Everything you need to know about our upcoming ERM solution
Yesterday at ILTACON we were excited to announce the upcoming release of its highly anticipated Enterprise Relationship Management (ERM) functionality, designed to enhance the capabilities of our legal-specific CRM offering, Client Engagement. This innovative addition to the Peppermint suite of solutions is set to revolutionise how law firms approach business development, marketing, and client relationship management.
Peppermint's ERM is tailored to address the unique needs of the legal industry, which thrives on relationships and trust. As a natural extension of Peppermint and the Microsoft ecosystem, ERM complements existing investments and empowers business development and marketing teams to overcome the challenges they face in understanding their firm's relationship networks.
"With our robust pedigree in understanding the distinctive needs of law firms when it comes to technology, Peppermint is proud to introduce ERM functionality that enriches our Client Engagement solution," said Emma France, Product Manager at Peppermint. "We have designed our ERM solution to simplify strategic networking, client nurturing, and relationship cultivation - vital aspects of business development in the legal industry."
The Peppermint ERM solution leverages existing connections and communication data within Microsoft Teams, Outlook, and Client Engagement to formulate and score relationships. Furthermore, our solution has been designed to be extensible to leverage relationship data from other customer sources. This powerful tool maps and visualizes internal networks of engagement, providing avenues for new client acquisition, business development opportunities, and succession planning.
The first iteration of Peppermint ERM is set to be released at the end of this year to key customers as part of our private preview program. The solution will be generally available to all customers in early 2024.
FAQs
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Our ERM will offer a range of features including strategic networking, data-driven insights, efficient contact management, seamless succession planning, and the identification of growth opportunities. It also offers a seamless integration with Microsoft technology.
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Our ERM will provide robust insights at both account and contact level by analysing relationship health and trends. This feature can guide your teams in crafting more effective, personalised marketing and business development strategies.
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Our ERM will analyse your firm's relationships with clients to identify new business opportunities. This feature provides a visual, easy-to-navigate view of these opportunities, simplifying the identification process.
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Our solution proactively monitors client loyalty and relationship trends. It acts as an early warning system for deteriorating relationships, allowing your team to act quickly to maintain strong bonds with clients and increase retention rates.
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Yes, our solution aids in succession planning. It identifies other members in your firm who maintain strong relationships with clients, helping to ensure a smooth transition when key members change roles.
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The contact data capture feature populates and updates contact forms by connecting to Outlook, Client Engagement and Microsoft Teams. This feature ensures your team always has up-to-date information, improving efficiency of outreach efforts.
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By providing a clear understanding of the networks and relationships within and outside your organisation, our solution identifies potential leads for new business opportunities. This feature turns the challenge of lead generation into a streamlined process, helping to drive business growth.
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We are planning to release the first iteration of our ERM solution at the end of this year, however this would be for early adopters only. The solution will be publicly available early 2024.