Herding your CRM users or “cats” toward full participation is a challenge. The beauty of a CRM system is that by gathering and maintaining the collective information of all CRM users, contacts can be kept updated across the organization.
When some larger firms with sophisticated marketing departments began to realize the limitations of spreadsheets years ago, they started looking for alternatives. But because the profession had not been focused on sophisticated business development tracking or technology in the past,
This is where real pipeline software can help to take a law firm’s business development to the next level. A true business development pipeline allows opportunities to be entered and linked to related people and companies. Pipelines also allow for entry of additional information such as activities related to an opportunity,
Whether you are rolling out a new CRM system or trying to enhance the adoption or participation with your current system, effective CRM communications is key. At most firms, you’ve really got to talk it up.
There are also some good numbers that can be used as proxies for CRM success and progress, especially during the initial stages of a CRM rollout. This is a time when it can be a bit premature to try to count actual Clients or dollars in the door.
After you realize how much you have sunken into a CRM project – the time, money and, especially, credibility – it’s easy to start getting nervous. You dove right in and purchased the system, you started off with a smooth stroke on the installation,