Customer Relationship Management Software with Erik Bermudez

Jared talked with Erik Bermudez of FileVibe about CRM Software and why some law firms are not using CRMs.

Highlights

• CRM: Customer Relationship Management Software - 1:40
• What allows a CRM - 2:05
• CRM are cloud-based - 2:22
• A lot of law firms are not using CRMs - 2:55
• One of the biggest challenges that they have - 4:18
• Having a CRM in place - 7:19
• How legal operates - 10:13
• Managing your leads better - 13:45 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Erik Bermudez
• [email protected]
• https://www.filevine.com/