Thought Leadership to Help Clients Succeed

Search Our Resources

Articles
Presentations
Videos
Info, Ideas, and Best Practices
Case Studies
Speaking Engagements

Articles

Seven Secrets for Driving CRM Adoption Success

Seven Secrets for Driving CRM Adoption Success

By / January 13, 2022
The Top 3 Things Forward-Looking Firms Do That Typical Firms Don’t

The Top 3 Things Forward-Looking Firms Do That Typical Firms Don’t

By and / December 27, 2021
Win Back Subscribers Through Re-engagement

Win Back Subscribers Through Re-engagement

By / December 1, 2021
Go with the Flow of Data Cleaning – Don’t Drown in Bad Data

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

By and / November 4, 2021
Your Firm’s Lackluster Marketing Technology Might Not Be a Tech Problem

Your Firm’s Lackluster Marketing Technology Might Not Be a Tech Problem

By and / October 12, 2021
Redefining CRM Success

Redefining CRM Success

By and / September 16, 2021
Using Your CRM For More Than Just A Contact Database

Using Your CRM For More Than Just A Contact Database

By and / September 14, 2021
12 Reports to Boost CRM Adoption and ROI

12 Reports to Boost CRM Adoption and ROI

By / August 5, 2021
Get a Grip on Your CRM Data: 7 Steps to Improve Data Quality

Get a Grip on Your CRM Data: 7 Steps to Improve Data Quality

By / July 26, 2021
Outsourcing Marketing Technology Support To Boost Efficiency and Profits

Outsourcing Marketing Technology Support To Boost Efficiency and Profits

By / January 29, 2021
The Data Quality Domino Effect

The Data Quality Domino Effect

By / October 21, 2020
Incentives to Inspire CRM Success

Incentives to Inspire CRM Success

By / October 16, 2020
Marketing and Business Development Success in TheNewNormal

Marketing and Business Development Success in TheNewNormal

By and / September 14, 2020
Why Having the Right Data at the Right Time Is Paramount to Corporate Legal’s New Normal

Why Having the Right Data at the Right Time Is Paramount to Corporate Legal’s New Normal

By / September 7, 2020
Cleaning Up Your CRM Data – Ideas to Get You Started

Cleaning Up Your CRM Data – Ideas to Get You Started

By / September 7, 2020
The Merger of eMarketing & CRM – A Meaningful Integration

The Merger of eMarketing & CRM – A Meaningful Integration

By / August 24, 2020
Top Tips for Effective eMarketing & List Management

Top Tips for Effective eMarketing & List Management

By and / August 10, 2020
Moving Beyond Technology: CRM As A Strategy

Moving Beyond Technology: CRM As A Strategy

By and / January 22, 2020
Three Law Firms Tackle Data Quality – LTN

Three Law Firms Tackle Data Quality – LTN

By / December 28, 2019
Which Comes First – CRM or ERM

Which Comes First – CRM or ERM

By / December 25, 2019
10 CRM Mistakes and How You Can Avoid Making Them

10 CRM Mistakes and How You Can Avoid Making Them

By / December 21, 2019
Getting Engaged – Enticing Lawyers to Commit to Marketing Technology

Getting Engaged – Enticing Lawyers to Commit to Marketing Technology

By / December 19, 2019
Get Smart: The Future of CRM and the CRM of the Future

Get Smart: The Future of CRM and the CRM of the Future

By / December 19, 2019
Legal IT Insider 2019 in association with Peppermint Technology

Legal IT Insider 2019 in association with Peppermint Technology

By / December 19, 2019
Client Relationship Management – 10-11 Blue Hen News

Client Relationship Management – 10-11 Blue Hen News

By / December 18, 2019
Law Firm Business Development Forecast: Looking Brighter

Law Firm Business Development Forecast: Looking Brighter

By / December 18, 2019
Which Comes First, The CRM or The ERM?

Which Comes First, The CRM or The ERM?

By / December 18, 2019
Why Your Firm Should Be Concerned About the New CASL Changes Effective 7-1-2017

Why Your Firm Should Be Concerned About the New CASL Changes Effective 7-1-2017

By / December 17, 2019
Tech’s Role in Reducing Law Firm Marketing Spend

Tech’s Role in Reducing Law Firm Marketing Spend

By / December 16, 2019
7 Realities of CRM Success

7 Realities of CRM Success

By / December 15, 2019
Is CRM a Dying Resource or Is There a Place for it?

Is CRM a Dying Resource or Is There a Place for it?

