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Dave Whiteside

Dave Whiteside is Director of Client Growth & Success at CLIENTSFirst. Dave’s focus is helping the company grow and expand its CRMData QualityeMarketing and Client Intelligence service offerings, and building alliances that help deliver additional value to Clients.

With more than 30 years of sales and marketing experience, Dave offers Clients extensive knowledge of marketing technology and business development in legal, accounting and professional services business environments. Known primarily for his deep knowledge of business development processes and technologies such as CRM and competitive intelligence, Dave is well-respected for the high level of service he provides his clients who call on him regularly for advice.

Prior to joining CLIENTSFirst, Dave held numerous sales and sales management roles at Thomson Reuters, in the legal and accounting marketing technology software and services areas. Previously, Dave was Vice President of a project management software and services organization, managing the sales and professional services teams while developing project management expertise.

Dave is a well-known speaker in the legal marketing industry and actively participates in the Legal Marketing Association (LMA). He enjoys sharing his expertise with legal industry audiences across the U.S.

A graduate of Lake Superior State University with a degree in Marketing, Dave also holds a MBA from St. Mary’s College in California.

When Dave is not traveling for Client service or industry meetings, he works from his home base of Jacksonville, FL.

More From Dave

Have a Very Merry Holiday Mailing List

Posted by and on Category eMarketing
A happy holiday season starts with a clean mailing list. Whether your firm sends holiday greetings electronically or mails traditional physical cards, so much effort goes into this annual ritual – from decisions around the format to the design, to the artwork and/or animation, to gift or not to gift, or maybe a charitable donation. And let’s not forget that the wording of the greeting itself must be politically correct. It’s enough to make you dread the upcoming holiday season (or go looking for some strong eggnog!) But we’re going to focus on a more mundane, yet critical function: the nuts and bolts of making sure your holiday mailing list is clean,

Architecting a Successful CRM Project

Posted by and on Category CRM
Building your own dream home is something that many people want to do someday. While the concept sounds lovely—having your perfect place with all of the features your heart desires—many people don\'t contemplate that, like any worthwhile project, it can also be a lot of work. Planning for and selecting a CRM system can actually be a lot like building that house. You can look at multiple models, pick out the features you want and make decisions about any optional upgrades. You can evaluate options and look on websites for ideas and see how certain features and functions work. Sounds like fun. But people who have built their dream house will tell

CRM Buyers Beware: Some Assembly Required

Posted by and on Category CRM
Did you ever spend time researching and shopping for something you really wanted? You looked at it online – maybe even made a trip to a brick and mortar store – and then, once you concluded that it was exactly what you wanted, you place your order to be delivered, and you wait… Then, after much anticipation the box arrives and, alas, you discover that the item you have been eagerly awaiting is not fully assembled. In fact, it has a lot of scattered parts and pieces and directions that don’t seem very helpful (but at least they are available in eight languages!) At this point, a little disappointment sets in as
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