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Training CRM

Omnizant

Intake: The Broken Link in Your Firm’s Business Development Chain

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The phone is ringing, emails are blazing in—your marketing agency is doing its job. So why isn’t your caseload growing? The intake process is a make-or-break moment in the client journey. This is where your firm needs to...more

ClientsFirst Consulting

The CRM Marathon: Training for the Race

If you want to win any race, you have to train. For training to be effective, you need to start well in advance of the race and don’t expect quick results. While inadequate training won’t get you to the finish line, pushing...more

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