Driving Growth By Addressing 3 Key Aspects of Legal CRM
Explore the human resources elements of CRM success and review practical ways to address three key aspects of CRM implementations – people, processes, and technology.
Aligning Technology with Client Needs to Drive Business Growth
Explore how firms can meet the objectives of various stakeholders and deploy strategies to drive growth by making small but important changes in how the firm uses CRM.
Alison Janzen
“I appreciate the strategic advice they provide and their wealth of experience with professional services firms and the various types of software we all use.” Alison Janzen Torkin Manes [...]
Anne Reavis
“I've worked with the CRM team for about 6 years now, and they go above and beyond on every project. Plus they're fun to work with!” Anne Reavis Womble [...]
Jandie McSweet
“I have always had positive experiences with Wilson's services. The teams I have worked with are responsive and very knowledgeable. Jandie McSweet Wiggin and Dana LLP
Suzie Williams
“We've been working with the Wilson Allen CRM Practice on a very complex and challenging project; CRM platform selection, customization, data consolidation, integration, data maintenance and eventual launch. Our [...]
Vincent Swisher
“Jose Hernandez has been an integral part of our firm's implementation of LawDrill. We have had great feedback from our users on the new upgrade. Jose knows our firm's [...]
Mitchell Friedman
“We like working with Wilson because of the team’s knowledge of Elite software and their dedication to meeting all deadlines on time and less than the estimated budget.” Mitchell [...]
Moe Ban
“We work with Wilson Allen because we know and trust their people.” Moe Ban Financial Systems Manager
Sylvia Bradford
“We are comfortable with Wilson because we trust the consultants that assist us. Their knowledge is great, and they are always fair and prompt.” Sylvia Bradford Financial Systems Administrator, [...]