Salesforce.com for Law Firms
Salesforce.com is not a one-size-fits-all, cookie-cutter solution.
To ensure successful project outcomes, we oversee pre-project "discovery" to document how Salesforce.com will be tailored to address your firm's specific "pain points" and unique practice management and marketing needs.
We've documented our "pain points." What's next?
During implementation, we'll configure objects, data fields, layouts, tabs, reports, dashboards, and/or integrations, to help your firm realize the full potential of Salesforce.
Did you know? 42% of CRM systems go unused after purchase
Our training program will maximize the adoption rate of your staff, and ensure efficient and effective use of Salesforce.
Need to integrate your Salesforce account with other applications? No problem.
Salesforce integrates with leading law firm-specific applications such as NetDocuments, as well as Google Apps, Outlook, Dropbox, and much more...
Do you already have a Salesforce license? Are things working out as well as you had hoped? If not, don't despair. Let us work with you to identify the "pain points," and then customize Salesforce to help you realize its full potential.