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CRM
Knowledge Management and Relationship Capital
Law Technology Now put up podcast on how client relationship management and social networking tools will change the way we practice law: Almost Live from LegalTech West Coast: Tom Baldwin — Social Networking. (registration required). The podcast was a recording of Tom Baldwin‘s presentation at Legal Tech West Coast. The podcast is about 12 minutes [...]
Connections in Context Replay
On June 20, I was the moderator of a webinar: Connections in Context – The New Face of CRM sponsored by the Knowledge Management Peer Group of the International Legal Technology Association. The speaker was Oz Benamram the Director of Knowledge Management of Morrison & Foerster. A replay of that webinar is now available on [...]
Connections in Context
I was the moderator of a webinar: Connections in Context – The New Face of CRM sponsored by the Knowledge Management Peer Group of the International Legal Technology Association. The speaker was Oz Benamram the Director of Knowledge Management of Morrison & Foerster. The presentation was a retake of the presentation he gave at the [...]
Contact Networks – Enterprise Relationship Management
We had Rich Rifkin and some of his colleagues in from Contact Networks to see what their product can do. I was left very impressed. They call their product Enterprise Relationship Management (ERM) and distinguish it from Client Relationship Management (CRM) products. I have posted about my dissatisfaction with CRM systems: CRM in Law Firms, [...]
CRM in Law Firms
Andrew K. Burger has a story in CRM Buyer: CRM in Law Firms: The Jury’s Still Out. Carolyn Elefant at Legal Blog Watch pointed out this story in her post: Law Firms Still Not Relating to Client Relations Management Software. The Firm uses Interaction as its CRM. I find Interaction to be much better in [...]
Is CRM Worth It? The Pros and Cons of Client Relationship Management
I wrote part of a case study for Law Practice magazine from the American Bar Association’s Law Practice Management Section: Is CRM Worth It? The Pros and Cons of Client Relationship Management. Simon Chester, Connie Crosby, Ross Fishman and I all pointed out the pros and cons of a law firm adopting a client relationship [...]
Social Networks Update
Back in the end of July, I posted a story: Does anyone know ____?: CRM vs. LinkedIn vs. Facebook comparing the features and powers of three social network tools that I use. One aspect of the post was the number of people I knew in each system. InterAction is the firm’s Contact Relationship Management software. [...]
InterAction Attorney Boot Camp
Sunny Bane, Marketing CRM Manager of DLA Piper US LLPDeborah Holt, President of DH Training & Technology Consulting Design targeted training sessions for different user groups. How you train and sell the application to a senior partner is different than the approach you would use for a secretary and is different than the approach you [...]
Does anyone know _________?: CRM vs. LinkedIn vs. Facebook
One of the most common requests that comes across my firm’s email system is “Does anyone know ______?” Lately, I have been thinking about how our CRM system compares against LinkedIn and Facebook to answer this question and the type of information each provides to answer the question. The question of “does anyone know ___? [...]
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