Tag Archives: CRM

CRM Study Reveals Lawyers are Behind the Curve

Sherman Oaks, CA, July 21, 2015 — /EPR SOFTWARE NEWS/ — Ackert Inc.™ released the findings of a market-wide study showing surprising trends in Customer Relationship Management adoption and utilization in law firms—or rather, the lack thereof.

Although attorneys’ primary role is to service their clients’ legal needs, they are also expected to originate new clients for their firms; yet relatively few attorneys use formalized systems to organize their pursuits. The recent study reveals that although 70 percent of North American law firms have implemented a CRM initiative, less than 5 percent of lawyers at most firms use it regularly.

The CRM marketplace is a 23 billion dollar industry with high utilization from sales teams in most verticals. According to the latest surveys, 61-100 percent of sales teams across non-legal markets use CRM at least once per day. This stands in stark contrast to the less-than-5-percent of lawyers who use CRM at least once every 2 weeks.

Since the economic downturn in 2008, lawyers at firms of all sizes have faced new pressure to develop business proactively rather than waiting on new clients to find them. Attorneys today face a more competitive landscape than ever before. The need to proactively develop business is made even more challenging by heightened competition between firms and lawyers – according to the latest figures from the American Bar Association, only 57 percent of law school graduates are working in long-term positions where bar admission is required.

The legal CRM study reports that the two primary reasons for underutilization are a lack of accountability and a general lack of technological proficiency. It is worth noting that these factors are cultural/behavioral issues rather than CRM software shortcomings.

This has given rise to innovative software platforms seeking to address CRM underutilization among lawyers. “We’ve found that coupling technology with coaching is an effective way to increase engagement among lawyers,” said David Ackert, founder of Practice Pipeline. His software is distinctly high-touch, with regular email reminders and monthly coaching sessions that encourage accountability. “Utilization is definitely a significant issue with lawyers. We have focused on seamlessly integrating with Outlook to capture contact information, and we see Practice Pipeline also as a very simple and effective tracking mechanism,” said Jeff Reade, President of Cole Valley Software which owns ContactEase, the second largest provider of CRM to the legal industry.

Lawyers, more than most, need to start adopting the sales behaviors and technologies that stimulate new business opportunities. Those who continue to stubbornly refuse CRM and other pipeline management solutions may find themselves struggling to grow their practices.

Contact-Details: David Ackert
Ackert Inc.
Telephone: +1 (818) 804-5491
Email: david@ackertinc.com

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Fellow Consulting Delivers CRM Gadget 2 Go, The Offline Client For Oracle CRM On Demand, Now For Android

Fellow Consulting AG, leading CRM solution provider and first Accelerate Partner for CRM On Demand in Germany, today announced that the CRM On Demand offline client CRM Gadget 2 Go is now also available for Android.

CRM Gadget 2 Go is an offline client for Oracle CRM On Demand that allows usage of CRM data online, mobile and offline. As a result, users can access all their CRM information while travelling or in customer meetings, and can also maintain CRM data offline and synchronize it with Oracle CRM On Demand when they are back online again. It enables the quick and easy input of data from customer meetings, sales and service operations, regardless of whether they are online or offline.

Now CRM Gadget 2 Go is also available as Android, IPhone and IPad App. It supports a wide range of devices and operating systems, from Windows over Mac and Linux to WeTab, Galaxy Tab and last but not least iPhone and iPad. This enables companies to have their mobile users connected on each device.

Latest features of CRM Gadget 2 Go include for example capturing of customer signatures on touchscreen or signature pad, integration of barcode scanner, and many more.

Increase your sales effectiveness, combine the cost advantages of a Software-as-a-Service (Saas) application with the availability for mobile and offline usage, and maximize your return on investment.

For more information, please visit http://www.crm-gadget.com.

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Frankfurt Partners Publish its Newest SaaS Valuation and Metric Research Report

Business Consulting firm Frankfurt Partners (www.frankfurtpartners.com) released the third edition of its biannual Software as a Service (SaaS) Valuation and Metric Report. SaaS remains a relatively new business model but it has a great potential for growth. As of 2010, it is estimated to have reached less than 20% of its potential market.

The largest proportion of SaaS customers so far are SMEs and medium-sized companies with relatively little break-through into the enterprise market. However, the level of adoption by enterprises is starting to increase rabidly. By the end of 2010, 80% of U.S. organizations will use at least one SaaS-delivered application for business use.

