Use your CRM to drive sales.

Many law firms use their Clio Grow, LawMatics, and other CRMs to manage the onboarding process instead of managing the sales process.

With this course, you will learn to:

  1. Identify the activities that generate leads.
  2. Identify leads that are not progressing through the sales process.
  3. Track conversion rates by sales stage, salesperson, and lead type.
  4. Identify the firm's most valuable referral partners.

 

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