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CRM Implementation Best Practices Whitepaper

What 3 Leading Firms Did to Achieve Success – To discover what goes into a successful CRM implementation we convened a panel of marketing directors from two law firms and an accounting firm to share best practices learned in the process of identifying needs, getting buy-in, implementing a system and maximizing ROI. http://colevalley.com/Resources.aspx

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Special Message from law firm,Caplin & Drysdale

We love notes like this from a satisfied client:

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Dear Amber,

Just a quick note to inform you that Caplin & Drysdale obtained new business from an existing client who received an e-holiday card. Using CE’s mailing list manager, our lawyers and their secretaries were able to easily select which of the lawyer’s contacts should be on the e-holiday card distribution list. As you know, email marketing is crucial to maintaining contact with our clients, prospects, and referral sources, and the mailing list manager certainly simplified that process. Thanks to you and Lisa for helping Caplin implement this valuable tool.

Regards,
Sheryl

Sheryl K. Miller
Senior Marketing & Business Development Manager
http://www.caplindrysdale.com/