Lawyers have a lot of digital tools to make their jobs easier these days. From the latest search software for exploratory research to legal practice management applications, technology has changed our profession – for the better.
One type of software that you may not have considered is customer relationship management (CRM) platforms. Microsoft Dynamics 365 has one of the better platforms we’ve seen on the market. Like many of the best in class software applications, its role in your practice is to streamline backend efficiencies so you can focus on winning cases and practicing law.
So, how are attorneys using the Dynamics CRM to improve their practice? Let’s review.
What is Microsoft Dynamics CRM?
Microsoft has created some tools that you’re probably already using in our daily practice. With the onset of the digital era, they took their products to the cloud and created a robust suite of enterprise resource planning software tools that are affordable and powerful; even for the smallest of businesses. The goal has always been for Microsoft to become an end-to-end provider for businesses of all sizes, so their offerings are now typically tied to a subscription service and are fully functional from anywhere you have an Internet connection.
But it’s in the category of the CRM that Microsoft has particularly excelled. Microsoft Dynamics CRM is a plug and play solution for law firms. True to its name, it includes some tools that will help you nurture client relationships, including marketing, customer service, and reporting. Law firms can model their use of these platforms from other successful businesses that are leveraging these tools to improve their bottom line.
Applications for Law Firms
Here are 10 key reasons that most law firms have been leveraging Microsoft Dynamics CRM to build, maintain, and improve their practice:
Whether you’re using the CRM for developing leads, time and activity tracking, or just the overall coordination of your marketing effort; Microsoft Dynamics is a feature-rich tool that any law firm should consider.
If your Roswell law firm is ready to examine customer relationship management software, email us at email@example.com or call us directly at (404) 781-0200 to have a no obligation consultation today.