Many firms think once they implement a CRM system, all of their contact management issues will disappear, but alas, that is not the case. CRM is not the answer to all of a firm's contact issues, but it will help…
Choosing the right CRM system is not an easy task. There are many options to consider and a failed CRM implementation can be extremely costly, not just in terms of the financial expense, but also because of the costs in…
Did you know that 70% of all CRM implementations fail to meet expectations? That's a staggering number. A failed CRM implementation costs firms thousands of dollars, and wasted time and resources. And for those in charge of running the CRM…
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…
Whether you are implementing a new CRM or trying to achieve greater success with your existing system, the Secrets of CRM Success Thought Leadership Series can help you be more successful. In Part 3 of our CRM Success webinar series…
Herding your CRM users or "cats" toward full participation is a challenge. The beauty of a CRM system is that by gathering and maintaining the collective information of all CRM users, contacts can be kept updated across the organization. If an attorney receives updated…
To ensure data quality, focus on these key areas: manage changes in the status of contacts, adopt "orphans" left behind by attorneys, input missing data, and gain full participation and adoption. Part 1: Degrading Data Quality In today’s highly mobile…
When some larger firms with sophisticated marketing departments began to realize the limitations of spreadsheets years ago, they started looking for alternatives. But because the profession had not been focused on sophisticated business development tracking or technology in the past, there were…
This is where real pipeline software can help to take a law firm’s business development to the next level. A true business development pipeline allows opportunities to be entered and linked to related people and companies. Pipelines also allow for…
As with any type of technology implementation, ongoing communication and training will be imperative. End users need to understand the reasons for CRM and, most importantly, what’s in it for them. Share CRM Success & Benefits Create benefit statements for…
While a CRM checkup may be the best preventative medicine, sometimes we just don’t want to get diagnosed. We put it off because we get busy or because we figure if we ignore the problem long enough, maybe it will…
Human nature dictates that we all tend to do things that are in our best interest. This is especially true in the context of technology adoption in a law firm. For attorneys, time is money, literally, so they are not…
Whether you are rolling out a new CRM system or trying to enhance the adoption or participation with your current system, effective CRM communications is key. At most firms, you've really got to talk it up. In some firms, you may…
There are also some good numbers that can be used as proxies for CRM success and progress, especially during the initial stages of a CRM rollout. This is a time when it can be a bit premature to try to…
After you realize how much you have sunken into a CRM project – the time, money and, especially, credibility – it’s easy to start getting nervous. You dove right in and purchased the system, you started off with a smooth…
So you resolve to make this the year to focus on CRM success. What a great New Year’s resolution. This will finally be the year that you'll roll the system out firm wide… in the first quarter. You’ll put training,…
It's that time again. We ring in the New Year. Pop the champagne cork. Watch the big ball fall. Catch a few fireworks. If we’re lucky, we may even get a smooch or two. Then the next thing you know it's one-one-one-one,…
