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Womble Carlyle Sandridge & Rice, LLP

Winston Salem, North Carolina

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CRM Strategy

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Data Quality & User Engagement

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Data Management Applications

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Southern Charm

Products Implemented

The Client’s Story

“We have a very talented team of people at the firm, but I have no doubt that engaging Stanton Allen gave us the expertise and the momentum to realise our goals”.

Anne Reavis

Director of Business Intelligence, Womble Carlyle Sandridge & Rice LLP

Womble Carlyle prides itself in providing value by combining professional skill, technology, and a thorough understanding of its clients’ needs to deliver high quality, cost-effective and responsive services. At the heart of this clear identity is putting the needs of clients at the heart of the firm’s strategy. As such, the firm recognizes that there is a requirement to use technology to support the strategy.

The firm engaged Stanton Allen to assist it in defining a CRM Roadmap to enable the firm to exploit its technology to ensure that it better identifies and responds to the needs of its clients. Anne Reavis, the Director of Research & Business Intelligence at Womble Carlyle, is very clear on why the firm approached Stanton Allen to assist. “Stanton Allen has an incredible reputation for being able to quickly identify the processes and procedures that need to be put in place to ensure that the technology supports our strategy.”

“We engaged Stanton Allen to create a detailed roadmap of what we needed to do with data, technology, training and communications to help us to realize our vision and put together a plan to keep us on track”.

The work started by undertaking a detailed audit of the data and user behavior, and this helped inform strategy workshops that were conducted with key stakeholders. “One of the key things that came out of the work” says Jason Harriss, the lead consultant on the project, “was that it was clear that there was a need to implement more automation around the management of data. The firm had always adopted an opt-in approach to contact sharing and it really needed to implement an opt-out approach”.

Following Stanton Allen’s advice, Womble Carlyle implemented gwabbit® and Smart Connect® to move to a passive data collection strategy. The firm also worked very closely with the Stanton Allen team to simplify existing data management settings.

While the data management work was going on, the project team were working on the creation of business development reports and to look at how integration with the firm’s other systems could further automate the way the firm works.

“We have a very talented team of people at the firm” concludes Anne “but I have no doubt that engaging Stanton Allen gave us the expertise and the momentum to realize our goals”.

SA Consultants