Implementing a Customer Relationship Management (CRM) system is a strategic decision for any business, promising a myriad of benefits.
However, many charters and business cases fail to articulate the crucial “WHY” and...more
Before you know it, the holiday season will be here. Each year many firms embark on the annual tradition of sending out holiday greetings to clients and friends of the firm....more
Data quality is crucial for any organization that relies on accurate information to make informed decisions. However, many businesses face various challenges when it comes to managing data quality effectively....more
Without good data, a vast majority of your technology implementations will fail.
Many organizations have lots of disconnected data and are drowning in vast amounts of data coming in from various technology systems....more
In today’s digital age, the legal industry is not exempt from the transformative influence of technology. As law firms strive to stay ahead in an increasingly competitive landscape, embracing innovative tools and strategies...more
In the ever-evolving landscape of higher education, universities are increasingly recognizing the significant role played by their alumni program data. These programs serve as crucial bridges between educational institutions...more
Spring is in the air, which means it’s time to get outside and also give your CRM system a refresh! Say goodbye to cluttered data and hello to streamlined efficiency....more
Nurturing and growing your client base is essential to the success of your firm and building and integrating your email marketing system with your CRM is an essential way to stay top of mind with your clients and keep your...more
Spring is a time for new beginnings, and what better way to kick off the season than by freshening up your data? Research shows that up to 30% of data degrades each year as people get hired, fired, move jobs – businesses...more
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
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
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
I’m sure we’ve all heard the saying “an apple a day keeps the doctor away.” And you’re probably wondering what does this have to do with my CRM system.
Well, similar to eating apples, it is the little things you do every...more
How you categorize contacts in your CRM can play a big role in the success of email campaigns and general business development efforts. If you are hosting a private event in Scottsdale, Arizona or Atlanta, Georgia for a...more
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. We think it...more
We hear a lot of buzz about big data, but what we really need isn’t more data – it’s better data. Research shows that up to 30% of our key CRM and other data degrades each year as people get hired, fired, promoted and change...more
Are you considering a new CRM? Before you decide to purchase a new system, a better and more budget friendly option may be to update and improve your current system and more effectively utilize what you have....more
To improve CRM adoption and contact data sharing, regular reporting is a must. The right reports can provide the key information and value that CRM users expect and also drive their interest and buy-in....more
Welcome to our annual roundup of CLIENTSFirst Consulting’s top-performing posts of the year! The world of marketing technology is constantly evolving, with new trends, innovations and best practices emerging all the time....more
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
A staggering up to 70% of CRM and other technology implementations fail to meet expectations. The problem has more to do with people and process than technology. You often don’t get a second chance to get buy-in to the...more
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
On the 11th day of CRM Chris Kringle Fritsch told me some best practices to maintain our data quality!
After you have a CRM system implemented, how can you ensure that the data going in is clean, correct, and up...more
On the 10th day of CRM Chris Kringle Fritsch gave to me, different ways we can assess our bad data!
Assessing your data is always the first step in any data quality or CRM project. You should sit down and actually...more
On the ninth day of CRM Chris Kringle Fritsch explained to me, the actual costs of bad data quality!
What does bad data actually cost organizations and businesses? Chris Fritsch, of CLIENTSFirst Consulting, dives...more