CRM automation for law firm marketing to manage client and prospect relationships , works with Outlook and Exchange, SQL Server, and Constant Contact email.
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WHOIS PRIVACY PROTECTION SERVICE, INC.
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PO ●●●639
C/O INT●●●●●●●CRM.COM
KIR●●●AND , WA, 98083
US
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WHOIS PRIVACY PROTECTION SERVICE, INC.
WHOIS AGENT
PO ●●●639
C/O INT●●●●●●●CRM.COM
KIR●●●AND , WA, 98083
US
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Versys Software Inc. – IntelliPad CRM for Law Firm Marketing | intellipadcrm.com Reviews
https://intellipadcrm.com
CRM automation for law firm marketing to manage client and prospect relationships , works with Outlook and Exchange, SQL Server, and Constant Contact email.
intellipadcrm.com
Users – Versys Software Inc.
http://intellipadcrm.com/users
Versys Software, Inc. If you are interested in a demonstration, additional information regarding our product, or if you would like to sign-up for our newsletter.
Attorneys and Administrative Assistants – Versys Software Inc.
http://intellipadcrm.com/attorneys
Versys Software, Inc. Get immediate answers in Outlook. Who else in the firm knows a contact? Did a particular client or prospect attend a recent seminar? Who else do we know at a client company? How do I add someone for practice area alerts? How can I organize my contact follow-up for business development? Attorneys and Assistants View. Marketing Information Page in Outlook. Manage Mailings for “My” Contacts. Control of Changes made by Others. IPhone and Android Access to Contacts.
FAQ – Versys Software Inc.
http://intellipadcrm.com/faq
Versys Software, Inc. What if my firm just kept using Outlook and did not add IntelliPad integration? To answer this question lets consider what happens if your firm uses an an outdated address to send something to a client. And for the moment lets assume that your firm was advised by the client about the address change and that the new address was not updated everwhere it should have been. Will IntelliPad keep this type of problem from ever happening? What about personal contacts in Outlook? When Intell...
Marketing Department – Versys Software Inc.
http://intellipadcrm.com/for-marketing-department
Versys Software, Inc. CRM Automation CAN be easier. Be confident that contact information is current and accurate. Focus on creating successful marketing events and mailings, instead of “cleaning up the data”. Integrate with Constant Contact for efficient email response tracking. Holiday Card processes can be easy for attorneys and the marketing staff. Events and Mailing Lists. User-defined Queries and Reports. Mail Manager – Summary. Mail Manager – Additional Activities. Integration with Constant Contact.
IT Department – Versys Software Inc.
http://intellipadcrm.com/for-the-it-department
Versys Software, Inc. Less work and better results. Significantly reduces end-user training requirements because it works in Outlook. Nothing is loaded on Exchange Servers, efficient for both LAN and WAN. Comprehensively audited, both from a systems and an end-user perspective. Powerful data conversion, data quality management, integration reconciliation, and automated user creation,. Works with single, multiple, clustered Exchange Servers, including Outlook and Exchange 2013.
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Helpful Links | KLA Marketing Associates
http://www.klamarketing.com/resources/helpful-links
Top Habits of Successful Rainmakers E-Book. Women in Law Rainmaker Forum. Chart Your Own Course E-Book. Is often asked for referrals to reputable providers of various resources and services. Responding to requests, we have listed below a sampling of what we hope are useful links (though we are not endorsing anyone). American Bar Association Law Practice Management Section. Association of Legal Administrators. International Legal Technology Association. Joel A. Rose and Associates, Inc. 129 N Woodstock Dr.
Growing Relationships for CRM Success: Business Development Targets
http://crm-success.blogspot.com/2010/10/business-development-targets.html
Tuesday, October 5, 2010. When I ask some attorneys to describe their ideal Client, I often hear, ‘one that pays.' This response is mildly amusing… but rarely true. Not every Client is a good Client. And what makes a great Client for one firm or professional might be a nightmare for another. So a big part of your business development planning process should start by defining your ideal target Clients. Posted by Christina R. Fritsch, JD. Subscribe to: Post Comments (Atom). Christina R. Fritsch, JD. Human ...
Growing Relationships for CRM Success: Data Quality Do’s and Don’ts – Part 2: “I See Dead People” (in my CRM system)
http://crm-success.blogspot.com/2015/06/data-quality-dos-and-donts-part-2-i-see.html
Thursday, June 4, 2015. Data Quality Do’s and Don’ts – Part 2: “I See Dead People” (in my CRM system). Many of us may remember that quote from the chilling movie The Sixth Sense. But seeing dead people in your CRM system can be almost as disturbing. Nothing is more likely to cause end users to tune out and turn off than finding deceased contacts in the system. Posted by Christina R. Fritsch, JD. Subscribe to: Post Comments (Atom). Christina R. Fritsch, JD. Connect with Chris on LinkedIn. Outsourcing Opti...
