Legal Research

"Client Team Management with Interaction Software"

This post was written by Larry Bodine: "The most effective way to generate new files and revenue is through cross-selling, and the most efficient way to sell more services to clients is to create client teams. BTI Consulting lists client teams as one of a law firm's "Power Marketing Practices." However client teams produces data, relationships, lawyer activities, revenue goals and management work that overwhelms the team leader.

Interaction, the company known for its client relationship management software, is riding to the rescue with its new Strategic Account Management (SAM) program. According to product manager Jason Maeder the SAM program:

• Connects to all the information from Interaction's CRM system.
• Collects all contact information, activities, tasks and goals into a set of charts.
• Creates a client team workplace, so that team members and log in and see announcements, opportunities, activities and appointments..."

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Source: Law Marketing Blog, 26 August 2010. © 2010, Larry Bodine Marketing. Reproduced with permission of the author.

Full post as published by Stark County Law Library Blawg on August 30, 2010 (boomark / email).