I'm sure we've all heard the saying “an apple a day keeps the doctor away.” And you’re probably wondering what does this have to do with my CRM system. Well, similar to eating apples, it is the little things you…
To improve CRM adoption and contact data sharing, regular reporting is a must. The right reports can provide the key information and value that CRM users expect and also drive their interest and buy-in. For many professional services firms, finding…
When implementing a CRM, a number of challenges can arise that hinder CRM 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…
In this spooky season of vampires, witches and scary clowns, we’d like to add one more to the mix – data quality nightmares – which can be more frightful than a marathon of Freddy Kreuger movies to some of us.…
A successful CRM implementation is not necessarily easy. But not everyone gets that. In fact, sometimes it seems that organizations think you can just buy a CRM system, plug it in and turn it on and clients will line up…
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…
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…
Once you have a solid CRM foundation to build upon, it’s time to begin building out the CRM framework for your system. Of course, the building blocks for every CRM are the contacts, including both people and companies. CRM Contact "Building Blocks"…
CRM isn't a project or an implementation. It’s a fundamental change – and improvement – in how your firm manages its most important assets – its relationships. As a result, CRM deployments shouldn’t end – they should evolve. There will…
Have you ever heard the saying that you have to walk before you can run? It’s usually being spouted off by one of those really annoying self-important know-it-alls with all of their clever little sayings. You know, the ones who…
It’s always nice when something we say is reinforced by really smart people like the folks at McKinsey & Company. One of their articles about change management suggests that there are four basic conditions that must be met before people…
When you first begin a CRM rollout in your firm, it's easy to get carried away and want to really take off right out of the gate. It's perfectly understandable that you might get excited about the potential of CRM to help…
It’s always more fun to travel with a friend, so you may want to invite some CRM users and other folks along for the ride. CRM is a team sport. Trying to go it alone is not only incredibly painful…
So what should you pack for your journey to CRM success? First I would start with some patience. CRM success is rarely instantaneous, and if you are in a hurry to see immediate results, you are often going to be…
I recently heard someone comment that CRM is a journey, not a trip. Truer words were never spoken. As many of my Clients will tell you, I am fond of saying that CRM is not a project, an initiative or…
So now that we’ve identified so many ways to use CRM categories, your head may be spinning as you try to figure out what to do next. On the one hand, the great thing about CRM is that it can…
The way to avoid causing a CRM 'revolution' at your firm and have a truly Happy CRM New Year is to forget about all of the sweeping changes you resolved to make. Instead, you need to make only one resolution…
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,…
