LVS

The power of CRM goes far beyond contact management alone. Once your firm has mastered these initiatives, take your CRM to the next level.

Here are a few ways to get started:

Client Team Management:

With most client teams, there are multiple efforts taking place at the same time to reach new contacts and strengthen existing ones. Tracking all this information in one place allows the entire team to stay abreast of who is doing what. What’s more, it allows you to measure the number and types of activities that ultimately lead to expanded business.

Relationship Mapping:

When creating strategic accounts or working with client teams, one of the first steps is to understand the legal department of the target company. CRM is an ideal way to track who is who, the strength of their relationship with the firm, and who the primary points of contact are between your organization and theirs.

Referral Tracking:

Using CRM, you can track who is bringing you work from complex organizations.

Return on Investment:

With a robust reporting system, you can provide the executive committee a monthly report of all business development activities and create metrics to measure the return on investment of marketing efforts.

Experience and Expertise Tracking:

With advanced CRM systems, you can integrate your experience and expertise databases into a single system to quickly access deal lists, litigation wins, and other variables to help validate and differentiate your attorneys.