Tag Archives: sales

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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FullSpeed Provides Spreadsheet-like Macros in Cloud-based Accounting Apps: QuickBooks Online, Xero, and Others

Madison, Missouri, September 26, 2014 , Most people who have used word processing software know what a macro is: a group of commands you can put together quickly to do a repetitive job, like adding blank spaces at the beginnings of several lines, or changing underlined words to italics on an entire page. Wouldn’t it be great if someday macros could apply calculations to multiple lines of data in applications like QuickBooks Online, Xero, or other cloud-based accounting software?

That day is here! FullSpeed lets you set up simple formulas in its own internal spreadsheet and applies them to data in other programs at the press of hotkey. In fact you can have multiple macros defined, each with its own unique hotkey.

What kinds of things can FullSpeed do? …calculations involving multiple columns of an invoice, column subtotals and totals, calculate discounts or freight surcharges or special taxes, autonumber lines, provide customized messages like “A discount of $123.45 is available if paid by October 15, 2014”, and a lot more. FullSpeed supports a wide range of Excel-compatible spreadsheet features such as numeric and statistical functions, IF logic, date/time functions, text manipulation, and plenty of ways to format results: currency, numeric, date/time, etc.; even the ability to display decimal amounts as fractions.

FullSpeed works in invoices, estimates, purchase orders, sales orders, bills, checks, sales receipts, grids, etc.–almost anywhere you can enter accounting data. It is compatible with any Windows-based Web browser which supports Microsoft’s UI Automation technology, such as Google Chrome, Mozilla Firefox, or Microsoft Internet Explorer. FullSpeed is not limited to browser-based apps though: it also works in some native Windows applications like QuickBooks desktop editions. (Though FullSpeed can work with a variety of application types, it has mostly been certified to work with accounting applications in this first release of the product.)

Many cloud-based accounting applications have limited space available for data or calculated results. For example, neither QuickBooks Online nor Xero currently supports custom fields in the line items area of invoices. But FullSpeed overcomes this problem in two ways:

(1) It supports storing data in the Description field of sale or purchase items, and can extract it to use in calculations. For instance, users can store a per-unit shipping weight in each item’s Description, and FullSpeed can use it to calculate the total shipping weight for an invoice.

(2) FullSpeed’s Scratchpad feature allows macros to temporarily store results of intermediate calculations, so they don’t have to be written to the target application where no space may be available to hold them.

Maybe the most unique feature of FullSpeed is that it works directly on data in the target application. Users get to see the results of calculations immediately while working in an invoice, purchase order, or other form. There’s no need to export the form’s data to do calculations in Microsoft Excel or some other program, and no need to re-import or Copy and Paste results that were calculated elsewhere.

FullSpeed is priced at $119 for a single-user license, less for multi-user licensing. FullSpeed is compatible with Microsoft Windows XP (SP3) and all later versions including Windows 7 and Windows 8.

A downloadable 30-day free trial and step-by-step examplesare are available from FullSpeed’s main Web page: http://www.goflagship.com/products/fullspeed.htm

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Contact Details:

Mark Wilsdorf
Flagship Technologies, Inc.
14976 Monroe Road 1039
Madison, MO, USA

info@goflagship.com
660-291-3000

FullSpeed home page: http://www.goflagship.com/products/fullspeed.htm

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Shelko Consulting, already an official Intuit Solution Provider for QuickBooks

The Intuit Solution Provider Program will enable Shelko Consulting LLC to better serve regional clients and build their business through the sale, implementation and service of integrated solutions. The program’s lead offering, QuickBooks Enterprise Solutions, is a flexible and affordable business management solution designed specifically for growing businesses. The software helps businesses efficiently input, organize and access the information they need to manage finances, inventory, sales, purchasing and employees and make to key decisions for growth.

“We are very excited to have Shelko Consulting LLC as an Intuit Solution Provider,” said Jim Gregg, director of Intuit’s solution provider program. “Their expertise in re-selling and supporting mid-market business software solutions and their track record for customer satisfaction make them a valuable addition to our Solution Provider network.”

About Shelko Consulting LLC

Shelko Consulting LLC, is a single source for business software expertise, offering software solutions, needs analysis, implementation, custom reports, training and support services to a wide list of clients throughout the United States. Shelko Consulting LLC has more than 15 years of experience in customizing and implementing accounting software and CRM software systems for small to mid-size companies in need of automation services. More information is available at www.shelko.com or for accounting software http://accounting-erp-software.shelko.com/, CRM software http://crm-software.shelko.com and QuickBooks Enterprise Solutions http://accounting-erp-software.shelko.com/quickbooks-enterprise-solutions/. Or if you prefer, you can call us @ 1-800-638-5213.

About Intuit Inc.

Intuit Inc. is a leading provider of business and financial management solutions for small and mid-sized businesses; financial institutions, including banks and credit unions; consumers and accounting professionals. Its flagship products and services, including QuickBooks®, Quicken® and TurboTax® software, simplify small business management and payroll processing, personal finance, and tax preparation and filing. ProSeries® and Lacerte® are Intuit’s leading tax preparation software suites for professional accountants. The company’s financial institutions division, anchored by Digital Insight, provides on-demand banking services to help banks and credit unions serve businesses and consumers with innovative solutions.

Web Site: http://accounting-erp-software.shelko.com/quickbooks-enterprise-solutions/

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