CLIENTSFirst Consulting: Comprehensive Company Profile

Background

Overview

Founded in 2007, CLIENTSFirst Consulting is a woman-owned business enterprise (WBE) specializing in marketing technology and client intelligence services. The company is headquartered in Atlanta, Georgia, and operates virtually, serving clients across the United States and Canada.

Mission and Vision

CLIENTSFirst Consulting is committed to client growth and rooted in client service. The company aims to help organizations succeed and gain returns on their technology investments by providing marketing and business development technology and strategy consulting, as well as data quality services.

Industry Significance

With a team of nearly 100 consultants and professionals, CLIENTSFirst Consulting has been instrumental in assisting hundreds of top firms in achieving success through CRM, eMarketing, data quality, and client intelligence solutions. The company's expertise spans various industries, including legal, accounting, consulting, real estate, private equity, venture capital, investment banking, software, recruiting, travel, tourism, and visitor bureaus.

Key Strategic Focus

Core Objectives

CLIENTSFirst Consulting focuses on delivering tailored solutions that enable clients to leverage data and technology for business growth. The company's core objectives include:

Assisting with CRM and eMarketing system selection, strategy, planning, assessments, configuration, implementation, integration, communications, training, and reporting.

Providing ongoing CRM maintenance services to enhance success and return on investment.

Offering outsourced CRM staffing to help replace or fill in for key staff members.

Ensuring data quality and data cleaning to maintain clean, current, correct, and complete contact data.

Delivering custom company, industry, and competitor intelligence reports essential for business development.

Assisting clients in complying with current data privacy regulations, including CCPA, GDPR, CASL, and others.

Areas of Specialization

The company specializes in CRM consulting, data quality solutions, eMarketing, and client intelligence services. It works with leading technology platforms such as ContactEase, IntelliPad, InterAction, Legal360, Microsoft Dynamics, Intapp OnePlace, Salesforce, Concep, Hubspot, Vuture, Marketo, Saturno, Tikit, Client Sense, and Introhive.

Primary Markets

CLIENTSFirst Consulting serves a diverse range of industries, including:

Legal: Assisting law firms in implementing CRM and eMarketing systems that are easy to use and require minimal training.

Accounting: Helping accounting firms organize and track client relationships, communicate effectively, and market their services.

Consulting: Enabling consulting firms to share information and utilize CRM and eMarketing systems for client communications and business development.

Real Estate: Applying CRM and technology to leverage data and networks to engage clients and close deals.

Private Equity and Venture Capital: Assisting firms in managing extensive networks and relationships through CRM to achieve returns on investments.

Investment Banking: Helping investment banks apply CRM and technology to leverage data and institutional networks for effective engagement and revenue generation.

Financials and Funding

Revenue

As of recent estimates, CLIENTSFirst Consulting's annual revenue is approximately $36.7 million, with an estimated revenue per employee of $270,000.

Funding History

Specific details regarding the company's funding history are not publicly disclosed.

Pipeline Development

CLIENTSFirst Consulting offers a range of services tailored to client needs, including:

CRM Consulting: Assistance with system selection, strategy, planning, assessments, configuration, implementation, integration, communications, training, and reporting.

Data Quality Solutions: Maintaining clean, current, correct, and complete contact data.

eMarketing: Automating communication processes to build client relationships.

Client Intelligence: Providing custom company, industry, and competitor intelligence reports for business development.

Data Privacy Compliance: Assisting clients in complying with data privacy regulations such as CCPA, GDPR, and CASL.

Technological Platform and Innovation

Proprietary Technologies

While CLIENTSFirst Consulting does not publicly disclose proprietary technologies, it collaborates with leading CRM and marketing automation platforms to deliver customized solutions.

Significant Scientific Methods

The company employs methodologies such as data quality assessments, CRM system evaluations, and client intelligence analyses to provide actionable insights and strategies.

Leadership Team

Key Executives

Christina Fritsch: Founder & CRM Success Consultant. Chris is a CRM and Data Quality Success Consultant with extensive legal and professional services industry expertise, focusing on helping firms utilize technology strategically to grow their businesses and enhance return on investment.

Dave Whiteside: Director of Client Growth & Success. Dave is an experienced Business Development Executive specializing in legal industry business development technologies and processes, with a deep understanding of competitive intelligence and driving revenue in the legal industry.

Meghan Van Dalinda: Director of Divisional Operations. With over 15 years of project and client relationship management experience, Meghan drives operational excellence across all business lines of CLIENTSFirst Consulting.