Don’t Gamble on CRM: Ask the Experts at ILTA

CEVegas

Don’t take a gamble with your firm’s technology dollars. An important decision like CRM shouldn’t be made with a roll of the dice. Spend time with us and you’ll see why ContactEase has over a 90% success rate and is the CRM of choice in over 250 law and accounting firms with over 16,000 users worldwide. Whether you’re looking to implement a CRM system or just curious about what it can do for your firm, be sure to stop by and see us at Booth 535.

You’ll have the opportunity to meet the experts – current ContactEase clients – who will share their insights and experiences on everything from successfully implementing a CRM system and integrating with existing systems (such as time and billing) to working with other departments (like marketing) to engage your users and increase efficiencies across your firm.

While you’re there, say hello to our team of in-house experts, most of whom have worked in law firms themselves. With decades of combined in-house IT and marketing experience, no matter where you are in the CRM process or the challenges you’re facing, there’s a good chance we’ve been there.

We can’t wait to see you all in fabulous Las Vegas, Nevada. With a greater than 90% success rate, we’re the closest thing to a sure bet you’ll find!

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Don’t Gamble on CRM: Ask the Experts (Our Clients) at #LMA17

Gambling can be great fun in Las Vegas, but gambling on an investment like CRM? Not so much.

If it’s time to invest in CRM (or if your current system isn’t working as well as you’d like), be sure to stop by Booth 315. You’ll have the opportunity to mix and mingle with current ContactEase clients who will share their insight and experiences on everything from making the case for CRM and getting buy-in from management to successfully implementing the system and showing a return on investment.

Don’t take a gamble with your marketing dollars or the trust of your attorneys.

Meet our experts, the in-house marketers that work with ContactEase every day, and learn:

  • How to get buy-in for your firm
  • How ContactEase can enhance your firm’s strategic marketing and communication efforts
  • Hindsight: what your peers wish they knew before getting started with CRM

Tuesday Morning (10:00 – 10:45) meet:

  • Kim Hafley, Director of Marketing & Recruitment, Foster Swift Collins & Smith PC
  • Ellen Page, Manager of Business Development & Marketing, Chaffetz Lindsey LLP

Tuesday Afternoon (2:45 – 3:30) meet:

  • Jim Jarrell, Director of Marketing & Practice Development, Stark & Stark
  • Joy Long, Director of Marketing, Ostrow Reisin Berk & Abrams LTD

Wednesday Morning (10:30 – 11:00) meet:

  • Jenn Merlin, Marketing Manager, Houser, Henry & Syron LLP
  • Alison Janzen, Marketing Director, Torkin Manes LLP

Ask the ContactEase Experts (our Clients)

Whittier to Speak on Future of CRM at LMA Northeast 2016 Conference

Jennifer Whittier, Chief Operating Officer for Cole Valley Software, will be among the panelists at next week’s LMA Northeast 2016 Conference in Boston.  Her session: “The Future of CRM – and the CRM of the Future” will provide attendees insight into features of CRM that can provide firms with real value, including:

  • Signature scraping
  • Relationship scoring
  • Opportunity pipelines
  • Activity and referral tracking
  • Business card scanning
  • Company data enhancements

Panelists will also discuss best practices to address common issues such as:

  • Adoption issues
  • Attorney buy-in
  • Effective communication
  • Data integrity
  • ROI

Jennifer has extensive customer relations experience and is responsible for the successful implementation of numerous ContactEase CRM installations.  A former ContactEase client for over five years, she joined Cole Valley Software in 2009. She is a frequent speaker on best practices of CRM implementation, including the integration of technology and marketing. Using her in-house experience as a former Director of Marketing and Client Relations, she understands the need for successful team work and collaboration. Jennifer enjoys visiting law firms across the country to share her knowledge of CRM best practices. Her clients rely on her for sound advice, extensive knowledge and most of all, her ability to bridge the gap between marketing and information technology.

For more information on “The Future of CRM – and the CRM of the Future,” or to register for the conference, please visit https://lmaneconference.com/.

