Once the outside structure of your CRM is solid, it’s time to think about the infrastructure within your CRM system. How will the information need to flow within the system and externally? What types of connections or integrations will need to be installed to pipe the information where it needs to be?
Many of the firms we work with have had their CRM systems for years or even a decade or more. They can likely still remember their CRM building process and original “move-in” day when they first bought the system (which hopefully didn’t require a mortgage) and migrated all their information in.
Once you have finished with your internal needs assessment, you are ready to consider solutions. One of the CRM ‘must haves’ for law firms is seamless CRM integration with Outlook. Let’s face it, attorneys are busy. These people are balancing client demands –