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!

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/.

Client Satisfaction through Training and Technology

ILTA just released their March edition of Peer to Peer that focuses on client satisfaction as job number one. One of the articles, The End of Ignorange, emphasizes many of the points already brought to light this year. More specifically, the same point that came out of the Chief Information and Technology Officers Forum, lawyers need to use technology to serve their clients better and stay profitable.

Results from the most recent PwC Law Firm Survey suggest that the majority of firms are facing flat margins and an ever-increasing struggle to differentiate themselves. Meanwhile clients are demanding more and literally putting firms to the test. Casey Flaherty, General Counsel for Kia Motors, has designed a technology audit that he gives to his outside counsel to see how technologically proficient they are. If firms are inefficient in their use of technology, he argues that he should not have to pay the additional cost for the extra time it takes them to complete the work. Ben Weinberger, Chief Strategy Officer for Phoenix Business Solutions, and author of the article gives two key solutions to the problem training and the right tools.

TRAINING
A lawyer’s ability to use technology efficiently is now a must with recent changes to the ABA Model Rule 1.1. The “duty of competence” has been amended to include that a “…lawyer should keep abreast of changes in the law and its practice, including the benefits and risks associated with relevant technology…” Firms spend millions of dollars on tools to create efficiencies, they should ensure that their lawyers know how to use the tools otherwise they are just throwing away money. Weinberger suggests that firms need options and creativity when it comes to training. Training should be interactive and offered in various methods such as e-learning, podcasts, walking the floor etc. The most important aspect is that it should be mandated.

The Right Tools
Firms are continuously looking at newer systems and tools to help provide that competitive edge. The right tools should provide a comprehensive view that enables lawyers to manage their clients more efficiently. The real value comes from providing simple, efficient access to information from multiple sources in one single system while having the ability to implement workflow components.

Market pressures and client demand will continue to drive changes in the way legal services are offered and the way a firm operates. What’s your take, do you think firms should have to complete a technology audit to prove they are technologically proficient?

Which Hat Are You Wearing Today: Part 3

Continuing our series “Which Hat Are You Wearing Today” we literally took it to a new level at the New England Legal Marketing Association’s Annual Conference. Amber Elliott, our ContactEase Director of Implementations, and Chris Fritsch, President and Business Development Consultant, Clients First Consulting presented the session Which Hat Are You Wearing Today: Balancing Marketing, Business Development and Client Services.

During the presentation Amber and Chris took turns actually wearing different hats to represent the different functions marketing takes on from a day-to-day basis. Below are the different roles and associated tasks:
Fire Fighter & Builder Traffic Cop & Miner

Stop back as we will cover the technology that can help streamline the tasks and make success a possibility.

Which Hat Are You Wearing Today

We are excited to announce that Amber Elliott, our ContactEase Director of Implementations, will be speaking this week at the LMA-NE Annual Conference. Joining her will be Chris Fritsch, President and Business Development Consultant, Clients First Consulting to present the session Which Hat Are You Wearing Today: Balancing Marketing, Business Development and Client Services

HatsManaging the marketing for a firm is not what it used to be. The demand for proactive business development and better client services combined with ever-changing technology makes marketing a juggling act. With innovative relationship management you can move your firm forward. Join Amber and Chris to learn how to apply innovative ideas with the right mix of technology to gain profits, satisfy clients, and successfully market your firm. They will discuss trends, provide a high level overview of what firms are doing today to move their firm forward, and go through case studies to showcase how marketers are successfully wearing multiple hats.

The session is on Friday, November 22nd at 2:45PM. Learn more about the overall event by checking out the LMA NE Conference’s website and make sure to stop back on Friday for a recap and pictures from the session.