14 subscribers
Πηγαίνετε εκτός σύνδεσης με την εφαρμογή Player FM !
Mistakes Lawyers Make When Building Out Their CRM with Rob Petrie
Manage episode 420718565 series 2138740
Watch the YouTube version of this episode HERE
Are you a law firm owner who is looking to make business operations more efficient? In this episode of the Maximum Lawyer Podcast, Jim and Tyson speak with guest Rob Petrie, an expert in Salesforce and business operations.
Rob shares the reasons why Salesforce is a great tool and when businesses, especially small and medium sized businesses should use it for operations. What makes Salesforce so unique is that it has a user centric approach, where you tell the tool what you need from it. If you need to get certain pieces of information from a website, Salesforce provides it to you.
Since law and technology are two very different things, it can be a challenge to get lawyers on board with using a tool like Salesforce. It is best to have someone act as a translator to stand in the middle and make sure the customer, such as a law firm, can understand how the tool works and can bring that social aspect to a project. Diverse teams generate the best results, so having an array of people and personalities working on a project is the best way to get something done.
Take a listen to learn more.
03:32 The importance of investing in the analysis and design phase before building a CRM system
06:28 Common mistakes made by business owners and law firms when designing a CRM system, focusing on solving for the happy path and change management
08:40 The importance of data cleanup, migration, and user acceptance testing before the go-live phase, and the challenges faced during the initial launch period
13:26 The extensive capabilities of Salesforce as a business operations platform and the challenges of maximizing its potential
14:29 The common misconception about the need for integrations and the importance of simplicity in CRM system design
15:26 Challenges and strategies for dealing with non-technical clients and bridging the gap between technical and non-technical mindsets
17:25 The role of AI in Salesforce and its potential to enhance job roles
21:24 The importance of tracking and addressing process inefficiencies in business operations
Jim's Hack: Have dialogue with staff because what they say may surprise you and teach you something.
Rob’s Tip: When you see inefficiencies in your work, right it down. If you notice it frustrates you over and over, think about where your priorities are and change it.
Tyson's Tip: Understanding that you have a natural tendency to believe what people say. It is good to objectively look around things when people are not telling the truth.
Connect with Rob:
Tune in to today’s episode and checkout the full show notes here.
800 επεισόδια
Manage episode 420718565 series 2138740
Watch the YouTube version of this episode HERE
Are you a law firm owner who is looking to make business operations more efficient? In this episode of the Maximum Lawyer Podcast, Jim and Tyson speak with guest Rob Petrie, an expert in Salesforce and business operations.
Rob shares the reasons why Salesforce is a great tool and when businesses, especially small and medium sized businesses should use it for operations. What makes Salesforce so unique is that it has a user centric approach, where you tell the tool what you need from it. If you need to get certain pieces of information from a website, Salesforce provides it to you.
Since law and technology are two very different things, it can be a challenge to get lawyers on board with using a tool like Salesforce. It is best to have someone act as a translator to stand in the middle and make sure the customer, such as a law firm, can understand how the tool works and can bring that social aspect to a project. Diverse teams generate the best results, so having an array of people and personalities working on a project is the best way to get something done.
Take a listen to learn more.
03:32 The importance of investing in the analysis and design phase before building a CRM system
06:28 Common mistakes made by business owners and law firms when designing a CRM system, focusing on solving for the happy path and change management
08:40 The importance of data cleanup, migration, and user acceptance testing before the go-live phase, and the challenges faced during the initial launch period
13:26 The extensive capabilities of Salesforce as a business operations platform and the challenges of maximizing its potential
14:29 The common misconception about the need for integrations and the importance of simplicity in CRM system design
15:26 Challenges and strategies for dealing with non-technical clients and bridging the gap between technical and non-technical mindsets
17:25 The role of AI in Salesforce and its potential to enhance job roles
21:24 The importance of tracking and addressing process inefficiencies in business operations
Jim's Hack: Have dialogue with staff because what they say may surprise you and teach you something.
Rob’s Tip: When you see inefficiencies in your work, right it down. If you notice it frustrates you over and over, think about where your priorities are and change it.
Tyson's Tip: Understanding that you have a natural tendency to believe what people say. It is good to objectively look around things when people are not telling the truth.
Connect with Rob:
Tune in to today’s episode and checkout the full show notes here.
800 επεισόδια
Όλα τα επεισόδια
×
1 How to Create an Internship Program That Actually Works with Adam Rossen 1:19:09

1 The HR Mistakes Killing Your Law Firm Culture (And How to Fix Them) with Dr. Melvin King 1:31:20

1 Today’s Growth Opportunities in Law with Shane Jasmine Young 1:23:54

1 Unlocking the Secrets to Viral Videos: How Hilary Billings Turns Stories Into Millions of Views 1:46:47

1 From Top Prosecutor to High-Paid Defense Attorney: Why Thomas Moskal Quit on the Spot 1:29:23

1 Why Traditional Lawyer Marketing Is Dying – The New Strategy You MUST Use (w/ Justin Berry) 1:46:44
Καλώς ήλθατε στο Player FM!
Το FM Player σαρώνει τον ιστό για podcasts υψηλής ποιότητας για να απολαύσετε αυτή τη στιγμή. Είναι η καλύτερη εφαρμογή podcast και λειτουργεί σε Android, iPhone και στον ιστό. Εγγραφή για συγχρονισμό συνδρομών σε όλες τις συσκευές.