Identify the Need for a CRM Integration at LMA Tech West

In 2020, we learned a lot about the legal industry and its ability to pivot. Firms increased their communications at a rapid pace (one ContactEase firm reported increasing communications by more than 400%) and transitioned in-person events to webinars. How did they do this? Having the right teams and the right technology in place certainly helped.

Even before the pandemic completely changed the way law firms do business, law firm marketers were evaluating their existing technology stacks for ways to improve efficiencies, deliver excellent client service, and, yes, make their lives easier.

And that’s because technology is intended to make our lives easier. Today, there’s an app or a software solution for almost everything. But, with so many tools available, it’s important to ensure that the ones you use work together. This is why software integrations are so popular. When we talk about software integrations, we’re talking about the process of combining two or more software platforms to solve problems and improve efficiencies.

If you’re attending LMA Tech West this year, be sure to join ContactEase President, Jennifer Whittier as she moderates a discussion with Jodi Coverly, Director of Marketing & Business Development at Hutchison and Shannon Donnellan, PMP, Project Manager – Business Development at Procopio. This session will examine how the two firms adopted a forward-thinking approach to:

  • Identify the need for an integration between their systems
  • Solve the problems they identified
  • Improve efficiencies at their firms

Can’t make it to LMA Tech West this year? Contact us anytime to learn how integrations can make your life easier, improve efficiencies at your firm, and allow you to better serve your clients.

Details:

When One Solution Won’t Do: Identifying the Need for a CRM Integration
Date: April 29, 2021 at 9:30 a.m. PDT

Register for the LMA Tech West 2021 Virtual Conference at https://www.legalmarketing.org/e/in/eid=1572.

Back to Basics: A Single Source of Truth

In our Back to Basics series, we’re doing just that – getting back to basics to understand the fundamentals of CRM and why it matters to your firm. In this post we’re looking at CRM as a single source of truth and what that means.

As we wrote in our last post, the main job of any CRM is to store and organize your firm’s contacts – all the details, any communication or touch points you’ve had with them – in one place (i.e. a single source of truth). CRM helps your firm’s professionals stay connected to your clients and can help improve profitability and internal processes (see ROI: Boost Revenue with CRM).

So yes, at its most basic, CRM provides you with a single source of truth for your firm’s important clients and contacts. With so many data stores available at most firms, it can be difficult to know what to trust. A CRM provides you with a single, reliable source of truth where your clients, contacts and opportunities exist. This is also why integrations are so important.

An essential feature of any CRM should be the ability to integrate with other systems (see Bridge Building with CRM). When you integrate CRM with your firm’s existing systems, data from your technology stack can be captured across platforms and you can rely on your CRM as, yes, you guessed it, a single source of truth. At ContactEase, we know that we make a great CRM. We don’t want to do it all. That’s why we partner with other popular applications that your firm already knows and uses.

In recent years we’ve introduced integrations with marketing automation systems like Constant Contact, Mailchimp, and Vuture and time and billing systems like Aderant, Juris and Elite. We are constantly evaluating the market and speaking with our clients to connect with the systems they are using. If your systems don’t talk to one another, you run the risk of having information that is outdated, incomplete and just plain wrong. When you make CRM and data integrity a priority, your firm will be better equipped to understand where your communications with your clients and prospects stand.

Talking Points: Does My Firm Need CRM?

If there’s no single source for information at your firm, you run the risk of duplicating outreach, having outdated information, and leaving key contacts off of important mailings. CRM can provide a single view of every client’s contact information and firm outreach, without which, you may not be able to fully implement strategic marketing and business development initiatives.

ContactEase CRM Welcomes New Law Firm Client: Fafinski Mark & Johnson PA

Logo_FMJ_wht-hiresContactEase CRM welcomes new law firm client, Fafinski Mark & Johnson PA with 27 attorneys located in Eden Prairie, Minnesota. Visit them online at www.fmjlaw.com.

ContactEase CRM Welcomes New Law Firm Client: McGrath North

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ContactEase CRM welcomes new law firm client McGrath North Mullin & Kratz PC with 68 attorneys located in Omaha, Nebraska. Visit them online at www.mcgrathnorth.com.

The State of CRM at Law Firms: A Market-Wide Study

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Nearly 75% of all law firms have some sort of Client Relationship Management (CRM) system in place, yet respondents to a recently released survey indicate that few of their lawyers regularly use it. In contrast, ContactEase users report a higher-than-average utilization rate for their attorneys. The Ackert Advisory’s “The State of CRM at Law Firms” examines utilization, user experience and return on investment (ROI) of CRM platforms and their relationship to business development.

ContactEase was recognized by its users in a number of areas. Among the findings:

  • ContactEase (24%) and InterAction (45%) lead the CRM legal market with a combined market share of 69%.
  • ContactEase has increased its market share by 6% since last year’s survey.
  • ContactEase users reported a higher utilization rate than the overall market.
  • ContactEase users reported a lower level of data entry issues and a less complicated interface (in comparison to other CRM systems).
  • ContactEase users reported an average of 18% of lawyers use CRM regularly (the majority of survey respondents indicated 0-5% of their attorneys utilized CRM on a regular basis.

About ContactEase
ContactEase communicates with clients and prospects to enhance existing relationships and drive new business. In addition, ContactEase works with firms to develop ROI with business analytics and opportunity/pipeline management tools, and integrates with accounting and other systems.

ContactEase has a greater than 90% adoption rate due in part to its seamless Outlook integration, easy-to-use tools and a highly experienced support team. ContactEase can pull contacts from email, alert users of changes in their data, integrate with telephone systems, allow updates from mobile devices, allow contacts to RSVP online for events and update their own data.

Selecting the right CRM platform is essential to the success of any firm’s marketing and business development program. For more information about ContactEase and CRM best practices for getting buy-in, implementation, data management and ROI, visit our resources page.

ContactEase is used by over 250 law and accounting firms, with 16,000+ users worldwide. To read the report in its entirety, click here.

 

ContactEase CRM Welcomes New Law Firm Client: Osborn Maledon

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ContactEase CRM welcomes new law firm client Osborn Maledon PA with 50 attorneys located in Phoenix, Arizona. Visit them online at  www.osbornmaledon.com.

 

 

ContactEase CRM Welcomes New Accounting Firm Client: Haefele Flanagan

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ContactEase CRM welcomes new accounting firm client, Haefele Flanagan, located in Maple Shade, New Jersey. Visit them online at  www.hfco.com.

ContactEase CRM Welcomes New Law Firm Client: Buckingham Doolittle & Burroughs LLC

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ContactEase CRM welcomes new law firm client Buckingham Doolittle & Burroughs LLC with 68 attorneys across three offices located in Canton, Akron, and Cleveland, Ohio. Visit them online at www.bdblaw.com.

 

ContactEase CRM Welcomes New Law Firm Client: Paley Rothman

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ContactEase CRM welcomes new law firm client Paley Rothman with 40 attorneys located in Bethesda, Maryland. Visit them online at www.paleyrothman.com.

 

Getting Buy-In For CRM, A Step-by-Step Guide

handshake of businessmen.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.
Download our step-by-step guide to help you define the cost of not having a CRM…

http://www.colevalley.com/Resources.aspx