Gain a Clear View: Track and Report on Your Business ...
Gain a Clear View: Track and Report on Your Business Development Efforts
Alexandra Sevilla
Marketing and Business Development Manager
Blank Rome LLP
Raquel Holder
Marketing Coordinator
Bryan Cave LLP
Jessamy Field
Client Relationship Manager
Howard Rice Nemerovski Canady Falk & Rabkin PC
Global Perspective
InterAction Peer Group
Agenda
Using InterAction Data to Communicate Metrics Where does the data come from? Presenting the data
Global Perspective
InterAction Peer Group
Alexandra Sevilla Blank Rome's CRM Environment
CURRENT ENVIRONMENT
9 offices, 2 business entities
Marketing team of 25
1310 users, 508 attorneys
Firm policy requires use of IA by all attorneys and staff.
InterAction v. 5.5 GA Universal deployment of Web Client, only Marketing team uses the Windows Client All users synchronized Active use of "test environment to implement upgrades, modules, application collaboration.
Global Perspective
InterAction Peer Group
Modules Opportunities Matters (in development)
Integrated Applications ContactNet (ERM) Tikit E-Marketing Suite West Monroe ClearSight Dashboard (in development)
Application Collaboration Accounting ? Elite Human Resources ? iVantage
A word about the Opportunities module
Track research, proposals, pitches, and RFPs through the Opportunities module. New business efforts are moved through four stages:
Researching Qualifying Developing Closing
Forecasting tools report on our success and workflow Only Marketing and Business Development professionals enter data in the Opportunities module
Global Perspective
InterAction Peer Group
Global Perspective
InterAction Peer Group
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