Describe your perfect marketing
software.
That's what we asked our law firm clients and this is what they
told us:
- Usability, usability, usability - it has to be
as intuitive and straightforward as ordering a book off Amazon,
from both administrator and user perspectives
- Think relevant - we want tools that actually
serve a purpose and are geared to how law firms do things, not
random functions that swell the specification and the price
- Drive differentiation - we need to stand out
and we need something that will underpin those efforts by
simplifying the methods and amplifying the messages
- Bang out-of-the-box - we want it to be
delivering benefits from day one, without the need for complex
reengineering or time-consuming configuration
- Affordable and accessible - we've no appetite
for big upfront expenditure, heavy implementation, training and
support costs, and unnecessarily complicated solutions.
With the help of that intelligent
feedback, we've been able to develop a new marketing and business
development tool for law firms.
Say hello to smart.
smart is easy,
effective and engaging. It's quick and simple to deploy. It works
the way you work. You can pick it up and run with it. It's got
tools you'll use every day. It'll show a return every month. And
within the year you won't know how you managed without it.
smart supports those disciplines key to
retaining existing clients, acquiring new clients and developing
strong, sustained revenues from both:
Contact management - Complete visibility on all
contacts and clients in single central repository, with full
history of interactions, invitations, event participation, campaign
touches and matter history, to enhance communications, service and
marketing effectiveness
Account management - Intelligence on key
contacts, marketing preferences, interests, company information to
consolidate relationships and improve retention
Event planning - Tools to manage invitee lists
and the invitation/acceptance process, with history of previous
events and participants
Campaign management - The means to deliver and
manage customised campaigns to qualified contacts to drive business
development, with full audit trail of earlier campaigns and
resultant effectiveness
Referral management - Tracking and analysis of
referrals in and out to help evaluate success rates and referral
values and drive better returns from referring partners
Pipeline management - Tools and processes to
streamline the whole sales effort, provide macro and micro views on
opportunity status and value, and capture metrics on pitch costs,
strike rates, and the duration of the sales cycle.
Forecasting - A function designed to improve
accuracy of sales revenue forecasts
Profiling - The ability to use the collective
client data to see how your firm is currently working with that
client, what other opportunities may also exist to work with them,
and how best to open up new sales channels and cross-sell
effectively
Lead inception - Incept leads directly from
your website or other database, use our Task Manager to assign and
follow up, then report on the critical success factors. All of
which reduces admin time, aids management information to drive
strategy and improves cash flow by speeding up lead to revenue
realisation time.
Computer Telephony Integration - This module
delivers instant pop up screens containing all relevant information
pertaining to that client. This enables your team to improve
efficiency, customer service and update client records quickly and
easily.
Web Portal - Our intuitive, fully
integrated web portal enables clients to securely log into
their account to update their records, access their case
history or keep up to date with their current case status.
Referrers can utilise the web portal to provide referrals and
also to run reports on their referral activity. The web
portal also helps your organisation to reduce
the administration overhead and pro-actively deliver targeted
marketing campaigns.