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 Customer Relationship Management (CRM) is the latest buzz word to describe your firm’s activities in connection with clients, current and prospective.
You need a system whereby all members of your firm share client information rather than keeping their own client information hidden away privately where the firm as a whole can’t put it to good use.
Since most people work in the Microsoft Office © suit of programs you should aim to have all your client contact information shared using, for example, Outlook ©.
When you want to use that information to, for example,
- advise them of the latest piece of legal knowledge
- invite them to an event or
- perform a conflict of interest check
then you can be confident the information is up-to-date and accurate.
Contact us and we will show you how we can help you build your business.
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