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…
Many businesses may slow down some of their operations during the summer months. However, smart companies know that August presents a unique opportunity to enhance critical aspects of their business. One area that requires year-round attention is Customer Relationship Management…
Join us on Tuesday, August 15, as Chris Fritsch and Stefanie Marrone return for part two of their insightful webinar series focusing on effective marketing strategies specifically designed for small, boutique and mid-size law firms. During the session, they will…
The summer is a great time to give your CRM system a seasonal overhaul. While summer may be a relatively slower period for some industries, it's an ideal time to get your CRM system in top shape before the busy…
ABOUT ORBA Ostrow Reisin Berk & Abrams, Ltd. (ORBA) is a full-service accounting, tax and consulting firm dedicated to helping clients reach their goals and achieve success. Based in Chicago, ORBA was founded in 1977 and has grown to more…
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…
Before you know it, the holiday season will be here. Each year many firms embark on the annual tradition of sending out holiday greetings to clients and friends of the firm. While this process can be time-consuming and overwhelming, it's…
Data quality is crucial for any organization that relies on accurate information to make informed decisions. However, many businesses face various challenges when it comes to managing data quality effectively. In this blog post, we will explore six common data…
Without good data, a vast majority of your technology implementations will fail Many organizations have lots of disconnected data and are drowning in vast amounts of data coming in from various technology systems. In the past, data would degrade at…
In today's digital age, the legal industry is not exempt from the transformative influence of technology. As law firms strive to stay ahead in an increasingly competitive landscape, embracing innovative tools and strategies is crucial. One such area that is…
It doesn’t matter how big or small your firm is, if you have employees who have left with whom you want to keep in touch, you should consider creating an alumni relations program. Many firms aren’t investing in creating these…
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…
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…
In law firms, time is money, literally, and everyone is incredibly busy leaving them with little or no time to regularly update or fully utilize the CRM system. Lawyers' highly expensive time isn’t best spent entering or updating contact data.…
But Is Outsourcing Marketing Technology Right for Your Firm? There are many factors to consider before deciding to outsource CRM, eMarketing or Data Quality functions. To help determine if outsourcing marketing technology support is right for you, consider these four…
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…
How you categorize contacts in your CRM can play a big role in the success of email campaigns and general business development efforts. If you are hosting a private event in Scottsdale, Arizona or Atlanta, Georgia for a client or…
But Is Outsourcing Marketing Technology Right for Your Firm? Smart leaders are always looking for ways to make their firms more efficient and profitable. Outsourcing some administrative functions, especially in areas involving some of the technologies that support marketing and…
Nothing can be more frustrating than dealing with CRM data quality. But when it comes to CRM success, there are few things that are more important. While data quality tasks can seem monotonous and mundane, left ‘untreated’, a CRM…
Are you considering a new CRM? Before you decide to purchase a new system, a better and more budget friendly option may be to update and improve your current system and more effectively utilize what you have. Many relationships go…
To improve CRM adoption and contact data sharing, regular reporting is a must. The right reports can provide the key information and value that CRM users expect and also drive their interest and buy-in. For many professional services firms, finding…
If your CRM performance hasn't been living up to your expectations due to a lack of communication, training or data quality, you aren't alone. Respected research organizations have been saying for years that more than 70% of CRM implementations fail…
Welcome to our annual roundup of CLIENTSFirst Consulting’s top-performing posts of the year! The world of marketing technology is constantly evolving, with new trends, innovations and best practices emerging all the time. We strive to stay on top of the…
Chris Fritsch and Stefanie Marrone recently hosted a master class on tips and trends in marketing technology. They shared best practices for choosing the right email marketing tool, how to redefine CRM adoption, the rise of artificial intelligence in content…
On the 12th day of CRM Chris Kringle Fritsch explained to me the importance of content and email marketing as part of the marketing mix for law firms and professional service firms. Content marketing is so important for firms of…
On the 11th day of CRM Chris Kringle Fritsch told me some best practices to maintain our data quality! After you have a CRM system implemented, how can you ensure that the data going in is clean, correct, and up…
On the ninth day of CRM Chris Kringle Fritsch explained to me, the actual costs of bad data quality! What does bad data actually cost organizations and businesses? Chris Fritsch, of CLIENTSFirst Consulting, dives into some of the statistics reporting…
On the eighth day of CRM Chris Kringle Fritsch told me, why we should focus on bad data quality! Why should you care about fixing your bad data? Well, Chris Fritsch, of CLIENTSFirst Consulting, explains the benefits and rewards firms…
On the seventh day of CRM Chris Kringle Fritsch explained to me, what to do with alumni data! Chris Fritsch, Founder & CRM Success Consultant for CLIENTSFirst Consulting, and Stefanie Marrone, the Social Media Butterfly, came together to discuss the…
On the sixth day of CRM Chris Kringle Fritsch told me, it's time we redefine adoption! CRM systems have been around for more than 20 years, and we’ve been talking about adoption since the beginning. Maybe it is time we…
On the fifth day of CRM, Chris KringleFritsch gave to me, the 5 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 of…
On the fourth day of CRM Chris Kringle Fritsch explained to me, four ways CRM has changed over the years! CRM and the technology surrounding it have evolved a lot over the years. But where did CRM start, and where…
On the third day of CRM Chris Kringle Fritsch informed me, three things CRM should do for me! CRM can do a thousand things, literally. But how do you know what it should do for your business? The answer is…
On the second day of CRM Chris Kringle Fritsch told me, the origins of bad data! With more than 20 years of CRM consulting experience, all of Chris Fritsch's clients have at one time or another experienced problems with data…
On the first day of CRM, Chris Kringle Fritsch explained to me, how to measure CRM success! CRM success is different for every firm. If you have a CRM system, success can and should be measured. Figuring out which metrics…
When implementing a CRM, a number of challenges can arise that hinder its success. In fact, respected researchers suggest that up to 70% of CRM implementations may fail to meet expectations. Despite these high failure rates, it’s possible to position…
When implementing a CRM, a number of challenges can arise that hinder CRM success. In fact, respected researchers suggest that up to 70% of CRM implementations may fail to meet expectations. Despite these high failure rates, it’s possible to position…
In this spooky season of vampires, witches and scary clowns, we’d like to add one more to the mix – data quality nightmares – which can be more frightful than a marathon of Freddy Kreuger movies to some of us.…
Once you have come such a long way on your CRM marathon, it’s only natural to start looking for the finish line. You deserve a medal – or at least some sort of reward or recognition for getting this far,…
As organizations increasingly use data and analytics to help make business decisions and base their strategies on the insights gathered from them, ensuring that you have reliable data is imperative. Yet, some firms still don't see why data quality is…
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