Boost Firm Performance

Effortlessly Manage Key Relationships with Collaboration Alert

Who does it help the most?

We all know the statistics. Collaborating teams and firms win more work. So why wouldn’t you use a tool that helps your client facing staff / fee earners connect with each other, collaborate and introduce each other to clients?

The Promptr Collaboration Alert has been designed to help professional services firms, like large law firms, solicitors, accountants and property professionals understand their key relationships WITHOUT needing to lift a finger of effort.

There are zero database chores. ZERO. It is effortless.

What problem does the Collaboration Alert solve?

If you need to know who knows who, understand your relationships with your best contacts, and get an understanding of your firm’s activity with your best clients and work introducers, you would have traditionally turned to CRM databases. However, CRM databases come with a number of headaches: they are expensive, require substantial support, and demand considerable user effort to yield any benefits.

Imagine confidently knowing what is happening with your key clients and referral network without the hassle and headaches of using a CRM database.

Common objections from your team might include:

You have a choice to make, because those sorts of attitudes are not going to help your firm collaborate with each other.

You can choose to leapfrog those sorts of objections, or stay as you are.

And if you choose to leapfrog, you can be up and running within a week or so.

What about those pesky round-robin emails to the whole firm… “has anyone had dealings with so-and-so person?” You’ll never see those emails again. Ever. When our tech solves these sorts of problems, why would you not use it? What have you go to lose by trying it?

How the Collaboration Alert Works

Streamline your collaboration efforts with the Promptr Collaboration Alert system. Here’s how you can set it up and start enhancing your client relationship management in just a few easy steps.

Track Key Client Domains

You tell us the email domains of your key clients and work introducers to track. Up to 100 to keep you focused on your best connections and your alerts are not cluttered with any old contact activity. You can have any number of variations, for example, promptr.co.uk + promptr.com is one domain.

Identify Client-Facing Staff

You tell us all the client-facing / fee earner emails and names to track.

Integrate with Your Email System

We give your IT some code and they give the Promptr alert software permission to look at your email traffic (not the email content, don’t worry we don’t see what you write, just who the email goes to / from).

Build Relationship Data

Give it a few weeks to build up the relationships and track Outlook correspondence so that the first prompts are more interesting to each reader.

Seamless Operation

Everyone carries on with what they do best, nobody needs to lift a finger of effort or do anything extra.

Receive Weekly Alerts

Each of your fee earners starts to receive a weekly alert about who else is dealing with their contacts, plus who knows them.

Actionable Insights

Everyone receives tips on what to do with the information they are seeing in their weekly alert – because not everyone is great at BD and sometimes needs a bit of a prompt, or nudge.

Searchable Contact Knowledge

As it builds up knowledge, anyone can search for the contacts that have been tracked and see who knows them and who is corresponding with them, you can use this to go armed to meetings with your contacts.

Overcoming Willpower, Effort, and Memory Challenges with Zero Effort

The Promptr Collaboration Alert gets around willpower, effort, and memory issues by your teams. Maybe your staff say things like “I forgot to log I met them” or “I don’t think to log I met them” or even “No chance, I’m not sharing my relationships”.

This alert enables you to leapfrog these issues. You receive the benefits from a CRM system, with absolute zero effort.

Collaboration Statistics

We all know collaboration helps your firm win more work, but some stats for you, albeit cut down and simplified.

Collaborative firms are 4x more likely to outperform their competitors - Harvard Business Review
Collaborative teams are 5 times more likely to be high-performing - Deloitte
Collaborating firms are 20% more likely to be profitable - American Psychological Association
Teams that work well together are 50% more productive - Stanford University
Employees save an average of 50 minutes a day due to efficient collaboration – McKinsey
Collaborative tools can increase success rates by 71% - Project Management Institute

Is this CRM?

Sort of. It’s a few steps beyond the traditional view of CRM in that nobody has to do anything and you don’t have a huge database to look after.

If you want all the bells and whistles of traditional CRMs, you’d be better served looking elsewhere.

But if you need to know who knows who and what is happening, within about a week, this alert is going to solve your problem.

Client Relationship Management isn’t a database. It’s a way of doing business. A database makes whatever you are doing, more efficient. If you do the wrong things, it’ll just do those more efficiently.

CRM isn’t just about getting the right people onto your event or sending out your newsletters. CRM is about managing yours relationship. CRM is about helping you to make decisions with the data that’s available. An email address is data. Email frequency is data. Just like the name and interests in a spreadsheet or CRM database is data.

