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CLIENTSFirst Consulting’s Top Five Blogs and Videos of 2023

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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 intelligence tools and experience management systems, and integrating these with their existing infrastructure.

Despite the challenges and headaches that come along with using new marketing technology, firms seemed to be eager to educate themselves and gain a competitive edge over their competitors.

Given these trends, this year’s most-read blog posts reflect our readers’ interests in embracing new technology, increasing operational efficiency, and satisfying increasingly demanding client requests. As more firms begin to adopt these tools, they can utilize more advanced features and functions such as automating list segmentation, utilizing event management capabilities and data visualization tools.

In this post, we will take a look at our top five most popular blog posts and videos from this past year. Subscribe to our newsletter and YouTube channel where we share information, ideas and best practices on CRM, emarketing, data quality and marketing technology.

Top Five Blog Posts

1. Four Ways the Legal Industry Can Effectively and Responsibly Use Artificial Intelligence Tools in Their Marketing Efforts

Four Ways the Legal Industry Can Effectively and Responsibly Use Artificial Intelligence Tools in Their Marketing Efforts

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 transforming how law firms are marketing themselves is artificial intelligence (AI).

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2. Nine Fundamental Principles of Experience Management Part 1

Nine Fundamental Principles of Experience Management Part 1

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 to implement repeatable processes, incorporate new technologies and increase attorney engagement to establish a robust experience management program.

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3. Five Ways to Use Advanced eMarketing and CRM Features in Business Development

Five ways to use advanced eMarketing and CRM features in business development

With the right strategy in place, you can create a symbiotic relationship between the two systems that can open up a plethora of opportunities to optimize marketing and business development efforts while effortlessly maintaining up-to-date data on your contacts.

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4. Herding Cats: Five Ways to Increase CRM Adoption

Herding Cats: Five Ways to Increase CRM Adoption

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 technology easier, lawyers are still reluctant to see the value in the system and firms are seeing fewer and fewer contact records being uploaded, updated and maintained and failing to increase CRM adoption.

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5. Seven Ways to Create an Effective Alumni Relations Program

How to Create an Effective Alumni Relations Program

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 programs or the programs they have may not have yielded tangible ROI quite yet. In this article, Chris Fritsch and Stefanie Marrone explore the benefits of having an alumni relations program and how to create an effective one at your firm.

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Top Five Videos

1. Can Law Firms Use Artificial Intelligence for Legal Marketing

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 programs or the programs they have may not have yielded tangible ROI quite yet. In this article, Chris Fritsch and Stefanie Marrone explore the benefits of having an alumni relations program and how to create an effective one at your firm.

Watch


2. How Small and Mid-Size Firms Can Use Artificial Intelligence

Within the realm of technology, one emerging tool that has reshaped how law firms approach operational improvement is artificial intelligence. AI has helped professionals improve their law firm’s marketing and business development efforts by equipping them with the tools necessary to remain competitive within this hyper-competitive market. Watch as Chris Fritsch explains how small and mid-size law firms can use artificial intelligence.

Watch


3. What is Enterprise Relationship Management and How Do We Use It?

What is an enterprise relationship management tool, or ERM? An ERM is an e-marketing tool that automatically creates contacts from the signature blocks of emails. Just from the signature block, ERM tools area able to create who-knows-who relationships along with relationship strength based on the recency and frequency of communication.

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4. The Four P’s of CRM

Before you select a CRM system, there are some very important things you need to focus on that will determine how successful your CRM will perform. If you choose the wrong CRM system, you will have unhappy users who won’t use the system and now you’ve wasted thousands of dollars on a fancy mailing list.  

To secure CRM success from the get-go, focus on the four P’s of CRM to properly prepare your organization, the professionals within the organization, and the organizational processes that are pivotal to the day-to-day business for the switch to the new system. While this can seem very daunting, Chris Fritsch J.D. lays out the four P’s of CRM to ensure a successful and lasting CRM implementation that will provide you will real returns on your CRM investment.

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5. How to Avoid CRM Challenges

Since so many firms are acquiring new CRM systems or looking to improve their current system in 2022, it is no wonder that respected organizations continue to say that 70% of these implementations fail to meet expectations. Chris Fritsch explains how these firms can avoid common pitfalls that so many firms fall into and provides us with a checklist and best practices to ensure our CRM project is on the right path to CRM success.

Watch


As we step into 2024, we hope to continue to serve our clients to the highest degree of standards while also producing industry-leading content on CRM, emarketing, and data quality to help firms and organizations achieve success with their marketing technology.

If you are interested in reading more on any of these topics check out the CLIENTSFirst Consulting resources page where we share videos, articles, white papers, and presentations on ideas and best practices for CRM technology, data quality, emarketing and marketing technology for law firms and professional service firms to maximize value, adoption and return on investment. If you need help achieving CRM Success, please contact us at 404-249-9914 or Info@ClientsFirstConsulting.com.

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