CLIENTSFirst Consulting

🤔 Did you know: Every year, bad data quality costs organizations an average of $12.9 million? 🤔

📉 This lost revenue can total up to 12% of an organization's profits. Not only that, but researchers suggest that up to 40% of business objectives fail due to inaccurate data, leading to more lost revenue. 📉

🌱 So, how are you supposed to stop your firm from losing money? 🌱

-Consistent Data Entry: Establish clear guidelines for data entry and implement validation rules to enforce standardization.
-Deduplicate Data Records: Conduct regular deduplication exercises to tackle data issues.
-Dedicate Data Quality Resources: Assign Data Stewards to maintain records and prevent duplicates.

Ready to learn more? Let’s talk about your organization’s data quality challenges:
https://bit.ly/3JREVnL

🚨 After the initial stages of a CRM implementation are complete, and the system is operational, it can be easy to assume that all the hard work is behind you. However, the journey to CRM Success does not stop there.🚨

📈 To ensure the long-term success of your system, it is essential to take certain precautions and follow various best practices to safeguard your system and the data it holds.📈

🌱 In this blog post, Chris Fritsch goes over four steps your firm can follow to position your firm for continued success in managing and growing client relationships:
https://bit.ly/3Wj9daz

On the 12th day of CRM Chris “Kringle” Fritsch explained to me, how law firms can use pipelines successfully!

Watch as Chris explains the importance of pipelines and how law firms can use pipelines to grow their business: https://bit.ly/48bDI5q.

2023 Day 12 How Law Firms Can Use Pipelines to Grow their Business On the 12th day of CRM Chris “Kringle” Fritsch explained to me, how law firms can use pipelines successfully!​​Outside of legal, we are seeing many professio...

On the 11th day of CRM Chris “Kringle” Fritsch informed me of the struggle of legal marketers in the modern era!

As law firms transition to a digital-first strategy, watch as Chris explains how legal marketers can struggle to justify their roles within client success and how they are utilizing various features of their marketing technology stack to support their initiatives: https://bit.ly/4axT0Tr.

12 Days of CRM: Day 11 - The Struggle of Legal Marketers in the Modern Era On the 11th day of CRM Chris “Kringle” Fritsch informed me of the struggle of legal marketers in the modern era!As law firms transition to a digital-first st...

Join the LMA Southeast webinar on January 24 featuring Chris Fritsch and Keely Yates on how smaller and midsize firms can use marketing technology to win more business. This webinar is not to be missed for professionals seeking practical insights into enhancing their firm's marketing strategies. Attendees will:

• Discover cost-effective marketing technology solutions tailored to smaller and midsize firms.

• Learn how to leverage data analytics for informed decision-making and improved client engagement.

• Explore strategies to effectively compete with larger firms in the digital landscape.

• Gain insights into successful marketing technology implementation from industry experts.

This webinar will equip attendees with actionable knowledge and strategies to elevate your firm's marketing efforts.

January 24 from 11:30 a.m. to 12:30 p.m. ET

Register: https://bit.ly/3GZleJq

On the 10th day of CRM Chris “Kringle” Fritsch explained to me, how business development supports closing business for attorneys!

Through the use of ERM systems, or enterprise relationship management, law firms can identify relationships and allow contact records to be created and updated in a CRM without additional work on the part of the professionals or their assistants.

Watch as Chris Fritsch explains the benefits of ERM: https://bit.ly/47dIEW8.

12 Days of CRM: Day 10 - Why Data Management is So Important for Business Development On the 10th day of CRM Chris “Kringle” Fritsch explained to me, how business development supports closing business for attorneys!To properly develop clients,...

On the ninth day of CRM Chris “Kringle” Fritsch performed for me, a cost-benefit analysis of investing in our CRM capabilities!

Many firms struggle with being industry-focused and segmenting their audiences effectively. This task is substantial, requiring significant time, financial investment and commitment.

The process can be manual or through pricey integrations with time and billing systems. Despite the costs, the ability to effortlessly pull targeted client lists offers immense benefits, streamlining client management and improving both data accuracy and marketing efforts.

