On the ninth day of CRM Chris “Kringle” Fritsch performed for me, a cost-benefit analysis of investing in our CRM capabilities!

Many firms struggle with being industry-focused and segmenting their audiences effectively. This task is substantial, requiring significant time, financial investment and commitment. 

The process can be manual or through pricey integrations with time and billing systems. Despite the costs, the ability to effortlessly pull targeted client lists offers immense benefits, streamlining client management and improving both data accuracy and marketing efforts. 

Such investments in CRM capabilities can significantly enhance client satisfaction and retention, ultimately benefiting the firm’s bottom line. Watch as Chris Fritsch explores these aspects in detail.

Watch Day 1 here.

Watch Day 2 here.

Watch Day 3 here.

Watch Day 4 here.

Watch Day 5 here.

Watch Day 6 here.

Watch Day 7 here.

Watch Day 8 here.