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Pivotal CRM for Law Firms
Building and maintaining long-lasting relationships with clients is a key to success. As law firms consolidate through mergers and acquisitions and expand their services, the importance of developing and maintaining personal relationships becomes even greater. That's why more legal services firms are turning to Pivotal CRM to enhance their position and build a reputation for outstanding service and professionalism. By gaining a comprehensive view of their clients, law firms can strengthen their position, making more informed decisions and bolstering their competitiveness, client service, and profitability.
Pivotal CRM provides an integrated platform and applications to support the unique business requirements of legal firms. By establishing more effective ways of managing client information through CRM, firms are able to gain a single, unified view of client information that facilitates collaboration and the targeting of additional revenue streams. Its flexible platform allows it to be seamlessly connected to the entire firm, enabling the effective management and standardization of key business processes that help you establish your firm's brand promise and reliably deliver the level of service clients expect to receive.
Complete CRM for Legal Services Firms
- 360-Degree Client Profiles
- Relationship/Influence Tracking
- Expense Tracking
- Performance and Client Reporting
- Productivity Tools
- Workflow Management
- Client Management
- Activity Management
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- Case Tracking
- Revenue Forecasting
- Compliance Assistance
- Integration with the Back Office
- Referral Tracking
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Enhance Collaboration with a Unified View
With all team members contributing to account information and activity plans housed in a single, central location, collaboration is improved, efficiencies are achieved, information and insight are pooled, and every team member is always on the same page.
Track and Target Revenue Streams
Predict future revenues and manage opportunities as they flow through the business development pipeline. With a deeper understanding of clients and opportunities, business development professionals can focus their cross-selling efforts and analyze trends to uncover opportunities to grow the firm. Pivotal CRM empowers your firm to manage new opportunities and deals using your firm's unique sales process, making it easier to estimate and forecast revenues or deal potential and monitor the opportunity pipeline.
Uncover More Opportunities and Referrals
Maximize relationship networks and uncover new business opportunities. Pivotal CRM maps the subtle connections between prospects and clients to reveal the relationships between an attorney and a sought-after client. It also tracks and manages referrals—both the business referred to you and the benefactors of your outgoing referrals—enabling firms to identify and focus on relationships that bring business to the firm.
Integrate with Matters Applications and More
Consolidate relevant matter information and combine it with your Pivotal CRM data to improve marketing, business development, and client services. Pivotal CRM offers a single place to manage and track matters information along with every client relationship and their interconnections, allowing you to tie critical data together to leverage the firm's collective experience. To reduce application-switching and increase productivity, Pivotal CRM can also seamlessly integrate with other applications, including accounting and billing, human resources, document management systems, and data-quality tools, as well as external data sources such as Dun & Bradstreet and Standard & Poor's.
Selectively Share Information and Ensure Staff Compliance
Share information without sacrificing client privacy and confidentiality. Pivotal CRM includes enhanced security features and data control options to allow your firm to encode various levels of security according to your firm's needs.
Work on the Go
Pivotal CRM is easily accessed anytime, anywhere. Mobile professionals can view and manage information via laptops and mobile devices such as tablet PCs, PDAs, Web-enabled phones, and other wireless tools, turning down-time into productive time.
Seamlessly Integrate with E-mail
Pivotal CRM synchronizes with your e-mail system (Lotus Notes or Microsoft). Users can look up client information, send and manage e-mail, set up appointments, and capture customer discussions—all without leaving their e-mail client.
Target Your Marketing Programs and Verify Contact Data
Pivotal CRM offers sophisticated marketing capabilities for planning, segmenting, and targeting programs; monitoring program success; and measuring the costs of every activity. In addition to targeted, multi-tiered business development programs, marketers can ask prospects and clients to update contact information via an e-mail process that automatically updates the central database, ensuring your client and prospect data is accurate and complete.