So now that we’ve identified so many ways to use CRM categories, your head may be spinning as you try to figure out what to do next. On the one hand, the great thing about CRM is that it can do so many things. On the other hand, the challenge with CRM is… that it can do so many things.
In fact, there are so many things that CRM can do that it really can be challenging to figure out what it should do. You also need to be careful not to try to do too much because you may actually end up not doing anything really well. As with any many things, CRM success requires focus.
CRM success also requires planning. You have to make sure that the projects you undertake have real value for your firm and attorneys and that you have the resources in place to execute them. But CRM success also requires initiative. Once you your plan in place, you have to make things happen. Then, once you get started, CRM success will require momentum. You have to keep things moving forward because if you stop, it can be hard to get things going again.
Finally, CRM success requires persistence. Remember, Client Relationship Management isn't a project or an initiative – it’s a fundamental change in the way your firm manages relationships. Progress is a never-ending process. The good news is that once you do, it can really help your firm enhance communication, coordination, Client service and business development.