HOW SALESFORCE CAN HELP LAW FIRMS? - A JOURNEY OF DISCOVERY

Publish date:

• 26th April, 2021

“ Successful and unsuccessful people do not vary greatly in their abilities. They vary in their desires to reach their potential. “ – Quote by John Maxwell

The number 1 CRM platform Salesforce uses various cloud-based apps for services, sales, and marketing. Law firms with their complexities such as client, case, and record management as well as various administrative needs could sure do with the power of Salesforce. And yes, Salesforce and its many offerings can make the day to day running of law firms. Let us see in brief the various ways Salesforce for lawyers is a game changer.

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The top reasons why law firms should onboard Salesforce for lawyers: 

• Monitor your Return on Investment on the initiatives undertaken for customer delight & development.  

• Contact Resource Management (CRM) tools help in forging bonds with leads by tracking the engagement and their areas of interest. It enables the effort put in for relationship building as well as enlargement of the client base. 

• Salesforce can integrate with the queries received via the website etc effortlessly.
  By channeling the prospects directly into Salesforce, a growing database is forged. It can be accessed by all those who have permission within the organization, anywhere and anytime as it is on the cloud.  

• The creation of personalised document templates by tracking the most popularly used forms & documents that can be accessed & filled with data from the contact fields Plus, Salesforce for lawyers can automate the task of updating the regular status too many customers. 

• Create reports which reveal incomplete tasks or missing documents that impede the work. Tasks can be assigned to lawyers and their work monitored to see the productivity of each. 

• It allows data to be stored in one place, for all to access, collaborate and share. No silos or hunting for info on files and folders. 

• Information can be accessed anywhere and anytime. The lawyer may be in a court house, their chamber or at home, the cloud based service is a breath of fresh air and frees up people’s time and need to be in office space. 

Law firms world over are using Salesforce for lawyers as they see its bouquet of benefits, some of which have been pointed above. If you own, or work or a partner for a law firm, give us a call for onboarding the same in your company, whether you are in Delhi, Bombay, or Bangalore.

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About the Author

Arun Sharma

Arun Sharma, the Chief Operating Officer (COO), focuses on business expansion, product development, and strategic growth. His skills include project and account management, where he improves operations and boosts efficiency. With a growth-driven approach, he leads innovation and ensures projects are completed successfully. His strategic insights have been key to achieving steady results and building long-term client relationships.