Case Studies
Client: 120-person regional law firm
Objective: See who knows who and send marketing communications more easily
Result: over 100 lists combined into one
Actions: Combined 100 spreadsheets of contacts together for a 120-person regional law firm. Combined the duplicate contacts so the firm could see ‘who they knew’, ‘who knew who’ and fuller details for each contact (e.g. if a contact was in 4 mailing lists, and one record had an email, another record had a phone, another an address etc. The resulting record for the contact had the email, phone and address and tagged onto 4 mailing lists).
Client: 100-Person Law Firm
Objective: Find out what legal topics and issues their contacts are interested in.
Actions: Emailed as many of the contacts that a 100-person law firm had as part of a Spring Clean of their database.
We asked the contacts to check and update their own details – and indicate their legal interests.
A number of good leads came from this, one that stood out was a reply saying “I’ve been trying to sort out my father’s probate for 9 years….” A great lead for their private client department, simply from checking their contact’s details.
Result: Plenty of leads, including one that stood out as “I’ve been trying to sort my Father’s probate for nine years” an immediate notification to the private client team!
Client: 1,000-Person Global Law Firm
Objective: Give us strategic marketing data
Actions: ‘Spring Cleaned’ the whole 300,000 contact database for a 1,000-person law firm. The project involved contacting clients and contacts via email and post to verify and enhance their details.
Numerous benefits as a result; More targeted mailing lists, better click rates, easier segmentation of opportunities, 30% of the database deleted.
Result: Over 300% rise in response rates to the first three invites sent after the project
Client: National Law Firm
Objective: Move us onto email
Client: 2,500-Person Global Law Firm
Objective: Personalised newsletter content
Result: Weekly newsletter tailored to 80,000 different contents. No contacts over-communicated with, or forgotten and missed off.
Client: 1,200-Person International Law Firm
Objective: Relaunch our CRM system
Client: 1,200-Person International Law Firm
Objective: Help our lawyers understand what is happening with their clients
Wondering why you can’t see which firm or person these short cases studies relate to?
Testimonials
“… helped us to boost bookings on our (pay per head) training courses significantly this year with targeted mailings…. and has resulted in direct revenue growth.”
“…[the database] seems to me to have one distinguishing feature from all other marketing databases I have encountered. It works in practice for users.”
“[the database] is a fabulous system and I am pretty sure unrivalled.”
“What Simon doesn’t know about CRM in professional services and database systems management isn’t worth knowing.”
“Simon is constantly pushing the boundaries of CRM in professional services and does so with considerable patience and good humour.”
“Having undertaken projects with many professional services firms, I can say hand-on-heart that Simon’s input into [company name]’s CRM strategy makes for one of the most effective I have come across.”
“He possesses the patience and persuasive charm to encourage organisations to buy into change and take-up of new systems.”
“He has a knack for keeping it simple for users but delivering real business insight and lucrative actions from the database.”
“Simon is enthusiastic, resilient and makes things happen. His knowledge of CRM systems is second to none. A true expert.”
“It is rare to find a self-confessed database geek with such a good sense of humour and such a good grasp on how IT can be used to really support the business.”
“I’ve not used a system this easy for a long time, or with such good quality data.”
“… helped us to boost bookings on our (pay per head) training courses significantly this year with targeted mailings…. and has resulted in direct revenue growth.”
“…[the database] seems to me to have one distinguishing feature from all other marketing databases I have encountered. It works in practice for users
“[the database] is a fabulous system and I am pretty sure unrivalled.”
“What Simon doesn’t know about CRM in professional services and database systems management isn’t worth knowing.”
“Simon is constantly pushing the boundaries of CRM in professional services and does so with considerable patience and good humour.”
“Having undertaken projects with many professional services firms, I can say hand-on-heart that Simon’s input into our CRM strategy makes for one of the most effective I have come across.”
“Couldn’t have won the client without it.”
“Useful as a prompt to get in touch with contacts.”
“I like seeing the relationships the firm has with contacts I’m about to meet.”