The CRM landscape for firms has changed dramatically. Firms need to understand what their goals are, the challenges that they will face and the options available to them when it comes to investing in technology. Wilson Allen works with a large number of CRM platforms and systems including Intapp OnePlace, InterAction, Introhive, Legal360, Microsoft Dynamics, Peppermint, Contact Ease and Salesforce, turning our experience and your vision into a practical roadmap to implement or re-launch CRM and then helping you deliver the plan.
Choosing the right system is only part of the solution. Firms need to understand how to manage their data. This needs to include understanding how they can leverage passive data management, integration, machine learning, workflow as well as how to implement the best team to oversee this process. Wilson Allen also has a huge library of tips and tricks and tools for cleaning up data, whether we’re undertaking specific cleaning tasks or coaching and assisting your team to do so in-house.
Whether you’re embarking on the implementation of a new system or cleaning out your old one, you need to get a handle on your data. Our unique approach to consolidating, scoring and tiering data has been tried and tested for over a decade and has been the foundation for many implementations. We are able to work with data migrations to a wide range of products including Intapp OnePlace, InterAction, Salesforce, Microsoft Dynamics and Peppermint. Whatever your data analysis, cleaning or migration issues Wilson Allen can help.
One of the key ways in which CRM teams can engage their users with their system is to provide meaningful output. Wilson Allen has extensive experience in helping firms to develop the strategy, to design reports and to create reports using a combination of tools including SSRS and Power BI. Wilson Allen has a suite of reports and dashboards which are compatible with a number of CRM platforms including cross-selling, referral tracking, marketing activity, and business development activity reporting. In addition we have a ScoreCard which measures data quality and user behavior in a graphical format and provides league tables for comparison which has helped a large number of firms really drive engagement.
Most firms now have an emarketing or ERM solution plugged-in to their CRM. Wilson Allen offers consultancy and support around how to use these effectively with CRM across a range of different platforms including Vutu.re, Introhive, Concep, gwabbit (Intapp Relationships), ContactNet, Hubspot.
For firms with CRM implementations, we can assist with writing new or troubleshooting or amending existing integrations. Our focus is typically in assisting firms with integrations with time and billing systems (3E, Elite Enterprise, Aderant, and Envision) and also HR systems to manage the flow of joiners, leavers, and alumni. Integration with these systems can dramatically reduce the burden of data management on already stretched CRM resources and delivers tangible benefit very quickly.
We recognize more and more clients want to undertake work in-house so we can provide training for a range of CRM systems in data management and cleaning techniques. We specialize in helping firms define, for example, their rules for company research and cleaning, including guides on the best external data sources (Dun & Bradstreet, BVD, Cap IQ) and how to use them to best effect. Our team has extensive experience in helping firms get the most out of their CRM and their focus is to help you do the same.