System Experience & Expertise
The CLIENTSFirst Team is committed to helping you succeed with Marketing and Business Development technology. Our consultants work with many leading technology providers to select and deploy the right solution for each Client we serve, whether it’s Customer Relationship Management (CRM), Marketing automation, Enterprise Relationship Management (ERM) or another system.
We are proud of our experience and expertise with these industry-leading technology products, and we continue to explore new technologies to deliver the right solutions and services to meet our Clients’ needs.
CRM Experience and Services
For more than 10 years, the CLIENTSFirst team of experienced Customer Relationship Management (CRM) consultants and professionals has been helping our Clients find the right CRM systems and providers to ensure marketing and business development success. We have deep knowledge of and experience with many leading systems including:
3E Business Development
Thomson Reuters Elite Business Development Premier combines CRM and Enterprise Relationship Management capabilities with company data from Thomson Reuters, competitive intelligence from Monitor Suite and optimized campaign management functionality. Business Development Premier is built on Microsoft Dynamics CRM technology.
For over twenty-five years, ContactEase CRM has helped more than 250 top law and accounting firms acquire and retain clients by ensuring that the right people get the right communications at the right time. ContactEase has more than 90% adoption resulting from our seamless Outlook integration, easy-to-use tools and a highly experienced support team.
IntelliPad CRM provides marketing automation and contact information accuracy for law firms and other professional organizations. It offers direct emailing and two-way integration to Constant Contact, Act-On, and Emma. Secure landing pages for RSVP’s and subscriptions automatically update the database, and it is installed for Office 365 and on-premise SQL Servers, Exchange, and Outlook.
InterAction® is a leading provider of CRM software that enables professional services firms and other relationship-based organizations to create the relationship intelligence they need to uncover new business opportunities. InterAction is part of LexisNexis®, a leading global provider of legal, regulatory and business information and analytics to help customers increase productivity, improve decision-making and outcomes and advance the rule of law around the world.
OnePlace is a cloud-based Client Intelligence solution that helps Professional Services firms build stronger relationships with clients by providing a complete suite of tools and resources tailored to your firm’s needs. Because OnePlace is built on the Salesforce™ platform, it is secure, reliable and fast and can integrate with all your internal systems such as Exchange, time & billing, HR, as well as publications and event management tools.
Microsoft Dynamics delivers a comprehensive, end-to-end approach to business applications, unifying data and relationships, building intelligence for decision making, and accelerating business transformation. Dynamics connects finances, sales, service and operations, and streamlines processes while improving customer interactions, and enabling growth.Dynamics moves beyond basic email marketing tools and empowers sellers with insights to personalize relationships, predict customer needs, and increase sales.
Salesforce is the intelligent CRM platform for businesses of all sizes. Recognized as a market leader for CRM technology, Salesforce provides out-of-the-box solutions that let growing businesses easily implement cutting-edge technology and connect all solutions that are important to them. Its cloud-based applications for sales, service, marketing, and more don’t require IT experts to set up or manage.
Whether you are exploring CRM options for the first time, considering a change to a new system or having some challenges with your current implementation, CLIENTSFirst can help.
We have helped hundreds of top organizations succeed with CRM by providing consulting advice including:
- CRM vendor and system selection
- Technology needs assessments
- CRM success strategies and planning
- CRM training and communication
- CRM staffing and resource assessments
- System configuration and assessments
- Data quality assistance and assessments
- Process and resource assessments
- CRM integrations
- Technology upgrades
eMarketing Experience and Services
eMarketing tools are a critical component of an organization’s communications and brand strategy. The CLIENTSFirst team of experienced consultants and professionals helps firms select and implement the right eMarketing systems to meet their marketing and business development goals. We have experience with many leading systems including:
Manage and nurture your business relationships more effectively. Concep’s easy-to-use marketing technology and in-depth knowledge of how professional and financial services firms operate create a powerful B2B digital marketing solution. Integrated digital communications and actionable insights mean marketing and sales teams can work more effectively leaving more time to be strategic.
Vuture was established to transform the communication and event model for professional services. Our cloud-based software enables its users to create value-driven client experiences that resonate to build trusted relationships and drive brand loyalty.
Like most businesses we couldn’t do it on our own. We work with clients and partners to innovate and grow, whilst ensuring that what we deliver is tailored to our customers’ wants and needs to help them do the same.
Whether you are exploring your eMarketing options for the first time, considering changing to a new system or having some challenges with your current implementation, CLIENTSFirst can help.
We have helped hundreds of top organizations succeed with eMarketing by providing consulting advice in these areas:
- eMarketing System needs assessment and selection
- eMarketing Staffing and resource Assessments
- eMarketing consulting
- Data Privacy compliance
- System integrations
- Targeted eMarketing training
- System rollout planning and assistance
ERM Experience and Services
Enterprise Relationship Management (ERM) systems can play an important part in helping understand business relationships and helping organizations reach their business and marketing goals. The CLIENTSFirst team of experienced consultants and professionals helps Clients successfully select and implement ERM systems. We have a wealth of experience with a number of leading systems including:
gwabbit is the industry’s original signature scraping ERM/DQM solution, leveraging email data to source 2 to 3 times more current contacts and relationship data to your CRM. Gwabbit Reports enable you to identify relationships, List Manager easily creates and refines mail lists and Alerts update address books with the latest contacts.
Introhive’s Relationship Data Science platform for CRM drives user adoption and increases your firm’s business development efficiency. Data automation increases productivity and improves accuracy and completeness of data in CRM. Relationship intelligence helps professional services firms better understand relationships with their clients and prospects – accelerating business development and marketing.