What is CRM? What is law firm CRM development? It is a tool that attorneys, and even some marketing departments, never use to its full capability. CRM stands for Client Relationship Manager. Most CRM systems are built to ensure that the right clients, contacts, and prospects receive firm communications appropriately. Most small firms have something that they call a “marketing list.”
Do You Need Help?
If your marketing list is a list of names, email addresses, and physical addresses, you have taken the appropriate first step. Congratulations!
But, if you do not have the list categorized by client, referral, or prospect, you need help.
Or you have not further categorized these groups into their respective industries and the practice areas they are interested in receiving information about, you need help.
Not tracking what items were sent to these people, if mail was returned or emails bounced back or unsubscribed, you need help.
If you are not tracking how much marketing money you have spent on them – dinners, tickets, golf outings, etc. – when those events were, and when you will connect again, you need help.
If you are not tracking their kids’ and spouses’ names or cross-selling opportunities for each client, you need help.
As for your referral sources, you are not collecting info on who they referred, the amount you billed those clients, and whether you sent the referral a thank you note or gift, you need help.
For each prospect, if you are not tracking what event you will connect with them at, how you will get in front of them, etc., you need help.
A wise man once said, “garbage in, garbage out.” This age-old adage applies to your CRM, for it is only as good as what you put into it. Let ESQuisite help you make your list of contacts a valuable tool to manage your business development and marketing efforts.
Packages for CRM creation and development begin at $1,500 and include:
- Meeting with stakeholders to determine:
- Results desired
- Research and identify a CRM solution that will serve the firms needs
- Collect information and populate CRM
- Training and best practices
CRM maintenance – billed hourly at $150/hour:
- List updates
- Import and export data
- Analysis of contacts and activity
The legal industry is all about relationships. Therefore, law firm CRM development is key to managing and growing your relationships. Let’s figure out a CRM system that will work for you and your law firm.