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Naughty or Nice List: CRM Pitfalls and Best Practices

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

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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

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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

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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

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End-of-Year Strategies for Successful Contact Management

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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

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Navigating the Marketing, Business Development and Sales Continuum

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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

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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

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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

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

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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

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

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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

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12 Reports to Enhance CRM Adoption and ROI

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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

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

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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

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10 Ways to Harness the Potential of Your CRM System

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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