Relationship Management (CRM) system isn't enough to achieve success in today's dynamic business landscape. The real edge comes from leveraging your CRM's advanced capabilities, ensuring it's tailored to your firm's unique needs and integrating it seamlessly with…
The summer season often provides a much-needed lull in the hectic pace of legal work. With fewer clients on vacation and some employees taking time off, it's the perfect opportunity to declutter and refresh your firm's CRM (Customer Relationship Management)…
During the dog days of summer, as law firms begin preparing for the fall and winter seasons, there is no better time to dive into a crash course on contact management to help with CRM clean up. This knowledge holds…
Cleaning up your CRM and contacts is essential for maintaining a well-organized and efficient database. Summer can be a great time for businesses to tackle this task when they have extra downtime. Here are 12 smart things businesses can do…
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…
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…
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…
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…
Spring is in the air, which means it's time to get outside and also give your CRM system a refresh! Say goodbye to cluttered data and hello to streamlined efficiency. Here are some tips to help you spring clean your…
Nurturing and growing your client base is essential to the success of your firm and building and integrating your email marketing system with your CRM is an essential way to stay top of mind with your clients and keep your…
Many firms think once they implement a CRM system, all of their contact management issues will disappear, but alas, that is not the case. CRM is not the answer to all of a firm's contact issues, but it will help…
Choosing the right CRM system is not an easy task. There are many options to consider and a failed CRM implementation can be extremely costly, not just in terms of the financial expense, but also because of the costs in…
We've all heard the saying “an apple a day keeps the doctor away" and you’re probably wondering what does this have to do with my CRM system. Well, similar to eating apples, it is the little things you do every…
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