A lot has changed in the world of CRM systems for law firms. New systems, hosting options and features spell significant change for CRM users. Chris Fritsch, CRM Success Consultant at CLIENTSFirst Consulting LLC and Jasmine Trillos-Decarie, Chief Business Development Officer at Stoel Rives LLP will help to demystify the outlook for CRM in their session,
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 to be installed to pipe the information where it needs to be?
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.
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.
Are your people onboard with business development pipeline success? To ensure a successful outcome. the business development pipeline technology must first be supported at the highest leadership levels in the law firm. Next, there must be knowledgeable, well-trained people dedicated to inputting the data.
Too often, firms are willing to spend money on a system but don’t budget for other essential resources. More important than the investment in the technology can be the time and human resources required for success. Dedicated CRM staffing is not only necessary,
Once you have selected your system, you can begin planning for the CRM rollout. Don’t make the mistake of attempting a “boil the ocean” implementation, deploying too many features to too many people in too big a hurry.
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 – it’s impossible.
When it comes to CRM success, there is no one-size-fits-all solution. There are, however, some almost universal ways to fail. Trying to roll out the software to everyone in the firm all at once is one good way.
The potential remedy for your data quality depression will depend upon the underlying cause. To diagnose the cause of your underlying symptoms, you must first assess the situation and figure out exactly where it hurts. Potential pain points may include:
A lack of adequate staffing to keep up with the data quality issues
Failure to dedicate adequate resources to data maintenance
End users and assistants who do not take responsibility for their data
Incorrect configuration of your system causing an increase in the number of data quality tickets or tasks
A lack of formalized training to ensure that end users understand and embrace their responsibilities
A lack of management support to encourage participation or provide resources or incentives for compliance
Data quality depression has been described as an emotional state characterized by feelings of sadness, despair, and discouragement – often accompanied by a strong desire to bang your head against the wall… repeatedly. For your mental health,