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CRM Data Management Best Practices

ClientsFirst Consulting

What is Data Cleaning?

The emphasis on having clean, correct and up-to-date data in law firms has increased as more firms leverage client information to drive business decisions. This sentiment is shared across multiple industries, as 95% of U.S....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

ClientsFirst Consulting

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

ClientsFirst Consulting

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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Five Ways Garbage Data Can Undermine Your CRM Strategy

We have come a long way since the old term “garbage in, garbage out” was first used to describe flawed –i.e. garbage — data input that produces flawed “garbage” output. ...more

ClientsFirst Consulting

Six Data Quality Management Issues and How to Solve Them

After you have implemented your CRM system, how can you ensure that the data coming in is clean, correct and up-to-date? Not only that but how can you make sure it stays clean?...more

ClientsFirst Consulting

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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Strategic Marketing Insights for Small- and Mid-Size Law Firms: Highlights from Our Latest Webinar

In the competitive landscape of the legal sector, the right marketing strategies can set a firm apart. For small- and mid-size law firms, with less resources and budget, this differentiation is crucial. With ever-evolving...more

ClientsFirst Consulting

Best Practices for Keeping in Touch With Your Alumni

Schools, businesses, non-profits and other organizations need alumni relations programs to help with critical initiatives such as recruiting, fundraising/donations, sales/business development, referrals and general positive...more

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Seven Secrets for Driving CRM Adoption Success - Part 1

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Are your professionals using the CRM system? If not, it’s time for a different approach to gaining adoption. These tips can help your team see the value and benefits of CRM - and may actually get them to use it....more

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Go With the Flow of Data Cleaning Part 2 - Planning for Data Quality

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Bad CRM data can compound exponentially, impacting marketing and business development. It’s essential to understand the scope of your data problems and follow a plan for regular data cleaning....more

ClientsFirst Consulting

[Webinar] #EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them - January 27th, 11:30 am ET

Almost every law firm currently using CRM and other marketing and business development software is looking for ways to increase the ROI on these technology investments. In the pursuit of success with technology, sometimes...more

ClientsFirst Consulting

The Dirty Data Domino Effect: Mastering the Game – Part 3

We could talk all day about the giant puzzle created by dirty data. But to master the data quality domino game, it’s more important to focus on stopping the data dominoes from falling and blocking future issues so you don’t...more

ClientsFirst Consulting

Relieving the CRM “Tax” Burden

I often see charters and business cases with a list of desired CRM benefits that look like this list below...more

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