At IMS, we work with a wide variety of estate planning law firms. Some of them are early adopters, eager to get started with new ways of building their practices, while others are open to new ideas but take a little longer to make changes to how they run their firms. Right now we are seeing the results for the firms who have embraced the use of our Estate Planning Essentials (E2) CRM and they are excellent.
1 – All marketing information is in ONE place. If one administrative staffer is out to lunch or on vacation, it will not matter - everyone in the firm has easy access to information about your workshops, campaigns, or prospective clients and referral sources. No more scrambling to find the workshop flyer, firm brochure, or attendees from that workshop last month. When a prospect calls from your website, you’ll know instantly what pages they visited, which blogs posts they have been reading, even their latest interactions on social media.
2 – Communication between everyone in the office is improved when everyone has access to information stored in a meaningful way. Everyone in your office can be an E2 CRM user, and you can control their level of access. There are no per-user fees. This means everyone can have access to key marketing information without having to interrupt your day with questions. Fewer interruptions – that alone would make a CRM worth it!
3 – With a CRM, you have another layer of accountability. Establish your marketing follow-up protocols, build out and assign your work flows. What happens in your office when someone submits a contact form from your website? Build that process into a workflow and never worry about losing new business that just “fell through the cracks.” Marketing calls can even be completed right from within the program, recorded and even transcribed into the contact record. Spot check to hear how your staff interact with potential new clients – and by the way, we have already heard some horror stories from attorneys when they actually heard how their staff members talk to prospective clients and professional advisors!
4 – A CRM can grow with your firm. Here’s a question to ponder: when you launch a new marketing initiative – whether it be a series of workshops, an e-book, or AdWords, are you ready to manage all of the tasks, contacts and follow-up – and track your efforts to see which ones are most profitable? The CRM can help you manage this task, whether your firm has hundreds of clients or thousands of clients. Scaling up your efforts – and growing your firm – becomes much simpler, when a CRM is in place.
Want to learn how to integrate all of your marketing initiatives from a single interface, seamlessly integrated across all platforms? Join us on Tuesday, September 29 (12:00 Noon CDT and 1:00 PM EDT) when IMS will hold a webinar to demonstrate the first totally integrated marketing CRM designed for estate and elder law attorneys. We’ll be hosting our client Bill Miller, of Adams-Miller Law, who has been using the CRM for a few months along with CRM industry leaders Lars Helgeson, CEO of Greenrope and Keith Richmond, Greenrope’s CFO.
Click here to register.