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Learn How SharePoint Online Can Help Law Firms Manage Their Sales Process

Continued growth for your law firm depends on bringing in new clients as well as expanding current customer relationships. Trying to keep your thumb on the pulse of your sales processes while trying to manage the legal side of operations is difficult for even the most talented legal and managerial minds.

That’s why so many law firms of all sizes today are using an integrated contact management system such as Salesforce or Microsoft Dynamics CRM to centralize all of their sales and customer data. These software suites not only enable you to maintain instant contact with all of your clients, they also make it possible to undertake sophisticated analyses of your customer data to extract trends and relationships.

The newest versions of today’s CRM software and required customizations, however, are not cheap.  Expect to spend from $5000 to as much as $50,000 to configure the services for your firm.  The good news is Microsoft’s SharePoint Online (included with Office 365) can be set up to include a useful contact management tool. It doesn’t have all the bells and whistles of Salesforce or the like, but for firms managing up to 100 or so prospects, this SharePoint Online contact management system will help you get a better grip on your sales process.

Consider SharePoint Online / Office 365 Before You Spend Big Bucks on Salesforce

Successful growth in any business, including the legal profession, is largely about thoughtful scaling of your business operations. Starting off with just a handful of clients doesn’t take much management, and you’ve got enough time to stay in touch with all of them. However, when your firm has dozen or more clients, managing sales and customer relations starts to become much more time consuming.

That said, there’s no need to plonk down the big bucks for the latest and greatest CRM suite with the necessary customization when you’ve just got around 15 to 100 clients to deal with. This is especially true if you are already using Office 365, as SharePoint Online can be customized to provide a streamlined but still powerful contact management system for a fraction of the cost of Salesforce.

This contact management system is based on a customization of SharePoint Online List Apps. The contacts tool allows for quick and easy data entry, pipeline management, custom reports, and simple, easy-to-use automation and task management functions.

Keep in mind that many studies have shown that a thoughtfully designed and integrated CRM system significantly boosts employee productivity and enables faster business growth.

Strategic SaaS has designed and built dozens of custom contact management systems for law firms and other small businesses over the last few years. Let us show you how SharePoint Online List Apps can help you manage your sales process and stay in full control of your growing client list.


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