CRM Implementation Steps - Best Practices

CRM Implementation Steps - SuiteCRM Best Practices

Since each and every CRM implementation confronts a different set of challenges, different set of people, and different set of processes, it would be accurate to say that “there is nothing called small or big CRM implementation”.

Referring to my previous Article on CRM Selection Process, our very next CRM step is implementation which requires considering best practices to ensure a smooth and well-functioning CRM system. The unique challenges businesses face can be resolved with excellent planning. 

Planning involves both knowing the problems in current situation and long-term resolution. CRM implementation is all about taking into account the long-term aspirations of businesses to grow beyond boundaries and win new clients.

Best Practices in CRM implementation guides everyone towards a common platform that aligns with goals and objectives of the company. The first step in CRM implementation for any organization is to list out the following areas:

• People management
• Long-term milestones of the company or long-term aspirations of the company
• Areas that are hampering the growth of the organization (business pain points)

People Management:

People are the crucial link in CRM implementation that can make it success or failure. The involvement of people is crucial, especially in bringing together key users from different departments, discussing management plans and help them understand how CRM benefits everybody in an organization.

If there is any change in the CRM process, the management has to be involved in making crucial decisions and to communicate these guidelines to people in a way that trickles down to the lowest rung of the employee hierarchy. People management will ensure that power users from every department are informed about changes and their feedback is solicited regularly.

Long-term milestones or long-term aspirations of the company:

CRM implementation can help company achieve any milestones or aspirations that have charted out for themselves. Adopting industry standard processes ensures that aspirations can be met, but CRM implementation is a long-term process. The management must understand that CRM involves constant “change management” because changes keep happening and these have to be analyzed and implemented in ways that match the objectives of the company. For this, the organization has to be in constant touch with the implementation partner in order to update on the latest industry trends and implement changes on a regular basis. An example of change management is social media networking which was unheard of a couple of years ago. This is one of the key arms of the sales and marketing teams for any businesses. CRM is changed on how the data is received and processed in a way that benefits optimal growth of the organization.

Business Pain Areas:

Areas that hamper the growth of the organization are the core reason that CRM is implemented. There are various reasons that causes these pain, from the way processes are followed to the way people manage the processes. The first step in eliminating pain areas is by reducing the gap between the way that processes are followed internally and the industry standards. Bringing in best practices can make CRM implementation more fruitful, so it is not necessary that the entire process is changed.

Whether you are looking to implement SuiteCRM into your own data centre or fully hosted solution, your CRM implementation partner will be have domain knowledge experts who begin with a thorough understanding of business objectives and challenges to be addressed. Project managers then work with solution architects to design best solution unique to each needs with emphasis on simplicity, productivity and success.

It is important here to note that you “do not attempt to change CRM product too much to suit your process, but make changes in organization process to suit the CRM product as much as possible”. The reason for this rationale is that most CRM products have well tested industry standard processes that are accepted across industry domains.

CRM Integration with other business applications

Considering the CRM implementation there are other system integrations needs to be considered to get the best ROI from your CRM investment. SuiteCRM Integration with your key business application to automate and streamline your business operations. SuiteCRM integration with various business applications such as SuiteCRM PayPal payment gateway integration, SuiteCRM Chat Tool integration, Asterisk integration, SuiteCRM LOB.com integration and SuiteCRM OpenCart integration can be downloaded from SuiteCRM integration plug-in main page. These connectors are ready to use, easy to deploy and most favoured Enterprise application integration

Conclusion:

CRM implementation is not just about software implementation, as is widely perceived. It is a combination of two key factors; change management and people management. Planning and addressing these factors at the right moment is what makes CRM a stunning success!

Read our next article on SuiteCRM Data Migration which is important step in the CRM implementation process

SuiteCRM Integration with Live Chat Helper

Increase revenue and client satisfaction– SuiteCRM Integration with Live Chat Helper

In the recent survey of online American consumers, 68% engage in live chat and 63% prefer getting back to a website with live chat for repeat transactions. We don’t have to be marketing expert to understand the crucial role of customer service quality. As we are aware customers are the ones who spread the word about our products or services and help growing customer base. Many websites have enabled live chat support in order to provide real time answers rather than letting them exit without giving business. Real time chatting and active conversation with company specialist not just builds customers confidence but also improve our conversion rates.

