CRM Implementation Planning to Overcome Obstacles
Switching to a CRM shouldn’t be overly complicated with a little effort by the firm at the outset. However, some factors may still stand in
Switching to a CRM shouldn’t be overly complicated with a little effort by the firm at the outset. However, some factors may still stand in
There is a common perception that small firms wouldn’t benefit from a CRM but that isn’t the case. While definitions of what a small firm
Data breaches can be avoided with high levels of network security, but it important not to spread information beyond where it is needed in the
The complication arises because attorneys normally have only one Outlook contact record for a couple which is synchronized to one CRM contact, e.g. “John and
Having an “API” is an important feature for a CRM product. IntelliPad provides an API to both inquire and update IntelliPad database information. The API
Depending upon the country in which clients and prospects reside, there may be laws and other government regulations about how law firms, or other types
One of the most basic and familiar applications of CRM in law firms, and other professional firms that need to manage contact relationships, is the
With a little work to make Outlook contact information more consistent, the loading of the CRM database will require less effort and time. Administrative assistants can do
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