Choosing the right CRM system can drastically change how law firms and professional service firms interact with their clients and develop business. However, navigating the complex landscape of CRM options and understanding the intricacies of legal practice workflows can be…
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.…
Download the PDF Getting professionals to input or manage contacts in CRM has always been a goal - and a real challenge. It’s time to reset those unrealistic expectations and redefine the concept of CRM success. As CRM Success Consultants,…
We have come a long way since the old term “garbage in, garbage out” was first used to describe flawed –i.e. garbage -- data input that produces flawed “garbage” output. Since then, data management has evolved tremendously; progressing from manually…
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…
While it may (or may not) be shocking that 50% of marriages end in divorce, what may be a more jarring statistic is how 77% of lawyers have experienced a failed technology implementation. And while some may take a second…
Download the PDF But Is Outsourcing Right for Your Firm? In today's digital landscape, professional services firms are increasingly relying on marketing technology to drive business development. However, managing these systems effectively can be challenging. This article explores whether outsourcing…
Although the law firm business model is built around forging strong relationships and lasting connections, there is probably no other industry with more disconnected data systems than legal. Too often we hear complaints from legal marketers and business developers struggling…
The world of marketing technology is ever-changing, and with these changes comes its own set of challenges and opportunities. This past year was no different. We saw more firms than ever before embracing new technologies such as emarketing systems, artificial…
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,…
As CRM Success consultants for almost 20 years, we have worked with hundreds of professional service firms helping them achieve marketing technology success, and we know first-hand how crazy things can get during the holidays. To help you prepare for…
On the ninth day of CRM Chris “Kringle” Fritsch performed for me, a cost-benefit analysis of investing in our CRM capabilities! Many firms struggle with being industry-focused and segmenting their audiences effectively. This task is substantial, requiring significant time, financial…
In an era where email remains a dominant communication tool, with billions of users and even more emails sent daily, law firms of all sizes can harness the power of email marketing for business development. The return on investment is…
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 fourth day of CRM, Chris Kringle Fritsch explained to me, the actual cost of bad data quality! Have you ever wondered how much your bad data is actually costing you? Chris Fritsch dives into some of the statistics…
Your Customer Relationship Management (CRM) system is more than a tool for managing client data. It's a critical component for driving growth and strategic decision-making. Upgrading your CRM system requires a strategic approach that transforms it into a dynamic asset.…
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 year draws to a close and the festive season brings new networking opportunities, it's an ideal moment to reflect on the importance of contact management and relationship management, especially for new attorneys joining a firm. This period is…
As we gather to celebrate Thanksgiving, a time for gratitude and sharing, let's not forget our CRM system and data quality, which can sometimes be left in a state of disarray amidst the festive preparations. Just like a well-prepared Thanksgiving…
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,…
Integrating eMarketing and CRM isn't just a good-to-have feature in your marketing and business development efforts; it’s essential for optimizing client outreach and maintaining data quality. Nurturing and growing your client base is essential to the success of your firm,…
In the past CRM adoption, and ultimately CRM success, was measured by the number of attorneys using the system on a regular basis. Although technology has evolved to make interacting with and utilizing CRM systems easier, lawyers are still reluctant…
Did you know that 70% of all CRM implementations fail to meet expectations? That's a staggering number. A failed CRM implementation costs firms thousands of dollars, and wasted time and resources. And for those in charge of running the CRM…
CRM has traditionally been thought of as a tool, a piece of software, or even a glorified Rolodex. But if you look at how marketing technology has evolved over the years, it's not just a CRM anymore. We now have…
In our digital age, the convenience of swift deliveries from online shopping platforms like Amazon is something to which we've become accustomed. With a mere click, we're promised delivery the next day, and more often than not, that promise is…
Marketing and business development professionals spend a great deal of time carefully lining up plans to effectively communicate with key contacts. Like dominoes, we align our messages and target our audiences to achieve critical objectives; each communication, each invitation, each…
For many professional services firms, finding ways to demonstrate CRM value and encourage adoption is a constant struggle. System usage is rarely mandated, which means the marketing team is put in the difficult position of trying to convince individual professionals…
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) systems, the cornerstone of today's businesses, have been rapidly evolving to offer powerful features and tools. With the infusion of artificial intelligence, machine learning and predictive analytics, CRMs have transformed from mere contact databases to smart…
In the world of information management, the age-old phrase “garbage in, garbage out” resonates deeply. While technology has evolved, bringing in sophisticated systems and tools, the challenge of flawed data management persists. Understanding the Issue: With the plethora of technology…
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…
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…
We've all grown up hearing the adage, "An apple a day keeps the doctor away." This simple piece of wisdom underscores the importance of consistent, daily habits. Interestingly, this philosophy isn’t just confined to health and wellness. When it comes…
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…
As the leaves change color and the air turns crisp, it's a reminder that change is essential and inevitable. Just like nature, our CRM systems need a seasonal overhaul. Here's how to embrace the spirit of fall and refresh your…
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…
As the vibrant hues of fall begin to appear, businesses should consider using this season as an opportunity to enhance key areas of their operations. One such critical area that can benefit from seasonal reflection is Customer Relationship Management (CRM)…
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…
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