Effectively leveraging marketing and business development technology is crucial for law firms looking to stay competitive and foster growth (which should be every law firm!).

Marketing and business development technology, including CRM (Customer Relationship Management) systems and marketing automation tools, are invaluable resources for streamlining operations and driving client engagement. To ensure you’re getting the most out of these valuable tech tools, consider these ten actionable tips:

1. Communicate CRM Benefits:

• Improve CRM adoption by clearly communicating the benefits to users.
• Offer personalized, one-on-one training tailored to individual user needs.

2. Coordinate Business Development Activities:

• Enter all business development and marketing activities into your CRM.
• Track touches and interactions to promote better coordination.

3. Target the Right Audiences:

• Utilize marketing automation to customize message content and delivery.
• Set up a subscription center, allowing your audience to choose relevant communications.

4. Enhance Client Teamwork:

• Organize team members, track activities, and set reminders using CRM.
• Provide progress reports to improve collaboration.

5. Leverage Relationships:

• Identify key relationships with CRM and ERM (Enterprise Relationship Management) systems.
• Determine who has the strongest connections with key companies and contacts.

6. Gain Insights:

• Enhance CRM data with competitive and business development intelligence.
• Use this information to spot opportunities and share relevant insights with attorneys.

7. Clean Up Data:

• Address duplicative, incomplete or outdated contact information by outsourcing data cleanup.

8. Optimize System Configuration:

• Review and enhance your CRM system’s configuration to improve performance and efficiency.

9. Tap into Consultant Expertise:

• If you struggle to find or hire experienced technology staff, consider utilizing consultants for short or long-term staffing needs.

10. Seek Professional Assistance:

• Don’t hesitate to reach out to consultants for guidance and support in navigating complex technology landscapes.

Incorporating these tips into your law firm’s marketing and business development technology strategy can lead to more effective marketing, enhanced client relationships, and improved business development efforts. By maximizing the value of your marketing and business development technology, your firm can stay ahead of the curve and achieve its growth goals.