Webinar Law Society, Law Management Section: Cross-selling legal services - Maximising the lifetime

September 27, 2017 @ 10:49 AM · How to get great CRM
Very pleased to be co-presenting a webinar for the Law Society

Law Society Law Management Section, Tuesday 3 October called: Cross-selling legal services - Maximising the lifetime value of your clients

 
Very pleased to be linking up with a colleague from my time at Pinsent Masons - Sue Bramall from Berners Marketing. 
 
 
The webinar will be broadcast at lunchtime on 3 October 2017, and will cover (thank you to Sue, as I've copied her bullets):
 
* What is (and isn’t) cross selling
* Is it professional?
* Types of cross-selling
* Know your client
* Manage that information
* Know your colleagues’ services
* Keys to success
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Why you should start getting your opt-in for GDPR compliance as soon as you can

September 26, 2017 @ 10:43 AM · GDPR, Data Protection & your CRM

Why you should start getting your marketing opt-in for GDPR compliance as soon as you can 

 
As we get nearer to the GDPR coming into force near the end of May 2018, you’ll hear more news about it. 
You may even hear scare stories about it – which will be impossible, because it won’t have come into force until it arrives.
 
But, there is one guaranteed negative for you if you leave complying too near the deadline.
 
Everyone else will have left it until then too.
 

And everyone will be trying to get GDPR opt-in from all their contacts at the same time. 

 
Which will mean your contacts will suddenly get very tired of having to opt-in from ...
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CRM tip to help you comply with the GDPR - the new Data Protection Act replacement

September 22, 2017 @ 11:18 AM · GDPR, Data Protection & your CRM

Limit your GDPR compliance RISK by....

Deleting any files of contacts that you are not sure where they came from.
 
If the source is suspect and you don't use it anyway, you might as well reduce your admin burden and RISK in having to manage it and have a potential breach with the new law and bin it.
 

That's another step to getting your CRM database or marketing lists to comply with the GDPR

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Tip: Wondering how you could be at risk of not complying with the GDPR?

September 12, 2017 @ 11:22 AM · GDPR, Data Protection & your CRM

Wondering how you could be at risk of not complying with the GDPR?

If you are using mailing lists (in excel for instance), rather than keeping your marketing and contact information in a secure CRM database, at least password protect them.
 

Hope that helps you comply with the Data Protection Act and well as prepare for the GDPR

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My GDPR compliance journey

September 1, 2017 @ 9:42 PM · GDPR, Data Protection & your CRM

I thought GDPR compliance would be a walk in the park

But then I asked my friendly GDPR expert "of all the organisations you do a GDPR audit on, how many are compliant with the new law"

"Nobody passes my GDPR audit" she said

Nobody!

Crickey!

And then I thought.. there is loads of GDPR stuff i have to do.

GDPR Audit

GDPR Privacy Impact Statement

Cyber Security

Loads more

And I'll go into them in more details in other blog posts

enjoy dearest beloved reader

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One thing you can do to help get your CRM database compliant with the GDPR

August 26, 2017 @ 11:14 AM · GDPR, Data Protection & your CRM

Wondering how to get your CRM database compliant with the GDPR?

Tip: Delete any old files of contact and mailing data you are not using. 

That will save you time when looking to combine your information, as well as helping you prepare towards GDPR compliance.

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My GDPR compliance journey

August 8, 2017 @ 9:17 PM · GDPR, Data Protection & your CRM

It all came as rather a big shock. GDPR compliance that is

I thought I was doing OK, I don't give out any data to anyone, don't leave my computer or memory stick on trains.

Then I spoke to a complete an utter GDPR expert.

But then nobody else does either.

But the realisation that the Data Protection Act wasn't a patch on what the GDPR will be struck me.  

Yes, I look after people's data - whether it is contacts I was dealing with in general business life, or processing the data on behalf of clients when sorting out their CRM database systems.

The GDPR is all about protecting people.  Nothing wrong with that is there.

But then I started to realise what I had to do under the new to comply with the GDPR.

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My GDPR compliance journey

July 7, 2017 @ 8:38 PM · GDPR, Data Protection & your CRM

As I find and implement CRM databases, set up processes and cleans and combine data for my clients I thought it might be a good idea to follow my own GDPR compliance journey.

Now, we can probably all admit that news about the GDPR isn't exactly new.  The ICO have been going on about it for a fair few years now.

But when, really did we all really start hearing about the GDPR and what we all need to do to comply with it?

Was it the Queen's speech?

Was it Honda getting a fine?

Let me remind you if you didn't hear about it... Honda got fined for sending an email to all the contacts on it's database - which is all good so far, asking them check the details they had.  But then finishing off the email with an offer ...

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How to get your CRM Database and Marketing lists to comply with the GDPR

So, you will have heard the news about the GDPR replacing the Data Protection Act in May 2018. 

You will have heard that you have to get your processes all sorted before the deadline, not after it.

But you will have heard less about ‘how’ to ensure your marketing activity with your database and mailing lists complies with the stricter changes. 

To help you comply with the GDPR changes, I've spent over 20 years using and managing CRM databases, and have some practical tips for you to follow. And when to do them by so you don’t have to worry when the law changes.

 

Step 1

Find all your CRM data and lists

You need to gather all your mailing lists, targeting lists, lists of contacts etc. Once you ...

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Law firm Growth Strategies - The future of CRM and where it will take you

June 23, 2017 @ 11:13 AM · Starting your CRM journey

Feeling very privileged to have been invited to speak at Legal Strategy Conference hosted by Ark Group #LegalGS2017 on London on Thurs 22nd June.

Loads learnt, and thanks to all the speakers for their time and advice on the way ahead. CRM hints and slides posted soon

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