Live Chat Helper is an open source Live Support system which is easy configure on any websites. Key benefits of SuiteCRM and Live Chat Helper integration are.

1.   Real-Time Convenience

2.   Cost effectiveness

3.   Competitive Edge

4.   Strengthen Customer Relationships

5.   Improve Customer Service

6.   Increase in Conversions rate and

7.   Increase Average Order Values

SuiteCRM integration with Chat Tool is suitable for small, medium or large size websites which aims to server website visitors in real-time. It is designed with core principles to enhanced revenue generation, maintaining customer loyalty and retention.

Live Chat for SuiteCRM helps businesses reach customers proactively to generate more sales. This income-generating tool helps engage website visitors and reduce e-cart abandonments. Live Chat Helper applies workflows and automated rules to give chat pop-ups with website visitors to increase revenue by cross-sell and up-sell opportunities, it prevents lost transactions and reduces other associated costs. SuiteCRM chat tool connector is one of such productivity tools that enable agents to support concurrent customer chat sessions with a quality and accuracy.

  

INTEGRATION HIGHLIGHT

• Information flow serves the purpose – Single Easy access to customer information – web agents can see customer data in chat tool and CRM users can view the chat interactions customers had online.

• Create records - new contacts, customers, cases or Notes including detailed information can be uploaded to CRM from the chat tool.

• Archive history - Live chat helper allows to store entire discussion and same transcripts shall automatically logged towards customer history.

• Online Sales -  Get SuiteCRM information to reduce abandonment cart rate and close more online orders and sales.

• Real-Time interactions – Agents get to see full customer information within chat window pulled from SuiteCRM as soon as chat conversation is initiated.

• Lead assignment faster – Agents can post leads from chat pop-up directly to CRM and assign the sales team to close deal faster than before.

SuiteCRM provides reliable, scalable and cost effective methods for integrating with third-party systems to streamline business processes. Web service API REST or SOAP APIs. It takes the complexity out of platform connectivity and application integration. Web service let us achieve interoperability between platforms and exposes the functionality and data of applications in order to be excesses by any service user. FyNSiS is SuiteCRM Code and Integration partner with complete command over the SuiteCRM framework and SOAP/REST API to seamlessly integrate SuiteCRM with any other application easily.

SuiteCRM Integration with your key business application to automate and streamline your business operations. SuiteCRM integration with various business applications such as SuiteCRM PayPal payment gateway integration, SuiteCRM Chat Tool integration, Asterisk integration, SuiteCRM LOB.com integration and SuiteCRM OpenCart integration can be downloaded from SuiteCRM integration plug-in main page. These connectors are ready to use, easy to deploy and most favoured Enterprise application integration.

Fynsis Softlabs Pvt Ltd

sales@fynsis.com

   

CRM Selection Process – Finding Right CRM for Your Business

Buying a CRM solution requires a complete understanding of its importance, implications, benefits etc. It's not like you wake up and realize that you need a CRM solution. This realization only comes from hard facts of business such as sales decrease, service issues, market changes, consumer mind-set changes, marketing woes, etc. These create a ripple across the business. Understanding core motives behind selecting right CRM has become important in today’s market; it tells you everything about your business. Customer wants, their likes, dislikes, why choose you, improvements, will they recommend you, etc.

Before deciding to buy CRM software, it’s important to understand why you need it. It’s essential to remember that CRM is an important system to relate to customers. It will record all interactions that company does with its customers whether sales oriented or service oriented. Such information is vital for any growing business. CRM plays pivotal role in B2B and B2C business models; it’s a powerful tool for today’s business. A correct understanding of customer needs can help businesses achieve new heights, which is the reason why CRMs have is so significant and most favored business application.

The strategy for CRM implementation, integrated with other solutions can be powerful. There are certain key points to consider before deciding on CRM software. Some of those points can be best categorized as:

Why Invest in CRM?

CRM connects you to every aspect of company. It's important to understand the reasons for investing in a CRM. Especially for the financial considerations and final outcome achieved. Focusing on a CRM's features in the early stages is a good way to start. This is important if the company is small and when money plays a major role in the decision. It is also a noteworthy fact that users do not use every feature of the CRM system. Focus on important things like customer support, vendor roadmaps and experience in vertical markets. Another vital point is that focus should never shift from the business aspect of a CRM because focus is going to drive your business. Financial implications can be high and lingering in case of any wrong decisions.

Finding the Right CRM for Your Business

There are many CRM systems in the market today like SFDC, Siebel, Sugar, Sage, Zoho etc. The market has become competitive in many aspects such as pricing and features. Every vendor is ready to give you what the other can. A bad technology decision in selecting a wrong CRM can impact a business in many ways. The key to finding the right CRM is in understanding business requirements. This should be critical instead of the hottest selling CRMs or what competitors use. Keeping your business in mind should be the most important factor during selection. Selection timelines can also decrease while looking at different CRMs. Cut your list down to only a few ideal CRM solutions and this saves time.

Technology is always just one part of CRM. It does not always count as the most important factor for a CRM system. Most companies undertake CRM technology selection without actually being ready to do so. Finding the right CRM system will always be a challenge. Until they figure out how it aligns to their corporate objectives or how it affect business processes now and in future.

One of the most successful ways of selecting the right CRM is to ask for demos. Demos are a great way of understanding how a system works so you can map them to business needs. Demos show a step by step procedure of how a system works. Exploring the system in detail is a great way to understand its functionality. Let the team/actual users of system try it out. They are your true critics. Ask for their feedback. Their honest opinion can save your lot of time and money. Most of the CRM solutions are flexible and are customizable based on business models. One can ask many questions during demos it’s a great way of getting a clearer picture of the system. See the Live CRM Demo is like going an extra mile to understand the system.

You can register for online Free SuiteCRM DEMO. Free SuiteCRM Demo instance will be hosted on demo server so you don’t get into troubleshooting CRM installation and setup issues just for evaluation stage. This free SuiteCRM demo credentials can get your team hands on with the CRM system and be use to all the features and benefits CRM can offer for your business.

Be clear with below points and know why your business needs a CRM system. These questions have great importance during CRM decision, it helps to understand whether you actually need a CRM system or not.

• Look at your business
• Who is going to use the CRM system?
• Understand the regulatory realities
• Be clear about your budget
• List down 5 points of what you are looking for in a CRM system
• Feature Requirements
• Integration Requirements
• Support Requirements
• Scalability/ Future Support
• Vendor Requirements

The success of any CRM implementation largely depends on the ability of the users to efficiently work with the system. It is a known fact that when the whole team is on the system sharing and working together you have a greater chance of a successful CRM. The other license based CRM Vendors are license count focused, in these detailed study and SuiteCRM Comparison with Salesforce, MS Dynamics and SugarCRM you can compare features & benefits offered by each vendor and where they stand with opensource CRM and best part is, you are not charged for the product and not charged for licenses.

Relevant platform

User adoption is very important factor while picking a CRM system. A good user design also goes a long way. It is crucial to understand that different companies need different types of CRM systems. The CRM needs of a Retail company will be different from the CRM needs of Real Estate Company and likewise.

Listed below are important factors while picking the right platform:

• A CRM that automates tasks
• A system that can you can access with ease from anywhere
• Systems that provide same features across devices. Cross compatible features across desktops and mobile (iOS, Android or Windows, etc.)
• A light weight CRM system
• Increases Productivity
• User friendly

Ease of implementation

It’s critical to focus on time taken by CRM systems to implement. A slower system brings only trouble, future enhancements and scalability becomes major issue in such cases. Changing CRM systems is not advisable. Being a business owner, you would always know your business roadmap. If a CRM system would not match up to your roadmap then it is not the right investment. Most of the latest CRM implementations are quick, easy and free. Demos are the best way to know how long a CRM implementation takes and how will it work in the future. They give a rough idea about the speed of the system as well.

Vendor Strength and Weakness

Make sure that you know the CRM vendor you choose. Make sure you interact with their customers and get their feedback on the system. Any area where you spend money should always be checked and verified. Picking a CRM vendor falls under the same category. Look for a vendor who can be a long running partner. A CRM system should have the capability of growing as the business grows.

One of the best team of SuiteCRM implementation experts with immense knowledge & experience in implementing SuiteCRM for different verticals such as CRM for real estate, CRM for Manufacturing, CRM for ecommerce, CRM for Lawyers and Law Firms and many more.

With CRM implementation best practices which are efficient to make sure CRM adoption is successful here is the best services for comprehensive support right from CRM selection process with variety of options and Success Packages tailored to business needs. You can add certain support features and more as part of Success Packages, which are designed to meet specific development and CRM implementation requirements.

Social CRMs is a strategy based around customer engagement. In short, it is the place where you manage your current and future contacts. Social CRM revolves completely around customers. Brands often use social media to convert customers and collaborate business ventures together. The best way to grow in business is to keep the customers engaged. An important mantra “Understand what they need through all means” This can build relationships and convert prospects to long term happy customers. Giving customers what they need means more business. The earlier you understand customer needs, the easier it becomes to enhance business models. Remember this! It will take you a long way. Happy customers mean happy businesses..!

CRM Resources

CRM Resources include places where you can get information on best CRM vendors. The best place is by default the internet. Interacting with people from businesses or market intelligence also helps in understanding CRM systems. There are thousands of blogs, articles, websites which help in getting a better idea. Product comparisons also help a lot.

Our domain experts begin with a thorough understanding of customer’s business objectives and challenges to be address with SuiteCRM. Our project managers then work with solution architects to design and build the best solution unique to your requirements with emphasis on simplicity, productivity and success.

If this article was helpful than take a glance at our next article on CRM Implementation Steps which is critical stage in your CRM Journey.

Thanks You

sales@fynsis.com Fynsis Softlabs Pvt Ltd
SuiteCRM Partner Code & Integration

SuiteCRM for Manufacturing Companies

Over the last few years, Customer Relationship Management (CRM) has managed to grow out of the perception of being only a tool for sales and marketing executives. Today CRM is seen in variety of businesses and across different industries with manufacturing on top of the list as highest in CRM adoption. Businesses now rely upon CRM to get comprehensive package to manage three major pillars of success, sales and marketing and customer support along with MIS.

Manufacturers today understand the need of being more effective on field for sustainable growth curve and for same reason more and more manufacturers deploy CRM solutions to gain the competitive edge. CRM implementation has helped manufacturing companies to communicate better with their clients, better control on sales & customer lifecycle, understanding of ever-changing customer needs, tracking service requests and many other features make CRM extremely beneficial to manufacturers. CRM aligns the manufacturing process, with sales driving customer satisfaction to the maximum the result. Customers recognize manufacturer as a well-organized business partner taking care all their needs - And a happy customer is a always returning customer.

If you are looking to implement SuiteCRM on fully hosted environment or on-premise, Best SuiteCRM implementation partner with domain knowledge experts will begin with a thorough understanding of business objectives and challenges to be addressed. Project team shall work then closely work with solution architects to design best CRM for manufacturing solution unique to each business need with emphasis on simplicity, productivity and success.

SuiteCRM that is specifically focus on CRM for manufacturing companies enable business to:

Outperform in customer service

With the processes streamlined through CRM, manufacturers are able to respond faster and more effectively to their clients. Deliveries and implementation of sold products, information of dispatches can easily be managed by CRM. This ensures that the timelines are met and boosts customer satisfaction. And this whole process is tracked keeping all team members in the loop.

