SlideShare a Scribd company logo
CRM databases in
Law Firms
10 tips to increasing usage
Simon McNidder
CRM Database Consultant
Database First Aid Limited
Tip 1:
Don’t call it Marketing’s
database
Tip 2:
Make it easy to use
(remove all non-essential
features and fields)
Tip 3:
Make the information in it
more accurate than can be
held in a stand-alone
spreadsheet
Tip 4:
Include usage stats in
annual appraisals
Tip 5:
Ensure your CRM database
is quick to use
Tip 6:
Give users a Dashboard (in
the system or delivered via
email) of activity with
‘their’ contacts
Tip 7:
Ensure it includes your
contact’s issues and
interests and that users can
only get this from your CRM
Tip 8:
Provide marketing email
stats to those staff that
mailing related to
Tip 9:
Setup auto-notifications to
staff when key things
happen to their contacts
Tip 10:
Get your CRM system
managed and led by
Marketing, not IT
About Simon McNidder
• 20+ years in-house experience of using CRM
Databases
• 18 years in Professional Services
• Won two CRM awards for database projects
• Merged the CRM databases from five professional
service firm mergers and 100’s of lists
• Masters degree in Strategic Marketing
• Written numerous articles on CRM
Simon McNidder
CRM Database Consultant
Database First Aid Limited
Simon@DatabaseFirstAid.com
www.DatabaseFirstAid.com
07919 566 655

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CRM database - 10 tips to increasing usage

  • 1. CRM databases in Law Firms 10 tips to increasing usage Simon McNidder CRM Database Consultant Database First Aid Limited
  • 2. Tip 1: Don’t call it Marketing’s database
  • 3. Tip 2: Make it easy to use (remove all non-essential features and fields)
  • 4. Tip 3: Make the information in it more accurate than can be held in a stand-alone spreadsheet
  • 5. Tip 4: Include usage stats in annual appraisals
  • 6. Tip 5: Ensure your CRM database is quick to use
  • 7. Tip 6: Give users a Dashboard (in the system or delivered via email) of activity with ‘their’ contacts
  • 8. Tip 7: Ensure it includes your contact’s issues and interests and that users can only get this from your CRM
  • 9. Tip 8: Provide marketing email stats to those staff that mailing related to
  • 10. Tip 9: Setup auto-notifications to staff when key things happen to their contacts
  • 11. Tip 10: Get your CRM system managed and led by Marketing, not IT
  • 12. About Simon McNidder • 20+ years in-house experience of using CRM Databases • 18 years in Professional Services • Won two CRM awards for database projects • Merged the CRM databases from five professional service firm mergers and 100’s of lists • Masters degree in Strategic Marketing • Written numerous articles on CRM
  • 13. Simon McNidder CRM Database Consultant Database First Aid Limited Simon@DatabaseFirstAid.com www.DatabaseFirstAid.com 07919 566 655