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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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How to Improve Data Quality

The legal industry thrives on accurate information. Client information guides marketing, improves operations, and ensures lawyers give clients the best representation possible....more

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The Hidden Cost of Bad Data in Law Firms - and How To Fix It

In today’s data-driven world, law firms rely on large amounts of data to develop relationships, win new business, and serve client needs. Whether attorneys or professionals are managing client relationships in their CRM or...more

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Getting Real About CRM Success: Four Steps to Safeguard Your CRM System

Implementing a CRM system in a law firm is a tumultuous process that is filled with many challenges and milestones. After the initial stages of the rollout are completed – assessing the firm’s needs, selecting the right...more

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Five Steps to Revamp Your CRM System This Spring

As the days lengthen and flowers begin to bloom, spring isn’t just a time for nature to awaken – it’s the perfect opportunity to awaken your CRM system from hibernation.  After the hustle and bustle of fall and winter,...more

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Cleaning Up Your CRM Data: Five Ideas to Get Started

In today’s day and age, we are inundated with large amounts of data, coming in from new sources, containing a greater variety and more complex data sets. But what we need isn’t more data, but better data. According to trusted...more

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Six Festive Strategies to Enhance Your CRM

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As the holiday season rolls in, bringing a spirit of joy and celebration, it’s the perfect time to revitalize your Customer Relationship Management (CRM) system. Just as we deck the halls and trim the tree, your CRM deserves...more

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[Webinar] Epic CRM Fails Part 3 - CRM Adoption Fails & How to Avoid Them - September 29th, 12:30 pm EST

#EpicCRMFails Webinar Series - 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...more

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