Do you want to expand your business?
Well! you’re not the only one in this race! Millions of businesses are battling to turn casual visitors into buyers. And the best part is that understanding how to accomplish it doesn’t require you to go back to school to master the basics of customer service and sales, and it isn’t as difficult as you might expect!

Do you want to learn more?
Customer Relationship Management is one of the most critical tools any business owner may have.

Digging deep into it.

Customer relationship management (CRM) is the process through which a company or other organisation manages its contacts with customers, usually by analysing vast amounts of data and information.

It can be considered as the brain behind the entire operation of your firm.
The brains underlying your entire organisation is Customer Relationship Management software. If a consumer registers for customer loyalty, their contact information along with other information that is entered gets stored into the CRM. These records are further utilised in strategizing your next move and more importantly, you can personalise your marketing strategy for them.

This looks complicated, isn’t it?
Let’s imagine you want to contact all of your customers who haven’t seen you in a while and offer them a free demo of your product or services. Back in the day, you might have had to perform a lot of time-consuming research on each customer. But not now, Thanks to CRM!

Let me give you one more instance, suppose your team wants to introduce new features of your services to your existing clients, you can just draft a message and instruct CRM to send it to all the existing users and the rest will be handled by CRM. You can even send birthday or anniversary notes automatically.

You can use the data available with you in building an amazing repo with your customers. Believe me, possibilities with CRM are absolutely limitless.

Now that you have got a hang of CRM, it’s time to look beyond and know how it can be employed to enhance the profitability of the firm.
Listing down the top 4 applications of CRM that are proved to be beneficial for law firms:

1. Capture & Track the Prospects
   Most of the firms that are expanding find it difficult to manage huge data, with CRM you can easily keep track of and integrate each contact you and your team make with existing or potential clients.

Additionally, this allows efficient operation, updating and offers a common platform for all your team members and ultimately leads to the smooth functioning of the firm.

2. Setup the Process
   Looking for ways to improve and enhance customer retention?

CRM is the simplest answer to this. It not only assists you in analysing customer service and monitoring the actions of your team, but it also offers you real-time information on client-firm communication, assisting your team in converting leads into clients and retaining these clients.

3. Collaboration, Prioritization & Decision Making
   It is quite usual that if we have clients, we will have their documents and we cannot deny that sorting, collecting, and sharing dozens of documents with your co-workers is a challenging task.

And when it comes to keeping a follow up it becomes even worse than ever imagined.

Thus, having a decent CRM can keep you away from all these. It handles everything from grouping folders to, updating, archives, deletion or even keeping reminder notes to contact a particular client before the assigned deadline and maintaining an organized and hassle-free follow-up, all these are possible with CRM.

4. Marketing Automation
   This is one of the most crucial features of CRM. Until and unless you make a move and create some noise about your law firm, the potential customers are never gonna know about you even if they are right in front of you in a need of legal advisor.

CRM allows you to get closer to those potential customers and become the first person that comes to mind when they require a legal team. It aids with the automation of a company’s marketing strategies, making them less time consuming and exhausting.

LegalxGen understands how difficult it can be to integrate a new CRM with an existing registration and relations programme. That’s why LegalxGen has created an all-in-one system to take the stress out of it all!

You can clock your clients in, keep an orderly follow-up, manage your CRM, and have structured data all in one place with LegalxGen! LegalxGen is a single, unified platform that is built to help you develop your law practice.

Do you want to learn more about LegalxGen and CRM solutions? Schedule a free demo now to see why hundreds of businesses have chosen the LegalxGen solution to help them grow.