5 BD Tools for your Christmas List

Looking for quality stocking fillers that will advance your law firm this Christmas?

Check out this article for 5 impressive BD tools that will help you advance and leverage your law firm in 2022.

This is the time of year we tend to create wish lists and think about how we might improve the quality of our lives in the upcoming year.

Fortunately, for those of us involved in marketing and business development for professional services firms, there are a number of basic tools that can hugely assist us in our endeavours to attract not just more but better quality work.

Technological advancement has been huge in recent times and never more important due to the remote working situation forced on us by the pandemic.

Many of you will already have these things in place and so may just need an upgrade or at least a commitment to make more use of them in the next 12 months.

Here are just 5 that should appear on your list of presents for this year.

1. CRM Tool

The quality of your database and how you communicate with it will be paramount to your success. Too few firms dedicate sufficient time to maintenance and keeping lists of clients, prospects and referrers up to date. Many smaller firms still rely on a spreadsheet.

The biggest issue with CRM is having the discipline and accountability to input the raw data. I have worked with organisations who invested in excess of $100,000 a year on a Salesforce licence but couldn’t put in place the culture to reap the benefits of using it.

There are now tools available such as www.nexl.cloud which do not require any data input but instead use the records from your email and calendar systems to give you the information you need. This program also has an Artificial Intelligence tool to help you find prospects. Recommended.

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WRITTEN BY ALISTAIR MARSHALL