Smart leaders are always looking for ways to make their firms more efficient and profitable. Outsourcing some administrative functions, especially in areas involving some of technologies that support marketing and business...more
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
CRM systems are a fundamental aspect of modern business operations. But as with all things, there’s a right way and a wrong way to implement them. Here’s a succinct breakdown of ten frequent missteps companies make regarding...more
As the leaves change color and the air turns crisp, it’s a reminder that change is essential and inevitable. Just like nature, our CRM systems need a seasonal overhaul. Here’s how to embrace the spirit of fall and refresh...more
CRM (Customer Relationship Management) systems have proven to be pivotal tools for numerous industries, and the legal sector is no exception. As law firms ramp up their marketing initiatives this September, it’s crucial to...more
What can you do with one piece of content? If you guessed turning it into 11 other pieces of content that you can use to build your brand and business, you guessed right!...more
A CRM (Customer Relationship Management) system can significantly impact an organization’s growth trajectory. But how do you measure the success of your CRM implementation?...more
As the vibrant hues of fall begin to appear, businesses should consider using this season as an opportunity to enhance key areas of their operations. One such critical area that can benefit from seasonal reflection is...more
As a CRM success consultant for more than 20 years, I’ve seen firsthand the transformational benefits a CRM system can bring to a myriad of industries. While the legal sector is often slow to harness the power of technology,...more
Having a Customer Relationship Management (CRM) system isn’t enough to achieve success in today’s dynamic business landscape. The real edge comes from leveraging your CRM’s advanced capabilities, ensuring it’s tailored to...more
In the competitive landscape of the legal sector, the right marketing strategies can set a firm apart. For small- and mid-size law firms, with less resources and budget, this differentiation is crucial. With ever-evolving...more
8/18/2023
/ Artificial Intelligence ,
Best Practices ,
Business Development ,
Client Services ,
Content Marketing ,
Corporate Culture ,
CRM ,
Data Management ,
Firm Leadership ,
Law Firm Ownership ,
Law Firm Partners ,
Law Practice Management ,
Strategic Planning ,
Succession Planning
During the dog days of summer, as law firms begin preparing for the fall and winter seasons, there is no better time to dive into a crash course on contact management to help with CRM clean up.
This knowledge holds value...more
Cleaning up your CRM and contacts is essential for maintaining a well-organized and efficient database. Summer can be a great time for businesses to tackle this task when they have extra downtime....more
A CRM (Customer Relationship Management) system streamline the time-consuming tasks of client management to make communications more efficient for law firms and more meaningful for their clients. With an optimized CRM system,...more
8/1/2023
/ Analytics ,
Artificial Intelligence ,
Automation Systems ,
Business Development ,
Client Data ,
CRM ,
Data Management ,
Legal Operations ,
Machine Learning ,
Relationship Intelligence ,
Strategic Planning
Many businesses may slow down some of their operations during the summer months. However, smart companies know that August presents a unique opportunity to enhance critical aspects of their business....more
The summer is a great time to give your CRM system a seasonal overhaul.
While summer may be a relatively slower period for some industries, it’s an ideal time to get your CRM system in top shape before the busy fall...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....more
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
Schools, businesses, non-profits and other organizations need alumni relations programs to help with critical initiatives such as recruiting, fundraising/donations, sales/business development, referrals and general positive...more
In today’s data-driven decision-making environment, many businesses rely heavily on the accuracy, completeness and reliability of their data.
Poor data quality can quickly undermine these efforts, leading to costly...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
Poor data quality in higher education institutions’ alumni programs is a problem we hear far too often. Data quality is vital to the university and program’s ability to accurately forecast various aspects of an alumni program...more