Helping Law Firms & Attorneys Win More Clients Through Salesforce Implementations.
We’ll set up your Salesforce so that you can identify new opportunities, drive marketing campaigns, and ultimately win new clients to see consistent growth in your law firm.
✓ Win More Opportunities
✓ Forecast More Accurately
✓ Better Client Communications
Are you concerned about:
- Losing track of potential clients and new deals?
- Lack of visibility of what stage new deals are in?
- No audit trail regarding new client interactions?
- Lost opportunities due to poor client communications?
- Missing customer data from keeping everything in Excel?
Keep Track Of New Opportunities And Win New Clients By Making Salesforce Work In Your Law Firm.
360 Degree Client View
Gain 100% visibility of your clients through one consolidated system. See all client interactions (email, phone, social media), invoices, proposals, and other pertinent documents. STOP relying on sticky notes, Excel, and key personnel to keep you up-to-date and take back control.
Better Client Communications
Gain greater insights into the status of every new opportunity in your sales pipeline with one click of a button. Then, engage potential clients with the right message at the right time to convert leads into new clients for your firm.
Accurate Sales Forecasting
Quickly source accurate sales forecasts from your very own personalized sales performance and forecasting dashboard. Then, make better budgeting decisions in your law based on your team's predicted short-term and long-term sales performance.
We get it – knowing where to with Salesforce’s CRM can be overwhelming.
How it Works
1. Schedule A Call With Us.
Click the ‘Schedule a Call’ button below to book a convenient time for you to speak with us. We will ask you a few questions about your business, and then we will share with you how we can support you.
2. Get Your Salesforce Implementation Plan.
After evaluating your current situation, we will then provide a plan of action for you, including our business assessment and a comprehensive implementation plan to make Salesforce work in your law firm.
3.Accelerate New Client Acquisition.
We don’t just get Salesforce setup in your firm; we get Salesforce setup so that you and your users are generating new opportunities and driving new client acquisition for your law firm.
About Us
At Track I.T. Consultants, we know that you want to run an esteemed law firm and be highly regarded among your peers. To do that, you need to realize consistent growth in your firm year over year. The problem is getting new clients and driving meaningful revenue is difficult, which makes you feel frustrated. We believe that no law firm owner or attorney should feel that way with the current demand for legal services. We understand it can be difficult generating new business opportunities and keeping on top of them, too—especially with the day-to-day demands of your role. For this reason, we at Track I.T. consultants provide the turn-key Salesforce implementations for law offices and attorneys. Here’s how we do it; Firstly, we’ll do a complete evaluation of your current situation. For instance, how you’re currently managing opportunities, where the gaps are, and what you are struggling with. Secondly, we’ll put together a comprehensive implementation plan to get Salesforce set up in a way that aligns with your business’s requirements and goals. Finally, we’ll support you and your team throughout the entire process so that your firm starts using Salesforce successfully to secure new opportunities and drive revenue growth.
