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    C R M CRM Software Consultancy: Ustomer Elationship Anagement For UAB Solid Law

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    Prajeev Pj
    Solid Law only tracks customer information but does not measure customer satisfaction or success rates. They risk losing clients to competitors without understanding client needs and preferences in real time. The proposal is to integrate customer feedback and satisfaction metrics into the CRM system using post-service surveys, long emails surveys, CSAT and NPS to provide real-time analysis for attorneys and improve client service, gain more recommendations, and increase profits.

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    C R M CRM Software Consultancy: Ustomer Elationship Anagement For UAB Solid Law

    Uploaded by

    Prajeev Pj
    8 views12 pages
    Solid Law only tracks customer information but does not measure customer satisfaction or success rates. They risk losing clients to competitors without understanding client needs and preferences in real time. The proposal is to integrate customer feedback and satisfaction metrics into the CRM system using post-service surveys, long emails surveys, CSAT and NPS to provide real-time analysis for attorneys and improve client service, gain more recommendations, and increase profits.

    Original Description:

    CRM software presentation according to business case

    Original Title

    A3 Presentation

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    Solid Law only tracks customer information but does not measure customer satisfaction or success rates. They risk losing clients to competitors without understanding client needs and preferences in real time. The proposal is to integrate customer feedback and satisfaction metrics into the CRM system using post-service surveys, long emails surveys, CSAT and NPS to provide real-time analysis for attorneys and improve client service, gain more recommendations, and increase profits.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    8 views12 pages

    C R M CRM Software Consultancy: Ustomer Elationship Anagement For UAB Solid Law

    Uploaded by

    Prajeev Pj
    Solid Law only tracks customer information but does not measure customer satisfaction or success rates. They risk losing clients to competitors without understanding client needs and preferences in real time. The proposal is to integrate customer feedback and satisfaction metrics into the CRM system using post-service surveys, long emails surveys, CSAT and NPS to provide real-time analysis for attorneys and improve client service, gain more recommendations, and increase profits.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    of 12

    Customer Relationship

    Management CRM

    Software consultancy for


    UAB Solid Law
    Prajeev Sudhakaran
    Hamza Uygun
    Content

    • Problem statement

    • Current condition

    • Goal

    • Root cause analysis

    • Proposal
    Problem statement

    • Solid Law, only keeps track of their customer portfolio. But


    they do not posses any means of recording their customer
    satisfaction, even though the success rates with clients are far
    more than decent.
    Problem statement

    • Going from point A to point B is easy and there are many


    different ways.

    • But does your clients actually prefer those way and


    possibilities?
    Problem statement

    • This is an important issue that had to be addressed. Though,


    solid law maintains very close relationship with the clients,
    there is a very big threat that clients could still be lost to your
    competitors.
    Current conditions

    • Maintaining a very close relationship with the clients is


    very unique.

    • Solid law emphasizes to their attorneys that each clients


    has their own characteristics and traits.

    • And it is important for the attorneys to understand these


    characteristics.
    Current conditions

    • These traits are recorded and also modified in the client


    portfolio.

    • However, there lies a huge problem, that client would not


    disclose everything about their needs in a Face-to-Face sit-
    down.
    GOALS

    1. Realizing the entire customer needs in REAL TIME.

    2. Improving working efficiency

    3. Getting more recommendations of potential clients from


    the existing ones.

    4. Keep track of all attorney-client relationship success rate.


    Root cause Analysis
    Proposal

    Creating various “customer feedback”, “customer satisfactory


    rate” etc. and also INTERGRATING THE METHODS IN CRM

    Types of methods for obtaining customer satisfaction:

    1. Post-Service Surveys
    2. Long Email Surveys
    3. CSAT
    4. NPS
    Proposal

    • Real time analysis for present and future.

    • Blue print for the attorneys about “WHY” & “HOW” should they
    thread with each particular client.

    • Mistakes are unavoidable, but we have the tools correct and


    not to commit the same mistakes again.

    • Excellent client service = Clients :D = More recommendations


    = More $€
    THANK YOU

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