2015 WHAT’S HOT AND WHAT’S NOT IN THE LEGAL PROFESSION – Update

ROBERT W. DENNEY

This, our 27th annual report, has been the most difficult of all to write because of the volume of continuous, sometimes conflicting, changes affecting the legal profession — which many firms still have not recognized or accepted. As always, “What’s Hot and What’s Not in the Legal Profession” is based on information we compile throughout the year, not only from clients and many other firms but also from surveys, legal departments and providers of legal services and support to law firms and their clients……read on – http://bit.ly/1NbKgCj

SO “WHAT’S IT ALL ABOUT, ALFIE?”

As we were in the midst of preparing this report, one of my collaborators said to me, “From where I sit, all I’m hearing is ‘change!’”

“We’ve gotta change.”

“We are experiencing a tsunami of change.”

“The profession is experiencing radical change.”

“And yet, as far as I’m concerned, we ain’t seen nuttin yet.”

Those words sum up what we have reported here while pointing out examples — by no means all — of the developments, trends and issues affecting the legal profession. But the question in my mind, and in the minds of many, is: “Will the legal profession survive?”

I believe it will — if members of the profession follow the advice my late father-in-law repeated, constantly, to his family: “Do what you have to do, when you have to do it, whether you want to do it or not.”

Reflecting on the 2014 ILTA Annual Conference

Last month our entire ContactEase team had the opportunity to attend the 2014 ILTA Annual Conference in Nashville, Tennessee themed Imagine. The four-day conference had over 200 peer-developed educational sessions, numerous networking opportunities, and provided our team with the insights and inspirations to better partner with our clients and prospects.

Having our entire team at the conference also allowed us to come together afterwards and discuss the sessions we attended. These sessions varied from creating marketing and business development ROI to implementation and deployment best practices. With so many sessions and an overwhelming amount of content, we have decided launch a new blog series “ILTA Reflections.” Once a week until the end of October we will be reflecting on one of the sessions a team member has attended. Next week the series will kick off with the blog post “ILTA Reflections: Using Big Data To Measure Marketing and Business Development ROI.”

If you also attended the conference and are interested in sharing your take on a session we would love to share it here. Just send an email to marketing@colevalley.com with your session recap and we will post it here with you as our guest author!

ILTA Annual Conference

ILTA 2014As the summer is winding down we are preparing for the 37th ILTA Annual Conference in Nashville, TN! This year’s theme “Imagine” promises to bring together ILTA’s community, and the collective power of imagination will take everyone – as professionals and organizations – to new heights.

In conjunction with the Conference the entire ContactEase team will be in Nashville for our annual company retreat.

This will be a great opportunity to meet the team in person and catch-up on what’s new at Cole Valley Software. If your interested in grabbing a coffee or meeting up with us for dinner let us know by emailing marketing@colevalley.com.

 

The Managing Partner Forum

Tomorrow we will be joining The Remsen Group as they host their 23rd Annual Managing Partner Forum. The leadership conference brings together managing partners and leaders of mid-size US law firms.

What’s unique about this conference compared to others is their breakout sessions called Managing Partner Idea Exchanges (MPIEs). The breakouts provide a highly interactive format during which managing partners share ideas and practical solutions to the challenges of leading a successful law firm. The discussion points for this year will be:

  • Proven Strategies to Improve Firm Profitability
  • Marketing and Business Development Trends and Best Practices
  • Tackling the Really Tough Issues – Bad Behavior and Under Performance
  • Strategic Planning – Including Succession

Stop back later and checkout our recap of the conference and the key takeaways!

Playing the Relationship Game in Today’s Connected World: Insights from the LMA Annual Conference

John Simpson, CEO, and Kalev Peekna, Managing Director of Strategy for One North Interactive lead an engaging session during the LMA Annual Conference entitled: Playing the Relationship Game in Today’s Connected World. The session focused on the effects relationships have and how they can impact a firm’s business and opportunities.

