Recognizing the Quiet Power of Your CRM Data
by Julie Amos, Chief Strategy Officer and Chris Fritsch, Client Success Consultant
Marketing departments today often spend a great deal of their time focusing on things that involve strategies and planning. To support these critical activities, they have built up and aligned key staff and resources. This is completely understandable given the pressure they are under to deliver results and value. While the pressure has always been significant, in recent years, with competition at unimaginable levels, it has intensified significantly.
However, it may actually surprise many marketers to discover that one of the most important tools to help their firms deliver value and develop business isn’t a strategic or planning initiative.
Getting to the Heart of eMarketing
– by Julie Amos, Chief Strategy Officer
Recently, legal marketing professionals from around the globe gathered in New Orleans for the 2018 Legal Marketing Association Annual Conference. One breakout session titled, “Humanity Isn’t a Trend – It’s the Key to Digital Marketing and Branding Success,” presented by Terry Isner, CEO at Jaffe, was an insightful directive for legal marketers to “remember that, regardless of technology, there is always a person on the other end looking for something … most likely your lawyers’ help.”
Terry’s presentation provided a timely and targeted reminder that no matter the medium,
Chris Fritsch Named Marketing & Business Development Thought Leader in JD Supra 2018 Readers Choice Awards
Chris Fritsch has been recognized as a top Marketing & Business Development thought leader in the JD Supra 2018 Readers Choice Awards. An author, speaker and regular JD Supra contributor of marketing and business development technology insights and commentary, Chris consistently achieved high visibility and engagement among JD Supra’s legal industry readers in 2017. Chris ranked fourth among the top ten of over 400 JD Supra authors writing on marketing and business development topics for the legal profession.
Chris is President and Founder of CLIENTSFirst Consulting LLC, a 10-year-old firm that provides CRM and marketing and business development technology consulting services for law and professional services firms.
Effective eMarketing – Processes & Procedures for Efficient Email Campaigns
– By Rachel Fields, Client Success Consultant
Why is it so hard for Marketing to get an email communication out the door in a timely manner? In working together with hundreds of law and other professional services firms over the last 10 years, this is one of the most frequent complaints we hear from Clients.
Law firms collectively spend thousands of hours of billable time creating content, and frequently this information is time-sensitive. In some cases, the firm that gets the information to Clients or prospects first gets hired. But if the information is not sent in a timely manner,
Six Tips to Select the Right CRM System
– By Chris Fritsch, Client Success Consultant
Research estimates that up to 70% of CRM systems fail to meet expectations – 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 time – and credibility. Even more impactful: you don’t often get a second chance at CRM success. This means that it’s critical to select the right CRM system.
The good news is, CRM success is possible. If you simply follow a few critical steps before and during the CRM selection process,
GDPR Guidance: A Practical Approach to Preventing the Pain of Privacy and Anti-Spam Compliance
The General Data Protection Regulation (GDPR) goes into effect May 25, 2018. For some professional services firms, preparing for GDPR can pose some daunting challenges. But with some basic guidance, you can prepare your CRM and eMarketing systems to help your firm be compliant.
Where to Begin
Has your firm already done anything to comply with the Canadian Anti-Spam Law (CASL), which went into effect in July of 2017? If so, start there. Unlike GDPR, CASL has a provision for implied consent. If your firm is relying on implied consent, it needs to be converted to express consent within two years of the date of implied consent OR the conditions of implied consent must be renewed within two years.
Top Tips for Email Marketing Success
by Rachel Fields, Client Success Consultant
Despite the challenges we all sometimes face with the sheer volume, email is still an essential tool for connecting with Clients and prospects. Whether you’re updating them on legal developments or inviting them to an event, the goal of email marketing is to help keep the firm and professionals top-of-mind. To enhance your email marketing success, here are 15 Best Practices to help ensure your email marketing is effective and avoids the spam filter.
- Email subject lines should be 40 to 60 characters long (including spaces).
