Relationship Intelligence

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07 Jun: Data Enrichment Services: Going Beyond Traditional Email Signature Scraping to Drive 3X Relationships Into CRM

CRM users spend an average of 5.5 hours each week creating and updating contacts in their system. But even after spending all of that time in CRM, the data shows that those contacts are inaccurate, incomplete, or duplicated. In fact:

88% of CRM users admit to entering incomplete contact information 69% of people have out of date CRM data 63% have duplicate contacts in their CRM

All of this adds up to a CRM system that is bogged down with poor data. In an effort to acquire complete contact records and regularly create CRM contacts, many organizations turn to email…

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02 Jan: Business Development Dream Team: 3 Types of People You Need

Building a business development team can be tough. It takes an in-sync crew of top-notch communicators, negotiators and collaborators to stay on top of prospects and close deals that keep your firm growing and prosperous.

So how do you find these business development gems in today’s competitive job market?

Good news: we work closely with the top business development teams in law, finance and professional services firms across the world, so we’ve picked up a trick or two.

Read on to meet the three types of people you should look for as you build your firm’s ideal business development team.

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07 Dec: Customer Relationship Management Tips for Lawyers With Stewart Walchli

As the founder of a relationship science platform that helps legal firms optimize their CRM systems, our co-founder, Stewart Walchli, knows a thing or two about managing customer relationships. With some of the nation’s leading law firms both big and small as clients, Stewart also understands the unique challenges attorneys face when growing a practice — managing and growing a business isn’t necessarily covered in law school.

To help law firms grow their business, Stewart recently wrote an article, Customer Relationship Management: What They Didn’t Tell You at Law School, for Lawyer Monthly. Through his advice, your law firm…