Featured As 1 of 4 New Law Firm CRMs to Consider

Practice management solutions handle the entirety of the firm’s business functions — including accounting, reporting and even marketing. Case management systems, on the other hand, focus on the firm’s internal needs regarding the processing and storing of case and client data. Customer relationship management (CRM) software helps you manage your business relationships effectively and assist with the logistics of handling your client relationships (including automated contact management and progress tracking), allowing you to manage leads and extract data to help you analyze relationships, your sales pipeline, and your success rate with leads and clients.

Shape Software a cloud-based business management system with CRM capabilities.

Shape is designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, and connect with customers. Shape offers team collaboration tools that facilitate project information sharing within and across departments. It offers a centralized repository to store all documents, contacts and accounts in one place that is accessible by users according to their roles and permission levels.

Regardless of the type of system you are looking for, you’ll need to do your homework and follow best practices to ensure you get the right system: Define your needs and goals, take the time to research, and then demo a short list of products.

Article Source:- https://setshape.com/blog/1-of-4-new-law-firm-crms-to-consider

Comments

Trends In Higher Education: 7 Must-Know Expert Predictions for 2020

It’s all bets off in 2020. So what’s next for higher education organizations? We consulted the experts to reveal the top higher ed trends in tech, marketing and enrollment. Right now, it’s hard to make predictions, especially when it comes to higher ed. Currently, more than 1.2 billion students have been affected by global lockdowns and today’s colleges and universities are working tirelessly to ensure their organizations stay resilient in the face of a new normal. With so much in flux, we reached out to some of the brightest minds higher ed to get their best predictions on how the higher education landscape will evolve. Here’s what they had to say. Table Of Contents Top Tech Predictions Higher Ed Marketing Finally Gets An Upgrade Enrollment Trends: What Can We Expect? Higher Ed Trend #1: Remote Learning Will Continue (But Not Like You Think) “The days of online education being synonymous with adult education are over. The campus model a...

Can Marketing Automation Heal the Mortgage Crisis?

The mortgage industry has been floundering for the past few years. Skittish from the housing crisis of the early 2000’s, banks have decreased the number of loans they give away. Now they’re trying to bounce back. As a result they’ve had to resort to tactics like lower down payment requirements and more flexible credit score considerations to get new customers through the door. Increase customer satisfaction and streamline procedures with Shape Mortgage Software By decreasing the barriers for entry and streamlining everyday business offerings, companies can provide a level of service that exceeds expectations. These methods speak to a new wave of marketing methodology that has popped up across all industries. By decreasing the barriers for entry and streamlining everyday business offerings, companies can provide a level of service that exceeds expectations. In fact, an average of 51% of companies have begun to implement strategies like marketing automation to achiev...

The Top 10 Biggest Trends Every Law Firm Partner Should Know

The news is in: technology has arrived and it’s here to stay. From real estate to journalism, technology is taking the working world by storm. And the legal industry is at the top of the list for technological takeover. But don’t worry, this isn’t the beginning of a courtroom-based horror movie. Regardless of the hype and headlines, the truth is law firm partners and leaders need to know what’s coming if they want to stay ahead by taking advantage of the many perks technology can offer. And to help make sure you’re safely buckled in for the technological rollercoaster the law industry is set to ride, we’ve consulted with some of the legal industry’s leading experts to reveal biggest trends headed your way. #1. Generation Y is making waves “Managing partners will need to fundamentally change the way they hire and oversee their staff, in order to keep the best workers.” — Jared Correia, CEO at Red Cave Law Firm Consulting That’s right, the millennials are coming—and the...

Shape Software Blog

Search This Blog