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Rachel Fields

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

Go with the Flow of Data Cleaning – Don’t Drown in Bad Data

Posted by and on Category Articles CRM Data Quality
Download the PDFBad CRM data can compound exponentially, impacting marketing and business development. It’s essential to understand the scope of  your data problems and follow a plan for regular data cleaning.   Have you ever heard the saying, “No man ever steps into the same river twice”? Because a river’s water is constantly flowing and changing, the water you step in today will be different from yesterday. The same is true for the data in your CRM system: people are constantly changing roles, relocating, retiring; companies are opening, closing, moving and merging. On top of that, new data isn\'t always entered correctly. As a result, a database with clean, correct information today will

Go With the Flow of Data Cleaning Part 2 – Planning for Data Quality

Posted by and on Category Data Quality
Bad CRM data can compound exponentially, impacting marketing and business development. It’s essential to understand the scope of your data problems and follow a plan for regular data cleaning.   Your Plan Is Your Life Preserver Once you’ve prioritized subsets or segments of contacts, identifying and prioritizing your most common data errors can help you decide on the best way to tackle ongoing data cleaning. For example, if you have an important email that needs to be sent to clients, you need to focus on email addresses. Identify records that don’t have an email address, have incorrectly formatted email addresses or have bounced recently. Additionally, if there are contacts you haven\'t sent a

Go with the Flow of Data Cleaning – Don’t Drown in Bad Data

Posted by and on Category CRM Data Quality
All CRM contact records are not created equal. By segmenting contact data into manageable pieces, your data cleaning process will be more manageable, and you can better measure progress.  Have you ever heard the saying, “No man ever steps into the same river twice”? Because a river’s water is constantly flowing and changing, the water you step in today will be different from yesterday. The same is true for the data in your CRM system: people are constantly changing roles, relocating, retiring; companies are opening, closing, moving and merging. On top of that, new data isn\'t always entered correctly. As a result, a database with clean, correct information today will not necessarily
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