The great management thinker and thought leader Peter F. Drucker once said, The purpose of business is to create and keep a customer.
Yes, your law firm wants to improve its productivity and efficiency. Increasing billable hours is an ever-present objective. And thoughts about ongoing growth and higher revenues are never far from your mind.
All of these are worthwhile goals.
And yet, you won’t be able to meet any of them if you don’t keep your customers happy. Building meaningful relationships with every client, offering personalised service, and investing in their success are all critical for your success.
And to build strong customer relationships, you need to understand them better. This understanding comes from – you guessed it – data! The right data, available in the right format and at the right time can help you to get a 360° view of every customer and capture key insights to understand them, engage with them, and deepen your relationships with them.
And how can you get this data?
Answer: with a CRM that’s specifically designed for the legal industry.
Enter: Litera Upper Sigma.
Read on to learn how Litera Upper Sigma can help your law firm or legal department to take full advantage of customer data for enhanced growth and long-term success.
What is Litera Upper Sigma?
Litera Upper Sigma is a legal CRM built on the world’s largest and most popular CRM: Salesforce. Upper Sigma makes the world’s leading CRM accessible and affordable for law firms. It provides a 360° view of client relationships and is easily accessible via Outlook, Teams, and mobile devices. Moreover, it leverages a law firm-friendly deployment methodology that allows them to implement the CRM quickly and at low risk.
Upper Sigma’s CRM can help you grow your business by leveraging the power of customer data. With Upper Sigma, your lawyers and other staff can access this data without having to learn a new platform. It provides full insights into your client relationships, email and meeting activities, marketing engagement, whitespace, and pipeline – all of which available at your fingertips so you can:
- Qualify leads accurately
- Improve business development strategies
- Enhance client engagement
- Grow your customer-focused business
What can you do with Litera Upper Sigma?
The primary USP of Litera Upper Sigma is that it provides a 360-degree view of all your clients/customers. Use these views to capitalise on your customer relationships and implement appropriate strategies to strengthen them further. Upper Sigma also enables precise segmentation so you can target the right group of leads and prospects in the right way and maximise your chances of conversion.
Upper Sigma requires minimal data entry in order to:
- Gain full insights into your staff’s client relationships and activities.
- Minimise risk and uncertainty in an evolving legal landscape.
- Implement a standardised approach to client and practice planning
- Simplify referrals management
- Easily build and track all kinds of events and lists
You can also access enterprise-level security, scalability, and pre-built integrations to further support your firm’s customer relationship aims and business growth goals.
Other benefits of Litera Upper Sigma
Litera Upper Sigma is custom-built for law firms and based on the world’s most powerful CRM platform, Salesforce. With this combination, you don’t have to customise a CRM platform to fit your specific needs. You can thus save lots of time and resources and then use these savings to focus on serving your customers and helping them achieve their goals.
When you use Upper Sigma, you get all critical customer-related data into the CRM.
This is ideal for attorneys because they don’t have to learn a new platform to:
- Get up-to-date and comprehensive client 360° views
- Automatically capture contact, client, and activity data (with very little data entry!)
- Access important information from almost anywhere: mobile, pane, browser, Outlook, or Teams
- Do more high-value work for clients they already have strong relationships with
Moreover, with Upper Sigma, your business development team gets a refined database that they can use to grow the firm’s business. Unnecessary contacts won’t get pulled in so they don’t waste time but can rather focus on the prospects with the highest probability of conversion. They can also:
- Analyse whitespace to identify and prioritise opportunities to grow the firm’s revenues
- Improve their approach to client and practice planning
- Proactively manage client retention and growth
- Create more accurate forecasts by tracking, analysing, and understanding the sales pipeline
- Build and update lists, and easily manage events
All in all, Upper Sigma includes all the features of a regular CRM plus crucial capabilities, integrations, and automations customised for the needs of law firms. Take advantage of its best-in-class tools to improve your firm’s marketing, business development, client engagement, practice planning, and other workflows – and experience the impact on your customer relationships, billable hours, and revenues.
Discover how you can build and nurture meaningful client relationships with Litera Upper Sigma and Prime Infotech Solution
Numerous law firms around the world have successfully modernised their practices and seen a tangible impact on their client relationships with Litera Upper Sigma. Learn how Upper Sigma can help your law firm achieve its CRM and growth goals. Contact Us for a free demo.
