Yet it’s no secret that firm lawyers are not exactly embracing technology tools, including CRM — client relationship management software — that can help keep client data current, track interactions with clients, and analyze business opportunities. Many attorneys resist efforts to share client data, and then turn around and blame the marketing department for incorrect data.
Why is it so difficult to get this information reviewed and updated on a regular basis? Join any meeting of chief information officers and/or top marketing executives, and you’re bound to hear side conversations like this:
- “What’s happening with your CRM system?”
- “How’s the CRM installation?”
- “We’ve only rolled out CRM in the marketing area, nowhere else in the firm.”
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