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Five Steps to Revamp Your CRM System This Spring


As the days lengthen and flowers begin to bloom, spring isn’t just a time for nature to awaken – it’s the perfect opportunity to awaken your CRM system from hibernation. 

After the hustle and bustle of fall and winter, your CRM might have become a bit neglected, filled with outdated information and inefficient processes. But fear not! Here are five easy steps to revamp your CRM this spring and ensure it’s running smoothly for the busy summer months ahead:

1. Freshen Up Your Data

Just like a cluttered home, a cluttered CRM can lead to major headaches and problematic inefficiencies. Start by dedicating some time to cleaning your CRM contact data. There are many low hanging fruits that can easily and quickly be tackled, like reviewing and removing hard bounces from your email send list. 

Next, you can remove outdated contact information, categorize leads effectively, and segment your client base for targeted communication. This will not only make your CRM easier to navigate but also ensure you’re reaching the right people with the right message. 

2. Collaborative CRM Assessment

Encourage employees to collaboratively review the CRM system. With a thorough review that combines their unique perspective and insights, they can ensure that every detail is meticulously checked. This approach not only helps point out potential discrepancies within the software but also promotes internal collaboration and knowledge sharing while fostering a deeper understanding of the firm’s clients.

3. Spring Training

CRM training is essential for all users. It is best accomplished when the training plans are customized to the needs of key user groups and individuals. While most individuals can be trained in groups with scenarios that are relevant to their needs, attorneys should be trained desk-side in brief intervals with information that is relevant to them. 

It’s also important to remember that training must be ongoing, taking into consideration that CRM is not a project or initiative but rather a fundamental change – and improvement in how the firm manages its most important asset, its relationships. Ultimately focusing on training will help to provide ongoing value to users which will enhance adoption.

4. Automated Assistance

Spring is a season of growth, and your CRM should be no different. It is important to embrace new technologies and integrations that offer automated features that can help reduce redundant data coming into your CRM and streamline monotonous tasks. You can automate ​​tasks like sending follow-up emails, scheduling appointments, or generating reports. This will free up valuable time for your lawyers and marketing team to focus on more strategic initiatives.

5. Share Reports

For many professional services firms, finding ways to demonstrate CRM value and encourage adoption is a constant struggle. Yet, CRM systems offer many reports that you can – and should – develop and circulate regularly. This will encourage the sharing of information and provide value to your users, ultimately leading to increased adoption and sharing in the future. 

While generating reports from CRM data is a relatively easy thing to do, marketers are sometimes leery of this approach to encourage adoption out of fear that it will have the opposite result – we don’t want to call attention to the lack of important information in the system. But in reality, professionals are much more likely to add in their information when they (and everyone else) can see that it is missing and could be beneficial. So, developing clear, concise and well-organized reports can result in an influx of previously undiscovered data – and can drive system adoption and value.

By following these five steps, you’ll cultivate a thriving CRM system that blossoms into a powerful tool for success.

Remember, a clean and well-maintained CRM system isn’t just about efficiency; it’s about empowering your entire law firm. With accurate data, streamlined workflows, and a collaborative user experience, your lawyers, end-users, and the marketing and business development team can focus on what they do best – building strong client relationships and achieving exceptional results. So, embrace the spirit of spring, roll up your sleeves, and get ready to watch your CRM system flourish!

If you need help implementing and/or managing your CRM system, CLIENTSFirst Consulting is here to help. For nearly 20 years, the team at CLIENTSFirst Consulting has been helping professional services firms and other organizations successfully select and implement CRM and eMarketing systems and improve Data Quality to maximize value, adoption and return on investment. If you need help achieving CRM Success, please contact us at 404-249-9914 or

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