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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

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

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

As Professional Services Firms Struggle with Staffing, Is Outsourcing the Answer?

As law and other Professional Services firms today struggle with staffing issues due to the ‘Great Resignation’ and deal with employees working from home and/or hybrid, it’s no wonder that outsourcing has been increasing...more

8/24/2022  /  CRM , Data Management , Marketing , Outsourcing

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

[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

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

Redefining CRM Success - Part 3: Winning the CRM-ERM Adoption Game with Communications & Training

Do you want your professionals to use CRM to support their business development efforts? Provide some training to help them leverage CRM data, and show them the value and benefit they’ll gain from it....more

Redefining CRM Success - Part 1

Getting professionals to input or manage contacts in CRM has always been a goal - and a real challenge. It’s time to reset those unrealistic expectations and redefine the concept of CRM success....more

Busting Myths About Outsourcing CRM and Data Quality Support

Outsourcing is a cost-effective solution for staffing CRM, eMarketing and Data Quality roles. But misconceptions about outsourcing can get in the way. This post separates the myths from the facts....more

Get a Grip on Your CRM Data: 7 Steps to Improve Data Quality - Part 2

There is a simple methodology for achieving good data quality in your CRM system. By following these additional steps you will improve your data - and your marketing and business development outcomes....more

Get a Grip on Your CRM Data: 7 Steps to Improve Data Quality - Part 1

Good data quality may seem like a lofty goal, because keeping CRM contact records clean and current requires some frequent heavy lifting. These seven steps can bring better data quality within reach....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

[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

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