15-20%Increase in the number of processed cases
93%Fewer clicks during routine work
+40-60Extra matters per case staff
It’s no longer about what a product can or cannot do. It is about what is the product team willing to do to help
The Morgan & Morgan team needed a synchronization tool for Outlook and Salesforce that would offer attorneys, paralegals and case staff access to CRM records from Outlook. The solution would enable teams to work more efficiently, increase CRM adoption, and cut time on the administrative part of their work.
They literally emailed to their staff, saying “hey, create a task to do this” or “hey, update this record.
Implementing SmartCloud Connect
With SmartCloud Connect, Morgan & Morgan can utilize Salesforce to its full capabilities inside the Outlook interface that they are familiar with, leveraging a deep integration with SpringCM (document management system) and SmartCloud Connect customization, geared towards the workflows and peculiarities of the legal field.
SmartCloud Connect has been awesome with everything that they’ve done for us to build the requirements.
The top KPI for Morgan & Morgan was productivity, which they measure in regards to how many tasks a case staff member can perform in a day. Attorneys praise SmartCloud Connect for enhancing productivity, facilitating Salesforce adoption, and giving them real-time results.