So indeed, getting a CRM system alone won’t remove the bad habits your lawyers have and the inefficiencies that have developed within your practice.
It’s important to get the first bit right – you need to get your CRM in place in a way that doesn’t affect business productivity but also ensures that it provides an incentive for members of your firm to start using it from day one.
In fact, you have a very short time to sell the new system and processes to your team, or you’ll quickly find yourself back to square one.
From my experience working with many law firms and professional service firms of all sizes worldwide on CRM implementation and client relationships, we’ve learned that there are a few habits that need to be formed for successful CRM implementation within the firm.
To help you out, watch and explore these habits and how to adapt them correctly to achieve CRM success in your law firm.
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ABOUT ITZIK
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Itzik Amiel is the global leading authority on business networking, business development, personal branding & client relationships. He is a growth strategy expert and client relationships advisor to many leading law firms and other professional service firms globally.
Itzik is a sought-after International professional speaker, trainer, Business mentor & Attorney-at-law. He is also the bestselling author of “The Attention Switch” (http://attentonswitch.com/). The book has been recognized as the leading book and deep-dive instruction manual every professional needs to have to leverage the power of authentic connections and uncover the best building relationships and networking strategies.
Itzik successfully helps professionals (lawyers, accountants), business executives, firms, and associations create and maintain a successful and strategic relationship; Helps professionals build their personal brands boost their authority, and stand out; Switch Relations to Revenue, Referrals, and Results & follow up. Itzik does so by providing international public speaking, training & personal or group mentoring through innovative online and offline programs.
Itzik is the founder & CEO of The SWITCH™ The SWITCH HUB™, the leading online training and community platform for professionals globally.
Itzik delivered over a few thousand keynote presentations and executive briefings in more than 82 countries worldwide. His keynote presentations, training and business mentoring combine in an interactive way practical knowledge with unique how-to’s and unforgettable stories. His presentations & keynote speeches are truly memorable experiences.
Itzik has shared the stage with the world’s premier thought leaders including sir Richard Branson, Les Brown, Darren Hardey, Mark Victor Hansen, Steve Wozniak (Apple co-founder); Marianna Williamson, Chris Gardner, Robert Kiyosaki, Nick Vujicic, and Tom Hopkins
Itzik honed his skills during his corporate career at prominent firms such as ABN AMRO Bank, Moore Stephens, international law firms & leading trust companies. Itzik holds a Bachelor of Laws (LL.B.) cum laude and an Advanced Master of Laws (LL.M.) in international taxation.
He is the founder and first chair of Young IFA (International Fiscal Association), Chair of IBA LFMC Business Development & Marketing subcommittee & officer of the Future of Legal Professional President’s Commission. He is a member of many professional associations, a former board member and an international ambassador of the CRM Association.
Meet him at: https://itzikamiel.com
Get his training and mentoring on: https://hub.theswit.ch
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