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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

Do We Need a New CRM? How to Love It or Leave It

Posted by on Category CRM
Are you considering a new CRM? Before deciding to purchase a new system, a better and more budget-friendly option may be to update and improve your current system and better utilize what you have. You may be familiar with “Love It or List It,” a popular HGTV show where a couple shows their current house to designer Hilary Farr and real estate agent David Visentin. Hilary redesigns parts of the home based on the desires and budget of the homeowners and oversees the renovations and construction. Meanwhile, David looks for real estate listings that meet the homeowners\' needs and budget and then tries to convince them to list their current house and buy a new

CRM Success Is Within Reach – If These Three Essentials Are In Place

Posted by on Category CRM
If your CRM performance is uneven or failing lately, you’ll probably find deficiencies in Communications, Training or Data Quality. Regular attention and resourcing will help.  Every organization strives to make their CRM deployment as smooth and painless as possible, but many get off to an unsteady start. Through our work with leading law and professional services firms over the years, we have found there are three key supports that must be in place to achieve real success with any new CRM implementation: Communications, Training and High-Quality Data. To visualize these, let’s use the time-tested, three-legged stool concept. A stool represents a solid platform that enables you to reach higher. Each leg is equally

Have a Very Merry Holiday Mailing List

Posted by and on Category eMarketing
If you want to avoid a last-minute holiday mailing fire drill, now’s the time to update contact records and holiday mailing lists. Follow these tips to clean up your data and validate emails. A happy holiday season starts with a clean mailing list. Whether your firm sends holiday greetings electronically or mails traditional paper cards, so much effort goes into this annual ritual – from decisions around format and design, whether to gift or not to gift, or maybe making 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
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