How We Did It: The Tale of Two Remote 3E Go-Lives
Read how members of Wilson Allen's professional services team helped two firms face the challenges of bringing software live in a remote environment.
The Opportunistic Marketer: Making a Case for Collaboration for Greater Strategic Value
By expanding the data set to include financials as well as relationship and experience management metrics, business development professionals can more accurately identify growth strategies.
From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue GalleryFrom Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, Services, Software, Specialized Expertise
From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue
To get the most out of CRM, firms need to do the basics well, be clear about objectives, and then look beyond traditional approaches to CRM to accomplish those goals. Here's how.
Why Your Firm Should Prioritize the Client Life Cycle GalleryWhy Your Firm Should Prioritize the Client Life Cycle
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, LawDrill Inquiry & Analytics, News, Press Releases, Publications, Resources, Services, Software, Specialized Expertise, Wilson Ideate, Wilson Proforma Tracker
Why Your Firm Should Prioritize the Client Life Cycle
Here's why traditional ways of working must evolve and how to make the transition.
Mitigating Merger Woes through Careful Planning and Execution GalleryMitigating Merger Woes through Careful Planning and Execution
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, Services, Training, Uncategorized
Mitigating Merger Woes through Careful Planning and Execution
The way in which firms enter and finalize mergers and acquisitions have long-term ramifications. You can make the transition more smoothly by carefully planning these three phases of the process.
Under Pressure To Perform? Add CRM to Your BI Equation GalleryUnder Pressure To Perform? Add CRM to Your BI Equation
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, LawDrill Inquiry & Analytics, Services, Software, Specialized Expertise, Wilson Ideate
Under Pressure To Perform? Add CRM to Your BI Equation
It’s pure fantasy to think that to make more money, you just have to have more billable hours to offer clients. Here's how to succeed in today’s environment.
Breaking Down the Complexity of 3E Data Structures
When going from Elite Enterprise to Elite 3E, firms must adapt to an increase in the number of data tables. Here’s what database administrators, finance teams, and accounting need to know.
Need to Change Your PMS? Three Reasons to Consider ERP
A rising number of firms are opting for a move into the ERP world. Why? Here are three reasons firms are considering the road less traveled.
Centralized vs Decentralized: Which Conflicts Model Is Better? GalleryCentralized vs Decentralized: Which Conflicts Model Is Better?
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, Services, Specialized Expertise
Centralized vs Decentralized: Which Conflicts Model Is Better?
Conflicts and business intake are part of an expanding risk management and compliance function that spans legal business and operations. Explore if a centralized or decentralized approach works best for identifying and clearing conflicts of interest.
How to Build the Strongest Implementation Team: Who to Invite and Who to Avoid GalleryHow to Build the Strongest Implementation Team: Who to Invite and Who to Avoid
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, Financial Services, Industries, Law Firms, Services, Specialized Expertise
How to Build the Strongest Implementation Team: Who to Invite and Who to Avoid
Whom you choose to fill key roles and responsibilities can have a major impact on the outcome and ROI. Here are tips for forming the strongest team.