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: Osborn Maledon

om_logo-wo-pa

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

hfco-logo-jpeg

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

Buckingham logo no date

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.

 

Key Takeaways for CRM Implementation

CRM - Customer Relationship ManagementHow you go about implementing a CRM system matters. To help you avoid mistakes and maximize success, we’ve put together the following list of takeaways from a peer panel discussion, key questions to ask yourself, and best practices to follow for achieving and maximizing CRM success. For more tips on CRM Implementation Best Practices and what 3 leading firms did to achieve success, download our whitepaper  – http://www.colevalley.com/Resources.aspx

Key takeaways for CRM Implementation:

  • Audit the data – where is the data, inventory the partners and lawyers Outlook contacts
  • Develop a flowchart of your communication – how many steps does it take get targeted relevant communication out the door before CRM
  • Create a Focus Group, CRM team and/or survey team members
  • Find a champion on the management team to help drive the process
  • Consider an RFP for vendor selection – look for a partner to support you through the process
  • Use a Phased-In approach to reach your goals and prioritize your objectives
  • Apply CRM to help the firm with all of your processes
  • Consider a one on one approach to training and solicit feedback for improvement
  • Celebrate victories – keep a file of your wins and share the results
  • Add a little sugar – all good decisions are backed with cupcakes and cookies.

For more on these and other aspects of CRM, please call ContactEase at 1-800-447-1212 ext 2 or visit colevalley.com.

ContactEase CRM welcomes new client Novack and Macey!

ContactEase welcomes new law firm client Novack and Macey with 30 attorneys located in Chicago http://www.novackmacey.com NM logo color med.small

Mailing List Manager Saves Significant Time…

Mailing List Puzzle Showing Email Marketing Lists OnlineWith ContactEase’s Mailing List Manager, professionals or their secretaries can easily update and select contacts to be on a mailing or event list in a browser window, saving great amounts of time and avoiding paperwork. They just click on those that should get the holiday card, update their industry, select a holiday gift, or see what their status is for the golf outing. An unlimited number of different events and/or mailings can be tracked with this system, allowing for each user to review their own mailing list in significantly less time.

“Coming from a small firm, I am thrilled to have a resource like Contact Ease.   It was simple for me to sync my Outlook.  Then with Mailing List Manager in an hour and a half, I had gone through and marked my 800+ contacts with what announcements and newsletters they should receive.  The feedback I have had from clients in just a month has been amazing.  Also new to the firm, I like the fact that I can search to see who at the firm might have contacts at a company.  It helps optimize business development opportunities and allows me a way to check to make sure I don’t step on any toes.”

Scott Dienes  –  Shareholder, Foster Swift Collins & Smith PC

ContactEase CRM products are easy-to-use and simple to manage. For more information about ContactEase Add-On Modules visit our website, http://colevalley.com/Products.aspx