John and Kalev showcased how other businesses are using interactive marketing to reach their clients at every point in their decision-making experience. They also shared how essential it is to align your digital marketing and business development efforts along “The Relationship Cycle.”

Relationship Cycle

From the session, the key lesson that resonated with me was that in the relationship cycle many firms are not participating in the “Active Evaluation” phase. It is in the evaluation phase that you can really learn about your business; then by following-up on the feedback, it formalizes a relationship and creates loyalty.
My favorite quote from the session reinforces this:

 “Loyalty counts more and costs less than awareness.”
– Harvard Business Review

It shocked me to learn from the session that only 1 in 8 (12%) of firms always meet up with their clients to see how satisfied the legal department was with their work and 18% NEVER meet with their clients to discuss satisfaction. By engaging your clients and asking for feedback it opens the dialogue so that in future situations if an issue arises they may feel more comfortable coming forward with issues or input. Client retention should be a key part of the marketing and business development plan.

INTERACT: Does your firm actively seek feedback?

Leadership, Change, and Driving Innovation: Insights from the LMA Annual Conference

The LMA Annual Conference kicked off this year with an inspirational keynote speaker, Kat Cole, President, Cinnabon Inc. Kat’s presentation “The Difference – Lessons in Leadership, Change, and Driving Innovation” provided concrete leadership examples while tying them back to practical applications within firms.

During the session Kat shared her inspiration as she moved up from working as a hostess at 17 to becoming one of the youngest executives in the hospitality industry by the age of 26. Throughout the session she discussed the importance of partnerships in building brand reputation. Here are a few of the key snippets from the session:

Partnerships

  • What Makes Sense
    You should be thinking about what strategic partnerships make sense to expand your business and brand. When being approached for a partnership, you should always ask “will I be a competitor or a collaborator,” make sure it is the right fit.
  • Build Relationships
    You need to be building relationships or the competition will. Think about how you can partner with the people who can help your business grow.
  • Key Advice
    You should be looking for partnerships, not waiting for them to knock on your door or you will miss out. Lastly, no matter what, none of the above matters if you are not making a positive impact on the people around you!

Branding

  • First Things First
    You need to know how your brand got started… what got you to where you are today? Cinnabon focused on relevance and differentiation to build their global brand and firms should too! Products have to be differentiated to stand out in the market, services are no different.
  • Value
    In order to build your brand you need to deliver value to those you serve. Cinnabon’s goal is to WOW their guests. Kat listens to feedback, reads tweets, and completes searches to see what people are saying about the brand. That’s how you innovate and create new products or offerings. Lastly, don’t be afraid to reach out to your biggest critics and ask them “how can I help you?” They may become your biggest supporters!

Kat’s transparency and authenticity made her an amazing speaker at this year’s conference. The way she linked her personal and professional life experiences to practical business applications was spot on. With that, we will leave you with our final favorite advice from Kat:

The Hot Shot Rule: Think what would a hot shot do in this situation? You have to be willing to do things differently! Bring new ideas to the table and don’t be afraid of change.

Settling and just being grateful for what you have can also lead to complacence. Make sure you are always evaluating yourself and striving for excellence.

Question yourself and listen to others, make the call to make a change.

“If you don’t do it someone else will. That should be enough motivation to innovate and create.” – Kat Cole

INTERACT: If you attended the session or have seen Kat speak in the past, what were your favorite key takeaways?

Insights from the LMA Annual Conference

If you weren’t in attendance of the LMA Annual Conference last week don’t worry!

Over the course of the next two weeks we will be recapping the key sessions and takeaways from the conference in our new blog series: Insights from the LMA Annual Conference. Tomorrow’s post will recap the keynote presentation from Kat Cole, President Cinnabon Inc: The Difference – Lessons in Leadership, Change, and Driving Innovation.

During the conference we also asked attendees what they would suggest others do to continue to keep their firms moving forward this year. We will be posting a new suggestion each day. Make sure to check out our Twitter feed and follow us www.twitter.com/contactease.