Rachel Fields

Rachel Fields has been a leading Client Success Consultant for over 20 years with CLIENTSFirst Consulting.

Contact Rachel:

E. RF@ClientsFirstConsulting.com

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Connect with Raquel on LinkedIn

Rachel Fields is a Client Success Consultant at CLIENTSFirst Consulting. Rachel offers her Clients more than 20 years’ experience in legal marketing technology with leading law firms ranging in size from fewer than 200 to more than 2,000 lawyers.

Over the years, she has been responsible for developing and maintaining a wide range of systems including CRM, email marketing, websites and experience/matter databases. She also has extensive experience partnering with IT, HR, Finance and Business Development departments to develop solutions for various data and knowledge management needs.

Rachel has spearheaded the due-diligence, vendor selection and implementations of numerous marketing technology systems at multiple firms. She is skilled at translating conversations with stakeholders to establish business requirements for new systems as well as implementing changes to improve ingrained processes. Her understanding of the legal environment and its unique people and process issues has enabled her to institute a variety of essential and successful training programs.

Rachel lived in New York City for 20 years and now resides in a Maryland suburb of Washington, DC, when she is not traveling to serve Clients across the U.S.

More From Rachel

The Top 10 Challenges to CRM Success and How to Avoid Them

Posted by and on June 9, 2024 Category Articles CRM
There are a number of issues and challenges that can occur when implementing a CRM that prevent CRM Success. In fact, research from leading industry experts has suggested that up to 70% of CRM implementations may fail to meet expectations. The good news is that CRM success is possible - if you can identify potential challenges early and are prepared with solutions. Based on almost 12 years of consulting experience gained while working together with hundreds of Clients on successful CRM implementations, here are some of the biggest potential challenges we typically see – along with some best practices and solutions for success: 1. CRM Success Strategy and Planning Most firms approach
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Redefining CRM Success in 2024

Posted by and on May 16, 2024 Category Articles CRM CRM adoption,
Download the PDF Getting professionals to input or manage contacts in CRM has always been a goal - and a real challenge. It’s time to reset those unrealistic expectations and redefine the concept of CRM success. As CRM Success Consultants, we often ask our clients, \"What would successful CRM look like for your firm?\" This question uncovers current pain points and reveals the gap between their current state and desired outcomes. Common responses include \"fewer manual processes,\" \"less reliance on spreadsheets,\" \"greater efficiency,\" and \"better sharing of information.\" However, one of the most frequent answers is that success would mean better attorney adoption of the CRM. When pressed, most stakeholders express a
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Avoiding Email Blacklisting: Best Practices for 2024

Posted by and on February 18, 2024 Category Data Privacy Data Quality eMarketing blacklisting, email marketing, eMarketing,
Email blacklisting remains a significant concern for organizations in 2024. Being blacklisted can severely impact your ability to communicate with clients and contacts, potentially damaging your reputation and bottom line. This post explores the causes of email blacklisting and provides updated best practices to avoid it. What Causes Email Blacklisting Spam Complaints: When recipients mark your emails as spam, it signals to Internet Service Providers (ISPs) that your content or contact list may be problematic. High Bounce Rates: A significant number of bounced emails can indicate to ISPs that your list isn\'t clean or current. Content Issues: Emails containing \"spammy\" words or phrases in the subject line or body may be blocked.
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