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…
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…
As we prepare to hand out candy to the ghouls, ghosts, goblins, princesses or whatever may knock on our front doors, one thing that most firms aren’t prepared for is managing their data on a regular basis leaving their CRM…
In an era dominated by technology and digital transformation, tools and platforms promise streamlined operations and improved efficiency. However, their potential is inherently tied to the quality of data they house. Ensuring impeccable data quality isn't just about maintaining a…
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…
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…
Autumn is a season of transformation and preparation. As the leaves change colors and the temperatures drop, October is a time to take a closer look at your internal practices, gearing up for the end-of-year rush. One significant area often…
As the holiday season approaches, there's one task that tends to loom large on the agenda of law firms: updating holiday mailing lists. Before diving into the hustle and bustle of designing holiday greetings or choosing the perfect client gift,…
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,…
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)…
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…
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…
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…
Small and mid-size law firms have many unique opportunities and challenges in the competitive legal industry ecosystem. Staying informed about the latest trends and adopting effective strategies is crucial for these firms to remain competitive and thrive in today's evolving…
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…
As the legal industry becomes increasingly competitive, law firms are recognizing the importance of effectively managing their experience and knowledge to foster collaboration, demonstrate their expertise to clients and win new business. However, firms of all sizes continue to struggle…
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…
Schools, businesses, non-profits and other organizations need alumni relations programs to help with critical initiatives such as recruiting, fundraising/donations, sales/business development, referrals and general positive branding. Keeping alumni properly informed and engaged is one of the best ways to help…
In today's data-driven decision-making environment, many businesses rely heavily on the accuracy, completeness and reliability of their data and their data quality management practices. Poor data quality management can quickly undermine these efforts, leading to costly errors, missed opportunities and…
Spring is a time for new beginnings, and what better way to kick off the season than by freshening up your data? Research shows that up to 30% of data degrades each year as people get hired, fired, move jobs…
We hear a lot of buzz about big data, but what we really need isn’t more data – it’s better data. Research shows that up to 30% of our key CRM and other data degrades each year as people get hired, fired,…
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…
A staggering up to 70% of CRM and other technology implementations fail to meet expectations. The problem has more to do with people and process than technology. You often don’t get a second chance to get buy-in to the CRM…
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 10th day of CRM Chris Kringle Fritsch gave to me, different ways we can assess our bad data! Assessing your data is always the first step in any data quality or CRM project. You should sit down and…
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 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 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…
Chris Fritsch, Founder & CRM Success Consultant for CLIENTSFirst Consulting, and Stefanie Marrone, Founder of Stefanie Marrone Legal Marketing Consulting | The Social Media Butterfly, recently presented a webinar on their experiences with creating and managing alumni relations programs, alumni data management strategies and…
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.…
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…
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…
We may seem like those crazy neighbors at the end of the block who are already putting up the colored lights and inflatables for the holidays weeks before Halloween, but if you are tasked with your firm’s holiday card list,…
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…
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…
As law and other professional services firms today struggle with staffing issues due to the ‘Great Resignation’ and deal with employees working from home and/or hybrid, it’s no wonder that outsourcing has been increasing almost exponentially over the last few…
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…
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…
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…
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. Your Plan Is Your Life Preserver Once you’ve prioritized subsets or…
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