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Seven Realities of CRM Success and How to Address Them

Many firms think once they implement a CRM system, all of their contact management issues will disappear, but alas, that is not the case. CRM is not the answer to all of a firm’s contact issues, but it will help manage...more

Six Success Strategies for Choosing the Right CRM System

Choosing the right CRM system is not an easy task. There are many options to consider 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...more

Four Ways to Get Lawyers More Engaged in Using Your CRM System

In law firms, time is money, literally, and everyone is incredibly busy leaving them with little or no time to regularly update or fully utilize the CRM system. Lawyers’ highly expensive time isn’t best spent entering or...more

Three Essential Elements to Achieve CRM Success

​​​​​​​If your CRM performance hasn’t been living up to your expectations due to a lack of communication, training or data quality, you aren’t alone. Respected research organizations have been saying for years that more than...more

Five Ways to Effectively Use Marketing Technology in 2023 and Beyond - Part 1

Chris Fritsch and Stefanie Marrone recently hosted a master class on tips and trends in marketing technology. They shared best practices for picking the right email marketing tool, how to redefine CRM adoption, the rise of...more

12 Days of CRM: Day 12 - The Importance of Content Marketing

On the 12th day of CRM Chris Kringle Fritsch explained to me the importance of content and email marketing! Content marketing is so important for any firm of any size. This importance is amplified due to the pandemic and...more

6 Critical Reasons Why Your Firm Needs to Focus on Data Quality

As organizations increasingly use data and analytics to help make business decisions and base their strategies on the insights gathered from them, ensuring that you have reliable data is imperative. Yet, some firms still...more

Have a Very Merry Holiday (List)

​​​​​​​We may seem like those crazy neighbors at the end of the block who are already putting up the colored lights and inflatables for the holidays weeks before Halloween, but if you are tasked with your firm’s holiday card...more

The Do’s and Don’ts of Data Cleaning - Don’t Drown in Bad Data

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

[Webinar] Effective Marketing and Business Development Strategies for Small and Mid-Sized Law Firms — Part II - June 23rd, 12:30...

Join Chris Fritsch and Stefanie Marrone for part two of their webinar series on doing more with less: effective marketing strategies for small- and mid-sized law firms....more

[Webinar] Secrets of CRM Success Thought Leadership Series - Session 2: Data Strategies to Win More Business in Professional...

Whether you are implementing a new CRM or trying to achieve greater success with your existing system, the Secrets of CRM Success Thought Leadership Series will help you be more successful. In 2021, law, accounting and...more

Have a Very Merry Holiday Mailing List

If you want to avoid a last-minute holiday mailing fire drill, now’s the time to update contact records and holiday mailing lists. Follow these tips to clean up your data and validate emails....more

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

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

[Webinar] Secrets of CRM Success Thought Leadership Series - Session 1: Defining & Measuring CRM Success - October 12th, 12:00 pm...

Whether you are implementing a new CRM or trying to achieve greater success with your existing system, the Secrets of CRM Success Thought Leadership Series can help you be more successful. CRM experts Chris Fritsch of...more

[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

Outsourcing Marketing Technology Support To Boost Efficiency and Profits - Part 2

But Is Outsourcing Marketing Technology Right for Your Firm? There are many factors to consider before deciding to outsource CRM,  eMarketing or Data Quality functions. To help determine if outsourcing marketing...more

Outsourcing Marketing Technology Support To Boost Efficiency and Profits - Part 1

But Is Outsourcing Marketing Technology Right for Your Firm? Smart leaders are always looking for ways to make their firms more efficient and profitable. Outsourcing some administrative functions, especially in areas...more

Getting Engaged: Enticing Lawyers to Commit to Marketing Technology - Part 4

Once a firm is ready to begin the marketing technology implementation, it’s important to focus on doing everything possible to ensure that the initial “honeymoon period” of the technology rollout is blissful. One way to do...more

Getting Engaged: Enticing Lawyers to Commit to Marketing Technology - Part 3

Planning for “Happy Ever After” - Like any good affair, a successful technology deployment requires extensive planning. There are a number of important considerations, but based on experience gained from working together...more

[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

Marketing and Business Development Success in The New Normal - Part 3

Often people make an investment in technology without considering the totality of the resources they will need to succeed. Buying the software is the first cost....more

[Webinar] From Leads to Clients – Tactics, Tips & Technology to Convert Leads and Close Business Remotely During the COVID-19...

The COVID-19 pandemic has caused an unprecedented collective disruption to our financial, business, health and human condition – but it has also created opportunity for creativity, ingenuity and innovation, allowing us to...more

Marketing and Business Development Success in The New Normal - Part 2

While technology tools are incredibly valuable, they are only as good as the data they contain. Without good data quality you face a number of challenges including...more

Getting Engaged: Enticing Lawyers to Commit to Marketing Technology – Part 2

The Perfect Partner/Provider - The beauty of technology is that it can do so many things. The problem with technology is…it can do so many things. But for technology to succeed, it has to satisfy a need....more

Have a Very Merry Holiday Mailing List

A happy holiday season starts with a clean mailing list. Whether your firm sends holiday greetings electronically or mails traditional physical cards, so much effort goes into this annual ritual – from decisions around the...more

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