While formal contact management may be foreign to younger lawyers, this isn’t necessarily a generational issue. In fact, we now frequently find that even some of the most experienced lawyers are managing their contacts in...more
With another school year well underway, it seems like a good time to share a few lessons on contact and relationship management. One group of ‘pupils’ for whom this information can be particularly relevant is new attorneys...more
Once you have come such a long way on your CRM marathon, it’s only natural to start looking for the finish line. You deserve a medal – or at least some sort of reward or recognition for getting this far, if nothing more than...more
To finish a CRM marathon, you will need patience and persistence. Honestly, almost no runner feels like getting up at 5 a.m. every day to hit the road, but real winners keep going. ...more
Along the CRM implementation route, data quality issues are a common hurdle for every organization. Here’s why: during a law firm CRM rollout, thousands of shared contacts quickly flow into the system from users....more
Before embarking on your CRM marathon, it’s important to plot the best course. To do this, it’s helpful to determine where you are now. Successful CRM implementations begin with a comprehensive assessment of your current...more
When considering a CRM system, you may think that this is a technology that simply needs to be purchased, installed and implemented… but, in reality, that couldn’t be further from the truth. CRM is not a project, an...more
There is an old military adage that goes, “No battle plan can withstand the first confrontation with the enemy.” This references the fact that war is often unpredictable, and no amount of planning can account for all possible...more
Few people will disagree that good CRM data is essential for effective marketing. Despite that fact, bad data has become endemic in marketing databases everywhere....more
The holidays are long over and the scramble to send out holiday mailings seems like ancient history. But don’t close the book yet! ...more
In today’s highly mobile market, up to 30% of a firm’s CRM contact data quality can degrade each year. People get hired, fired, promoted and change jobs; they move and change addresses; they get married and divorced; some...more