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How Poor Data Can Undermine Your CRM Strategy

In the world of information management, the age-old phrase “garbage in, garbage out” resonates deeply. While technology has evolved, bringing in sophisticated systems and tools, the challenge of flawed data management...more

10 Best Practices for Harnessing the Power of Your CRM

Customer Relationship Management (CRM) systems, the cornerstone of today’s businesses, have been rapidly evolving to offer powerful features and tools.  With the infusion of artificial intelligence, machine learning and...more

Five Data Cleaning Tricks for a Productive Fall Season

Autumn is a season of transformation and preparation. As the leaves change colors and the temperatures drop, October is a time to take a closer look at your internal practices, gearing up for the end-of-year rush. One...more

Maximizing CRM Adoption in Law Firms: A Guide to Elevating Value and Engagement

Customer Relationship Management (CRM) tools have long held the promise of streamlining client interactions and fostering business growth. Yet, many law firms grapple with one persistent hurdle: low CRM adoption rates among...more

Is Outsourcing the Right Solution for Your Law Firm?

Smart leaders are always looking for ways to make their firms more efficient and profitable. Outsourcing some administrative functions, especially in areas involving some of technologies that support marketing and business...more

Preparing for the Holiday Season: A Guide to Streamlining Your Holiday Mailing List

As the holiday season approaches, there’s one task that tends to loom large on the agenda of law firms: updating holiday mailing lists. Before diving into the hustle and bustle of designing holiday greetings or choosing the...more

Is Marketing Automation Right for Your Law Firm?

Marketing automation has been buzzing around in the corporate world, and several firms are caught in the whirlwind, wondering if it’s the right move for them. While giants like Marketo and Eloqua introduced this concept, its...more

Avoiding Common CRM Pitfalls: Top 10 Mistakes and How to Sidestep Them

CRM systems are a fundamental aspect of modern business operations. But as with all things, there’s a right way and a wrong way to implement them. Here’s a succinct breakdown of ten frequent missteps companies make regarding...more

Small Actions, Big CRM Impact: Harnessing the Power of Daily Habits

We’ve all grown up hearing the adage, “An apple a day keeps the doctor away.” This simple piece of wisdom underscores the importance of consistent, daily habits. Interestingly, this philosophy isn’t just confined to health...more

Mastering CRM Metrics: Strategies for Measurable Success

Customer Relationship Management (CRM) systems have evolved as integral tools in the business landscape. When properly implemented and managed, they hold the potential to skyrocket an organization’s growth. However, the...more

10 Ways to Refresh Your CRM System This Fall

As the leaves change color and the air turns crisp, it’s a reminder that change is essential and inevitable. Just like nature, our CRM systems need a seasonal overhaul. Here’s how to embrace the spirit of fall and refresh...more

1 + 1 = 3: How CRM Integrations Can Exponentially Enhance Law Firm Business Development Efforts

In the legal sector, strong relationships between a law firm and its clients are essential. As clients increasingly expect efficient digital interactions, firms are exploring new tools and ways to enhance their service...more

How to Refocus on CRM and Data Quality in Your Marketing Efforts This Fall

CRM (Customer Relationship Management) systems have proven to be pivotal tools for numerous industries, and the legal sector is no exception. As law firms ramp up their marketing initiatives this September, it’s crucial to...more

Best Practices for Creating a Smarter Law Firm Content Marketing Strategy

What can you do with one piece of content? If you guessed turning it into 11 other pieces of content that you can use to build your brand and business, you guessed right!...more

How to Measure CRM Success at Every Stage of Implementation

A CRM (Customer Relationship Management) system can significantly impact an organization’s growth trajectory. But how do you measure the success of your CRM implementation?...more

Why Fall is the Perfect Season to Refresh Your CRM and Data Quality Strategy

As the vibrant hues of fall begin to appear, businesses should consider using this season as an opportunity to enhance key areas of their operations. One such critical area that can benefit from seasonal reflection is...more

10 Top Reasons Your Law Firm Needs a CRM

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,...more

Take Your CRM to the Next Level: Maximizing Impact Through Advanced Strategies

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...more

CRM Summer School: Contact Management 101

During the dog days of summer, as law firms begin preparing for the fall and winter seasons, there is no better time to dive into a crash course on contact management to help with CRM clean up. This knowledge holds value...more

Take Your CRM to the Next Level: Advanced Strategies for Maximum Impact

A CRM (Customer Relationship Management) system streamline the time-consuming tasks of client management to make communications more efficient for law firms and more meaningful for their clients. With an optimized CRM system,...more

Why August is the Ideal Time to Focus on Your CRM and Data Quality Efforts

Many businesses may slow down some of their operations during the summer months. However, smart companies know that August presents a unique opportunity to enhance critical aspects of their business....more

10 Strategies to Supercharge Your CRM System This Summer

The summer is a great time to give your CRM system a seasonal overhaul. While summer may be a relatively slower period for some industries, it’s an ideal time to get your CRM system in top shape before the busy fall...more

The Importance of List Cleaning for Your Holiday Card Mailing

Before you know it, the holiday season will be here. Each year many firms embark on the annual tradition of sending out holiday greetings to clients and friends of the firm....more

Video: Improving Your Data Management Practices

Without good data, a vast majority of your technology implementations will fail. Many organizations have lots of disconnected data and are drowning in vast amounts of data coming in from various technology systems....more

Four Ways the Legal Industry Can Effectively and Responsibly Use Artificial Intelligence Tools in Their Marketing Efforts

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...more

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