Collaboration Alerts Brochure

Find out more about our Collaboration Alerts by downloading our latest brochure, which includes more information about pricing.

Couldn’t find what you were looking for?
Email us at hello@promptr.co.uk

FAQ's

Is this Promptr CRM? Or can we buy it on it’s own?

It’s a standalone piece of tech. You can use any CRM, or nothing at all. If you use Promptr, it’s inbuilt already.

We currently have a Limited time offer: FREE setup and 3 months FREE

Get started before the free offers expire simon@promptr.co.uk

Who do we need to buy licenses for?

You buy licenses for everyone in your firm that you want to track and receive an alert for. So for example, lets presume you are a 150 person firm of solicitors, and you have 100 solicitors and a 3 person marketing team. You’ll need to buy 103 licenses because marketing deal with clients and work introducers just like your fee earners. Yes, this put you above the 100 person band, don’t worry about that, nobody could possibly be that mean spirited.

How main clients and work referrers can we track?

We limit it to 100 clients. What we mean is 100 email domains. So for example, some of your client might have 2 or 3 domains (e.g. Savills.com / Savills.co.uk etc. etc.) These count as one. You just give us the domains for your best clients and work introducers / referral network, and we track any email traffic into and from your firm to any email address for these domains.

Where is our data stored?

Your emails have to pass by the Promptr Sentiment Alert which is held on the cloud. It is a Software as a Service (SaaS). It is held on Microsoft Azure Encrypted servers – just like your Office 365 servers. These are held on UK servers for UK clients. Your settings are stored on our Microsoft Azure servers too.

Can we install it on our own servers, so no emails leave our environment?

Not yet, but we’re looking at this. We’d love to hear your view on this.

Who has access to our data?

The employees and sub-contractors (for IT developments) of Promptr Limited and Database First Aid Limited (the service business supporting Promptr) have access your staff email addresses and names that you give us, and your contacts’ name and emails you ask us to track, plus how often your email corresponds with an external one.

Do the Promptr team see our emails?

We CANNOT see the content of your emails, just who is goes to and how often. The software has to see your emails to check for ‘who is emailing who’. No human in the Promptr support team has sight of the content of your emails.

How do we get our email address data to you securely?

You give us your staff email addresses, names, job titles and their teams. We use this to give you a better picture of who is talking to whom. You give it to us by whichever secure route you prefer. Not got one? We use WeTransfer. Please never send us any data by unsecured email.

What happens when we are no longer a client?

If you decide our service isn’t for you, we’ll simply turn your instance of the software off, delete any data in it that identifies you or your contacts and wish you well.

How quickly can this alert be setup?

After you’re happy with all the paperwork, it’ll be about a week to set you up and start tracking your emails. You may find the bottleneck is with your IT and just plugging in our code to your exchange server. We’ll give them full and detailed instructions. It’ll be about 60 minutes work for them.

How much effort is this Alert for us?

It’s been designed so that you spend time doing what you do best, not on database chores. Your fee earners just sit back and wait for their weekly email if any of their colleagues have done something with their contacts. So very close to zero effort. They should probably do something when they get their alert, maybe get in touch with a colleagues that seems to be dealing with the same contact?

Do we need to use the Promptr CRM system?

No, you can be using any CRM, or nothing at all. This alert works as a standalone service – you just need Microsoft Outlook, any version.

What do we do about Data Sharing Agreements and Non Disclosure Agreements (NDAs)?

You can sign ours, and we’ll sign yours. Ours is part of our agreement / contract.

How is the alert installed?

You remain in control. Our IT will give your IT a URL code to add into your Microsoft Exchange. Your IT install it, and then give it the right permissions, then your IT team give the resulting security codes to our IT.

What versions of Outlook does it work on?

It works on all versions of Outlook sold since 2008. Office 365 included.

What other email software does it work on?

None at the moment. But we’re always open to feedback if firms start using Google mail for instance.

What if we want to stop using it?

There is no annual tie-in period. Don’t want it any longer? Give us a month’s notice, then just stop paying and turn off our permissions that allow our alert software to see your Outlook emails.

Who is the main contact for the Promptr Collaboration Alert?

Simon McNidder, CRM Headache Solver, at Promptr Ltd (or Database First Aid Limited),

simon@promptr.co.uk,
Switchboard: 0121 262 4035,
The Colmore Building, 20 Colmore Circus, Birmingham, B4 6AT, England.

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