“The M&A Activities have picked up in the last 12 month as a array of companies are seeking to capitalize on the rising demand for SaaS solutions and trying to position themselves as a strategic player in the SaaS market”, says Rene Meister. “Given the attractive characteristics of SaaS companies from a financial perspective (i.e. strong growth, revenue visibility), it is not surprising that M&A activity for SaaS vendors has been strong.”

This report includes extensive benchmarking data about the SaaS Market. It is an invaluable resource for metrics and benchmarks for running a business based on the SaaS business model.

Reports key findings:
•Although many more companies are entering the SaaS market, most of these are providing SaaS as an extension to their existing product line.
•With a total asset value of $2,460 million stated in its end 2009 balance sheet, Salesforce is more than three times the size of its nearest rival.
•SaaS providers require around 50-70% more capital than traditional software companies before they achieve a positive cash flow.
•Pure play SaaS providers are the most valuable out of 23 categories of software companies.
•Mergers and acquisition valuations have generally fallen from an average of 6.2 times revenue in 2007 to 5.3 times in 2010. Overall Deal sizes have been fallen too.
•Successful pure play SaaS providers such as Netsuite and Salesforce.com are valued much higher then companies that still have traditional business models.

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License Free CRM Software – UK Company Overwhelmed By Response

CRM Software crafters Software Add-ons based in rural North Yorkshire, UK, are delighted with the response to their recession busting marketing campaign for OpenCRM.

The company’s strong mission statement, ‘to bring corporate software technology within the reach of small to medium businesses’ seems to be the key to their success.

Marketing manager Helen Burton revealed ‘we knew we had a strong message, offering license free software, but our campaign has had the phones ringing off the hook!’.

Consumer expectation is driving the mid market business need to get online, OpenCRM’s free license solutions needed to be internet based with portal capability so customers can place and track orders, see cases and issues, download documents & information – Anytime, Anywhere access is a major boost for the previously disconnected workforce.

John Mabley of ITS describes his software as the glue between the systems – ‘I employ home teleworkers and need them to be connected to the office – OpenCRM integrated my telephony system, website and SageLine 50 accounts so that I can get a complete picture of my business day-to-day no matter where I am’.

Managing Director Graham Anderson speaking for the company said ‘all businesses whether corporate or mid market have similar core business processes, Sales & Marketing – Sales Order Processing – Invoicing – Document & Project Management,’ he added that ‘too many software implementations fail because too much money goes into the purchase and licensing of software, by supplying license free on demand software we remove this cost and our clients can put their investment where it should be: requirement analysis; staff training; and systems integration’.

OpenCRM’s advice, based on years’ of experience, is very clear: Choose a technically sound solution with an open structure (non proprietary database & interface) that willscale and integrate ; encourage user uptake – keep IT simple, go for evolution rather than revolution, invest in your people and spend on training; Get rid of as much of the IT headache as you can by having your software systems hosted, managed, updated, secured and backed-up by the professionals.

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OpenCRM UK – Hosted Alternative for Salesforce.com, ACT!, Sage CRM, GoldMine

CRM Software crafters Software Add-ons based in rural North Yorkshire, UK, are delighted with the response to their recession busting marketing campaign for OpenCRM.

The company’s strong mission statement, ‘to bring corporate software technology within the reach of small to medium businesses’ seems to be the key to their success.

Marketing manager Helen Burton revealed ‘we knew we had a strong message, offering license free software, but our campaign has had the phones ringing off the hook!’.

Consumer expectation is driving the mid market business need to get online , OpenCRM’s free license solutions needed to be internet based with portal capability so customers can place and track orders, see cases and issues, download documents & information – Anytime, Anywhere access is a major boost for the previously disconnected workforce.

John Mabley of ITS describes his software as the glue between the systems – ‘I employ home teleworkers and need them to be connected to the office – OpenCRM integrated my telephony system, website and SageLine 50 accounts so that I can get a complete picture of my business day-to-day no matter where I am’.

Managing Director Graham Anderson speaking for the company said ‘all businesses whether corporate or mid market have similar core business processes, Sales & Marketing – Sales Order Processing – Invoicing – Document & Project Management,’ he added that ‘too many software implementations fail because too much money goes into the purchase and licensing of software, by supplying license free on demand software we remove this cost and our clients can put their investment where it should be: requirement analysis ; staff training; and systems integration’.

