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When successful, a CRM system helps firms efficiently manage contacts and tracks interactions with current and potential clients to improve business development outcomes. Without a proper implementation strategy, however, a...more
Integrating eMarketing and CRM isn’t just a good-to-have feature in your marketing and business development efforts; it’s essential for optimizing client outreach and maintaining data quality. Nurturing and growing your...more
Marketing and business development professionals spend a great dMarketing and business development professionals spend a great deal of time carefully lining up plans to effectively communicate with key contacts. Like...more
For many professional services firms, finding ways to demonstrate CRM value and encourage adoption is a constant struggle. System usage is rarely mandated, which means the marketing team is put in the difficult position of...more
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....more
The digital era has seen the evolution of Customer Relationship Management (CRM) systems from simple digital address books to sophisticated tools packed with features like artificial intelligence, predictive analytics and...more
In the dynamic world of legal services, client relationships are paramount. While Customer Relationship Management (CRM) systems promise to enhance and streamline these relationships, many law firms grapple with an ongoing...more
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
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
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
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
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
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
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
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
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
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
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
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
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
Taking a business centered approach to legal issues continues to grow in practice. Modern law is here to stay, which encompasses the act of embracing emerging technologies and new partnerships to increase efficiency and make...more
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
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
Nurturing and growing your client base is essential to the success of your firm and building and integrating your email marketing system with your CRM is an essential way to stay top of mind with your clients and keep your...more
Spring is a time for new beginnings, and what better way to kick off the season than by freshening up your data? Research shows that up to 30% of data degrades each year as people get hired, fired, move jobs – businesses...more