CRM database user forums or user days or user workshops

February 22, 2017 @ 11:23 AM · How to get great CRM, Starting your CRM journey

If you have a CRM database, go on the supplier's user day.

One of the best time investments I made when in a Law firm - you get to speak to people in exactly the same siutation as yourself, having exactly the same issues and problems

Thinking about buying a CRM database?

Ask to go on the user day.  If the supplier doesn't let you go, have a think as to why

Hope this helps


Read More

Basic guide about CRM for newbies (part 2): Your CRM database purchase options

February 21, 2017 @ 9:25 AM · Starting your CRM journey
Continuing the ‘CRM basics’ blogs I’m doing - because not everyone lives and breathes CRM, happily doing other jobs, but then finding they need ‘CRM’ so to speak.
Now, I often come across people not knowing the purchase options to CRM systems. So this is what they are, generally speaking.

CRM purchasing options

There are loads of ways to buy your CRM system.  Much like buying your car.  You can buy it outright or pay for it monthly (and one where you never own it at all though).
So, your options

CRM database that are free

Some are perfectly good, and are most likely a loss-leader to get you in and buy the better version.  Like the ...
Read More

CRM database systems in Law Firms

February 20, 2017 @ 9:45 AM · How to get great CRM, Starting your CRM journey

Law Firm CRM systems

I get asked about it all the time.

"Which CRM tool is right for me?"

Well, it all depends on what you want to do.

Just want to send email marketing message?  

Look at MailChimp or Popcorn eMail.  Perfectly good and 'good value'

Only want to manage your work lead funnel?

Look at Realtime CRM.  First license if free.

Want to manage and track relationships, run events, run usage and activity reports?

Look at InterAction, Peppermint, Conscious

Hope this helps,


Read More

Data Protection, the GDPR and your CRM database

February 17, 2017 @ 10:30 AM · GDPR, Data Protection & your CRM

Do you know if you will comply when the rules change?

Do you know if you are complying now?

How would you know?

And do you know if you should be?

Well, do you hold personal data?

If yes, then yes.


But what actually is personal data? 

Bank Account balance & inside leg measurement? 


It’s information that can identify the person in a database.

Store information in Outlook?  That’s a database.

Store information in MS Excel?  That’s a database.

Store information in MS Word?  That’s a database.


When do you need to comply with the data Protection & GDPR changes?

On hour 1 of day one.  Much like when you are driving down a country road and the speed ...

Read More

Typical benefits to expect from your new CRM strategy

February 7, 2017 @ 1:54 PM · Starting your CRM journey

You will see a number of benefits from a good CRM data and CRM database strategy and tactics

To give you an idea of the benefits to expect, a few pointers are below. 

Typical benefits of great CRM

Easier Relationship Management

- Your firm will find out your relationship strength (e.g. how many staff know each contact)

- Your firm will be able to see each client’s activity history (e.g. who met who)

- Staff know what HAS or is DUE TO happen to their contacts, clients, or sectors


Happier Clients

- Clients will receive more communications on topics that interest them, and less that don’t

- Clients will receive correctly addresses communications

- You’ll be able to predict what clients want help ...

Read More

Merger Fallout - Horror stories of mismanaged data you inherit

February 1, 2017 @ 7:02 PM · We are merging!

In summary, we must have been writing to him as "Dear B******d" for ages.

Yes, it got my attention as well when I spotted it.

You sometimes think a disaffected employee might do it.

You hear stories in the news about Bank customers receiving post with something like ‘awkward beggar’ in the address field.

But I wasn't expecting contacts to sabotage their own records in our CRM database system for some fun at our expense.

And they can do whatever they like to ‘their data’ when you allow them to update their own records.

Or allow people to add themselves into your database through forms in your emails or websites.

Here’s how it happened to me.

Although I’m not planning on taking the ...

Read More