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12 Days of CRM: Day 6 - Six Ways to Use Email Marketing Tools with Artificial Intelligence

On the sixth day of CRM, Chris Kringle Fritsch gave to me six ways to increase eMarkeing success using artificial intelligence. In today’s digital age,  many law firms are utilizing email marketing to connect with their...more

12 Days of CRM: Day Five - The Five Golden A’s of CRM

On the fifth day of CRM, Chris Kringle Fritsch gave to me, the five golden A’s of CRM! Sitting down and cleaning your data can be a very daunting task. So where do you start? Start with the five A’s of data quality –...more

12 Days of CRM: Day Four - How Much Does Bad Data Cost?

On the fourth day of CRM, Chris Kringle Fritsch explained to me, the actual cost of bad data quality! Have you ever wondered how much your bad data is actually costing you? Chris Fritsch dives into some of the statistics...more

10 Ways to Elevate Your CRM System for Enhanced Business Growth

Your Customer Relationship Management (CRM) system is more than a tool for managing client data. It’s a critical component for driving growth and strategic decision-making. Upgrading your CRM system requires a strategic...more

12 Days of CRM: Day 2 - Measuring CRM Success at a Law Firm

On the second day of CRM, Chris Kringle Fritsch explained to me, how to measure CRM success! CRM success is different for every firm, but one thing is for sure, if you have a CRM system, success can and should be...more

12 Days of CRM: Day 3 - Increasing CRM Adoption

On the third day of CRM, Chris Kringle Fritsch informed me, it’s time to improve CRM usability! CRM systems have been around for more than 20 years, and we’ve been talking about adoption since its inception. But as we...more

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

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

Six Success Strategies to Encourage Lawyer Engagement with CRM Systems

In today’s legal landscape, marked by rapid change and high demands on time, the integration and effective use of CRM (Customer Relationship Management) systems is not just a technological upgrade but a critical pivot towards...more

End-of-Year Strategies for Successful Contact Management

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

Six CRM and Data Quality Success Strategies to Make Us Thankful

As we gather to celebrate Thanksgiving, a time for gratitude and sharing, let’s not forget our CRM system and data quality, which can sometimes be left in a state of disarray amidst the festive preparations. Just like a...more

Navigating the Marketing, Business Development and Sales Continuum

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

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

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

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

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

Herding Cats: Five Ways to Increase CRM Adoption

In the past CRM adoption, and ultimately CRM success, was measured by the number of attorneys using the system on a regular basis. Although technology has evolved to make interacting with and utilizing CRM systems easier,...more

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

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

12 Reports to Enhance CRM Adoption and ROI

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

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

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

10 Ways to Harness the Potential of Your CRM System

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

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

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

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

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

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

Four Ways to Effectively Align Your CRM With Attorney Needs

Every modern law firm is familiar with Customer Relationship Management (CRM) systems, yet many grapple with maximizing their potential. The crux often lies in aligning the tool with attorney needs, ensuring it’s more than...more

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