Fox Williams completes data migration to a new CRM in just ten weeks with iQlink
In the constantly evolving legal industry, maintaining a strong understanding of technology is essential for staying competitive and adapting to new challenges. Fox Williams LLP, a leading City law firm, came to recognise that their incumbent CRM system was no longer effectively supporting their evolving needs. The firm was looking to implement more advanced reporting, dashboarding and enhanced business development features with usability at its core to support adoption. To address this, the firm chose to implement a new CRM system and partnered with iQlink to carry out the migration in just 10 weeks.
The Need for a new CRM Solution
As Fox Williams expanded its client base and service offerings, it became clear that their existing CRM solution was no longer suitable. The platform had limitations in managing client data and lacked the tools required to keep pace with the firm’s growth. Additionally, the inhouse team struggled with the expertise needed to effectively maintain the system.
“We knew that there was more we could do to maximise the value our CRM system provides to the business” said Alexandra Morris, Business Development and Sales Director “We needed a solution that enabled us to push boundaries with good engagement from the firm.”
Seamless Data Migration with the Right Partner
The data migration process, managed by iQlink, was completed smoothly and within a short timeframe. Over the course of 10 weeks, both teams worked closely to ensure all critical data was transferred accurately, with minimal impact on the firm’s daily operations.
“The migration was very smooth, particularly given the timeframe,” said Jeremy Gubbay, Partner and Chief Operating Officer at Fox Williams. “The whole team, including our implementation partner worked diligently to ensure a successful transition, delivering the new CRM without disrupting our business.”
Better Client Data Management and Organisation
With their new CRM in place, Fox Williams now benefits from improved data management capabilities. The new system allows the firm to organise and manage client data more effectively, providing a strong foundation for future operations. This enhanced system will also enable Fox Williams to better track client interactions and sector-specific data.
A Solid Foundation for Business Development
While the new CRM system primarily addressed the data migration process initially, it has laid the groundwork for Fox Williams’ broader business development initiatives. With better data integrity and the ability to track interactions more accurately, the firm is now in a position to leverage client information for real growth opportunities.
“The new CRM provides us with a solid foundation for business development,” said Jeremy Gubbay. “It’s not just been about moving data from one system to another —it’s about creating a platform and a set of processes that will support our future growth and relationship strategy.”
A Successful Partnership
The success of Fox Williams’ CRM migration highlights the strong collaboration with iQlink. By understanding the firm’s specific needs, iQlink ensured a seamless transition that exceeded the firm’s expectations.
“iQlink understood what we needed and used their experience to help us achieve a successful migration,” Alexandra Morris added. “Together with iQlink, I am confident we will transform the way we manage our relationship data and set us up for long-term success. We’ve valued iQLink’s advice enormously and I wouldn’t hesitate to encourage others to engage them on similar projects.”.
With their new CRM in place, Fox Williams is better equipped to manage client relationships, streamline data management, and pursue strategic growth opportunities.
