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Four Ways to Get Lawyers More Engaged in Using Your CRM System

In law firms, time is money, literally, and everyone is incredibly busy leaving them with little or no time to regularly update or fully utilize the CRM system. Lawyers’ highly expensive time isn’t best spent entering or...more

12 Ways CRM Can Become the Apple of Your Eye

I’m sure we’ve all heard the saying “an apple a day keeps the doctor away.” And you’re probably wondering what does this have to do with my CRM system. Well, similar to eating apples, it is the little things you do every...more

Three Ways to Strategically Categorize CRM Contacts

How you categorize contacts in your CRM can play a big role in the success of email campaigns and general business development efforts. If you are hosting a private event in Scottsdale, Arizona or Atlanta, Georgia for a...more

Two Ways to Redefine & Achieve CRM Success

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. We think it...more

Five Effective Ways to Clean Up Your CRM Data

We hear a lot of buzz about big data, but what we really need isn’t more data – it’s better data. Research shows that up to 30% of our key CRM and other data degrades each year as people get hired, fired, promoted and change...more

Six Things to Consider Before Breaking Up With Your CRM System

Are you considering a new CRM? Before you decide to purchase a new system, a better and more budget friendly option may be to update and improve your current system and more effectively utilize what you have....more

11 Key Reports to Help Boost the Adoption and ROI of Your CRM

To improve CRM adoption and contact data sharing, regular reporting is a must. The right reports can provide the key information and value that CRM users expect and also drive their interest and buy-in....more

CLIENTSFirst Consulting’s Top Blog Posts and Videos of 2022

Welcome to our annual roundup of CLIENTSFirst Consulting’s top-performing posts of the year! The world of marketing technology is constantly evolving, with new trends, innovations and best practices emerging all the time....more

How to More Effectively Use Martech in 2023 and Beyond - Master Class

​​​​​​​A staggering up to 70% of CRM and other technology implementations fail to meet expectations. The problem has more to do with people and process than technology. You often don’t get a second chance to get buy-in to the...more

12 Days of CRM: Day 12 - The Importance of Content Marketing

On the 12th day of CRM Chris Kringle Fritsch explained to me the importance of content and email marketing! Content marketing is so important for any firm of any size. This importance is amplified due to the pandemic and...more

12 Days of CRM: Day 11 - Best Practices for Data Management

​​​​​​​On the 11th day of CRM Chris Kringle Fritsch told me some best practices to maintain our data quality! After you have a CRM system implemented, how can you ensure that the data going in is clean, correct, and up...more

12 Days of CRM: Day 10 - How to Assess Bad Data

​​​​​​​On the 10th day of CRM Chris Kringle Fritsch gave to me, different ways we can assess our bad data! Assessing your data is always the first step in any data quality or CRM project. You should sit down and actually...more

12 Days of CRM: Day 9 - How Much Does Bad Data Actually Cost?

​​​​​​​On the ninth day of CRM Chris Kringle Fritsch explained to me, the actual costs of bad data quality! What does bad data actually cost organizations and businesses? Chris Fritsch, of CLIENTSFirst Consulting, dives...more

12 Days of CRM: Day 8 - Why We Should Focus On Bad Data

​​​​​​​On the eighth day of CRM Chris Kringle Fritsch told me, why we should focus on bad data quality! Why should you care about fixing your bad data? Well, Chris Fritsch, of CLIENTSFirst Consulting, explains the...more

12 Days of CRM: Day 7 - What You Should do with Alumni Data

​​​​​​​On the seventh day of CRM Chris Fritsch explained to me, what to do with alumni data! Chris Fritsch, Founder & CRM Success Consultant for CLIENTSFirst Consulting, and Stefanie Marrone, the Social Media Butterfly,...more

12 Days of CRM: Day 6 - How to Redefine Adoption

On the sixth day of CRM Chris Fritsch told me, it’s time we redefine adoption! CRM systems have been around for more than 20 years, and we’ve been talking about adoption since the beginning....more

12 Days of CRM: Day Five - The Five Golden A’s of Data Quality

​​​​​​​On the fifth day of CRM, Chris Fritsch gave to me, the 5 golden A’s of CRM! Sitting down and cleaning your data can be a very daunting task. So where do you start? Start with the five A’s of data quality....more

12 Days of CRM: Day 4 - How CRM Use had Changed Over the Years & where it is Headed

​​​​​​​On the fourth day of CRM Chris Fritsch explained to me, four ways CRM has changed over the years! CRM and the technology surrounding it have evolved a lot over the years. But where did CRM start, and where is it...more

12 Days of CRM: Day 3 - What Should CRM Do for You

On the third day of CRM Chris Kringle Fritsch informed me, 3 things CRM should do for me! CRM can do a thousand things, literally. But how do you know what it should do for your business? The answer is simple, provide...more

12 Days of CRM: Day 2 - The Origins of Bad Data

On the second day of CRM Chris Kringle Fritsch told me, the origins of bad data! With more than 20 years of CRM consulting experience, all of Chris Fritsch’s clients have at one time or another experienced problems with...more

12 Days of CRM: Day 1 - How to Measure CRM Success

On the first day of CRM, Chris “Kringle” Fritsch explained to me, how to measure CRM success! CRM success is different for every firm. If you have a CRM system, success can and should be measured. Figuring out which...more

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

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

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