OpenCRM’s advice, based on years’ of experience, is very clear: Choose a technically sound solution with an open structure (non proprietary database & interface) that will scale and integrate; encourage user uptake – keep IT simple, go for evolution rather than revolution, invest in your people and spend on training; Get rid of as much of the IT headache as you can by having your software systems hosted, managed, updated, secured and backed-up by the professionals.

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Intranet Connections Combines Core Tools with Social Media for a Winning Intranet

Intranet Connections is pleased to announce a new release of Intranet Connections Intranet 2.0 Software. Version 9.5 of Intranet Connections was released this week and features changes to the core intranet applications that will enhance employee productivity and adds social intranet 2.0 tools that help with collaboration, engagement and employee adoption.

The robust Document Management application within Intranet Connections provides users with the ability to create an unlimited folder structure that is represented by a tree or flat navigation with breadcrumb trail. Also included in the Document Management module are document version control, full-text search, document archiving, user subscriptions, approval workflow, tagging, as well as a comments and ratings system for user feedback. The flexible security structure of the application allows for all corporate documents to be located in a central location with a unified search. Flexible security gives the appropriate users or groups access to sensitive content.

Carolyn Douglas, CEO of Intranet Connections: “Our goal is to improve employee communication through social and collaborative networking, combined with the practical intranet tools that are necessary in assisting employees in their day-to-day duties.”

Version 9.5 also includes a streamlined approach to the management of students registered through the Training Calendar, sub-sites for departments, teams or projects, and a media embedding tool that allows users to add web-formatted video and audio files within intranet content.

In addition to the changes made to the core intranet tools, Intranet Connections also features employee Social Profiles with a mini photo gallery of your co-workers and a Suggestion Box application where employees can go to share ideas, comment and vote. The Discussion Forum has become more transparent and employee profiles and photos are featured with topics, and the intranet home page offers content feeds and widgets that can be moved and positioned to create a portal gateway.

Intranet Connections Intranet 2.0 Software is a feature-rich, out-of-the-box intranet solution with content and document management that focuses on ease of use, collaboration and employee ownership. Over 1300 organizations world-wide have chosen Intranet Connections to improve their employee communications, centralize their corporate information, save costs and increase productivity.

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TLA Technologies Offers Hosted CRM for Small Businesses’ Current Economic Needs

TLA Technologies, a Microsoft Certified Partner, announced the availability of award-winning Microsoft Dynamics Customer Relationship Management (CRM) 4.0 as a hosted solution for their small business customers (less than 25 computer users). The hosted solution gives small businesses an alternative to incurring the costs and technology overhead of hardware, installation, and software maintenance. TLA Technologies now provides hosted Dynamics CRM as Software as a Service (SaaS) over the Internet to clients through a low cost of entry and a monthly service fee. Small businesses can have CRM technology that was previously just available to large organizations, and at a reasonable price.

Software-as-a-Service (SaaS) providers are experiencing a bigger demand because they offer lower costs compared to traditional in-house software vendors.

TLA Technologies is reaching out to customers in this current economic climate to ensure that businesses have the best solutions for Customer Relationship Management in their organizations. This new offering creates a win-win situation for their customers, and their customers’ clients, enabling companies to boost their business, streamline their customer service management operations, and help grow their companies at a conservative cost.

“We think it’s important in today’s business climate to offer Software as a Service, using Microsoft’s Dynamics CRM product”, says Deborah Lassa, Vice President. “It means we are able to offer our clients business value every day, with an innovative approach backed by the Microsoft name.” Lassa and TLA President Eric Harrison know that current economic conditions are creating challenges for companies in getting financing for large investments, such as software and hardware. They have been helping their customers since 2002 use technology to achieve Return on Investment (ROI) effectively and efficiently.

With SaaS Microsoft Dynamics CRM, TLA Technologies is responsible for managing the servers, the software, and the backups for their customers. The hosted CRM solution frees customers from purchasing, and maintaining hardware and software. Another financial benefit they offer their customers is the ability to manage costs more efficiently by adding users to Dynamics CRM on an as-needed basis. Lassa and Harrison use Dynamics CRM themselves, saying the software is easy to use and works seamlessly with Microsoft Office products. They use their Dynamics CRM in-house expertise to support client requests.

Microsoft’s CRM software excels at providing small businesses sales, marketing, and customer service information to deliver more agility and profitability. It is the tool of choice for improved customer service, insightful marketing communication, and streamlined sales processes. Companies can customize Microsoft Dynamics CRM 4.0, by choosing just the functionality they need.

