Data Management Apps & Data Quality
User Engagement & Training
The Client’s Story
“We selected Stanton Allen to work with us on this critical project because of their significant success with our peers and understanding of the business development pipeline”.Karen Mosley
By innovating and working effectively as a team to deliver the best service to its clients Wedlake Bell is one of the leading mid-size full service firms. The firm engaged Stanton Allen to assist them with the selection and implementation of a new CRM system.
“My focus is very much on continuing to build on our excellent reputation” says Karen Mosley, Head of Marketing & Business Development at the firm “and as such myself and Martin Arnold our Managing Partner, recognised we needed to implement leading edge technology to help us achieve our goals. We selected Stanton Allen to work with us on this critical project because of their significant success with our peers and understanding of the business development pipeline.”
Stanton Allen were initially engaged to work with the firm to identify their detailed requirements and select a vendor. In the end the firm implemented InterAction towards the end of 2014. “We felt really positive about the process” continues Karen “but we realised fairly quickly, that was only the beginning.”
Following the successful deployment and the delivery of training to all the users, Stanton Allen were retained to provide on-going data management and training support. “One of the best things we did” says Laura Harris one of the consultants involved “was to provide a weekly training surgery for users where we would spend 1:1 time with any secretary or lawyer resolving any detailed questions that they had, as a result we have seen usage of the system at exceptionally high levels”.
Now nearly two years in to the implementation, Stanton Allen have also developed a number of cross-selling and financial dashboards, based on combining data from the firm’s practice management system and InterAction. “Whilst there is a temptation during implementation to focus on inputs” adds Sarah Bodenham the lead technical consultant on the project “in the end CRM success is really all about the outputs and so it was a logical next step to combine the data from CRM and Practice management to provide really valuable business information”.