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CRM Summer School: Six Strategies for a Summer of Successful CRM Adoption


The summer presents a great opportunity for law firms to focus on Customer Relationship Management (CRM) adoption when work may be a little slower and employees have more downtime.

In this article, CLIENTSFirst Consulting’s Chris Fritsch explores six strategies inspired by the summer season to ensure a successful summer of successful CRM adoption.

  1. Create a CRM Beach Day: Organize a CRM “Beach Day” for your team to immerse themselves in the world of CRM. Use this interactive session to showcase the benefits of CRM, share success stories and encourage hands-on exploration of its features. Just like a day at the beach recharges spirits, this CRM event will energize your team for successful CRM adoption.
  2. Set Sail with Clear Objectives: Before embarking on the CRM journey, set sail with well-defined objectives. Collaborate with your team to outline specific CRM goals, such as improving client communication, increasing lead conversion rates or enhancing data management. Clear objectives act as your compass, guiding your firm toward CRM success.
  3. CRM Ice Cream Social: Celebrate the sweetness of CRM adoption with an “Ice Cream Social” event. Gather your team for a cool treat and take the opportunity to recognize and reward those who have embraced CRM and achieved early successes. This fun event will foster a positive atmosphere around CRM usage.
  4. Summer Training Camp: Host a “Summer Training Camp” to equip your team with CRM skills and knowledge. Offer specialized training sessions on CRM features, data management and best practices. Just like a training camp builds strength and resilience, this CRM-focused program will empower your team to make the most of CRM.
  5. Chase the CRM Wave of Excitement: Surf on the wave of excitement by regularly sharing CRM success stories and progress updates. Use internal communication channels to highlight the positive impact of CRM adoption, showcasing improved client relationships, time-saving achievements and successful marketing campaigns. This momentum will inspire others to ride the CRM wave.
  6. CRM Summer Getaway: Consider a “CRM Summer Getaway” to an offsite location for focused CRM planning and strategy sessions. This retreat will encourage innovative thinking and collaboration, enabling your team to craft effective CRM implementation plans. Just like a summer getaway rejuvenates the spirit, this CRM-focused escape will invigorate your firm’s approach.

As the summer season sets the stage for warm days and exciting experiences, law firms can harness its energy to drive successful CRM adoption.

Embrace these six strategies inspired by the summer theme to make CRM implementation more fun. CRM adoption holds the potential to transform your law firm’s operations and foster meaningful client relationships. So, soak up the sun and seize the chance to make this summer a season of CRM success for your firm!

Do you need help in selecting the right CRM system? We are always happy to share information, best practices and resources for CRM success. Contact us today to learn more.

For more than 10 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, contact us at 404-249-9914 or

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