Did you know that 70% of all CRM implementations fail to meet expectations? A failed CRM implementation costs firms thousands of dollars, and wasted time and resources. And for those in charge of running the CRM system, credibility. But these…
To finish a CRM marathon, you will need patience and persistence. Honestly, almost no runner feels like getting up at 5 a.m. every day to hit the road, but real winners keep going. They know that if they persist, they…
If you want to win any race, you have to train. For training to be effective, you need to start well in advance of the race and don’t expect quick results. While inadequate training won't get you to the finish…
It’s impossible to win any race without a good coach. Not everyone has had experience rolling out a CRM system before. Many firms also lack adequate internal resources or have limited bandwidth. As a result, asking for help isn't just…
Bad CRM data can compound exponentially, impacting marketing and business development. It’s essential to understand the scope of your data problems and follow a plan for regular data cleaning. Have you ever heard the saying, “No man ever steps into…
CRM should be a team sport. Trying to go it alone in implementing a CRM is not only painful, it’s impossible. A number of key stakeholders should be drafted to help ensure success. The Marketing team is critical for defining…
A successful CRM implementation is not necessarily easy. But not everyone gets that. In fact, sometimes it seems that organizations think you can just buy a CRM system, plug it in and turn it on and clients will line up…
Before embarking on your CRM marathon, it’s important to plot the best course. To do this, it’s helpful to determine where you are now. Successful CRM implementations begin with a comprehensive assessment of your current situation. Think about the reasons…
If you are a small or mid-sized law firm, being able to quickly pivot to prepare for or adjust to trends within the legal industry can give you an advantage over larger firms. To help guide you, here are four…
When considering a CRM system, you may think that this is a technology that simply needs to be purchased, installed and implemented… but, in reality, that couldn’t be further from the truth. CRM is not a project, an initiative or…
Lawyers are busy and often resistant to change, so getting them on board with using a new or even your existing CRM system can be challenging. But if you approach your CRM efforts as a value-added benefit that will support…
ABOUT BRADLEY Bradley has more than 500 attorneys and nine U.S. offices in Alabama, Florida, Mississippi, North Carolina, Tennessee, Texas and the District of Columbia, providing an extensive geographic base from which to represent regional, national and international clients. The…
The past two years have brought dramatic change to every aspect of our lives, and CRM and data quality management are two areas that have seen major shifts as well. Here Chris Fritsch explores some key trends that are reshaping…
Before deciding on a new CRM, follow these steps to select the right CRM system that meets your requirements, enhances adoption, offers value to your users – and can provide a return on your investment. Research estimates that up to…
Download a PDFAre your professionals using the CRM system? If not, it’s time for a new approach to gaining adoption. These tips can help your team see value and benefits in CRM - and may even get them to use…
This article originally appeared in the Ackert Inc. Blog and is published here with permission of the author. At corporations, products and sales are two distinct areas of the business. In contrast, in typical professional service firms, the ones who…
Are you considering a new CRM? Before deciding to purchase a new system, a better and more budget-friendly option may be to update and improve your current system and better utilize what you have. You may be familiar with “Love…
If your CRM performance is uneven or failing lately, you’ll probably find deficiencies in Communications, Training or Data Quality. Regular attention and resourcing will help. Every organization strives to make their CRM deployment as smooth and painless as possible, but many…
If you’re still struggling with CRM adoption challenges, taking a “white glove” approach can help. Customize training for the attorneys’ specific needs, and ensure they’re getting value. In our last post, we explored four essentials to help drive CRM adoption…
Are your professionals using the CRM system? If not, it’s time for a new approach to gaining adoption. These tips can help your team see value and benefits in CRM - and may get them to use it. CRM isn’t…
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, one of the…
Join CLIENTSFirst Consulting at LMA's 40th Annual Conference in Washington, DC, where we'll demonstrate how clean data drives growth and innovation in legal marketing. Join us at booth #322 to discover strategies that can…
CLIENTSFirst Consulting is bringing the Power of Clean Data to the 32nd Annual Marketing Partner Forum in Sonoma. Join company President Chris Fritsch for "Woven Together: The Intersection of AI and Client Relationship Management" as she explores how firms can…