News & Analysis as of

Law Practice Management Data Management Client Data

ClientsFirst Consulting

Safeguarding Your Law Firm’s CRM System with Data Stewards

In today’s data-driven legal landscape, Client Relationship Management (CRM) systems have become indispensable tools for law firms. However, the effectiveness of this tool hinges on the quality and security of the data it...more

ClientsFirst Consulting

12 Days of CRM: Day 10 - How Business Development Supports Closing Business at Law Firms

ClientsFirst Consulting on

On the 10th day of CRM Chris “Kringle” Fritsch explained to me, how business development supports closing business for attorneys! To properly develop clients, successful business development is vital to win business. But...more

ClientsFirst Consulting

12 Days of CRM: Day Eight - Managing Data with a Digital First Strategy

ClientsFirst Consulting on

On the eighth day of CRM Chris “Kringle” Fritsch told me, how law firms are managing data with a digital-first strategy! As more and more law firms transition to a digital-first strategy, firms are trying to maintain...more

ClientsFirst Consulting

Two Ways to Redefine & Achieve CRM Success - July 2023

Getting professionals to input or manage contacts in the CRM has always been a major goal and challenge for businesses. Firms have long struggled to convince users to consistently enter and maintain contact data....more

ClientsFirst Consulting

How to Avoid CRM Implementation Challenges

ClientsFirst Consulting on

Did you know that 70% of all CRM implementations fail to meet expectations? A failed CRM implementation costs firms thousands of dollars, and wasted time and resources....more

ClientsFirst Consulting

Seven Secrets for Driving CRM Adoption Success - Part 2

ClientsFirst Consulting on

If you’re still struggling with CRM adoption challenges, taking a “white glove” approach can help. Customize training for the attorneys’ specific needs, and ensure they’re getting value. ...more

Reveal

IG Malpractice: If IG and Compliance are so important for your clients, why are you so bad at following your own advice?

Reveal on

COVID-19 has forced a digital transformation across all economic sectors but perhaps impacted the legal industry to a much higher degree than other regulated industries. Many law firms had to transition from accessing...more

ClientsFirst Consulting

Redefining CRM Success - Part 2: Beyond Adoption

Imagine removing your attorneys and their assistants from the CRM data input process and eliminating your “CRM adoption” roadblocks forever. That vision is now a reality - with ERM....more

ClientsFirst Consulting

Get a Grip on Your CRM Data: 7 Steps to Improve Data Quality - Part 2

There is a simple methodology for achieving good data quality in your CRM system. By following these additional steps you will improve your data - and your marketing and business development outcomes....more

ClientsFirst Consulting

Get a Grip on Your CRM Data: 7 Steps to Improve Data Quality - Part 1

Good data quality may seem like a lofty goal, because keeping CRM contact records clean and current requires some frequent heavy lifting. These seven steps can bring better data quality within reach....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 Merger of eMarketing & CRM – A Meaningful Integration

Often when firms embark on implementing a Client Relationship Management (CRM) system, the primary motivation is to have centralized contacts and lists so they can send clients and prospects newsletters, alerts, thought...more

ClientsFirst Consulting

Marketing and Business Development Success in TheNewNormal

As states across the country consider lifting restrictions and allowing business and other activities to resume, many businesses are anticipating what operations will look like in the weeks, months and even years to come....more

ClientsFirst Consulting

Why Correct Contact Data Is Critical During the COVID-19 Crisis

As the COVID-19 situation is rapidly unfolding, it has never been more important to be able to effectively communicate and maintain relationships with your core constituencies – but this can be challenging. We are hearing...more

ClientsFirst Consulting

Moving Beyond Technology: CRM As A Strategy

The rapid pace of technology development can be dizzying. In the professional services arena, technology is accelerating change in every department and practice and affects almost all roles and responsibilities. In...more

ClientsFirst Consulting

Architecting a Successful CRM Project

ClientsFirst Consulting on

Building your own dream home is something that many people want to do someday. While the concept sounds lovely - having your perfect place with all of the features your heart desires - many people don’t contemplate that, like...more

ClientsFirst Consulting

The Dirty Data Domino Effect: It’s Not Just a CRM Problem – Part 2

Bad data in professional services firms often transcends the CRM. Time and billing data can often be the worst. In many firms, the information in the financial systems is often entered haphazardly by assistants whose primary...more

ClientsFirst Consulting

When Attorneys Ask, “What’s In It (CRM) For Me?” – Part 1

Most law firms have a CRM system, but few can say that they are actually getting return on their CRM investment. How much value it provides in a law firm depends on attorney buy-in. If your firm wants to increase adoption,...more

ClientsFirst Consulting

Top Benefits of Outsourcing Marketing Technology Support – Part 1

Firm leaders are always looking for ways to make their organizations more efficient, reduce costs, improve business development effectiveness and enhance profitability. To help firms achieve all of these important goals,...more

ClientsFirst Consulting

The Top 10 Challenges to CRM Success and How to Avoid Them – Part 1

There are a number of issues and challenges that can occur when implementing a CRM that prevent CRM Success. In fact, research from leading industry experts has suggested that up to 70% of CRM implementations may fail to meet...more

ClientsFirst Consulting

Manage CRM Expectations To Avoid Epic CRM ‘Fails’

It’s no secret that CRM system implementations can be complex and often problematic – and, as a result, they often have notoriously high failure rates. In fact, research from industry experts indicates that up to 70 percent...more

ClientsFirst Consulting

The Benefits of CRM Integrations

Even though the entire law firm business model is built around forging long-term relationships and connections, there probably is no other industry with more disconnected systems and data. Legal marketing professionals and...more

ClientsFirst Consulting

Garbage In/Garbage Out – Digging Your Way Out

Since it was first coined in the world of computer science in the 1950s, the phrase “garbage in, garbage out” has been a popular metaphor for flawed, or nonsense data input that produces flawed or nonsense output, aka...more

ClientsFirst Consulting

Six Tips to Select the Right CRM System

Research estimates that up to 63% of CRM systems fail to meet expectations – and a failed CRM implementation can be extremely costly, not just in terms of the financial expense, but also because of the costs in lost time –...more

ClientsFirst Consulting

Are You “Taxing” Your CRM Users?

When we see so many firms struggling with CRM “adoption” it creates a question: Is it possible that the professionals in your firm view your CRM system as a tax? Like a tax, CRM benefits the firm and others, but not them?...more

30 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