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Trust the Process (Management): All About the Modern World of CRM with Wendy Wylde

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Manage episode 481680754 series 2891970
Content provided by Breaking Media and Jared Correia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Breaking Media and Jared Correia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

I talked with an implementation consultant about how to best leverage your law firm CRM.

Episode Highlights

03:32 - Wendy Wylde’s approach to problem-solving.

05:26 - Transition from Lawmatics to independence.

06:33 - From chemistry teacher to legal tech consultant.

09:36 - Importance of starting with simple automations.

11:02 - Overcoming resistance to automation in law firms.

13:47 - Documenting processes for a predictable outcome.

16:46 - The significance of CRMs for law firms.

19:04 - Using data for better firm reporting.

21:40 - Business versus legal-specific CRMs.

23:35 - Standard operating procedures as business assets.

25:05 - Potential AI innovations in CRMs.

Episode Resources

  continue reading

162 episodes

Artwork
iconShare
 
Manage episode 481680754 series 2891970
Content provided by Breaking Media and Jared Correia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Breaking Media and Jared Correia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

I talked with an implementation consultant about how to best leverage your law firm CRM.

Episode Highlights

03:32 - Wendy Wylde’s approach to problem-solving.

05:26 - Transition from Lawmatics to independence.

06:33 - From chemistry teacher to legal tech consultant.

09:36 - Importance of starting with simple automations.

11:02 - Overcoming resistance to automation in law firms.

13:47 - Documenting processes for a predictable outcome.

16:46 - The significance of CRMs for law firms.

19:04 - Using data for better firm reporting.

21:40 - Business versus legal-specific CRMs.

23:35 - Standard operating procedures as business assets.

25:05 - Potential AI innovations in CRMs.

Episode Resources

  continue reading

162 episodes

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