Relationships place a critical role in the practice of law and the building of the client base as a lawyer moves through their progression to Partner, and most especially as a continued successful partner. The most successful Partners are outstanding Super Connectors and excellent at relationships. UpHabit is ideal for this.
It’s not just what you know but who you know and what you know about them. Key facts, family, sports, interests, social, all of it!
When you’re on a call with 5 people at a client, what are the chances all 5 are in Salesforce? 0%? What are the chances they’ll ever be entered?
How much of their knowledge just left? Have you lost the names of the people they’ve been working hard to win and nurture as clients? The activities with those clients?
You hire experienced consultants because of their network. Can they easily integrate their network into your business, or is it hit and (mostly) miss?
If the contacts aren’t in Salesforce, the marketing team is powerless to engage and support the sales process. It’s just that simple.
Keeping clients informed about all the great things happening in the business really can’t work if the contacts don’t exist for newsletters and special offers.
Automating the tedious and time consuming process of data entry while giving you the tools that you need to maintain up-to-date systems of contacts
