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Strategic Marketing Insights for Small- and Mid-Size Law Firms: Highlights from Our Latest Webinar

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

[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

[Webinar] Secrets of CRM Success Thought Leadership Series - Session 1: Defining & Measuring CRM Success - October 12th, 12:00 pm...

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 can help you be more successful. CRM experts Chris Fritsch of...more

[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

[Webinar] From Leads to Clients – Tactics, Tips & Technology to Convert Leads and Close Business Remotely During the COVID-19...

The COVID-19 pandemic has caused an unprecedented collective disruption to our financial, business, health and human condition – but it has also created opportunity for creativity, ingenuity and innovation, allowing us to...more

The CRM Framework

Once you have a solid CRM foundation to build upon, it’s time to begin building out the CRM framework for your system. Of course, the building blocks for every CRM are the contacts, including both people and companies....more

The CRM Foundation

Once you have a concrete strategy and have formed a plan, you need to build a solid foundation for long term CRM success. Doing this type of ‘groundwork’ will ensure that your CRM implementation and structure will stand the...more

Data Quality Do’s and Don’ts – Part 6: The CRM Wreck

Having worked with almost a hundred firms to help them achieve and enhance CRM success over the last 8 years, the biggest challenge we always seem to run into is CRM adoption. Firms consistently tell us that their CRM system...more

Pipeline to Success - Part 7: The People

To ensure success, first the pipeline technology must be supported at the highest leadership levels in the law firm. Next, there have to be knowledgeable, well-trained people dedicated to inputting the data. Information has...more

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