Data Quality Do’s and Don’ts – Part 2: “I See Dead People” (in my CRM system)

Growing Relationships for CRM Success: Data Quality Do’s and Don’ts – Part 2: “I See Dead People” (in my CRM system)

Many of us may remember that quote from the chilling movie The Sixth Sense. But seeing dead people in your CRM system can be almost as disturbing. Nothing is more likely to cause end users to tune out and turn off than finding deceased contacts in the system….

LMA Tech Conference – October 14-16, 2015 Hotel Nikko San Francisco, CA

Visit with Jennifer Whittier, Chief Brand Officer at Cole Valley Software|ContactEase CRM at the conference this week. She will be participating on a panel. LMA Tech Conference – October 14-16, 2015 Hotel Nikko San Francisco, CA

Rapid-Fire CRM – The No Spin Assessment of CRM Solutions –

Not all CRMs are alike.  Join Craig Brown of LawVision and Jonathan Fitzgarrald of Equinox Strategy Partners as they facilitate Rapid-Fire CRM, an assessment of legal industry CRM technologies where solution providers are challenged to describe the benefits of their solutions using direct one-word, one-sentence and one-minute answers.  Get no spin responses on topics including implementation timetables, email marketing, data integrity, lawyer adoption, sales pipelines and future functionality.

Audience takeaways:

  • Based on your law firm and its culture, which legal industry CRM technology is ideal for your firm.
  • What are the current and future functionalities of legal industry CRM solutions.
  • How are legal marketers and lawyers leveraging CRM for business development purposes.

How to Keep Your Referral Sources Happy

Quid pro quo. Tit for tat. Even Steven. It’s the ideal. But we can’t always reciprocate when a referral source sends us a new client. Most of the time, we don’t have anything meaningful to send back to them at that precise moment, or they happen to offer a service that our clients don’t need. (Ever get a referral from a divorce attorney? It’s unlikely you’ll have a spontaneous referral to give in return unless your social circle resembles a reality show.)