LVS

Don’t mistake the launch of your CRM system with the end-game. Implementation is only the first step in a successful CRM initiative. Plan your rollout accordingly.

Once your CRM is launched, you need an actionable plan to ensure a high rate of user adoption. Start with marketing and move on from there:

• Identify five activities everyone in the marketing department will commit to doing consistently using your CRM. Master those and move on to the next five.
• Identify three things you want your attorneys to do with the system. Help them master those and then demonstrate how it benefits them.
• Finally, take the time to step back and enjoy some small victories along the way. The more you put into your system, the more you will get out of it. Use the system, track your efforts and measure your results.