News & Analysis as of

Automation Systems Business Development Client Data

ClientsFirst Consulting

Naughty or Nice List: CRM Pitfalls and Best Practices

ClientsFirst Consulting on

This year’s CRM Success Survey revealed key insights into the most common pitfalls and best practices for leveraging CRM systems....more

ClientsFirst Consulting

Three Red Flags That Suggest Your CRM Data Has Gone Bad - And What to Do About It

Within the past few months, we have heard a lot about ‘red flags’ which are essentially behaviors or indicators that raise concerns about the health of a relationship. Whether your partner chews with their mouth open, or you...more

ClientsFirst Consulting

Four Strategies to Turn Your CRM into a Pot of Gold

Finding the right CRM system for your law firm can be trickier than catching a leprechaun. There are many options to consider, each with its own unique features and functions....more

ClientsFirst Consulting

Exploring the Boundaries of Using Artificial Intelligence in Legal Marketing

The advent of artificial intelligence has disrupted the landscape of legal marketing and business development and has the potential to significantly alter the way law firms operate. By leveraging AI’s data analysis...more

ClientsFirst Consulting

End-of-Year Strategies for Successful Contact Management

ClientsFirst Consulting on

As the year draws to a close and the festive season brings new networking opportunities, it’s an ideal moment to reflect on the importance of contact and relationship management, especially for new attorneys joining a firm....more

ClientsFirst Consulting

Navigating the Marketing, Business Development and Sales Continuum

ClientsFirst Consulting on

For years, law firm client development has evolved along a continuum, from marketing to business development to sales. While the individual paths may be distinct and may diverge in some areas, it’s vital to be able to...more

ClientsFirst Consulting

10 Tips to Maximize Marketing and Business Development Technology Value

Effectively leveraging marketing and business development technology is crucial for law firms looking to stay competitive and foster growth (which should be every law firm!). Marketing and business development...more

ClientsFirst Consulting

Five Ways to Use Advanced eMarketing and CRM Features in Business Development

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

ClientsFirst Consulting

Trick or Treat: Six Data Quality Management Tricks to Treat Bad Data

ClientsFirst Consulting on

As we prepare to hand out candy to the ghouls, ghosts, goblins, princesses or whatever may knock on our front doors, one thing that most firms aren’t prepared for is managing their data on a regular basis leaving their CRM...more

ClientsFirst Consulting

How to Rethink Your CRM as a Strategy, Not Just a Tool

ClientsFirst Consulting on

CRM has traditionally been thought of as a tool, a piece of software, or even a glorified Rolodex. But if you look at how marketing technology has evolved over the years, it’s not just a CRM anymore....more

ClientsFirst Consulting

12 Reports to Enhance CRM Adoption and ROI

ClientsFirst Consulting on

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

ClientsFirst Consulting

A Guide to Revamping Your Law Firm’s Customer Relationship Management System This Fall

ClientsFirst Consulting on

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

ClientsFirst Consulting

10 Ways to Harness the Potential of Your CRM System

ClientsFirst Consulting on

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

ClientsFirst Consulting

Boosting CRM Adoption in Law Firms: 10 Ways to Turn Challenges into Opportunities

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

ClientsFirst Consulting

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

ClientsFirst Consulting

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

ClientsFirst Consulting

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

ClientsFirst Consulting

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

ClientsFirst Consulting

Mastering the CRM Marathon: Actionable Steps to Continuous Growth and Success

Embarking on the journey of introducing a Customer Relationship Management (CRM) system to an organization can feel like to gearing up for an intense marathon. As you lace up your shoes and prepare for the challenges ahead,...more

ClientsFirst Consulting

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

ClientsFirst Consulting

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

ClientsFirst Consulting

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

ClientsFirst Consulting

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

ClientsFirst Consulting

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

ClientsFirst Consulting

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

38 Results
 / 
View per page
Page: of 2

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide