Stay up to Date with Every Customer, Record Every Conversation, Know When to Act.

The 6 Great Benefits of Salesforce

1. Clear, Concise Reporting

Data is a necessary part of business, and you can get it from a lot of sources; social media, Google Analytics, business software, apps, your CRM, and more. It’s not useful, however, until it’s sorted, cleaned, analysed, and made actionable.

CRMs help you go deeper with all your data and metrics, including those from other sources. You can use your CRM platform to collate, tabulate, and organize that data, and make it easy to interpret with reporting features. This is one of the biggest benefits of a CRM system, and it feeds a whole lot of other outcomes that flow from having usable data.

You can see who interacts with your firm and how. You can also run reports to see where your opportunities are, how well you’re interacting with leads and customers, trends in your sales and customer service efforts, and more.

Lawfirm CRM , salesforce pipeline reporting

Lawfirm Dashboards focused on real helpful data

2. Dashboards that Visually Showcase Data

Using a spreadsheet to manage your firm means inputting or importing data manually, figuring out what’s important, and then creating a graphical way to present this data.

Once you’re using NebuLAW you can take advantage of other CRM benefits.

For example, a director will be most interested in trust funds, staff billing performance and lead conversion rates, whereas, your marketing team will be more interested in the click-through rates of each campaign. Both these team members can have a dashboard displaying the information that helps them make daily decisions.

3. More Personalised Outreach with Automation

Because you are continually capturing data about and insights into your audience, market, and industry, you can create more relevant, personalised messaging and outreach.

CRMs enable you to set up automated emails that speak to specific audiences in response to specific actions or triggers. You can send highly targeted messaging to different clients/cases categories, differentiating content by state, or area of law, and different messaging for different demographics.

Drill down into your data as deep as you want in order to deliver the most personalised emails you can imagine.

Automation based on customer relationships

Providing service to your clients by managing relationships

4. Proactive Service

Simply knowing why a client last called your firm, who they spoke to and what information was exchanged can help you provide a much better experience for your clients.

Simply put yourself in your client’s shoes, imagine having to explain your situation every time you call because the receptionist you spoke to is on leave, or messages weren’t communicated between departments.

Knowing your client, their situation and their wants/needs without having to ask them constantly leads to a much better experience for everyone.

5. Automation Drives Efficiency

A good CRM allows you to automate common and routine tasks, freeing up your people’s time for more important work.

For example, the CRM can trigger an email to let people know when trust funds are exhausted, send an alert when there’s an upcoming court date and required paperwork hasn’t been received, or automatically log time to a file when other events are triggered within the system.

Automation saves you time and money, eliminates errors and oversights, and makes the life of your lawyers and support staff a whole lot easier.

Using a CRM to colaborate your client contacts

6. Simplified Collaboration

Your CRM serves as a record of conversations, interactions, needs, notes, and contact information. And because it’s cloud-based, it’s always up to date, and your colleagues can easily consult it to make decisions.

Everyone who has access to your CRM can work together through this shared record. For example, when a solicitor speaks with a client and learns more about them, they can update that client’s record or make notes on their file. This helps make sure the rest of the team is working with the latest details. Marketing, business development and accounts work together seamlessly instead of worrying about siloed information.

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Helping Law Firms Serve their Clients better.

Schedule a demo to see how NebuLAW can help improve your practice.