Resources

What Three Leading Firms Did to Achieve Success - To discover what goes into a successful CRM implementation we convened a panel of marketing directors from two law firms and an accounting firm to share best practices learned in the process of identifying needs, getting buy-in, implementing a system and maximizing ROI.

Need CRM, but worried about getting buy-in? Learn how to build consensus and understand the needs within your firm. Hear how others have obtained buy-in from management and most importantly, hear from management directly. Firms realize the need to be more efficient, replacing existing systems like spreadsheets and obsolete products, but what does it take to move forward? Our panelists will teach you how, why and when to ask for CRM in your firm.

You're ready to move forward. You've done your research: you know that CRM can maximize efficiency, help your department dramatically shrink the time it takes to organize mailing lists, and get targeted communications out the door and into the right hands. But first you have to convince management it is worth the investment.

On a scale of 1 to 10, with 10 excellent, how would you rate the data in your client relationship management (CRM) system? It will never be perfect, but if it's not close to 10, you're not realizing the full potential of CRM. Learn CRM Data Management Best Practices from CRM experts.

Case Study by Foster Swift Collins & Smith, PC. With planning and communication, CRM can pay for itself many times over by saving time and resources.

A law firms plan to maximize technology has resulted in increasing client service while still saving some trees.

One law firm finds immediate success – and a considerable return on its investment – in purchasing Client Relations Management software to make attorneys and staff more efficient.