CRM Databases in law firms – a few Tips to get you going

CRM Databases in Law and Accounting firms – a few Tips to get you going

IT is just some of the issues you'll face.  People and the info are more important to your success

Automate tasks a person can do - like activity alerts, information, email responders

Get key people on board (once they use it and like it, everyone else will) 

Don't call it the sales, BD, Bus Dev or Business Development database'.  It's for client facing staff

Ensure it is easy to use.  And very quick to use.

Don't go love on everything.  Keep some features back or it will overwhelm 

Remind staff why they should use it

Build up a profile on your best contacts (re-verify yearly & target them),