Maximum Lawyer

Mistakes Lawyers Make When Building Out Their CRM with Rob Petrie

May 28, 2024

Expert in Salesforce and business operations, Rob Petrie, discusses the benefits of using Salesforce for law firms, the importance of diverse teams in projects, and the challenges of getting lawyers to adopt new technology. He highlights the critical phases in building a CRM system and common mistakes to avoid, emphasizing the need for proper data cleanup and user acceptance testing before implementation.

26:10

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Episode guests

Rob Petrie

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Episode notes

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Quick takeaways

Invest in analysis and design phase before CRM implementation for law firms.

Translate Salesforce benefits to law firms and promote diverse team collaborations for success.

Deep dives

Benefits of Implementing Salesforce for Law Firms

Implementing Salesforce for small and medium-sized law firms can lead to improved operations. Salesforce can be valuable for firms looking to enhance their operations and manage potential clients efficiently. The transition to Salesforce may involve a crawl-walk-run approach, focusing on essential functionalities first.

Introduction

3min

Exploring Rob's Salesforce Journey and Advocacy for Small Businesses

2min

Efficient Software System Design and Implementation

16min

Concluding Contact Info, Promotions, and Team Insights

2min

Business Efficiency Tips and the Importance of Objectively Assessing Information

3min

Watch the YouTube version of this episode HERE

Are you a law firm owner who is looking to make business operations more efficient? In this episode of the Maximum Lawyer Podcast, Jim and Tyson speak with guest Rob Petrie, an expert in Salesforce and business operations.

Rob shares the reasons why Salesforce is a great tool and when businesses, especially small and medium sized businesses should use it for operations. What makes Salesforce so unique is that it has a user centric approach, where you tell the tool what you need from it. If you need to get certain pieces of information from a website, Salesforce provides it to you.

Since law and technology are two very different things, it can be a challenge to get lawyers on board with using a tool like Salesforce. It is best to have someone act as a translator to stand in the middle and make sure the customer, such as a law firm, can understand how the tool works and can bring that social aspect to a project. Diverse teams generate the best results, so having an array of people and personalities working on a project is the best way to get something done.

Take a listen to learn more.

03:32 The importance of investing in the analysis and design phase before building a CRM system

06:28 Common mistakes made by business owners and law firms when designing a CRM system, focusing on solving for the happy path and change management

08:40 The importance of data cleanup, migration, and user acceptance testing before the go-live phase, and the challenges faced during the initial launch period

13:26 The extensive capabilities of Salesforce as a business operations platform and the challenges of maximizing its potential

14:29 The common misconception about the need for integrations and the importance of simplicity in CRM system design

15:26 Challenges and strategies for dealing with non-technical clients and bridging the gap between technical and non-technical mindsets

17:25 The role of AI in Salesforce and its potential to enhance job roles

21:24 The importance of tracking and addressing process inefficiencies in business operations

Jim's Hack: Have dialogue with staff because what they say may surprise you and teach you something.

Rob’s Tip: When you see inefficiencies in your work, right it down. If you notice it frustrates you over and over, think about where your priorities are and change it.

Tyson's Tip: Understanding that you have a natural tendency to believe what people say. It is good to objectively look around things when people are not telling the truth.

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