Posts tagged Starting your CRM journey

Which email marketing software is the best

September 19, 2018 @ 10:40 AM · eMail Marketing, Starting your CRM journey

A review and comparison of two popular email marketing software solutions

It’s all very well reading the eBook of email marketing tips, but something a guide like that can’t answer is a question I get asked all the time (especially when it comes to CRM systems), namely “which is the best email software for me?” 

And to be fair, just like CRM databases, there are 100’s to choose from. And they suit different pocket sizes and objectives.

Some very expensive.  Some free.  Some very simple.  Some very complex.  And loads everywhere in between.  

What if you already have a CRM?

Now, if you already have a CRM database, it’s best to go with the email software they link to ...

Read More

If you are at the start of your CRM database project, you may well be wondering where to start...

July 24, 2018 @ 2:14 PM · Starting your CRM journey

If you are at the start of your CRM database project, you may well be wondering where to start...  My best advice I can give you is 'not with your database software'.  Look at the data you have first.  Far more benefit will be gained by spending your time on that part of your project.  We are in an 'information age' after all.

Read More

CRM Databases in law firms – a few Tips to get you going

July 19, 2018 @ 3:16 PM · How to get great CRM, Starting your CRM journey

CRM Databases in Law and Accounting firms – a few Tips to get you going

IT is just some of the issues you'll face.  People and the info are more important to your success

Automate tasks a person can do - like activity alerts, information, email responders

Get key people on board (once they use it and like it, everyone else will) 

Don't call it the sales, BD, Bus Dev or Business Development database'.  It's for client facing staff

Ensure it is easy to use.  And very quick to use.

Don't go love on everything.  Keep some features back or it will overwhelm 

Remind staff why they should use it

Build up a profile on your best contacts (re-verify yearly & target them), 

Read More

what questions did delegates have to the seminar on CRM database I gave?

July 11, 2018 @ 2:00 PM · Starting your CRM journey

A long time ago, I gave a seminar.  It's not as grand as it sounds though dear reader.  The west midlands branch of the PM Forum ( hosted a seminar for it's regional members (and people who were thinking about becoming members). Anyway, it was about how to implement a CRM database. Successfully.  That bit is quite key.  They were kind enough to ask me to do the seminar.  Being precise, it was really more of an informal question and answers session than a seminar... , And do you know what?, About 95% of the questions and discussion time was spent on 'data', 'the human factor', and 'using the details in your database'.   ......

Read More

The long term costs of CRM

June 17, 2018 @ 1:51 AM · Starting your CRM journey

When you have a CRM database, you are probably tied into the supplier for a while... And they know it.  When you are looking for a system, bear in mind that the initial costs will be 'low' with the long term costs weighing in the favour of the supplier.  I say 'low' start-up costs, but that is a comparable figure to the long term 'life costs' of a system.  Low isn't in comparison to your weekly food shopping for instance.  When you are looking at that contract you are about to sign, does it give you an indication of you life time costs with that supplier / reseller?  If not, get one.  Far easier to look at 'total costs' and then compare solutions......

Read More

Top 3 considerations when buying a CRM database system

November 21, 2017 @ 11:28 AM · How to get great CRM, Starting your CRM journey

Top 3 considerations when buying a CRM database system


I'm often asked "which is the best CRM system?".  But what I think people mean is "what is going to get me the best result at the least outlay?"


They could of course really be asking about a CRM system, but for this post, I'll go over the things that make the most difference to your bottom line, take up and boosting your marketing performance when you are looking for one


#1) How are you going to pay for it?

When you have a system that 100 staff want to use, for 5 - 10 years (as you are unlikely to swap it), the costs build up (you will no doubt want to add a consultant's time and IT fine-tuning to the actual cost.

If you ...

Read More

Client Relationship Management is easier with a good CRM database

October 4, 2017 @ 5:05 PM · How to get great CRM, Starting your CRM journey

Understanding your client relationships in 5 minutes...

Imagine being alerted about activity with your contacts from your CRM database… 

Imagine getting into work on Monday morning and in your inbox is your weekly activity alert from your CRM Database.  It shows you what happened last week to the contacts you know. For instance, who met them, who is due to meet them this week, what mailings they clicked a link in, anyone booking onto events etc. 

This was one of the biggest 'lawyer wins' when I was an in-house CRM database manager.  

I'm always amazed when I see CRM systems don't do this, but make their users login to 'the' database to see an overview. 

Some CRM systems do ......

Read More

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 ...

Read More

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

Read More

Law firm CRM databases - how to keep costs under control - step 1

June 1, 2017 @ 11:17 AM · How to get great CRM, Starting your CRM journey

If you tweak your CRM system - it'll slowly cost you a fortune. 

Big features and small things. It all adds up.

If you have to tweak a few areas, make sure your amendments can be carried over to new version upgrades, or that the tiny bits you do alter, like new fields, field pick list options or hiding features can be done by your admin, not your IT supplier.

A long time ago, when I was an in-house CRM Database Manager, I was asked to add a new field into one area of my system. Then a few month later, another, and some time after that - another. 

Each time I ended up having to go back to the database suppliers - and each time, a nice little hit on my budget. 

And it made upgrades super hard! 

As all the tweaks ...

Read More