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September 15, 2022

Law Firm Holiday Card Survival Series: Part 1

Woman Working Hands Outstretched

It’s the most wonderful time of year, but for law firm marketers it can also be the most frustrating. From selecting the right card to making sure your contacts receive it, holiday cards can be a real headache for your firm’s marketing team. In our holiday card survival series, we’ll look at some common holiday card headaches and how ContactEase CRM can help.

  • Do you struggle to find missing contact information? ContactEase integrates with the systems your firm’s professionals already know and use, so you’ll always have the most current and up-to-date contact information and there is nothing new to learn. 
  • Are you overlooking important clients and contacts? Look for a CRM solution with integrated list management functionality like ContactEase List Manager which makes it easy for lawyers to add their contacts to the right lists. 
  • Do you lack coordinated outreach? Do contacts receive multiple cards from your firm? A centralized CRM database allows you to track marketing touchpoints, understand your firm’s relationships, and understand who knows whom best to easily coordinate efforts. 

Is your current CRM on the naughty list? Schedule a demo to talk to one of our CRM experts and learn how ContactEase helps make the holiday card season easier.

Join us for the Holiday Card Survival Series 

Over the next few weeks, we’ll share some of our favorite holiday card tips, tricks, and advice from the ContactEase community. This week, Jaclyn Braga, Director of Marketing at Morse shares her thoughts:

“We get a lot more feedback from recipients by sending a fun e-card than we do generic paper cards, but attorneys who take the time to write a note to special clients are doing the right thing. They can send an e-card, too!”

Jaclyn Braga, Director of Marketing at Morse

Up Next: Crafting a Winning Holiday Card Strategy

Read the next post in our series to learn how to develop a winning strategy for a less stressful holiday card season.

Additional Resources

New eBook! “Leading the Way: The Business of Law in 2022 and Beyond

We’ve heard from many law firm leaders regarding the challenges of adapting to a hybrid working model and the innovative and creative approaches they’ve implemented to help their law firms grow and thrive. In our latest ebook, we examine the competitive advantages of midsize firms and provide a framework for leveraging technology to improve client satisfaction, unlock performance, and become more profitable! Download it to learn how.

CRM Toolkit 

Developing relationships is critical to a firm’s growth and the success of its lawyers. This is why client relationship management (CRM) is a critical part of any firm’s long-term strategy. In our CRM toolkit, you’ll find plenty of tips and tricks to unlock performance and leverage data so you can focus on the marketing and business development activities that lead to new business. Learn more here.