By / December 13, 2019
How Thought Leadership Complements Account-based Selling Strategies in Law Firms

How Thought Leadership Complements Account-based Selling Strategies in Law Firms

By / December 12, 2019
10 Things Professionals Must Know

10 Things Professionals Must Know

By / December 10, 2019
The Next Level – Auditing Your Firm’s CI and BI (Chapter 8)

The Next Level – Auditing Your Firm’s CI and BI (Chapter 8)

By / December 8, 2019
8 CRM Implementation Best Practices

8 CRM Implementation Best Practices

By / December 8, 2019
Data Quality – the Silent Killer of Your CRM System

Data Quality – the Silent Killer of Your CRM System

By / December 7, 2019
Use Your Law Firm’s CRM To Improve Client Experience and Grow Business

Use Your Law Firm’s CRM To Improve Client Experience and Grow Business

By / December 7, 2019
Competitive Intelligence – Spy Games or Market Research

Competitive Intelligence – Spy Games or Market Research

By / December 6, 2019
Directions in Data Quality

Directions in Data Quality

By / December 5, 2019
Getting Smart About Competitive Intelligence

Getting Smart About Competitive Intelligence

By / December 4, 2019
The Power of Intelligence in the Business of Law

The Power of Intelligence in the Business of Law

By / December 2, 2019
Delivering Real Returns on CRM Deployments

Delivering Real Returns on CRM Deployments

By / June 12, 2019
The Top 10 Challenges to CRM Success and How to Avoid Them

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

By and / June 9, 2019
10 Success Tips for Managing Your eMarketing Lists

10 Success Tips for Managing Your eMarketing Lists

By and / May 30, 2019
When Attorneys Ask, “What’s In It (CRM) For Me?”

When Attorneys Ask, “What’s In It (CRM) For Me?”

By and / May 1, 2019
Top Benefits of Outsourcing Marketing Technology Support

Top Benefits of Outsourcing Marketing Technology Support

By / March 28, 2019
The Benefits of CRM Integrations

The Benefits of CRM Integrations

By / March 4, 2019
Six Tips to Select the Right CRM System

Six Tips to Select the Right CRM System

By / September 20, 2018
Garbage In/Garbage Out – Digging Your Way Out

Garbage In/Garbage Out – Digging Your Way Out

By / August 29, 2018
eMarketing and CRM Systems: Can We Talk?

eMarketing and CRM Systems: Can We Talk?

By / July 11, 2018
CRM Success Steps and Strategies

CRM Success Steps and Strategies

By / June 18, 2018
Recognizing the Quiet Power of Your CRM Data

Recognizing the Quiet Power of Your CRM Data

By and / May 17, 2018
Getting to the Heart of eMarketing

Getting to the Heart of eMarketing

By / May 9, 2018
How to Choose Customer Relationship Management (CRM) Software

How to Choose Customer Relationship Management (CRM) Software

By / April 6, 2018
Effective eMarketing – Processes & Procedures for Efficient Email Campaigns

Effective eMarketing – Processes & Procedures for Efficient Email Campaigns

By / April 1, 2018
GDPR Guidance: A Practical Approach to Preventing the Pain of Privacy and Anti-Spam Compliance

GDPR Guidance: A Practical Approach to Preventing the Pain of Privacy and Anti-Spam Compliance

By / February 21, 2018
Top Tips for Email Marketing Success

Top Tips for Email Marketing Success

By / February 13, 2018
Dealing with Data Quality Depression

Dealing with Data Quality Depression

By / February 2, 2018
Building Quality Data – A Sound Structure for Your CRM

Building Quality Data – A Sound Structure for Your CRM

By and / January 25, 2018
A Tax Audit of Your CRM

A Tax Audit of Your CRM

By / January 25, 2018
Avoiding the Spam Trap: Spam Filter Trigger Words

Avoiding the Spam Trap: Spam Filter Trigger Words

By / January 17, 2018
Contact Management 101: 10 Top Tips for Success

Contact Management 101: 10 Top Tips for Success

By / December 4, 2017
To Succeed with CRM, Try a Bigger or Better Hammer

To Succeed with CRM, Try a Bigger or Better Hammer

By and / August 31, 2017
The CRM Marathon

The CRM Marathon

By / August 4, 2017
Basics of CRM Success The Importance of Using a CRM System for Legal Marketing

Basics of CRM Success The Importance of Using a CRM System for Legal Marketing

By / June 6, 2016
Basics of CRM Success

Basics of CRM Success

By / April 12, 2016
Pipeline to Success: Firms Finally Embracing Business Development Technology

Pipeline to Success: Firms Finally Embracing Business Development Technology

By / May 20, 2015
Diving Into CRM

Diving Into CRM

By / May 14, 2014
Categorizing CRM Contacts – Let Me Count the Ways

Categorizing CRM Contacts – Let Me Count the Ways

By / October 18, 2013
An Apple a Day Keeps CRM Failure Away

An Apple a Day Keeps CRM Failure Away

By / March 5, 2013
The CRM Checkup

The CRM Checkup

By / July 24, 2010
Welcome to Fantasy CRM

Welcome to Fantasy CRM

By / July 14, 2010
Eat Your CRM Vegetables

Eat Your CRM Vegetables

By / July 8, 2010
Client Relationship ‘Management’

Client Relationship ‘Management’

By / December 31, 2009
CRM Success: Different Directions in Data Quality

CRM Success: Different Directions in Data Quality

By / August 15, 2008
WordPress Lightbox
Back To Top
×Close search
Search