CRM headaches

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25 Mar: Legal Firms: Choosing a CRM

In early 2020, when the challenges surrounding the pandemic began, many legal firms found themselves without the ability to answer the question: “Who should we communicate with at our clients?”

With a clean, updated contact database full of recent activity and notes, remote professionals could quickly check one system and know exactly who at each client should receive a personal phone call or check-in in times of a crisis. Unfortunately, most firms were not set up with such a database last March.

Legal Firms and CRM

Small and mid-sized firms are pursuing customer relationship management (CRM) software now more than…

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18 Aug: [INFOGRAPHIC] The Headaches of CRM Data Entry

Customer Relationship Management (CRM) systems can be great tools for driving sales, providing better service for customers, and keeping everyone across an organization on the same page.  Unfortunately, to achieve the benefits that companies are looking for, CRM users are required to continuously log new records and update existing ones, can cause some serious CRM headaches for your organization.

A recent Salesforce Research report discovered that upwards of 66% of a sales persons day is spent not actively selling, but managing data entry, administrative tasks and prepping for meetings. The time spent on these tasks typically results in headaches and…