Latest Posts › Client Data

Share:

12 Days of CRM: Day 8 - Why We Should Focus On Bad Data

​​​​​​​On the eighth 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...more

12 Days of CRM: Day 7 - What You Should do with Alumni Data

​​​​​​​On the seventh day of CRM Chris Fritsch explained to me, what to do with alumni data! Chris Fritsch, Founder & CRM Success Consultant for CLIENTSFirst Consulting, and Stefanie Marrone, the Social Media Butterfly,...more

12 Days of CRM: Day 6 - How to Redefine Adoption

On the sixth day of CRM Chris Fritsch told me, it’s time we redefine adoption! CRM systems have been around for more than 20 years, and we’ve been talking about adoption since the beginning....more

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

​​​​​​​On the fifth day of CRM, Chris Fritsch gave to me, the 5 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 4 - How CRM Use had Changed Over the Years & where it is Headed

​​​​​​​On the fourth day of CRM Chris Fritsch explained to me, four ways CRM has changed over the years! CRM and the technology surrounding it have evolved a lot over the years. But where did CRM start, and where is it...more

12 Days of CRM: Day 3 - What Should CRM Do for You

On the third day of CRM Chris Kringle Fritsch informed me, 3 things CRM should do for me! CRM can do a thousand things, literally. But how do you know what it should do for your business? The answer is simple, provide...more

12 Days of CRM: Day 2 - The Origins of Bad Data

On the second day of CRM Chris Kringle Fritsch told me, the origins of bad data! With more than 20 years of CRM consulting experience, all of Chris Fritsch’s clients have at one time or another experienced problems with...more

12 Days of CRM: Day 1 - How to Measure CRM Success

On the first day of CRM, Chris “Kringle” Fritsch explained to me, how to measure CRM success! CRM success is different for every firm. If you have a CRM system, success can and should be measured. Figuring out which...more

The Top 10 CRM Challenges and How to Avoid Them - Part 2

​​​​​​​When implementing a CRM, a number of challenges can arise that hinder its success. In fact, respected researchers suggest that up to 70% of CRM implementations may fail to meet expectations. ...more

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

​​​​​​​When implementing a CRM, a number of challenges can arise that prevent CRM success. In fact, researchers say that up to 70% of CRM implementations may fail to meet expectations....more

Five Data Quality Nightmares That Haunt Marketers and How Avoid Them

​​​​​​​In this spooky season of vampires, witches and scary clowns, we’d like to add one more to the mix – data quality nightmares – which can be more frightful than a marathon of Freddy Kreuger movies to some of us. We...more

How to Avoid CRM Implementation Challenges

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

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

Six Steps to a Successful CRM Implementation

​​​​​​​A successful CRM implementation is not necessarily easy. But not everyone gets that. In fact, sometimes it seems that organizations think you can just buy a CRM system, plug it in and turn it on and clients will line...more

Four Important Trends Impacting Small and Mid-Sized Firms

If you are a small or mid-sized law firm, being able to quickly pivot to prepare for or adjust to trends within the legal industry can give you an advantage over larger firms. To help guide you, here are four important trends...more

Five Ways to Encourage Lawyer Participation With Your CRM System

Lawyers are busy and often resistant to change, so getting them on board with using a new or even your existing CRM system can be challenging. But if you approach your CRM efforts as a value-added benefit that will...more

Five Trends Reshaping CRM and Data Quality Management Today

The past two years have brought dramatic change to every aspect of our lives, and CRM and data quality management are two areas that have seen major shifts. Here are some key trends that are reshaping CRM and data quality...more

Six Tips for Selecting the Right CRM System

Before deciding on a new CRM, follow these steps to select the right CRM system that meets your requirements, enhances adoption, offers value to your users - and can provide a return on your investment. Research...more

4/21/2022  /  Client Data , CRM , Data Management

Seven Secrets for Driving CRM Adoption Success - Part 2

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

Seven Secrets for Driving CRM Adoption Success - Part 1

Are your professionals using the CRM system? If not, it’s time for a different approach to gaining adoption. These tips can help your team see the value and benefits of CRM - and may actually get them to use it....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

Go with the Flow of Data Cleaning - Don’t Drown in Bad Data

All CRM contact records are not created equal. By segmenting contact data into manageable pieces, your data cleaning process will be more manageable, and you can better measure progress....more

9/22/2021  /  Client Data , CRM , Data Management

[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

160 Results
 / 
View per page
Page: of 7

"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