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Promptr Business Development System for Law Firms

Reliable CRM

Case Studies & Testimonials

COST
EFFECTIVE

We have three bundles depending on the size and scope of your CRM requirements

01

Case Study

Client

120-Person Regional Law Firm

Objective

See who knows who and send marketing communications more easily

Actions

Combined 100 spreadsheets of contacts together for a 120-person regional law firm. Combined the duplicate contacts so the firm could see ‘who they knew’, ‘who knew who’ and fuller details for each contact (e.g. if a contact was in 4 mailing lists, and one record had an email, another record had a phone, another an address etc. The resulting record for the contact had the email, phone and address and tagged onto 4 mailing lists).

Results

Over 100 lists combined into one

02

Case Study

Client

100-Person Law Firm

Objective

Find out what legal topics and issues their contacts are interested in.

Actions

Emailed as many of the contacts that a 100-person law firm had as part of a Spring Clean of their database. We asked the contacts to check and update their own details – and indicate their legal interests. A number of good leads came from this, one that stood out was a reply saying “I’ve been trying to sort out my father’s probate for 9 years….” A great lead for their private client department, simply from checking their contact’s details.

Results

Plenty of leads, including one that stood out as “I’ve been trying to sort my Father’s probate for nine years” an immediate notification to the private client team!

03

Case Study

Client

1,000-Person Global Law Firm

Objective

Give us strategic marketing data

Actions

‘Spring Cleaned’ the whole 300,000 contact database for a 1,000-person law firm. The project involved contacting clients and contacts via email and post to verify and enhance their details. Numerous benefits as a result; More targeted mailing lists, better click rates, easier segmentation of opportunities, and 30% of the database deleted.

Results

Over 300% rise in response rates to the first three invites sent after the project.

04

Case Study

Client

National Law Firm

Objective

Move us onto email

Actions

Moved a law firm away from postal mailing to email-only mailings. Saving costs, increasing the ability to send ‘breaking news’ updates, and interact with their contacts far more easily.

Results

Easy ways to contact the people who wanted to engage with us!

05

Case Study

Client

2,500-Person Global Law Firm

Objective

Personalised newsletter content

Actions

Set up a ‘tailored content newsletter’ so that a large law firm could send one email a week, but contacts that said they were interested in Employment only saw Employment articles, and contacts that were interested in Private Client issues only saw those articles.

Results

Weekly newsletter tailored to 80,000 different contents. No contacts over-communicated with, or forgotten and missed off.

06

Case Study

Client

1,200-Person International Law Firm

Objective

Relaunch our CRM system

Actions

Produced and presented all the Lawyer and Secretary user guides, 2-minute video clips and training sessions (specific sessions for Lawyers and support staff, different teams and online) for a 1,500 person law firm. Moved usage of the CRM system from “nothing much for the last 5 years” to more activity in a few months than all of that time.

Results

More BD logged in one year than in the previous 18 years added together.

07

Case Study

Client

1,200-Person International Law Firm

Objective

Help our lawyers understand what is happening with their clients

Actions

Setup ‘Weekly Activity Alerts’ for lawyers so they were alerted when activity happened to their contacts in the CRM system. For instance, they would easily see if their colleagues had met their contact, or if their contact had clicked on a mailshot link to read more.

Results

Weekly activity alerts, pre-meeting briefings and post-meeting prompts to log BD notes.

Testimonials

… helped us to boost bookings on our (pay per head) training courses significantly this year with targeted mailings…. and has resulted in direct revenue growth.

…[Promptr] seems to me to have one distinguishing feature from all other marketing databases I have encountered. It works in practice for users.

It is rare to find a self-confessed database geek with such a good sense of humour and such a good grasp on how IT can be used to really support the business.

What Simon doesn’t know about CRM in professional services and database systems management isn’t worth knowing.

Simon is constantly pushing the boundaries of CRM in professional services and does so with considerable patience and good humour.

Having undertaken projects with many professional services firms, I can say hand-on-heart that Simon’s input into [company name]’s CRM strategy makes for one of the most effective I have come across.

He possesses the patience and persuasive charm to encourage organisations to buy into change and take-up of new systems.

He has a knack for keeping it simple for users but delivering real business insight and lucrative actions from the database.

Simon is enthusiastic, resilient and makes things happen. His knowledge of CRM systems is second to none. A true expert.

[Promptr] is a fabulous system and I am pretty sure unrivalled.

I’ve not used a system this easy for a long time, or with such good quality data.

Couldn’t have won the client without it.