ContactEase CRM welcomes new law firm client…

ContactEase CRM welcomes new law firm client, Rhoades McKee with 48 attorneys located in Grand Rapid, MI


Data Quality Do’s and Don’ts – Part 5: Herding the CRM Cats

The beauty of a CRM system is that by relying on the collective information of all of the CRM users, contacts should be kept updated across the organization. If anyone gets updated information and simply modifies their contact information in Outlook, updated information should flow out to everyone who shares that contact. Everyone wins. That is, everyone who participates….

little kitty with a laptop on a white background


ContactEase CRM welcomes a new law firm client, Hinkle Law Firm

ContactEase CRM welcomes new law firm client, Hinkle Law Firm with 44 attorneys located in Wichita and Overland Park Kansas,


LMA NE 2015 CONFERENCE – NOVEMBER 12 & 13, Hyatt Regency • Boston, MA

This year’s themJennifer Whittiere is “What’s Your WOW Factor?” Join attendees as they learn about the best tools and approaches to stand out among the competition, succeed at winning new business and become industry trendsetters.

Our very own Jennifer Whittier, Chief Brand Officer, Cole Valley Software|ContactEase CRM will be participating on a panel….

10:00 Session I – Friday, November 13

Pipeline to Business Development Success – Plymouth Room

Christina R. Fritsch, J.D., President & CRM Success Consultant, CLIENTSFirst Consulting
Toni Minick, Director of Product Management, InterAction
Jennifer Whittier, Chief Brand Officer, Cole Valley Software   

This presentation will provide an overview of business development tracking and pipeline management processes and technology in law firms and a discussion of some of the most common challenges – and effective strategies for overcoming them.  Participants will also engage in an interactive discussion and exchange of ideas focusing on a variety of relevant topics and best practices for success including:

  • Build or buy – what is the right business development pipeline for each firm
  • Pipeline best practices
  • Utilizing pipelines strategically
  • Making the ancillary (but essential) investments including time, money and people
  • Integrating systems and data sources to enhance value

Friday is ‘Love Your Lawyer Day’; legal marketer’s creation gains some support

Lawyeheartrs should be commended rather than condemned, according to a legal marketer who has been celebrating “Love Your Lawyer Day” since 2001. The event takes place Friday.

Lawyer marketer Nader Anise says the day, created by the group he founded, is celebrated on the first Friday of November. “Call your attorney and say ‘Happy Lawyer’s Day!’ or ‘Thanks for doing a great job,’ or even send a gift, flowers or a card,” Anise says in apress release. The National Law Journal (sub. req.) has a story…..

Data Quality Do’s and Don’ts – Part 4: The Missing Pieces

One of the most common CRM data quality complaints we hear as CRM Success Consultants is that key pieces of contact data in the system are missing. This significantly reduces the value of the system and hinders adoption….