CRM Knowledge Center
Legal Vertical Strategies is committed to providing law firms with the tools they need to make Client Relationship Management (CRM) technology an integrated part of marketing and business development. This Knowledge Bank provides articles and related resources to help get you started.
A guide to integrating CRM into your firm’s marketing and business development strategy.
LVS Principal Debra Baker draws upon first-hand experience working with law firms to build CRM systems from the ground-up and integrating technology into marketing and business development.
Articles of Interest
The single most important key to building a successful CRM platform is the creation of the implementation roadmap. This article provides a framework to help law firms define where they want to go before putting the key into the ignition.
Technology without people akin to trying to drive a car without a driver. This provides strategies for working with IT and other key stakeholders who will be pivotal to a successful implementation.
Communication is critical to a successful CRM launch. This article provides tips to keep your CRM launch from stalling at the gate.
Don’t mistake the launch of your CRM system with the end game. This article provides three tips to creating an actionable post-launch plan.
The power of CRM goes far beyond contact management alone. This article provides a few ways to take your CRM system to the next level.
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