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CLIENTSFirst
The CLIENTSFirst team helps lawyers and other professionals grow their practices by growing relationships. We provide CRM, eMarketing and Data Quality Services.
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CLIENTSFirst Aug 30
You may have the best CRM system, but without regular and consistent maintenance of the data, it's simply an expensive investment that fails to deliver returns. Your CRM and the data it contains need proper configuration and ongoing upkeep to work...
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CLIENTSFirst Aug 29
CRM Success Tips from CLIENTSFirst Consulting for 08/29/2018 -
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Cyndy McCollough Aug 21
If you make the mistake of asking your lawyers what fields they want to capture in your experience database...
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Cyndy McCollough Aug 21
Trying to get your lawyers to focus on approving their experience content for use in proposals? Publish it (internally) and they will pay attention.
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CLIENTSFirst Aug 22
Experience databases fail for 2 main reasons: content and process.
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CLIENTSFirst Aug 22
When implementing an experience database, think about security and involve key stakeholders to determine who should have access to what types of information
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CLIENTSFirst Aug 22
When implementing an experience database, rely on external expertise. Find outside people who have done it before.
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CLIENTSFirst Aug 22
When implementing an experience management system, work in phases. If you keep it simple, you look smart.
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CLIENTSFirst Aug 22
To succeed with experience management software, look for experience with experience. Go with a vendor who has done it before or hire a consultant.
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CLIENTSFirst Aug 22
When working with an experience database, first understand the data you want to track.
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CLIENTSFirst Aug 22
Legal is an industry with "really crappy standards." In other industries, they have taxonomies. Fortunately, SALI is creating standards to help legal buyers and sellers understand what they are buying and selling,
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CLIENTSFirst Aug 22
Capturing data is a key to a successful experience database. Many systems contain information that could be valuable including CRM, HR, time and billing and others
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CLIENTSFirst Aug 22
When embarking on an experience management project, don't boil the ocean. Start with a project with phases. Consider people, process and project management
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CLIENTSFirst Aug 22
Lawyers have the most important information needed for a successful experience database in their brains.
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CLIENTSFirst Aug 22
Capturing data is a key to a successful experience database. Many systems contain information that could be valuable including CRM, HR, time and billing and others
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CLIENTSFirst Aug 22
Legal is an industry with "really crappy standards." In other industries, they have taxonomies. Fortunately, SALI is creating standards to help legal buyers and sellers understand what they are buying and selling,
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CLIENTSFirst Aug 22
When working with an experience database, first understand the data you want to track.
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CLIENTSFirst Aug 22
To succeed with experience management software, look for experience with experience. Go with a vendor who has done it before or hire a consultant.
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CLIENTSFirst Aug 22
Great technology will still fail with a lack of ownership and strategy
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CLIENTSFirst Aug 22
To succeed with experience databases, first you need to answer the 'purpose' question. What are the reasons you need one?
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