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The 2024 LMA Annual Conference - Is Your CRM a Zoo?

Meet the Zoo Keepers

Chris Fritsch

Dave Whiteside

Director of Client Growth and Success

DW@CLIENTSFirstConsulting.com

Connect with me on LinkedIn

Book a meeting with me

904-612-4617

Meghan Van Dalinda

Melissa Lane

Is Your CRM a Zoo? Take this survey to find out and win a monkey plushee!

Survey Landing Page Image (1)

Come Monkey Around with Us at Booth #210

  • Complete our survey for a chance to win a monkey plushie
  • Have a snack at our CRM&M bar
  • Pick up some best practices for CRMSuccess and data quality

Featured Content

v.2 - Six Tips to Get Attorneys to Go Bananas for Marketing Technology

When it comes to CRM implementation projects, a lack of involvement from your attorneys and end users can leave your CRM looking and feeling like the monkey enclosure at the zoo.

Lawyers are naturally skeptical and resistant to change, so it can be hard to convince them of the value of engaging with the system. Furthermore, system usage isn’t mandated so users cannot be held accountable for keeping their contact data clean. Without their participation incorrect and dirty data can liter your CRM, leaving everyone frustrated and unhappy they can’t pull a list of current clients.

This can further exacerbate adoption issues because if the data in the system is bad, the attorney won’t trust or use the system. This can lead to missed business development opportunities as attorneys aren’t entering new contact information or maintaining and updating existing records. 

It is crucial to find ways to change the firm’s culture and approach to marketing technology so end users understand their success and growth is at the forefront of the implementation project.

Don’t let your CRM or data quality issues run wild. See how you can get your attorneys to go bananas for Marketing Technology and increase adoption today.

Pre-Program Event

Catch head zookeeper, Chris Fritsch, as she co-presents, “Creative Marketing on a Shoestring Budget” with Kerstin Isaacs, and Cohen Seglias on Wednesday, April 3 as part of the “Small Budget, Big Impact” talk track.  Sessions start at 8:30 AM on Wednesday and go until 4 PM.  Would love to see you there!

Services

Are you tired of feeling like your CRM is a zoo, or like you are constantly chasing your tail trying to manage your law firm’s CRM? Or does your data quality resemble a monkey’s enclosure during feeding time?

At CLIENTSFirst Consulting, we specialize in monkey business, helping firms achieve and maintain success with their Marketing Technology and Data Quality through our portfolio of white glove services.

See how our complete list of CRM, Data Quality and Outsourced Markeitng Technology Staffing services can help your company grow:

Feeling lost in a zoo of CRM options? Our industry-leading CRM Success services have helped countless law firms develop the right strategy and process to make their CRM successful so your firm achieves the ROI it set out to win. Whether you are in the initial stages of CRM selection, leading a new CRM initiative at your organization or attempting to improve your current implementation. 

Our customized CRM solutions and services can help you find the perfect fit for your firm so you’re not left swinging from vine to vine. No more monkeying around, it is time you get serious about CRM success.

Data quality is essential to the success of any law firm, but according to Gartner, about one-third of an organization’s data degrades each year – that’s a lot of rotten bananas. All that rotten fruit can lead to missed opportunities, frustrated attorneys and end-users, and a sour taste in the mouth of your contacts and prospects.

CLIENTSFirst Consulting offers multiple options to help keep your data fresh and healthy. From quick and cost-effective automated data enrichment for limited data sets, to manual research and data stewarding for enhanced accuracy and completeness.

We cut the monkey business out of data quality management so you can achieve data quality success as you define it.

Does managing your firms CRM and data quality staffing needs feel like you are juggling monkeys at the zoo? Marketing Technology and data quality positions are often seen as a revolving door at law firms and can be incredibly hard positions to fill.

Our team is available on a full-time, part-time or as-needed basis to fill ongoing vacancies or to assist with a roll-out or major project. Whether you need a dedicated Marketing Technology Manager or a team of Data Stewards, our highly experienced team seamlessly integrates into your firm’s daily processes to get the job done efficiently.

Learn how CLIENTSFirst Consulting’s trusted team of Data Stewards and Marketing Technology Managers can take the staffing “monkey” off your back.

Enjoy some 'Zoo Zen'

Need some “Zoo Zen” on your way to the next session? Enjoy this live feed of the monkey exhibit brought to you by the San Diego Zoo.

Zoo Zen

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