CRM

Law Firm Holiday Cards Series: Part 4

Make Current and Correct Contact Data Part of Your Firm’s Strategy for Holiday Card Success It’s the most wonderful time of the year, but for many law firm marketers it can also be the most frustrating. Our law firm holiday card series provides marketers with tips, tricks, and best practices for a successful holiday card …

Make Current and Correct Contact Data Part of Your Firm’s Strategy for Holiday Card Success

It’s the most wonderful time of the year, but for many law firm marketers it can also be the most frustrating. Our law firm holiday card series provides marketers with tips, tricks, and best practices for a successful holiday card season. If you missed our earlier posts, catch up now. In our final post of this series, we’re looking at an essential component of your firm’s holiday card success: your firm’s contact data.

Whether you send an ecard, a traditional paper card, or some combination thereof, bad data can prevent your contacts from receiving it. If your contacts aren’t receiving your holiday greetings, they are probably missing out on other important information from your firm. Taking time to review your data on a regular basis will not only ensure a successful holiday card season, but that your firm’s communications reach the right people throughout the entire year.

Is Your Contact Data Current?

Outdated data is one of the most common forms of bad data in CRM and marketing databases. According to Neil Patel:

40% of email users change their email address at least once every two years
20% of all postal addresses change every year
25-33% of email addresses become outdated every year
60% of people change job titles within their organizations each year

Audit Your Database to Understand Your Data

Audit your database to identify the current state of your data. Identify outdated data as well as data that is incorrect, poorly formatted, or missing. Here are a few simple searches to get you started:

Run a search for contact records where the email address field is empty
Identify contact records where the first and last name fields are empty
Locate orphaned records (those that are not associated with any firm personnel)
Remove bounced email addresses from your mailing lists and update them where possible

Learn How ContactEase Makes Holiday Cards Easy

Are you struggling to find missing contact information? ContactEase CRM integrates with the systems your attorneys already know and use, so you’ll always have the most current and up-to-date information.
Are you overlooking important clients and contacts? ContactEase List Manager makes it easy for attorneys to add contacts to the right mailing lists. ContactEase Relationship Discovery, our integrated ERM solution, allows you to identify the relationships that don’t make it into Outlook.
Do your contacts receive multiple cards from your firm’s attorneys? If your firm lacks coordinated outreach, ContactEase CRM and ContactEase Relationship Discovery work together so you can track marketing touchpoints, uncover the relationships that exist at your firm, and go beyond who knows whom to understand who knows them best!

Schedule a demo to talk to one of our CRM experts and learn how ContactEase helps make the holiday card season easier.

Webinar: Strategies for a Successful Holiday Card Season

Wednesday, October 19 at 1:00 pm ET

Join us for an informative and fun session as our panelists of current and former law firm marketers share their favorite tips, tricks, and best practices for a successful holiday card season. You’ll receive practical guidance and learn how CRM can help make this holiday card season the least stressful yet. Register today!

Read Earlier Posts in the Series

Did you miss the earlier posts in our series? Read them now:

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.

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