Such investments in CRM capabilities can significantly enhance client satisfaction and retention, ultimately benefiting the firm’s bottom line. Watch as Chris Fritsch explores these aspects in detail: https://bit.ly/3tqNyBk.

12 Days of CRM: Day Nine - Cost Benefit Analysis: Investing In Your CRM Capabilities On the ninth day of CRM Chris “Kringle” Fritsch performed for me, a cost-benefit analysis of investing in our CRM capabilities!Many firms struggle with being...

Join Chris Fritsch and Keely Yates, Director of Marketing at Haynsworth Sinkler Boyd, on January 24 for a program on “How Smaller and Midsize Law Firms Can Use Marketing Technology to Win More Business.”

Chris and Keely will discuss how firms can use marketing technology to amplify and focus business development activities.

In addition, attendees will gain insights into the art of garnering buy-in from stakeholders and learn smart tactics for implementation, while making the most of limited resources.

Register here: https://bit.ly/3twNr75.

As CRM Success consultants for almost 20 years, we have worked with hundreds of professional service firms helping them achieve marketing technology success, and we know first-hand how crazy things can get during the holidays.

To help you prepare for the new year, we present the 12 Days of CRM, where we cover almost everything, from using artificial intelligence to completing a cost-benefit analysis on investing in your CRM capabilities: https://bit.ly/3trRGkp.

Happy Holidays!

12 Days of CRM To help you prepare for the new year and leave 2023 in the past, we wanted to gift you with the 12 Days of CRM!

On the eighth day of CRM Chris “Kringle” Fritsch told me, how law firms are managing data with a digital-first strategy!

As more law firms transition to a digital-first strategy, firms are trying to maintain their competitive edge by utilizing new platforms that have the potential to streamline operations and improve efficiency.

Chris Fritsch offers tips that can help firms manage their data with a digital-first strategy: https://bit.ly/3RAIQsI.

12 Days of CRM: Day Eight - Managing Data with a Digital First Strategy On the eighth day of CRM Chris “Kringle” Fritsch told me, how law firms are managing data with a digital-first strategy!

In this post, Chris Fritsch explores some of the ways you can turn AI into your firm’s secret weapon for CRM success:

12 Days of CRM: Day Seven - Integrating Artificial Intelligence with Your CRM On the seventh day of CRM, Chris Fritsch explained to me, how to integrate our CRM system with artificial intelligence.

On the sixth day of CRM, Chris Kringle Fritsch gave to me six ways to increase marketing success using artificial intelligence.

Artificial intelligence is revolutionizing the way law firms and other organizations approach email marketing helping them break through crowded inboxes and better cater to their audience’s preferences. AI has the power to optimize almost every aspect of an email marketing campaign, from subject line optimization to prioritizing which contacts to whom you should send your communications.

So, what are some ways firms can leverage the power of AI to catapult their email marketing success? Chris Fritsch explains: https://bit.ly/487vATh

12 Days of CRM: Day 6 - Six Ways to Use Email Marketing Tools with Artificial Intelligence On the sixth day of CRM, Chris Kringle Fritsch gave to me six ways to increase eMarkeing success using artificial intelligence.

As we usher in a new year, it’s natural to reflect on past habits and seek improvement. In the context of law firms, this often means addressing CRM (Customer Relationship Management) practices. But why do so many New Year’s resolutions, especially those concerning professional habits like CRM, fail? The answer lies in our ambitious nature and the complexity of workplace changes: https://bit.ly/3RwcfUS

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New Year, New CRM: Breaking Old Habits in Your Law Firm As we usher in a new year, it's natural to reflect on past habits and seek improvement. In the context of law firms, this often means addressing CRM (Customer Relationship Management) practices. But why do so many New Year’s resolutions, especially those concerning professional habits like CRM, fa...

In an era where email remains a dominant communication tool, with billions of users and even more emails sent daily, law firms of all sizes can harness the power of email marketing for business development. The return on investment is significant – $42 for every $1 spent – but this success hinges on the quality and relevance of the content shared. Learn more in this new blog post: https://bit.ly/477gig9.

