Credit: ImageFlow/Shutterstock.com More than a Rolodex: Transforming Your CRM Into Rich Marketing and Business Development Intelligence
Forward-looking firms are coming up with new ways to modernize reporting, focusing on alignment between data queries and outcomes that inform and optimize outreach and engagement.
February 15, 2022 at 07:00 AM
6 minute read
Law firms know they should be tracking key performance indicators (KPIs) to assess the performance of their business development activities; traditionally, firms have focused on three key elements: relationship management, marketing activities, and net-new contacts. Monitoring these metrics serves a valuable purpose, particularly with respect to assessing program maturation over time as well as adoption of the customer relationship management (CRM) since its initiation.
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