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David 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

Three Key Building Blocks to Developing A Successful CRM Project

Posted by and on Category Uncategorized
Building your ideal home with all the extravagant features your heart desires is a dream everyone has. While the concept of your dream home sounds lovely, many people dont consider, like with any project, the amount of work that comes with this undertaking. Similarly, planning for and selecting a CRM system can be like building that house. It involves looking at multiple models, selecting their functionality and any additional integrations you’d like made. You can evaluate your options and experiment with different features and functions to see what works for you. Sounds like a blast! But, people who have built their dream home will tell you to be prepared. Building a house

10 Ways to Harness the Potential of Your CRM System

Posted by and on Category CRM CRM Systems
The digital era has seen the evolution of Customer Relationship Management (CRM) systems from simple digital address books to sophisticated tools packed with features like artificial intelligence, predictive analytics and machine learning. Modern CRMs not only facilitate relationship management but also empower businesses to foresee market trends, automate mundane tasks and deliver a hyper-personalized customer experience. These platforms are vital for businesses aiming to stay ahead in a fiercely competitive, client-centric marketplace. CRMs now play a pivotal role in every aspect of business strategy, right from lead acquisition to loyalty cultivation. With their predictive analysis, they can even preempt client needs, offering solutions proactively. This is far removed from traditional CRM systems

Boosting CRM Adoption in Law Firms: 10 Ways to Turn Challenges into Opportunities

Posted by and on Category CRM CRM Systems
In the dynamic world of legal services, client relationships are paramount. While Customer Relationship Management (CRM) systems promise to enhance and streamline these relationships, many law firms grapple with an ongoing challenge: ensuring their professionals actively adopt and utilize these tools. It\'s clear that merely having access to a CRM system isn\'t enough; its value must be tangible and resonate with daily operations and business objectives. Here are some actionable insights for law firms to ensure successful CRM adoption. Align Expectations with Reality: Overambitious targets can set up firms for disappointment. It\'s crucial to understand what attorneys expect from a CRM tool and adjust these expectations to align with real-world possibilities. Advocate
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