List Manager. gwabbit

Size: px

Start display at page:

Download "List Manager. gwabbit"

Emery Sullivan
6 years ago
Views:

1 gwabbit List Manager Inspired by an actual law firm best practice, the industry's latest generation list manager replaces stale, bloated volumes with compact, streamlined lists that optimize attorney response rates, boosting the quantity and quality of event attendance.

gwabbit List Manager inspired by an actual law firm best practice As is the case with most law firms, Allen Matkins CRM event mailing lists were too big and too stale.

Then one day, they had a brainstorm: cross-reference their CRM sponsorship lists with high relationship score gwabbit ERM contacts. The results?

2 gwabbit List Manager inspired by an actual law firm best practice As is the case with most law firms, Allen Matkins CRM event mailing lists were too big and too stale. Attorneys resisted committing the time needed to review sponsorship lists before event mailers. The result: sub-optimal attendance with fewer decision makers present at Allen Matkins events. Then one day, they had a brainstorm: cross-reference their CRM sponsorship lists with high relationship score gwabbit ERM contacts. The results? gwabbit List Manager was inspired by Allen Matkins campaign best practice, cross-referencing high-scoring ERM contacts with CRM sponsorship lists to produce streamlined lists with boosted event attendance. Lists were compacted by 75% Attorney vetting jumped to 78% Event attendance jumped by 20% Percentage of event decision-makers: 83% Overnight, Allen Matkins changed the industry with a powerful new best practice. We've taken that best practice and turned it into the industry's most effective list manager: ERM-sourced lists is gwabbit s latest revolution in knowledge asset management. Fresh new contacts are automatically recommended, based on colleague relationships, replacing traditional manual list management. Optimize your lists by relationship strength and other criteria, then easily vet and sync with your CRM!

ERM-turbocharged lists. A revolution in list management! Old school CRM list management: big, bloated, stale manual lists. Attorney pushback. High bounce back. Low response quantity and quality.

3 ERM-turbocharged lists. A revolution in list management! Old school CRM list management: big, bloated, stale manual lists. Attorney pushback. High bounce back. Low response quantity and quality. New school ERM list management: smart, compact lists. Automatic contact add suggestions. High attorney participation. High response quantity and quality. ERM smart filters focus your lists on the most actionable contacts! Distinguishes existing list contact from automatic new contact suggestions Automatically suggests new list contacts based on colleague relationships List Manager can automatically associate orphan contacts with colleagues Features: Fast easy list creation and editing: Create or augment a list simply by dragging and dropping colleagues or groups to source contacts. Automatically recommend new contact recommendations: based on colleague relationships Turbocharge your list: with ERM filters on relationships strength, industries, companies, job titles, geographies and date of last contact Discover colleague relationships: automatically find colleagues associated with orphan contacts! CRM sync: sync your list with your favorite CRM or other application! Easily vet your lists: with colleagues or assistants with one click!

ERM filters transform bloated stale lists into compact smart actionable lists Filter by relationship strength for most relevant contacts that attorneys will recognize Job title filter focuses on the

4 ERM filters transform bloated stale lists into compact smart actionable lists Filter by relationship strength for most relevant contacts that attorneys will recognize Job title filter focuses on the right roles for your event Geo filter selects the right city or region Select contacts with minimum required fields Contact activity enables selection of contacts by date of last engagement Industry filter constrains lists by NAICS or SIC industry codes Company filter allows contacts from specific companies

Choose an existing list or easily build a list from scratch Start by either selecting an existing CRM or gwabbit list or

To create a new list, simply name it and drag & drop the colleagues or groups whose contacts you want to include into the

If your list is an existing CRM list, the edits made to the list throughout the list management process will be reflected on

com gwabbit contact alert Today at 10:47 AM Select an existing list to edit from your favorite CRM or build a list from

Building a list or adding contacts to an existing list is easy!

Vet and sync your lists gwabbit Contact list alert gwabbit has found new contacts to review for your mailing lists.

xlsx The last step is to vet your list, then sync with your CRM or other applications.

5 Choose an existing list or easily build a list from scratch Start by either selecting an existing CRM or gwabbit list or create a new one from scratch. To create a new list, simply name it and drag & drop the colleagues or groups whose contacts you want to include into the list. List Manager automatically pulls these colleagues contacts into your new list. If your list is an existing CRM list, the edits made to the list throughout the list management process will be reflected on the CRM side. gwabbit To: Andrew Jones Reply-To: admin@gwabbit.com gwabbit contact alert Today at 10:47 AM Select an existing list to edit from your favorite CRM or build a list from scratch. When you re done editing an existing list, List Manager syncs it with your CRM! Building a list or adding contacts to an existing list is easy! Just drag & drop colleagues or groups to pull their associated contacts into the list. Vet and sync your lists gwabbit Contact list alert gwabbit has found new contacts to review for your mailing lists. Click here to review your contacts online. An Excel spreadsheet is also attached for offline review. Andrew Jones list.xlsx The last step is to vet your list, then sync with your CRM or other applications. Distribute your list to colleagues or proxies using List Manager s alert utility. A built-in reminder function allows easy alert resends to those that haven t returned their lists. Once you ve finished vetting your list, sync it with your CRM or other applications with one click! That s it! Boost the quantity and quality of mailer response with turbocharged lists while slashing your workload. That s gwabbit List Manager! info@gwabbit.com Copyright gwabbit, Inc. gwabbit is a registered trademark of gwabbit, Inc.

Why do more AmLaw 100 firms use gwabbit than all other ERM/DQMs combined?

gwabbit Compare Why do more AmLaw 100 firms use gwabbit than all other ERM/DQMs combined? It s hard to do what we do for a living. Don t take our word for it. Check our competitors references. Check ours