CRM top tip by PromptrCRM
Asking questions like “what should we look for when buying CRM?”, or “how do we boost adoption of our current CRM?” will help your firm understand your relationships and see ‘who know who’ more easily?
But nobody will use it unless you simplify your CRM interface for your lawyers.
If you’re looking for a new CRM… imagine the least tech savvy lawyer you know, and then find a CRM you think they can tolerate.
If you’ve already got a CRM…
I’ve hidden features, functions, fields, and options within remaining fields at every firm I’ve worked at, whether as an in-house full-time member of staff or as a consultant/supplier. When I do this, adoption rises. Simple as that.
Remove as much as you can that isn’t core to helping lawyers understand your firm’s relationships and who knows who easily and quickly.
When someone shouts out “I was using that”, just keep that bit and carry on hiding other bits. You can never hide too much. You can always unhide it if needed.
CRM databases have been around for 30+ years. If lawyers were going to use one, they’d have done it by now.
For lawyers to fully understand your firm’s relationships, you have no option other than ‘effortless’. You will never hear “I want to use a database today”.