The Gartner Group, the world’s leading information technology research and advisory company, “forecast CRM spending this year (2007) will exceed $7.4 billion, a 14% increase from 2006, and predicted CRM software spending will grow to more than $11.4 billion by 2011, as reported in BtoB Magazine in their October 8, 2007 online issue.

About TLA Technologies
TLA Technologies, a Microsoft Business Solutions Specialist, has earned its competency, recognized by Microsoft, in Dynamics CRM. TLA is a premier provider of software development, implementation, integration and strategic Information Technology solutions for their clients. Since 2006, TLA Technologies has been helping clients in the Florida area boost their business, and streamline their operations. Before 2006, Lassa and Harrison owned HSI Technologies, offering custom software and IT support services.

More information on TLA Technologies and their services can be found at www.tlatechnologies.com. To learn more about how you can use hosted Microsoft Dynamics CRM 4.0 in your company, please contact Deborah Lassa at 813-217-4327, Extension 101, or dlassa@tlatechnologies.com.

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Microsoft FRx And Crystal Reports Are Now Supported By Save On Support.com

Microsoft FRx is widely known for its ability to generate reports through the general ledger. You can run income statements, balance sheets, trial balances, statement of cash flows, detail reports, summary reports and more.

Another of its key features is drill down, where users can view specific financial information at the transaction level.

Also being supported by Save On Support is Crystal Reports.

Crystal Reports is synonymous in the business world with customized reports. This data report generating software reports on information drawn from numerous data sources, not just general ledger. Additionally, Crystal Reports. is often embedded into many software programs, so it doesn’t have to be purchased separately.

Some of the popular reports it produces are inventory reports, sales reports and aging reports.

“I’m thrilled that we are able to provide premier support for these two great programs,” said senior consultant Les O’Donnell of Save On Support. “Both software solutions provide significant insight into the many processes that businesses run on a daily basis.”

If you or your company want to learn more about Save On Support’s consulting services for Microsoft FRx or Crystal Reports. , please contact us at your earliest convenience.

About Save on Support.com
Save on Support.com, is a single source for business software expertise, offering affordable software solutions, needs analysis, implementation, custom reports, and training and support services to a wide list of clients throughout the United States. With experts in both accounting and CRM software, Save on Support.com is an affordable alternative to traditional support because it assists users remotely, from its offices – saving expensive travel costs and other unnecessary expenses. Save on Support.com offers years of experience in customizing and implementing accounting and CRM software systems for small to mid-size companies in need of automation services. More information is available at http://accounting-software.saveonsupport.com/microsoft-dynamics-great-plains/www.saveonsupport.comhttp://accounting-software.saveonsupport.com/http://crm-software.saveonsupport.com/ or call (866) 762-3990.

About Save on Training.com
Save on Training is a state of the art facility and your single source for the most comprehensive Microsoft Network Infrastructure and Microsoft Business Solution training. Our experienced faculty will provide the extensive knowledge required to gain the understanding of these disciplines. As a Microsoft Gold Partner we use the Microsoft Official Courseware and Manuals for all our courses. Our programs include the MCSE and the MCSA Certifications as well as the highly coveted MCDA Certification. We also specialized in providing the best training in Microsoft Dynamics in Great Plains and Solomon accounting software. Save on Training also provides training in the Comptia A+, Net+ and Sec+ certification programs as well as the Adobe series of training courses. More information is available at www.saveontraining.comhttp://accounting-software.saveontraining.com/http://networking-technologies.saveontraining.com/ or call (866) 762-3990.

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Axia announced the release of their Revised Version CRM System RFI/RFP Requirements Checklists

Axia’s CRM System RFI/RFP Requirements Checklists provide a fast, accurate and structured approach to specifying user needs/systems requirements and creating RFI/RFP schedules for new CRM systems.

The Checklists have been successfully used by many organisations, of all sizes, worldwide – and now, as at September 2008, have been fully revised and updated.

The revised CRM Checklists have been carefully researched and list 1400+ CRM functions, 700+ system wide, operations, technology and support criteria and 250+ business analysis and overview criteria.

The Checklists are written in MS Excel for fast amendment and tailoring to users precise needs. They are totally impartial and independent of software packages and vendors.

Richard Starling, Axia’s Director stated “The Checklists make specifying CRM systems requirements faster and more effective, because virtually all the functional criteria are listed – all the user has to do, is tick the criteria needed. They save the user weeks of time and effort”.

Two versions – for different requirements and different size organisations – are available by immediate download, email or CD, directly from Axia’s website.

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