It was great to see everyone at LMA23, and we hope you had as great of an experience as we did. Topics such as how to use AI effectively and responsibly, and the many new marketing technology services and software…
In today's digital age, the legal industry is not exempt from the transformative influence of technology. As law firms strive to stay ahead in an increasingly competitive landscape, embracing innovative tools and strategies is crucial. One such area that is…
It doesn’t matter how big or small your firm is, if you have employees who have left with whom you want to keep in touch, you should consider creating an alumni relations program. Many firms aren’t investing in creating these…
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…
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…
A staggering up to 70% of CRM and other technology implementations fail to meet expectations. The problem has more to do with people and process than technology. You often don’t get a second chance to get buy-in to the CRM…
On the third day of CRM Chris Kringle Fritsch informed me, three things CRM should do for me! CRM can do a thousand things, literally. But how do you know what it should do for your business? The answer is…
On the second day of CRM Chris Kringle Fritsch told me, the origins of bad data! With more than 20 years of CRM consulting experience, all of Chris Fritsch's clients have at one time or another experienced problems with data…
On the first day of CRM, Chris Kringle Fritsch explained to me, how to measure CRM success! CRM success is different for every firm. If you have a CRM system, success can and should be measured. Figuring out which metrics…
Over the more than 15 years we have spent working together with hundreds of top law firms on marketing technology selection and success, we have seen a number of changes, developments and trends in the industry. This experience as trusted…
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…
Chris Fritsch, Founder & CRM Success Consultant for CLIENTSFirst Consulting, and Stefanie Marrone, Founder of Stefanie Marrone Legal Marketing Consulting | The Social Media Butterfly, recently presented a webinar on their experiences with creating and managing alumni relations programs, alumni data management strategies and…
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.…
As organizations increasingly use data and analytics to help make business decisions and base their strategies on the insights gathered from them, ensuring that you have reliable data is imperative. Yet, some firms still don't see why data quality is…
CLIENTSFirst Consulting Founder and CRM Success Consultant Chris Fritsch will co-present an in-person panel presentation on best practices in law firm alumni relations at the 2022 LMA Mid-Atlantic Regional Conference on October 12 at 11:45am ET in Washington, DC. Law…
We may seem like those crazy neighbors at the end of the block who are already putting up the colored lights and inflatables for the holidays weeks before Halloween, but if you are tasked with your firm’s holiday card list,…
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…
As law and other professional services firms today struggle with staffing issues due to the ‘Great Resignation’ and deal with employees working from home and/or hybrid, it’s no wonder that outsourcing has been increasing almost exponentially over the last few…
Join Chris Fritsch, Founder of CLIENTSFirst Consulting and CRM Success Consultant, and Stefanie Marrone, law firm marketer and popular Social Media Butterfly blogger, for part three of their popular marketing small- and mid-size law firm webinar series on August 10…
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 and Stefanie Marrone for part 2 of their webinar on effective marketing strategies for small- and mid-size law firms on June 23 at 12:30pm ET. In this webinar, Chris Fritsch, CRM and marketing technology strategist and consultant…
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…
Chris Fritsch will present a program on "More with Less: Effective Marketing and Business Development Strategies for Small and Mid-Sized Law Firms" at the Ark Mid-Size Law Firm Summit in Chicago on June 14-15 with Stefanie Marrone. Chris and Stefanie…
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…
Before deciding on a new CRM, follow these steps to select the right CRM system that meets your requirements, enhances adoption, offers value to your users – and can provide a return on your investment. Research estimates that up to…
Download a PDFAre your professionals using the CRM system? If not, it’s time for a new approach to gaining adoption. These tips can help your team see value and benefits in CRM - and may even get them to use…
In 2021, law, accounting and other types of professional services firms saw an increase in leveraging digital and cloud-based CRM and ERM technologies. But how can your firm embrace this change if you’re still dealing with dirty and dated data? Join…
This article originally appeared in the Ackert Inc. Blog and is published here with permission of the author. At corporations, products and sales are two distinct areas of the business. In contrast, in typical professional service firms, the ones who…
Are you considering a new CRM? Before deciding to purchase a new system, a better and more budget-friendly option may be to update and improve your current system and better utilize what you have. You may be familiar with “Love…
If your CRM performance is uneven or failing lately, you’ll probably find deficiencies in Communications, Training or Data Quality. Regular attention and resourcing will help. Every organization strives to make their CRM deployment as smooth and painless as possible, but many…
If you’re still struggling with CRM adoption challenges, taking a “white glove” approach can help. Customize training for the attorneys’ specific needs, and ensure they’re getting value. In our last post, we explored four essentials to help drive CRM adoption…
Are your professionals using the CRM system? If not, it’s time for a new approach to gaining adoption. These tips can help your team see value and benefits in CRM - and may get them to use it. CRM isn’t…
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. CRM experts Chris Fritsch of CLIENTSFirst Consulting and Whit McIsaac of…
Almost every firm using CRM and other marketing and business development software is looking for ways to increase the ROI on their technology investments. In the pursuit of success with technology, sometimes learning what NOT to do from people who…
When appropriately integrated into operations, a CRM system has the potential to be so much more than a tool for tracking interactions and managing contacts, says Monica Kriegel of Armstrong Teasdale. In her article, “Using Your CRM For More Than…
Do you want your professionals to use CRM to support their business development efforts? Provide some training to help them leverage CRM data, and show them the value and benefit they'll gain from it. Now that Enterprise Relationship Management (ERM)…
Imagine removing your attorneys and their assistants from the CRM data input process and eliminating your “CRM adoption” roadblocks forever. That vision is now a reality – with ERM. Over the last few years, a new technology has emerged that…
Outsourcing is a cost-effective solution for staffing CRM, eMarketing and Data Quality roles. But misconceptions about outsourcing can get in the way. This post separates the myths from the facts. Research indicates that up to 70% of CRM implementations fail…
Join us for this LMA Canada Roundtable on CRM! We will dive deep, discuss successes, and work through struggles with CRM experts who bring decades of experience. They will share insights on: Maintaining lawyer engagement Knowing when to shop around…
It was Winston Churchill who said never let a crisis go to waste. For not years but decades, organizations have been struggling with CRM. Collectively, law firms have invested millions of dollars and hours trying to get value out of…
Being able to effectively communicate with clients and contacts over email has been a priority for many firms during the past year – and continues to be as in-person live meetings and events are essentially still on hold for the…
When exploring eMarketing and CRM systems and integrations, here are a few more features and other important things to consider: Analytics More firms are finally starting to rely on metrics to help refine the content they send. The eMarketing system…
Often when firms embark on implementing a Client Relationship Management (CRM) system, the primary motivation is to have centralized contacts and lists so they can send clients and prospects newsletters, alerts, thought leadership pieces and/or event invitations. Significant effort and…
The Perfect Partner/Provider The beauty of technology is that it can do so many things. The problem with technology is… it can do so many things. But for technology to succeed, it has to satisfy a need. So, it can…
When it comes to deriving value from a CRM system, law firms (and many other organizations) continue to struggle with issues such as getting buy-in, encouraging adoption, leveraging information from integrations, improving bad data and evaluating ROI. Whatever your particular…
Law firms are demanding more from their CRM technology than ever before. While managing contacts, mailings, and events are still important, Marketing and Business Development teams are now focused on higher level goals like more efficiently and effectively serving clients…
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