Adapt to customer needs

When every RFQ, special product request from a client is logged into CRM, customer buying behavior and frequency can easily be monitored. Manufacturers can therefore plan their inventories for non-standard products to deliver faster. RFQs can be attended faster, giving way to attending a wider spectrum of customers. This further gives insights into the reasons why a particular order is won or lost.

Enhanced and transparent ERP

More than often, manufacturing industries rely upon their ERP systems to track data. With CRM in place, this data is made available to different teams involved in the sales cycle. Tracking of warranties, service requests, etc. doesn’t only become simple but more efficient as well.

Enhance the reach

CRM has proven record of boosting effectiveness and efficiency in sales and marketing fields. This allows manufacturers to expand and reach new markets in a more organized way. Tracking sales, analyzing market and customer needs enables venturing in new territories possible for manufacturers.

FyNCRM is the Most Suitable SuiteCRM Mobile CRM app developed with best an objective to offer a clean and intuitive mobile interface to the giants of the industry. SuiteCRM Mobile CRM app will feed you with the latest business trends, join forces with your team and help you take decisions for the right business outcome.

• Appointment calendar - Scheduling meetings and keeping a track of appointments are essential feature of CRM solutions. It allows executives and teams to manage their time better by planning their meetings based on priority and availability.

• Automate processes - With CRM the internal teams are well connected with each other. Escalations, delegations, project assignments can be easily done to speed up internal communications. This results in enhanced efficiency and productivity of the sales processes.

• Data management - Another key feature of CRM is data logging and management. Customer data including buying patterns, interaction records, and install-base information can be easily stored and accessed via CRM. This does not only help keeping a record of the past transactions but enables businesses to serve their clients better enhancing customer satisfaction.

• Contact management - Details of customers, client representatives, key personnel information, etc. can be accessed on the go by relevant teams. This eliminates the hassle of introduction of new employees and client managers in case of a change.

• Sales cycle tracking - While sales benefits from the historical data from customer interactions, manufacturing units can plan their production rates based on pipelines given by sales teams. Inventory management in case of sales channel involvement can also be done on CRM.

• Make processes better organized - The first order is taken by sales team; repeat orders are taken by good service. While CRM empowers sales teams to be more effective with clients, implementation of CRM in manufacturing improves the overall image of business. With service requests, warranties, post sales installations are tracked by CRM, businesses can deliver within deadlines more often. Customer feedback can be registered in CRM and root-cause analysis of each case can be done to increase the number of satisfied customers.

With these key features, CRM gives a holistic view to the business owner or team managers enabling them to adapt to changes in market and customer behavior. Long term goals and strategies can be employed using CRM data and its analysis. Today, various offers for CRM bundles are available to choose from. Few of the popular solutions are as mentioned below:

CRM for manufacturing companies offers lots of benefits and valuable features. Register online for the Free SuiteCRM Demo instance, it will on our demo server and ready for evaluation purpose. SuiteCRM demo credentials can get you hands on with CRM for manufacturing scenarios get familiar with all the features and benefits CRM can offer for your business.

Fynsis Softlabs Pvt Ltd

sales@fynsis.com

CRM Makes Shipping Simple – USPS integration with SuiteCRM

USPS Integration with CRM

The world is moving with high speed in terms of businesses, for growth and prosperity every business required their products and packages to be sent more quickly to target destination. Gone are the days when consumer could wait long to receive their products and orders. Today’s companies are being reliable on courier service providers in order to outsource their consignment delivery as soon as possible.

The demand of receiving products and packages by customers, within a day or two is now normal from most of the globalized country of the world. No matters how quickly you manufactured a product, if delivery is not on time all your efforts would become inefficient. Therefore the role of Shipping is quite essential for smooth functioning of business.

USPS integration with CRM gives value to customers by providing online tracking facilities, order management, shipping, and logistics tracking for all products and services to ensure package reach the wrong hands as early as possible. It facilitates identification codes so that the customers stay assured that the product would safely reach the target destination.

USPS Shipping Integration

Busy professionals deal with a lot of information. Data organization and data collection is an important element as per the business requirements. With their hectic schedules the professionals tend to be erroneous while updating their shipping information such as updating addresses and primary information. And these errors will cost a bomb in terms of marketing dollars for both company and customers losing their important consignment or delaying it for a reason that it does not reaches the target destination.

Resolution on this is the CRM integrated USPS solution (United States Postal Service). That allows businesses to manage all their shipping needs within single system. Solution is designed in a way to create a process that fired on the creation of a lead record in SuiteCRM and determined if the address entered was actually valid. By utilizing the USPS API Web Tools web service, it’s a custom plug-in to automatically test the validity of the lead address against what the US postal service had in their database.

If your business uses the United States Postal Service (USPS) for shipping, this plugin enables you to manage the entire process and seamlessly integrate between SuiteCRM and USPS to reduces the time you'll spend on manual processes such as printing labels and manifest forms—including USPS SCAN forms—and reduces the risk of shipping errors that affect customer satisfaction.

With this packaged integration, there's no need to manage and manually exchange data between separate order management, logistics tracking, shipping and customer service systems. Instead, you can quickly retrieve real-time rates, complete sales orders, print labels and track orders—all from within the FyNSiS CRM. 

Key Highlights of USPS integration with SuiteCRM

·         Automate Your Fulfillment Processes

·         Get Complete Visibility into Shipping and Delivery

·         Improve Customer Satisfaction with Self Service

SuiteCRM USPS Integration reduces internal bottle-necks of information by directly linking related tracking numbers to orders, invoices and customer account records. It will trim shipping costs by leveraging full shipment cost analysis with shipping integration “actual cost” tracking that ensures your shipping fees are highly competitive. CRM integration with USPS will minimize double entry with behind the scenes USPS API that eliminates redundant tasks like daily order processing, manual label printing and shipping rate estimations. SuiteCRM integration with USPS increases customer happiness.

Features and Benefits

• Print postage-paid USPS shipping labels
• Generate tracking numbers
• Track package status
• Support a multi-step fulfillment process
• Save tracking numbers automatically back to sales order and invoice
• Calculate shipping rates for international shipments originating in the U.S.
• Add handling fees seamlessly to cover your labor and packaging costs.

SuiteCRM provides reliable, scalable and cost effective methods for integrating with third-party systems to streamline business processes. Web service API REST or SOAP APIs. It takes the complexity out of platform connectivity and application integration. Web service let us achieve interoperability between platforms and exposes the functionality and data of applications in order to be excesses by any service user. FyNSiS is SuiteCRM Code and Integration partner with complete command over the SuiteCRM framework and SOAP/REST API to seamlessly integrate SuiteCRM with any other application easily.

SuiteCRM Integration with your key business application to automate and streamline your business operations. SuiteCRM integration with various business applications such as SuiteCRM PayPal payment gateway integration, SuiteCRM Chat Tool integration, Asterisk integration, SuiteCRM LOB.com integration and SuiteCRM OpenCart integration can be downloaded from SuiteCRM integration plug-in main page. These connectors are ready to use, easy to deploy and most favoured Enterprise application integration

Have a great day!

Fynsis Softlabs Pvt Ltd.
www.fynsis.com

sales@fynsis.com

CRM Data Migration

Customer Relationship Management is the system with which a company manages its communications with current, past and future customers. This needs synchronization across multiple platforms, such as technical support, marketing, sales, and customer service. This demands data's to be present in a way that is user-friendly and accessible.

CRM data migration is possible only if data is organized in structured manner and stored in a single place and common format. It requires understanding of how the business model of the company has evolved over a period of time. This data is usually stored in Microsoft Excel or Database.

CRM data immigration is the core SuiteCRM implementation task before the system GoLive.

Below are the Steps to ensure seamless CRM data migration:

1. Organize CRM data based on property and relations.
   Eg., meta data information related to the finance department and their contact information.
   
