CRM Building Project – Part 2: Teardowns

Many of the firms we work with have had their CRM systems for years or even a decade or more. They can likely still remember their original “move-in” day when they first bought the system (which hopefully didn’t require a mortgage) and migrated all their information in. At that point, their CRM system felt like the perfect place.

But sometimes a firm begins to get “growing pains.” Over time, these firms may have acquired a lot more “stuff” and may feel like they are outgrowing their CRM home. As a firm “family” grows, acquiring new offices and attorneys, the number of contacts often grows exponentially. If “spring cleaning” projects are not attended to regularly, data can become outdated. As marketing and business development projects increase, the number of e-mail campaign and event lists multiply. The next thing you know, a firm may suddenly feel like they need to make some home improvements. They may start to consider a renovation, an integration – or even a complete remodel. At this point, it’s important to stop and consider whether it really make sense to demolish everything and start over … (and yes, these are the actual before and after pictures of my house of 14 years being flattened.)