Growing Relationships for CRM Success: CRM Building Project – Part 2: Teardowns
http://crm-success.blogspot.com/2015/08/crm-building-project-part-2-teardowns.html
Wednesday, August 5, 2015. CRM Building Project – Part 2: Teardowns. Many of the firms we work with have had their CRM systems for years or even a decade or more. They can likely still remember their original “move-in” day when they first bought the system (which hopefully didn’t require a mortgage) and migrated all their information in. At that point, their CRM system felt like the perfect place. Posted by Christina R. Fritsch, JD. Subscribe to: Post Comments (Atom). Christina R. Fritsch, JD. Human natu...
Growing Relationships for CRM Success: Outsourcing Options and Opportunities - Part 3: Law Firms in the Outsourcing Business?
http://crm-success.blogspot.com/2013/03/outsourcing-options-and-opportunities.html
Wednesday, March 13, 2013. Outsourcing Options and Opportunities - Part 3: Law Firms in the Outsourcing Business? As the contracting out of an internal business process to a third party organization and, as such, it has been a common and accepted business practice for a very long time. By that definition, could it also be suggested that law firms themselves are in the outsourcing business? In many cases,. While this may be a radical concept for some, it shouldn't. Posted by Christina R. Fritsch, JD.
Growing Relationships for CRM Success: Referrals - The Gift That Keeps on Giving
http://crm-success.blogspot.com/2010/10/referrals-gift-that-keeps-on-giving.html
Tuesday, October 19, 2010. Referrals - The Gift That Keeps on Giving. So what is the key to getting business from referral sources? First, like most everything else in business development: you need to give before you can expect to receive. If you want people to refer business to you, you should start by making referrals yourself. Posted by Christina R. Fritsch, JD. Subscribe to: Post Comments (Atom). Christina R. Fritsch, JD. Connect with Chris on LinkedIn. Follow Chris on Twitter. Where Is Chris Today?
Growing Relationships for CRM Success: Outsourcing Options and Opportunities - Part 2: The Evolution of Law Firm Outsourcing
http://crm-success.blogspot.com/2013/02/outsourcing-options-and-opportunities.html
Wednesday, February 20, 2013. Outsourcing Options and Opportunities - Part 2: The Evolution of Law Firm Outsourcing. The goals of outsourcing include improving efficiency, reducing costs and gaining a competitive advantage. As a result, it shouldn't be too surprising that law firms have been experimenting with outsourcing for decades, according to some sources. Firms have been even more open to outsourcing their non-legal work such as IT support, finance and accounting and helpdesk operations. More recen...
Growing Relationships for CRM Success: Data Quality Do’s and Don’ts – Part 3: Adopt the Orphans
http://crm-success.blogspot.com/2015/06/data-quality-dos-and-donts-part-3-adopt.html
Wednesday, June 10, 2015. Data Quality Do’s and Don’ts – Part 3: Adopt the Orphans. There is nothing sadder than a poor lonely little orphan – especially in your CRM system. When a record is left in the system and all the attorneys who once knew the contact are gone, the record is essentially abandoned. It’s left all alone in a CRM world where relationships are so very important. So what is a CRM caretaker to do? The important orphaned records that remain should be ‘adopted’ by other attorney...Once you ...
Growing Relationships for CRM Success: Your CRM Journey - Part 7: Rest Stops
http://crm-success.blogspot.com/2012/12/your-crm-journey-part-7-rest-stops.html
Wednesday, December 5, 2012. Your CRM Journey - Part 7: Rest Stops. Sometimes, when you are trying diligently to get to your ultimate CRM destination, the temptation can be to really ‘put the pedal to the metal’ and try to get there as quickly as possible. The problem is that when you do this, you may end up running out of gas before you get where you want to go– or you may find your team’s motivation levels 'on empty.'. Posted by Christina R. Fritsch, JD. Subscribe to: Post Comments (Atom). Human nature...
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Versys Software Inc. – IntelliPad CRM for Law Firm Marketing
Versys Software, Inc. Integrated with Outlook contacts. Consistent firm-wide contact information. Automatic lookup while adding contacts. Quickly mark contacts for mailings and events. Manage Contact follow-up for Business Development. Mobile access to firm-wide shared contacts. Easily collaborate and cross-sell. IntelliPad CRM for Law Firm Marketing. Attorneys and other professionals get. Immediate answers in Outlook. Who else in the firm knows a contact? Who else do we know at a client company?
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