For the Marketing Department

CRM Implementation
Discovery


Improve CRM Usage Management

Full Visibility of CRM Utilization by Professionals

You can discover trends by comparing attorneys or other professionals to firm averages within selected month ranges. This information can be used to identify where additional training and encouragement may be needed, or for recognition and reward. Attorneys or other professionals can be selected by name or within ranking by usage categories.
CRM utilization is based on counts by month for: Outlook Contacts, Outlook Contacts Shared, Contacts Receiving Mailings for Marketing Events or Mailing Lists, Contacts with Business Development Follow-up Activities.
These utilization counts are automatically collected and summarized by the IntelliPad system.

FAQ for this page

First you select the statistic type of either: Outlook Contacts, Outlook Contacts Shared, Contacts Receiving Mailings for Marketing Events or Mailing Lists, or Contacts with Business Development Follow-up Activities. Then you can decide how many to see (Limit Selection) and whether to sort from the smallest to the largest (Low to High) or the largest to the smallest (High to Low). CRM Implementation Discovery - User Selections
IntelliPad captures data for all of the prior year and year-to-date for the current year.