It’s understandable if B2B appointment setting and sales teams are the first thoughts that come to mind when you think about customer relationship management (CRM) platforms. However, Salesforce’s industry-leading CRM provides tremendous benefits for businesses in a wide range of industries, including the legal sector.
Implementing Salesforce allows law firms to maintain and enhance client relationships efficiently and effectively. Furthermore, firms are able to utilize their CRM to nurture and develop stronger relationships with potential clients to drive more business opportunities.
Continue reading to find out more about the exceptional advantages legal professionals experience when implementing Salesforce into their law office operations, including:
Extraordinary Client Management
It shouldn’t come as a surprise that a platform named “client relationship management” would improve client experiences, but how does it achieve that? Your law firm’s primary way to improve its client management is by streamlining, simplifying, and customizing the organization and functionality of your data storage and retrieval.
Salesforce provides a centralized database for any credentialed employee in your organization to access any client’s information quickly at any time and from anywhere. That means if your client needs to sign, modify, or review a document, you can get it to them without the unnecessary steps of mailing or scheduling an in-person meeting.
The platform also keeps clients and your staff notified of essential information and tasks. Rather than relying on word of mouth or shuffling through a stack of papers looking to see if an action has been completed, Salesforce notifies you of pending and completed tasks. You are also able to leave notes for yourself or about those you represent without the fear of them being lost or inaccessible when you’re out of the office.
Uncomplicated Lead Follow-Up and Tracking
The difference between earning a client’s business and losing them to a competitor often comes down to who replies to them first. If you’re using a website that has SEO incorporated for lead generation, Salesforce is the perfect complement. The CRM instantly notifies you when a prospect submits their information or inquiry, allowing you to take immediate action.
You are also able to identify top-priority clients and prospects by assigning specific statuses to each. This ensures all potential litigants and current clientele who demand the most attention receive the help they need.
Another vital function of Salesforce is lead source tracking. Knowing where your leads are coming from and what sources are drawing the most qualified respondents helps your firm focus its marketing efforts. Not only do you want to attract revenue-driving business, but you want to maximize profits by optimizing your return on investment.
Simplified Task Management Through Automation
Converting leads into clients while simultaneously focusing on existing business and partnerships is no simple feat. Salesforce’s remarkable automation capabilities help untangle you and your staff from a web of various communications by automatically generating alerts, reports, and follow-ups.
When a prospect submits a form, the platform will greet them quickly with a personalized automated response, letting them know you have their information and plan to reach out soon. You are also able to set up automatic reminders, confirmations, and other messages without taking your focus away from the job at hand.
To help build closer connections with clients and prospects, you can use Salesforce to set up automated email marketing campaigns that keep your clientele informed and engaged with your firm. For a truly personalized touch, set up automated birthday, anniversary, or milestone messages that let your clients know you’re thinking of them.
Suppose you need to provide reports or analytics for your team or clients. In that case, the CRM platform allows you to automatically generate those on a per-client basis so everyone stays up to date on their case or billing status.
Straightforward Performance Analytics
While building a solid client base is crucial, tracking the performance of your employees and business as a whole is vital. The most forward-thinking law firms are starting to realize that Salesforce’s power data analytic tools are a terrific way to optimize their productivity and lead conversion strategies.
As discussed earlier, knowing where your leads are coming from and which sources produce the most qualified candidates is essential. However, there is much more information to gather and analyze that helps paint a clearer picture of your lead generation performance.
Salesforce helps you gain insights into your client conversion rates, pipeline revenue generation, and the most common legal matters prospects reach out to you for. Think of how much more effective your firm could be if you had a comprehensive view of who the clients are, why they’re coming to you, how they’re finding you, and which campaigns drive the most revenue.
Dashboard Reporting
Dashboards within Salesforce provide real-time reports in a visually stimulating and easy-to-digest format. Klipfolio dashboard reports make monitoring your firm’s performance a simple and incredibly beneficial task.
- The numerous benefits Klipfolio provides include:
- Quick access to precise, accurate datasets
- Streamlined implementation and reporting capabilities
- Vast integration possibilities
- Complete accessibility on any device from any location
- Centralized data for enhanced monitoring capacity
Optimized Workflows and Operations
Not only does Salesforce help you improve your client relationship management capabilities, but it also creates more effective workflows and operations. Whether you’re a principal at a large corporate office or running a small firm, being able to oversee employee productivity is a must.
Salesforce simplifies task delegation and management processes, which helps ensure each employee has a clear understanding of their responsibilities and deadlines. With clearly defined roles, your staff can focus on top priorities rather than getting bogged down trying to accomplish multiple tasks simultaneously.
With centralized data and accessible internal communications, collaboration across departments becomes much easier as well. Rather than messages being stalled between teams or needing to wait for someone to return to the office, you are able to reach a project manager to move a task forward quickly.
Enhanced Security for Sensitive Data
As a law professional, there’s no need to tell you the importance of protecting the data of your business, your clients, and the courts. Unless you contract a world-class team of IT professionals to set up a highly secure network and continually update it, your business is at a heightened risk.
Salesforce’s state-of-the-art security protocols add an extra layer of protection to keep your most confidential and private data and information safe. Just one breach of your business will have catastrophic effects on your firm. Don’t risk losing clients due to lax security.
Salesforce allows you to choose customized document storage and accessibility options. From clients to partners, only those you choose to give access to are able to view, modify, or retrieve your data stored within the platform.
Interested in Salesforce for Your Law Firm? Abstrakt Marketing Cloud Is Your Single Source Provider for All Your CRM Needs
If you’re ready to leverage the power of the Salesforce platform to deliver more outstanding results at your firm, turn to Abstrakt Cloud Solutions. Our custom development, consulting, implementation, and management services offer you the chance to work with a certified Salesforce Ridge Tier service provider that solves complex business problems with straightforward solutions.
With Abstrakt Cloud as your management or consulting partner, you can rest assured your Salesforce solutions are developed to meet your firm’s unique needs. We have a proven track record of helping our partners in the legal sector grow their businesses and generate high-quality leads by utilizing Salesforce.
Ready to get started or want to talk more about how Salesforce will transform your operations? Schedule an appointment today.