   
   
   
2. Duplicate records merging/removal
   Retrieval of CRM data from various sources might result in data being duplicated. This necessitates that duplicate records are either merged or removed so that only latest and up-to-date records are stored. This step requires careful analysis and extensive experience to identify relevant and important data.
   
   
   
   
3. Categorization and application of filters
   Some values may have different names but the same meaning. During data migration, categorization and filtering becomes easier when values which mean the same, but have different names, are made uniform.
   
   
   For example, an attribute called “Industry” might have values for users that have different names across multiple records, but which mean the same thing. So while one record might list “information technology” as a value, another record might list “IT” or “info tech” as values. These have to be recognized as one and unified in order to make categorization and filtering more accurate and precise.
   
   
   
   
4. Hierarchy of data
   This is how the data is organized and how each data relates to the other. This determines how user views the data and its relationship to one another.

5. Choosing a CRM migration tool
   CRM data can be imported in either CSV/Excel format or another format. There are third party tools that offer CRM migration from any source to any destination. When choosing a suitable CRM migration tool, factors such as the nature of the data and capability of the tool have to be taken into consideration.
   
   
   
   
6. User Acceptance Testing (UAT) and testing
   The last and final step in CRM data migration process is QA check and UAT. This is to confirm that there is no disparity of information or loss of data. 
   
   

Once these steps are completed, CRM data migration process is done, making the system GoLive is best recommended from here.

SuiteCRM is SugarCRM supercharged. It's SugarCRM Community Edition with Products, Quotes, Contracts, Projects, Reporting, Teams, Workflow, Portal, Maps, Events, greatly improved Cases and enhanced Search. It's completely open source and free to download.

We think it's already as good as Salesforce and Microsoft Dynamics. Our long-term ambition is to make SuiteCRM the most used and most useful CRM globally. SuiteCRM will always be open source - forever.

You can download SuiteCRM and deploy to your own servers or register online for SuiteCRM Demo

Legal CRM significantly reduces cost and increase profitability for legal professionals

Legal digitalization or paperless law firm is the dream for legal professionals. Data structuring and data gathering is a daily task, legal professionals drive hard to survive and reach the peak of growing economy. Legal CRM is designed with the main objective to associate relevant client data in structured manner and benefits legal professional to achieve the highest level of client satisfaction, generate recurring orders and more referrals business

CRM stands for Client Relationship Management that combines people, processes and technology to help build and maintain strong customer relationships. Ultimate goal of CRM is customer satisfaction if you have contented clientele; it’s likely to re-engage them in repeat business in some form.

Information access on fingertips helps serving clients better and provides means for gathering internal business intelligence. Legal CRM for lawyers, attorneys, and law firms will facilitate easy communication with current and future clients by enabling collaboration amongst team members and overall increases cross-functional department efficacy.

Significance of Legal CRM

If lawyers can better manage client relationships and associated information, they’ll benefit from happier customers, repeat business, and referrals. Legal CRM Software is aimed for single goal; making lawyer’s hectic day easier so they shall focus on productive tasks that overall increases firms performance and profitability. On a single platform entire staff and legal practitioners can effectively manage all their activities in web-based CRM designed only for Lawyers, attorneys and Law Firms.

Having a dashboard view of current case load as well as ability to see historical information quickly can make the big difference on productivity levels. It takes just a few keystrokes and a matter of drag and drop to continually keep your dashboard current and those few keystrokes shall result in an exponential amount of streamlining.

Legal CRM Elements

Besides the basics – like case management, contacts organizing, time entries, billing, invoices and activity scheduling; a good legal CRM should include additional modules such as Intellectual Property Management, Campaigns Management, Marketing Automation and Advanced Reporting.

A customer portal and web interface along with mobile access for both lawyer and clients will be most powerful, integration with Outlook for emails and calendar for activity planning is a must. A manual legal CRM consist of papers in manilla folders in boxes on shelves in a large warehouse area. An automated system keeps all the information – plus more in a organized database on cloud or private server which is accessed anytime, anywhere.