Practice Management Software as an Effective CRM Tool

Course Overview

Many law firms are seeking to expand their level of sophistication in the realm of marketing, while still following the guidelines of professional business etiquette and bar rules.

This seminar is especially for firms that already employ law practice management software but are also exploring customer relationship management software options. The purpose of the seminar is to educate firms about the extensive CRM functions that are available in the practice management software they already have. Using the technology that is already present in-house can save a boat load of money and also speed the time-to-utilization for staff that have to learn to use the CRM tools.

If you or your firm have not yet given much thought to using CRM as part of your business relationships plan, recognize that many of your competitors are already doing this. Moreover, the power of CRM is that it allows you to easily increase the quality of your client communications inside of specific goals you may have for each business unit or practice group.

When you learn to utilize law practice software as CRM you’ll increase business with minimum hard and soft costs.

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Course Highlights

• Learn the rules of the “Constant Communication” paradigm
• Data to collect from client intake
• Data to collect from client relationships, networking through clients and from peer networking
• Storing & Accessing Key Data
• Many databases vs. one database
• Connecting data to other data
• Proactive Communications
• Connecting data from clients, prospects and peers
• CRM’s role in the multicast marketing strategy