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/.

Getting Buy-In For CRM, A Step-by-Step Guide

handshake of businessmen.You’ve done your research: you know that CRM can maximize efficiency, help your department dramatically shrink the time it takes to organize mailing lists, and get targeted communications out the door and into the right hands. But first you have to convince management it is worth the investment.
Download our step-by-step guide to help you define the cost of not having a CRM…

http://www.colevalley.com/Resources.aspx

Webinar: Getting Partner Buy-In for CRM!

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Wednesday, November 02, 2016

2:00 PM ET – 3:00 PM ET

Register to attend – https://attendee.gotowebinar.com/register/711881380025152769

Need CRM, but worried about getting buy-in?

Learn how to build consensus and understand the needs within your firm. Hear how others have obtained buy-in from management and most importantly, hear from management directly.

Firms realize the need to be more efficient, replacing existing systems like spreadsheets and obsolete products, but what does it take to move forward? Our panelists will teach you how, why and when to ask for CRM in your firm.

Our panelists will discuss:

  • How they won approval for CRM in their firms
  • What problems prompted the why CRM discussion within their firms
  • What was the process for identifying the internal champions
  • When did each of them make a business case for CRM and ultimately get it approved

Meet Our Panelists:

  • Paul Morton, Chief Operating Officer at Burns & Levinson, a Boston-based firm with more than 125 attorneys and offices in Providence and New York.  He is responsible for facilities, finance, human capital, marketing and business development, operations, strategic planning, and technology within the firm.  He has managed law firms for more than 30 years.
  • Paul J. (PJ) Sawchuk joined in 2006 Franklin & Prokopik, a mid-Atlantic law firm with about 65 attorneys focused on insurance defense.  In his role as Director of IT, he develops and implements strategic initiatives to align technology with business process. These responsibilities also include direct oversight of end user support operations, facilities and systems management, and leading interdepartmental projects.
  • Jaclyn Braga has worked in marketing for service industries for over 12 years. As the Marketing Manager at Morse, Barnes-Brown & Pendleton, PC, she led all marketing initiatives for the firm of 40 attorneys, including website management, social media development, advertising, and CRM roll-out and integration. Jaclyn recently moved to the accounting industry and now holds the position of Director of Marketing at Tonneson + Co.

For more information about ContactEase CRM Made Easy for Professional Services Firms, please contact us: 1-800-447-1712 ext.2 or sales@colevalley.com.

CRM Data Management Best Practices Whitepaper

Data ManagementMaximizing Business Development and ROI

On a scale of 1 to 10, with 10 excellent, how would you rate the data in your client relationship management (CRM) system? It will never be perfect, but if it’s not close to 10, you’re not realizing the full potential of CRM. Misspelled names, incorrect addresses, incomplete information and duplicate records can limit the effectiveness of even the most powerful software. In short, the quality of your data is a key determinant of the success of your system.

Building and maintaining a clean and complete database can be a real challenge for a number of reasons, including:

  • Inconsistencies may exist between different databases utilized for different purposes (e.g. billing and mailing)
  • Professionals can be reluctant to share information about key contacts
  • Having no clear goals, no data management plan, and little or no training
  • Responsibility for maintaining the data is unclear
  • Data management is not a priority and falls to the bottom of to-do lists

Having clean, accurate, complete and up-to-date data is essential to CRM success.To find out what firms are doing to meet the data management challenge, ContactEase CRM convened a panel of professionals with extensive CRM experience and created a whitepaper to help you achieve success.  For the full whitepaper visit our website – http://colevalley.com/Resources.aspx

For more on data management and other aspects of CRM, please call ContactEase at 1-800-447-1212 ext 2 or visit colevalley.com.

ROI: How CRM Can Boost Revenue, Case Study by Foster Swift Collins & Smith, PC – Part 2, Planning

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For our last post, we shared  ROI:  How CRM Can Boost Revenue, a Case Study by Foster Swift PC, Part 1, Need.  The five-part series will continue to focus on:  1) Need, 2) Planning, 3) Launch, 4) Benefits and 5) More Benefits.

Planning

Because Kim has a market research background, she started by asking the stakeholders what had gone wrong with the previous attempts to implement CRM and what they wanted the new system to do. In addition to surveying the attorneys, she held focus groups with support staff and brought in Chris Fritsch, who is also an attorney, to talk with key leadership about their expectations and the realities of CRM.

Doing all that helped to identify fears, pain points and needs, such as the ability to keep private any personal information put into the system (a separate notes field allows that), as well as to see who made changes to a record (an audit trail makes this possible). It also showed that about 60% of the attorneys were using Outlook to manage their contacts, which meant they were likely to use a system like ContactEase that integrates with Outlook.

Plus, involving the attorneys and support staff in the planning process helped them see how CRM could make things better, and that helped get their buy-in. With the help of several attorneys who championed the cause, Kim convinced the firm’s leaders to go with ContactEase CRM.

What’s up next  – Part 3 is the Launch…ROI:  How CRM Can Boost Revenue, a Case Study by Foster Swift Collins & Smith, PC. For the full whitepaper visit our website – http://colevalley.com/Resources.aspx

To be continued….

CRM – Not in Your Budget for 2016? It could be and here’s how…

Making everything possibleRecently, a firm didn’t have CRM in their 2016 budget and they were able to buy this year taking advantage of a leasing option.  ContactEase has a leasing partner that can help make your investment more affordable.  With today’s low-interest rates, a lease program will allow you to preserve your cash and spread project costs over a 3-year period for a low fixed rate monthly payment. Additionally, they offer the following value added services for ContactEase clients:

  • 90 Day Deferral – you have the option to defer the start of your rental payments for up to 90 days from the project start date.
  • Quarterly or Monthly Payments – you have the option to choose monthly or quarterly rental payments.
  • Progress Payments – First American can make any deposits or milestone payments to Cole Valley on your behalf prior to project completion.

No fees – your program has no fees of any kind.

Please contact Brenda Sleeper at bsleeper@colevalley.com or 800-447-1712 ext. 805 for more information.

ContactEase CRM helps firms acquire and retain clients by ensuring that the right people get the right communication at the right time. Greater than 90% adoption results from seamless Outlook integration, easy-to-use tools, and a highly experienced support team. ContactEase is used by over 250 law and accounting firms, with 16,000+ users worldwide.