Consolidating data for enhanced marketing communications at a regional law firm with Promptr CRM
Client: 120-person regional law firm
Objective: See who knows who and send marketing communications more easily
Actions: Combined 100 spreadsheets of contacts together for a 120-person regional law firm. Combined the duplicate contacts so the firm could see ‘who they knew’, ‘who knew who’ and fuller details for each contact (e.g. if a contact was in 4 mailing lists, and one record had an email, another record had a phone, another an address etc. The resulting record for the contact had the email, phone and address and tagged onto 4 mailing lists).
Result: Over 100 lists combined into one
An all-in-one package of: Outlook CRM software + alerts + support + processes + data updating