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Promptr Business Development System for Law Firms

promptr crm

Frequently Asked Questions

COST
EFFECTIVE

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

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Email us at promptr.co.uk

General FAQ's

CRM FAQ's

Promptr CRM for Law Firms is an add-in for Microsoft Outlook, backed up by experienced CRM professionals.

When loaded, you see an information bar which can be turned on or off as you prefer. Promptr gives you instant knowledge about the contact in Outlook. Once your contacts are added into the system (where they have email addresses), it will track who is emailing and meeting your contacts and how often. This will help you see which of your contacts are engaged. You don’t need email addresses for all contacts, you can still log and track business development activity with them.

Promptr is a fully manged service, so we monitor activity, train users, manage data and provide reports on activity for you. You won’t have to lift a finger to run this BD and CRM system.

Promptr has been designed by a double award-winning CRM Database Manager with nearly 30 years CRM experience in professional services and law firms.

What’s more, for peace of mind, you only pay for Promptr month-by-month, so you’ll be able to judge for yourself quickly.

Promptr is fully-managed, so you don’t have to support it or update the data. Because if there is one thing we know about years in law firms, it’s that this is the hardest part to getting user adoption and utilising the knowledge tucked away in your conventional CRM systems

If you have enough spare headcount, can rely on them to ‘do database work’ as well as their other roles and are database experts who can get the most out of the database data, then you don’t need us. But, if you are looking for a supported service to maximise your teams fee-earning potential, then why not give us a call?

Promptr CRM works on all versions of Outlook sold since 2008, Office 365 included. Our IT team will liaise with your IT team to install the Outlook add-in to your system and computers, and set up the Single Sign-on (SSO). You will then see a CRM icon in your Outlook toolbar. You click it to hide / unhide the information pane. Turning off the pane does not affect the alerts, reminders and prompts that will arrive based on activity, or the interactive reports and dashboards.

Prompt CRM for Law Firms is paid monthly, based on the size of your firm. Please see the our pricing page for more information.

There are no long contracts with Promptr CRM for Law Firms. You can cancel at any time with one month’s notice.

Your data is held on Microsoft Azure. All cloud data is transferred securely via SSL from Outlook to your dedicated database and is encrypted on all transfers.

Not everyone is at the same pain point, we agree, and you have a couple of options as we see it. You can wait until it’s urgent, then it might be a bit late, closing the stable door after the horse has bolted as the old saying goes. Or, you could get in touch, have a look at what Promptr can do, and arrange a call back in 3 or 6 months time so we don’t forget each other.

Lets have a chat. No point having a good idea stopped simply because of money.

Nobody wakes up in the morning and says “I want to use another database”.

Expect user adoption issues, complaints about your data (because hardly anyone updates it), they can’t use the system, and no time to use it.

Which is why we take care of it all for you.

When we’ve surveyed users of real life CRM systems, the three areas that stand out are;

1) Having a central source of BD
2) Finding out the firm’s relationships
3) Easy and simple to use

Which is why Promptr does what it does. All from 25+ year’s hindsight or real life usage.

Yes, lookup Forester and Gartner. Much of it will give you a smile.

Parts of it will worry you.

Which is why Promptr is set up like it is.

Promptr isn’t for you if:

  • Your firm doesn’t use Microsoft Outlook
  • You want a cheap or free system
  • You don’t need to understand your firm’s relationships
  • You have the headcount to look after a complex CRM system

We’ve removed the usual CRM database headaches, but your data is still secure and it still logs and tracks your BD and CRM activity. Please see the technical brochure for more details.

Technical & Data Security FAQ's

No tie in. You pay on the 1st day of the month for that month. Don’t want it? Just stop paying and your data will be deleted and it will turn off automatically.

We’ve called it ‘the Sniffer’ – because it sniffs out your Outlook correspondence frequency with contacts. We license the software from Microsoft for each user we track. It then shows you your relationships without anyone putting in any effort.

No. But the system is setup to best work with it turned on.You are not going to get the benefit of Promptr without it.

Yes. The system won’t work as a zero effort business tool for you without it.

If you want to manage a database yourself, we can help you choose and implement a ‘self managed’ CRM system.

The information on your contacts is held in our database on Microsoft Azure. These are UK servers (if you are UK based). Your data transfers via SSL from your Outlook to your database in Azure. Azure data is automatically encrypted and has been vetted and accepted as secure enough for top-secret workloads.

The employees and sub-contractors of Database First Aid Limited can see the contacts you add into Promptr. Without this access, we cannot update and manage your data for you.

If we are combining all your existing marketing and BD lists into Promptr before you start using it, please do not email your data over to us. We use a secure file transferring tool, and we will hand-hold you all the way through the process.

We’ve removed the usual CRM database headaches, but your data is still secure and it still logs and tracks your BD and CRM activity. Please see the technical brochure for more details.

No we don’t see what you write in your emails. Promptr only looks at the frequency of your emails to contacts and if you have scheduled meetings with them. There is an option that can track the subject line, but you will need to let us know to turn it on (it is off by default).

Promptr has the ability to add all contacts your staff email from your work email account. Of course, this may mean your staff email their Mum, or Doctor, and we don’t want to add them!

We can set up the system to add everyone (with reports to say who should we delete) or have it setup not to add contacts, but your staff need to add the contacts. Option one is easier for you.

You can sign our, and we’ll sign yours.

It works on all versions of Outlook sold since 2008. Office 365 included. Our IT will talk to your IT. They’ll install the Outlook add-in to your system and computers and setup the Single Sign-on (SSO). You will then see a CRM icon in your Outlook toolbar. You click it to hide / unhide the information pane. Turning off the pane does not affect the alerts and prompts that will arrive based on activity.

Users can get to the suite of interactive dashboards and reports from the Outlook information pane. Upgrades will happen automatically each month.

COST
EFFECTIVE

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