How to Harness the Power of Email Marketing in Law Firm Business Development For your email marketing program to be successful, you must provide your audiences with thoughtfully curated, value-added content. This is particularly crucial for smaller to mid-sized firms that might not have the same resources or volume of content as larger firms. By focusing on niche segmentatio...

On the fifth day of CRM, Chris Kringle Fritsch gave to me, the five golden A’s of CRM! Sitting down and cleaning your data can be a very daunting task. So where do you start? Chris says to start with the five A’s of data quality - Assess, Analyze, Append, Automate and Allocate: https://bit.ly/46ZQRNu

12 Days of CRM: Day Five - The Five Golden A's of CRM On the fifth day of CRM, Chris Fritsch gave to me, the five golden A’s of CRM! Assess, Analyze, Append, Automate and Allocate

On the fourth day of CRM, Chris Kringle Fritsch explained to me, the actual cost of bad data quality!

Have you ever wondered how much your bad data is actually costing you? Chris dives into some of the statistics reporting on how much bad data costs firms: https://bit.ly/41pv5Sd.

12 Days of CRM: Day Four - How Much Does Bad Data Cost? On the fourth day of CRM, Chris Kringle Fritsch explained to me, the actual cost of bad data quality

On the third day of CRM, Chris Kringle Fritsch informed me, it’s time to improve CRM usability!

CRM systems have been around for more than 20 years, and we’ve been talking about adoption since its inception. But as we enter 2024, maybe it is time we rethink our approach to adoption, especially in a law firm. Chris Fritsch explains how: https://bit.ly/3NsW7SX.

12 Days of CRM: Day 3 - Increasing CRM Adoption On the third day of CRM, Chris Kringle Fritsch informed me, it's time to improve CRM usability by increase CRM Adoption!

On the second day of CRM, Chris Kringle Fritsch explained to me, how to measure CRM success!

CRM success is different for every firm, but one thing is for sure, if you have a CRM system, success can and should be measured. Figuring out which metrics to use to measure the success of your CRM is subjective. In this blog post, Chris explains how: https://bit.ly/3Rnrpf1.

12 Days of CRM: Day 2 - Measuring CRM Success at a Law Firm On the second day of CRM, Chris Kringle Fritsch explained to me, how to measure CRM and Marketing Technology success!

On the first 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?

Chris Fritsch explains the benefits and rewards firms get from focusing on cleaning their data and how it helps your organization grow and professionals win more business in this blog post: https://bit.ly/470PRZv

12 Days of CRM - Day 1: Why We Should Focus on Bad Data On the first day of CRM, Chris Kringle Fritsch told me, why we should focus on bad data quality and how we can clean it!

This blog post explores 10 effective strategies to elevate your CRM system, ensuring it becomes a pivotal driver of business insights, operational efficiency and strategic planning, thus contributing significantly to your business’s growth

10 Ways to Elevate Your CRM System for Enhanced Business Growth Your Customer Relationship Management (CRM) system is more than a tool for managing client data. It's a critical component for driving growth and strategic decision-making. Upgrading your CRM system requires a strategic approach that transforms it into a dynamic asset. This blog post explores 10 eff...

Having a CRM is so important for companies of all sizes. CRM can help you do all of the below:

• List management
• Event management
• Relationship intelligence
• Relationship strength
• Experience
• Targeting/segmenting
• Reminders/alerts
• Watch lists
• Information/data delivery/reports/dashboards
• Activity tracking
• Referral tracking
• Alumni tracking
• Opportunity tracking
• Expense tracking
• Identification of top clients
• Identification of at-risk clients
• Advanced reporting
• Client team support
• Cross selling support
• Improved client service

If you need help with choosing the right CRM or getting more from your current CRM, contact us.

While there are few technology tools as potentially beneficial to a law firm, there may also be none as frequently maligned. In the past, research indicated that more than 70 percent of CRM implementations may have failed to meet expectations. However, the reason for failure often had more to do with the expectations themselves than CRM.

Don't let this be you or your firm.

