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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

Ten Tips to Prevent Email Blacklisting

Posted by and on Category Data Privacy Data Quality eMarketing
Bad data has many negative and costly effects, but one of the most serious is being blacklisted. Email blacklisting can cause an organization’s communications to be blocked and made undeliverable, essentially branding the organization as a spammer and shutting down its ability to communicate with clients and other contacts. The effects of blacklisting can be long-lasting, time-consuming and quite expensive to fix. How Email Blacklisting Happens There are many ways an organization or IP address can be blacklisted. Some email applications have a spam button that can be clicked if a user considers an email to be spam. If email recipients click the button, some Internet Service Providers (ISPs) may conclude that

CRM Integration Essentials

Posted by on Category CRM
Marketing technology in a professional services firm typically includes three main systems: Client Relationship Management (CRM), eMarketing or Marketing Automation systems and the firm’s website. These are all very different systems with distinct functions and purposes. CRM is primarily used to hold information on contacts such as location, title, phone number and email address, to segment or categorize contacts into email and event lists and to track activities with contacts or companies. Marketing automation is used to send emails and record interactions with those emails. The firm’s website provides information on the firm and its professionals and expertise. This can include office locations, practice specialties, detailed biographies and articles or alerts. Benefits

CCPA at a Glance

Posted by and on Category Data Privacy Data Quality eMarketing
When Does CCPA Start? The California Consumer Privacy Act (CCPA) is effective January 1, 2020. It also includes a 12-month “look-back” period to January 1, 2019. It is also important to note that several amendments to the Act are still pending. What Does CCPA Say? While a good part of CCPA is directed at entities who collect and sell personal information for profit, there are significant sections that would be applicable to professional services firms. Specifically, the Act is intended to: “…grant a consumer a right to request a business to disclose the categories and specific pieces of personal information that it collects about the consumer, the categories of sources from which
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