Kimberly P. Hafley, Director of Marketing and Recruitment, Foster Swift Collins & Smith PC
“Ease of Use" tops the recent Ackert Advisory Group CRM Survey….According to an independent survey of 175 law firms conducted by The Ackert Advisory Group about CRM use in law firms, the findings revealed - “At your firm, if you value ease of use, according to this survey you’re more likely to get that through ContactEase.”
David Ackert, President, The Ackert Advisory
ContactEase has been a great tool for our firm. As we maintain the information in the database, we are able to efficiently run reports for different categories and scenarios. One of our primary uses for ContactEase is for direct mail campaigns. It’s really simple to create an assignment and assign contacts to them. We are then able to pull a specific list of contacts and easily export them to an excel spreadsheet. There is even an option to track when mail has been returned or a contact has requested not to receive mail. ContactEase allows you to choose what headings you would like to see on your report, you can make it as simple or complex as you’d like. This database has helped the marketing department keep a clean list of qualified prospects and referral sources, which is critical to obtaining an ROI. Our niches are growing at a steady rate and our President knows that is partly due to our marketing campaigns.”
Business Development Director
RINA accountancy corporation - "Your Future is Our Focus"
“My search for a CRM started with testing over 20 different systems. After weeding through all the big names and even bigger promises the front runner was clear, ContactEase. ContactEase was built with accountants in mind. It is tailored to our profession in a way that no other CRM can match. From connecting referral sources to event tracking and promotion, ContactEase understands our unique industry.”
“Many firms find it difficult to track ROI using CRM but we recently used the category search in ContactEase to pull a list of our referral sources for an upcoming event. We uploaded the list, sent an email invitation using CE E-mail Campaign and not only had a much higher attendance at the event, but we were top of mind to one of the referral sources and we received a project for $12,000.”
Abbott Stringham & Lynch
“ContactEase provides a platform that gives us the ability to manage contacts at the individual and departmental level. It meets the needs of individuals with its easy-to-learn Outlook interface, giving users an array of important information about their contacts without having to open another product. It meets the needs of the Marketing Department, providing the business development side of the house with business intelligence and key client information that reveals the relationships among the CPAs and their contacts, as well as providing our marketing and communications side with the ability to quickly prepare targeted mailing lists for more effectively delivering content. We have proven that the return on investment has been well worth the time and effort, both from streamlining the contact information process throughout the firm, improving communications with our target audiences and providing us with necessary business intelligence about our clients and prospects to help us better understand their needs.”
Joy Long, Director of Marketing, ORBA (Ostrow Reisin Berk & Abrams Ltd)
“As a marketing department of one, I need ContactEase to do my job.”
Joseph (Joe) A. Slezak, Marketing Director, KFMR Katz Ferraro McMurtry P.C.