See how Promptr CRM has empowered lawyers with real-time activity alerts at an international law firm
Client: 1,200-person international law firm
Objective: Help our lawyers understand what is happening with their clients
Actions: Setup ‘Weekly Activity Alerts’ for lawyers so they were alerted when activity happened to their contacts in the CRM system. For instance, they would easily see if their colleagues had met their contact, or if their contact had clicked on a mailshot link to read more.
Result: Weekly activity alerts, pre-meeting briefings and post-meeting prompts to log BD notes.
An all-in-one package of: Outlook CRM software + alerts + support + processes + data updating