Barings Law use Zoho to achieve end-to-end case management

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  • Опубликовано: 5 сен 2023
  • Hear from Melanie Cope Machial, Head of Marketing and Technology, and Jessica Howkins, Digital Marketing Executive, as they explain how Barings Law sought a CRM solution to handle litigious claims but discovered the powerful Zoho One bundle and its far-reaching benefits along the journey. First leveraging Zoho CRM, Barings built a customised platform to handle the bulk-processing of thousands of claims, reflect legal pipelines and capture client feedback. Integrating Zoho Sign and Workdrive resulted in increased functionality for document signing and storage within the CRM. Meanwhile, Zoho Flow effortlessly connected the CRM with Barings' third-party apps where required. Finally, half a million Barings subscribers now seamlessly receive data-gathering and promotional emails via Zoho Campaigns and topical updates are communicated to the company's followers via Zoho Social.
    What's more, the Zoho One bundle has consolidated the business's tech stack, saved significant costs and facilitated working from home for paralegals. As Melanie reveals, "Technology is not quite where it needs to be to support most law firms, so thank goodness we found Zoho."
    Zoho One: www.zoho.com/one/
    Zoho CRM: www.zoho.com/crm/
    Zoho Sign: www.zoho.com/sign/
    Zoho Workdrive: www.zoho.com/workdrive/
    Zoho Flow: www.zoho.com/flow/
    Zoho Campaigns: www.zoho.com/campaigns/
    Zoho Social: www.zoho.com/social/
    Barings Law: baringslaw.com/
    Read more here: www.zoho.com/one/barings-law....
    TIMESTAMPS
    00:19 "We make justice accessible to all" - Meet Barings Law
    01:21 Tech challenges in the law industry
    02:46 Zoho CRM creates an end-to-end case management platform
    08:47 Zoho Workdrive safely stores case file documents
    10:22 Zoho Sign automates and tracks the signing of legal correspondence
    12:26 Zoho Flow connects Zoho CRM and Writer with Formstack
    13:24 Zoho Campaigns syncs with Zoho CRM for highly personalised emails
    18:54 Zoho's embedded tools are a copywriter's best friend
    19:28 Zoho Social saves Barings Law £250 per month
    21:21 Zoho One delivers cost-savings, tight integrations and complete security
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Комментарии • 3

  • @MaahirMomtaz12
    @MaahirMomtaz12 6 месяцев назад

    I had no idea that the Social app allows you to multi post across your social media sites that's impressive

  • @RkcRaju7250
    @RkcRaju7250 11 месяцев назад

    Im 12th pass are you zoho hire me but no skills