“Attorneys without a CRM are simply not equipped for long-term success. The reality is, when you’re investing in marketing, the data you capture will eventually outgrow your ability to manage it if you’re relying on manual systems instead of automations. Therefore, your firm can’t grow without a CRM.
We’ve worked with attorneys who do fine using Google Sheets, especially with minimal ad spend, but they know it’s not a permanent solution. At some point, future success will require a more robust system. If you use Google Sheets that’s great, but recognize its limitations. If you’re ready to scale, you will need a CRM.
If you’re not convinced, attorneys who allow us management view access to their CRM—not administrative access, just the ability to see and analyze data—are the ones who thrive. In fact, an analysis of our program’s accounts this year showed that attorneys who gave us access had a 6x higher likelihood of scalable success than those who didn’t.
Trust is a crucial factor when it comes to sharing system access. However, if you’re paying a marketing agency thousands of dollars a year to act as your outsourced marketing department, clear agreements should be in place about what data can and cannot be shared. Transparency ensures both parties can work effectively together.
Ultimately, having a CRM positions attorneys for success. When they’re willing to collaborate and share data, their potential for scaling their practice grows exponentially.“
– Hugo Gomez, Founder (Abogados NOW)