Tikit Connect is a simple client relationship management (CRM) tool developed specifically for law firms.
It sits within the familiar Outlook environment and helps firms maintain up-to-date contact details with minimal fuss, as well as helping to deliver accurately targeted e-marketing campaigns.
Tikit Connect provides:
A single point of data entry
Contacts added to Outlook can be simultaneously added to Tikit Connect. This means there is no duplication of contact data and because contact data is synchronised between both systems, the contact record in Outlook is always identical with that in Tikit Connect.
Tikit Connect allows firms to capture the preferences of their contacts through firm specific segmentation / tracking fields. Remembering contact preferences is a key factor in showing the contact that they are important to the firm. Continually asking them the same questions gives the impression that they are just a number.
Contacts and companies can be comprehensively profiled. Profile and activity data can be used in combination to search for and accurately target, tightly focused groups of contacts.
Tikit Connect makes it straightforward and quick to generate, send and manage bulk emails. It is based on the core concept of ‘closed loop communications’ – which is to say it records the results of a firm’s emarketing interactions direct in to the CRM. What’s more there are no additional costs, regardless of how many emails you send.
Flexible design options
No need to bring in third parties to create emails. Firms can create, amend and design their own templates in-house, in a system that gives infinite flexibility.
An inbuilt event management tool tracks event participants and their preferences. It also provides the ability to look at the success of events throughout the year and generate ROI metrics.
Track marketing activity
Marketing activity can be tracked at the individual contact level. Leads from the firm’s website, emails received and events attended etc. can also be tracked. Everyone in the firm can see which communications and events their contact has been invited to and the level of engagement by that contact.
Contacts clean their own data
In addition contacts can manage their contact details and mailing preferences. This makes a major contribution to helping maintain high quality contact information, it promotes opt-in marketing best practices and greatly assists the firm in their data / spam compliance initiatives.
Tikit Connect keeps track of who has been communicated with, which mailings they’ve received and how they’ve responded to each one. It records message clicks, opens, categories, exclusions, bounce-backs and failures. It empowers users to target and refine marketing activity to generate the strongest ROI. The system automatically calculates a score for each contact based on their response to marketing activity – the ‘Marketing Engagement Index’. This gives a measure of how engaged a contact is with a firm’s marketing communication and how that engagement is changing over time.
The inbuilt compliance functionality facilitates compliance with GDPR, CCPA and CASLS legislation.
Click here to see how Tikit Connect fits in to Tikit’s marketing and business development ecosystem.
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