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Marketing Platforms and CRM

Airtable Review for Attorneys 2022 | How to Set up an Affordable Case Management System [Video]

Airtable Review for Attorneys 2022 | How to Set up an Affordable Case Management System

πŸ‘‰ Book FREE tech audit session now: https://www.automationforlawyers.com/intro-call-1

Did you know that you can use Airtable to manage your cases, track leads of your law firm, and manage projects & office expenses?

And all this at a fraction of a cost of a traditional case management software.

Check out this tutorial to see how Airtable can help you digitize your practice, and why it’s a better alternative to Google Sheets & Excel.

Try out Airtable for yourself (affiliate link): https://airtable.com/invite/r/LUWJV7zP

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πŸ‘‡ Learn more & get expert help

1. Get FREE crash course on the 5 best tools for legal automation:
https://www.automationforlawyers.com/

2. Subscribe to the channel to not miss new videos:
https://www.youtube.com/channel/UCEKfJKLnJzEj_1QFl0SDOXw?sub_confirmation=1

3. Work with me and my team privately:
https://www.automationforlawyers.com/services

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πŸ’» Tools (by using these affiliate links you support the channel)

* Intake Forms, JotForm – https://www.jotform.com/?referral=Ysq0fhuV4o
* Sales CRM, Pipedrive – https://www.pipedrive.com/taf/LNMCTQ
* Case Management, Clio – https://app.clio.com/signup/?referral_code=AP-AFL
* Office Admin, Airtable – https://airtable.com/invite/r/LUWJV7zP
* Automation, Integromat – https://www.integromat.com/?pc=automationforlawyers

#law #automation #nocode

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Categories
Marketing Platforms and CRM

Salesforce Digital Experience - Improving Talks Series [Video]

Are you curious as to how Salesforce(SF) can be used other than a Sales customer relationship management (CRM) tool? SF provides CRM software and applications for not only for sales but also customer service, marketing automation, analytics, and application development.Β Specifically for Customer Service where SF allows the creation of a Portal or Digital Experience Site allowing external access to SF Resources. Join Marcus Vandenbent as he demo's a fully functioning SF Digital Experience site with not just the ability to log or view a clients cases but also have the ability to use AI to retrieve recommended Wiki articles based on the content of a case or a search.About Marcus - Marcus Vandenbent is a consultant for Improving Atlanta (IA) for close to five years and specializes in explaining the needs of a business in how it relates to relevant technologies, specifically the Microsoft Office 365 platform. Marcus has over 25 years of experience in Information Technology, implementing everything from the architecture of both small and large data centers, to providing IT related training, to designing enterprise disaster recovery solutions, to creating small simple content management sites, to administering internal business management systems, and to implementing large scale/high volume cloud based sites.Prior to joining IA, Marcus was a Sr. SharePoint Architect for ATT where he focused on architecture, supporting and maintaining a hosted SharePoint enterprise environment. Marcus has experience with many types of businesses including Healthcare, Staffing, Credit Providers, Telecom, Marketing, and Facilities Management.