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Relationship Intelligence CRM Marketing

ClientsFirst Consulting

What Are the First Four Steps to CRM Success?

A CRM system is the foundation of any successful legal marketing and business development team. This tool allows the firm to efficiently manage and nurture relationships with clients and prospects, but there is an ongoing —...more

ClientsFirst Consulting

Spring Cleaning: Five Tips for Effective eMarketing & List Management

There is no denying that spring is the most wonderful time of the year. As flowers bloom and trees sprout with life, the spring season reminds us that there is no better time to hit the reset button on our eMarketing...more

ClientsFirst Consulting

Four Reasons a Law Firm Should Have a CRM Integration

Even though the law firm business model is built around forging strong relationships and lasting connections, there is probably no other industry with more disconnected data systems than legal....more

ClientsFirst Consulting

12 Days of CRM

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As CRM Success consultants for almost 20 years, we have worked with hundreds of professional service firms helping them achieve marketing technology success, and we know first-hand how crazy things can get during the...more

ClientsFirst Consulting

12 Days of CRM - Day 1: Why We Should Focus on Bad Data

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On the first day of CRM, Chris Kringle Fritsch told me, why we should focus on bad data quality! Why should you care about fixing your bad data? Well, Chris Fritsch, of CLIENTSFirst Consulting, explains the benefits and...more

ClientsFirst Consulting

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

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

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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

ClientsFirst Consulting

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

ClientsFirst Consulting

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

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

12 Reports to Boost CRM Adoption and ROI - Part 2

Regular reporting delivers the key information and value that CRM users expect. Add these reports to help build more support for CRM adoption and encourage contact data sharing in your organization....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

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