Are you considering a new CRM? Before you decide to purchase a new system, a better and more budget friendly option may be to update and improve your current system and more effectively utilize what you have. Many relationships go…
When implementing a CRM, a number of challenges can arise that hinder its success. In fact, respected researchers suggest that up to 70% of CRM implementations may fail to meet expectations. Despite these high failure rates, it’s possible to position…
Lawyers are busy and often resistant to change, so getting them on board with using a new or even your existing CRM system can be challenging. But if you approach your CRM efforts as a value-added benefit that will support…
Join Chris Fritsch, President and Marketing Technology Success Consultant at CLIENTSFirst Consulting, for part one of the Legal Marketing Association's Southwest Region's Virtual Summer Series on June 21 at 12pm CT on Best Practices for CRM and Marketing Technology Selection…
The past two years have brought dramatic change to every aspect of our lives, and CRM and data quality management are two areas that have seen major shifts as well. Here Chris Fritsch explores some key trends that are reshaping…
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…
There are plenty of benefits to be gained by integrating systems with CRM, as we discussed in our last post, “The Benefits of CRM Integration.” So, what are some of the more beneficial CRM integrations when it comes to legal…
Even though the entire law firm business model is built around forging long-term relationships and connections, there probably is no other industry with more disconnected systems and data. Legal marketing professionals and technologists are constantly struggling with the challenges caused…
Once the outside structure of your CRM is solid, it’s time to think about the infrastructure within your CRM system. How will the information need to flow within the system and externally? What types of connections or integrations will need…
Is it time for a CRM renovation or a tear-down? Many of the firms we work with have had their CRM systems for years or even a decade or more. They can likely still remember their CRM building process and…
Once you have finished with your internal needs assessment, you are ready to consider solutions. One of the CRM ‘must haves’ for law firms is seamless CRM integration with Outlook. Let’s face it, attorneys are busy. These people are balancing…