Here's how to select the right CRM system that meets your requirements, enhances adoption, offers value to your users – and can provide a return on your investment.

https://bit.ly/3uR9tBS

AI equips law firms, particularly those with limited resources, budget and/or manpower, with superior capabilities in data analysis, predicting client needs, automating repetitive tasks, repurposing content and personalizing client outreach.

While larger law firms may have been early adopters of AI, the beauty of AI is that it’s scalable to firms and businesses of all sizes.

In this video, Chris Fritsch explores how smaller and mid-sized law firms can harness AI, and outpace their larger competitors: https://bit.ly/3GEdigd

How Small and Mid-Size Law Firms Can Use Artificial Intelligence Within the realm of technology, one emerging tool that has reshaped how law firms approach operational improvement is artificial intelligence. AI has helped ...

Many alumni return to their former firms after discovering the grass isn’t greener. That's where we can help. Contact us to find out how we can track your alumni throughout their careers.

While there are few technology tools as potentially beneficial to a law firm, there may also be none as frequently maligned. In the past, research indicated that more than 70 percent of CRM implementations may have failed to meet expectations. However, the reason for failure often had more to do with the expectations themselves than CRM.

Don't let this be you or your firm.

Here's how to select the right CRM system that meets your requirements, enhances adoption, offers value to your users – and can provide a return on your investment.

https://bit.ly/4847hp6

Six Tips for Selecting the Right CRM System When selecting a CRM system, it's essential to understand the firm's and user's unique needs and then evaluate CRM systems and providers.

Segmentation of your contact lists is essential to ensure you are reaching the right people with the right content, and also so you don't annoy people by sending them content that is irrelevant which may cause them to unsubscribe from you.

Audience segmentation can take extra time but it's worth it. Breaking your larger audience into smaller groups based on known attributes and similar demographics or interests will help you create a much more efficient and effective email marketing strategy.

Reach out to us for help with audience segmentation!

Integrating eMarketing and CRM is not just an option but a necessity for effective client outreach and data management.

To nurture and expand your client base, you need a robust eMarketing and CRM strategy that harnesses their advanced features.

When implemented correctly, this synergy can enhance your marketing and business development initiatives while ensuring accurate contact data.

Before investing in these systems, it's crucial to assess which advanced features align with your firm's goals.

In this blog post Chris Fritsch delves into key considerations for utilizing and testing these advanced features in your business development efforts: https://bit.ly/419rcAx

Five Ways to Use Advanced eMarketing and CRM Features in Business Development An integrated eMarketing and CRM system cna open up a plethora of business development and marketing opportunities for your firm, see how!

For years, law firm client development has evolved along a continuum, from marketing to BD to sales. While the individual paths may be distinct, it’s vital to be able to recognize where they overlap and require shared responsibilities:

Navigating the Marketing, Business Development and Sales Continuum For years, law firm client development has evolved along a continuum, from marketing to business development to sales. While the individual paths may be distinct and may diverge in some areas, it’s vital to be able to recognize where these…

As the holiday season rolls in, bringing a spirit of joy and celebration, it’s the perfect time to revitalize your Customer Relationship Management (CRM) system.

Just as we deck the halls and trim the tree, your CRM deserves a festive makeover to ensure it remains a robust, efficient tool for your business.

This article by Chris Fritsch outlines six holiday-themed strategies to optimize your CRM data, ensuring a seamless and productive end to the year and a great start to the next: https://bit.ly/46z4TFr

Six Festive Strategies to Enhance Your CRM Data cleansing, along with other strategies, can be one of the best ways to enhance the effectiveness of your CRM system.

We had a great time at LMA Tech West reconnecting with clients and industry friends and learning from our industry's brightest minds.

During their presentation, “Letting Lawyers Be Lawyers: Using Automation to Redefine - and Achieve - CRM Success,” Chris Fritsch, Jacqueline Madarang, Steve Tyndall and Leslie Noakes, MBA covered important topics that are limiting firms from achieving success with their CRM system, and practical tips they can use overcome these hurdles to achieve CRM success.

Take a look at the slides from the session: https://bit.ly/3G4cfpT.