If you’re a business owner or work in the business world, you may have heard of a little thing called Salesforce. Okay, actually, it’s a huge thing—Salesforce is the world’s largest customer relationship management (CRM) platform. Those in the sales and marketing world have been using it for decades and can’t imagine their business without it.
Many companies who don’t consider themselves in the sales or marketing space write off Salesforce. They don’t see any practical use or application for it in their business. But this would be a huge mistake. Salesforce is much more than a CRM—it’s an ever-evolving platform that allows for rapid development and deployment of custom business applications. The legal sector in particular can reap many benefits from using Salesforce. Whether you’re an attorney or you own a law firm, you might want to be aware of these benefits.
Here are six reasons why Salesforce CRM for your law firm makes sense.
1. It’s a centralized, secure location for all critical data
The Salesforce platform is completely cloud-based, meaning that the entire infrastructure is managed, maintained, upgraded regularly, and it is supported at a remote location. When you purchase a Salesforce license, you’ll have your own “instance,” where all of your critical data, workflows, contracts, etc. are securely stored.
You’ll never have to worry about losing access to critical documents and you’ll rid yourself of the headache that comes with managing too many items in various locations. With a cloud-based software, you’ll also be able to access data from anywhere at any time. This gives attorneys with hectic schedules the freedom and flexibility to work from wherever they want and still have everything they need to do their jobs.
2. Customize and configure Salesforce for your firm
The capabilities of Salesforce are probably way beyond what any attorney could imagine. While many people see Salesforce as a software for sales professionals, it’s actually so much more than that. The platform is so customizable that it’s basically your business, digitized. Salesforce custom development can become so granular that when it’s complete, it will feel like the platform was made for your business.
Beneath the surface, Salesforce is made up of the following components:
- Objects
- Records
- List views
- Workflows
- Processes
While they mean something different for every business, for a law firm, these components can be customized to relate to how your business operates. Records can be used to store client information, while workflows and processes can be used to meet important deadlines. The choice is yours.
3. Get access to data-driven insights and reports
Any business, no matter what sector it’s in, should be making smart decisions that are backed by data. With the help of Salesforce, law firms can do this. Imagine having access to insights and reporting dashboards that help you visualize your business with numbers, charts, and graphs. Making decisions and having visibility into both client and employee satisfaction will become so simple. With Salesforce, all of this and more is possible.
4. Improve experiences for both clients and employees
Salesforce helps employees to grow their careers while improving the customer experience for clients. You can customize Salesforce to create better experiences for your clients and, therefore, better outcomes. Creating processes that improve productivity and eliminate inefficiencies will make your employees happier, too. If attorneys are able to do their jobs seamlessly, they’ll be able to take on a bigger case load, and you’ll be able to grow your business!
5. Simplify all business processes
Salesforce provides end-to-end project management accessible from anywhere; this is a huge game-changer for construction companies that want to manage projects on-site. Salesforce enables on-site execution and improves communication between contractors, owners, architects, and the construction team. A cloud-based technology solution like Salesforce will ensure your team is capable of adapting and being agile, which is critical to stay ahead of the competition and drive business growth.
Are you ready to implement Salesforce in your construction business? We can help! Our Salesforce implementation services will help you not only implement the platform across your business, but we’ll also create a roadmap for you to ensure long-term success. Or, if you’ve already invested in Salesforce and need more assistance, we also offer Salesforce managed services.
6. Scale with ease as your firm grows
From case management to onboarding new clients, Salesforce simplifies all of your business processes. Everyone will have client visibility and can watch as client cases begin and close seamlessly. Salesforce doesn’t just create a better experience for your clients; it simplifies things for employees, too. A custom solution for your firm could have detailed tracking for every case. This increases efficiency and improves operating procedures with features like auto-generated documents and automated reminders.
Salesforce can be a powerful tool for your law firm, but with the right partner, you can rest assured that you’ll get the most out of your investment. Abstrakt Cloud Solutions is a certified Salesforce consulting partner with experience working in the legal sector. We can help your law firm achieve more with the Salesforce platform. Ready to get started? Let’s talk → schedule a meeting today.
