Implementing a CRM system in a law firm is a tumultuous process that is filled with many challenges and milestones. After the initial stages of the rollout are completed - assessing the firm's needs, selecting the right system, and developing…
Autumn is a time for reflection and recalibration for law firms. The changing season is a strategic opportunity to assess and optimize your Customer Relationship Management (CRM) system. Just as students gear up with new supplies for the academic year,…
As a CRM success consultant for more than 20 years, I've seen firsthand the transformational benefits a CRM system can bring to a myriad of industries. While the legal sector is often slow to harness the power of technology, CRM…
Having a Customer Relationship Management (CRM) system isn't enough to achieve success in today's dynamic business landscape. The real edge comes from leveraging your CRM's advanced capabilities, ensuring it's tailored to your firm's unique needs and integrating it seamlessly with…
The summer season often provides a much-needed lull in the hectic pace of legal work. With fewer clients on vacation and some employees taking time off, it's the perfect opportunity to declutter and refresh your firm's CRM (Customer Relationship Management)…
Getting professionals to input or manage contacts in the CRM has always been a major goal and challenge for businesses. Firms have long struggled to convince users to consistently enter and maintain contact data. We think it is time to…
CRM Success is Possible! Yes, you read that title right. The words ‘CRM’ and ‘success’ were just used together. That’s because whether you are rolling out a new CRM system at your firm for the first time or trying to…
If you want to win any race, you have to train. For training to be effective, you need to start well in advance of the race and don’t expect quick results. While inadequate training won't get you to the finish…
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…
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