In the legal sector, strong relationships between a law firm and its clients are essential. As clients increasingly expect efficient digital interactions, firms are exploring new tools and ways to enhance their service...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
In the evolving landscape of legal business development, it’s essential for law firms to adapt and integrate modern tools. One such tool, the CRM system, often remains underutilized. However, when leveraged properly, CRMs can...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
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
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
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
In the ever-evolving landscape of higher education, universities are increasingly recognizing the significant role played by their alumni program data. These programs serve as crucial bridges between educational institutions...more
Spring is in the air, which means it’s time to get outside and also give your CRM system a refresh! Say goodbye to cluttered data and hello to streamlined efficiency....more
Nurturing and growing your client base is essential to the success of your firm and building and integrating your email marketing system with your CRM is an essential way to stay top of mind with your clients and keep your...more
Spring is a time for new beginnings, and what better way to kick off the season than by freshening up your data? Research shows that up to 30% of data degrades each year as people get hired, fired, move jobs – businesses...more
Many firms think once they implement a CRM system, all of their contact management issues will disappear, but alas, that is not the case.
CRM is not the answer to all of a firm’s contact issues, but it will help manage...more
Choosing the right CRM system is not an easy task. There are many options to consider and a failed CRM implementation can be extremely costly, not just in terms of the financial expense, but also because of the costs in lost...more