Embracing Practice Automation (3)
To successfully automate a practice key digital tools would include:
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NetDocuments: The document management system of choice. Flexible, scalable and some very neat features.
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KYC: A fully integrated digital tool used for combing international databases to satisfy know-your-client regulations across jurisdictions.
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Salesforce: This CRM platform appears very frequently in the usage list, as it automates sales, marketing, and customer service processes.
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Mailchimp: Many of our community use this email marketing platform to automate communication campaigns and provide detailed analytics.
Practice automation is a necessary evolution for professional service firms aiming to thrive in a competitive and fast-paced environment. Secure your place in the future of professional services.
To learn more, read the full newsletter: https://www.bilabl.io/newsletter/embracing-practice-automation