Dealing with Data Quality Depression
Nothing can be more frustrating than dealing with data quality. But when it comes to CRM success,
there are few things that are more important. While data quality tasks can be a monotonous and
mundane job, left ‘untreated’, a CRM database can rapidly deteriorate into a major headache, causing
end users to doubt and distrust the data – and refuse to use the system.
The First Step
The first step in dealing with data quality depression is admitting you have a problem – or lots of them.
Your end users are out of control.
Building Quality Data – A Sound Structure for Your CRM
The quality of the data in your CRM is essential to maintenance of a strong CRM system. Just like the foundation of a building, when building out your CRM system, a solid data structure is essential. Additionally, once your system structure is complete, its integrity needs to be maintained. Good data quality is the key to getting results and return on the substantial investment in your CRM system. Sound CRM data helps to maximize productivity, enhance communication and expand your client base.
Structural Issues
But building good CRM data quality can also be challenging.
A Tax Audit of Your CRM
Are there correlations between CRM and Taxes?
When we see so many firms struggling with CRM “adoption” it creates a question: Is it possible that the professionals in your firm view your CRM system as a tax? Like a tax, CRM benefits the firm and others, but not them?
The most common frustration heard when rolling out a CRM – my users just won’t adopt and use it! The initial tendency is to blame the users as being stubborn, obstinate and unwilling to “change”. But the real question is WHY are they unwilling to change? Could it be your CRM is viewed as a “Tax” on the user?
CLIENTSFirst Consulting Welcomes Client Success Consultant Rachel Fields
CLIENTSFirst Consulting is excited to announce a new addition to our team. Rachel Fields joins CLIENTSFirst as our newest Client Success Consultant. Rachel offers Clients more than 20 years’ experience in legal marketing and business development technology with leading law firms ranging in size from fewer than 200 to more than 2,000 lawyers. She has experience developing and maintaining a wide range of systems including multiple CRM systems, email marketing and event management technology, experience and proposal tools and websites. She also has extensive experience partnering with IT, HR, Finance and Business Development departments to develop solutions for various data and knowledge management needs.
Avoiding the Spam Trap: Spam Filter Trigger Words
Spam filters are the bane of marketing departments everywhere. For professional services firms, it can be particularly frustrating when your carefully constructed newsletter or alert doesn’t get delivered. The risk of this happening is even greater if you’ve just switched marketing email providers and are still establishing your sender reputation on a new IP address.
It’s important to always be aware of what triggers spam filters. To see some of these triggers, read the accompanying article “Top Tips for Email Marketing Success” from CLIENTSFirst Consulting, but when starting with a new IP it is particularly important to send emails that are above reproach.
Top Tips for Email Marketing Success
Despite the challenges we all sometimes face with the sheer volume, email is still an essential tool for connecting with Clients and prospects. Whether you’re updating them on legal developments or inviting them to an event, the goal of email marketing is to help keep the firm and professionals top-of-mind. To enhance your email marketing success, here are 15 Best Practices to help ensure your email marketing is effective and avoids the spam filter.
- Email subject lines should be 40 to 60 characters long (including spaces). This will help ensure that the full text can be read across multiple devices and platforms.
Contact Management 101: 10 Top Tips for Success
– By Christina R. Fritsch, JD, Client Success Consultant
As the new school year gets underway and students get back to class, 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 who are joining a firm for the first time and who are eager to get to the head of the class by focusing on marketing and business development early in their careers.
It may seem to many people that contact management skills should come naturally lawyers,
Christina Fritsch, J.D. of CLIENTSFirst Consulting Inducted as Fellow of the College of Law Practice Management
Christina Fritsch, President and Founder of CLIENTSFirst Consulting LLC, and legal industry CRM expert has been inducted as a Fellow of the College of Law Practice Management during the College’s
Futures Conference in Atlanta, Georgia.
The College of Law Practice Management is an honorary organization made up of individuals who have made significant and sustained contributions to the field of law practice management over a period of years. The College formally recognizes lawyers, law school professors, administrators, consultants, officers of the government, access to justice professionals and others whose work has significantly contributed to and enhanced law practice management,