Salesforce integration | Manage leads more effectively

What is Salesforce?

Salesforce is a leading customer relationship management (CRM) system that helps businesses across various sectors enhance interactions with prospective and existing customers. It has a suite of powerful tools that enable companies to track client details, preferences, and communication history, and empower sales professionals to nurture leads and close deals effectively.

By offering a comprehensive view of a customer’s interactions with a business, Salesforce promotes transparency, improves collaboration, and ensures an exceptional client experience.

What are the benefits of integrating Salesforce with Lawsyst?

Lawsyst is designed to enhance law firm efficiency by streamlining routine tasks, automating manual processes, and centralising all aspects of matter management. Integrating Salesforce with Lawsyst has several significant advantages, including:

Creating a single source of truth: Lawsyst’s Salesforce integration allows users to store, update, and manage client and lead data from a single, easily accessible platform. This removes the need to constantly switch between systems and ensures that vital information remains accurate and up to date.

Enhanced lead management: With powerful marketing automation features, Salesforce and Lawsyst allow law firms to create targeted email campaigns, automate follow-ups, and send timely feedback requests. Lawyers can convert high-intent prospects into paying clients while tracking success rates to refine marketing strategies for optimal results.

Improved client communication: Integrating Salesforce with Lawsyst ensures that all client interactions, including phone calls, emails, and social media messages, are recorded accurately and remain easily accessible. This ensures that you firm can maintain clear communication records and use this information to deliver a seamless, client-focused experience.

Advanced reporting features: Salesforce’s customisable dashboards and reporting tools provide valuable insights into your day-to-day operations. Law firms can use these features to analyse individual and team performance, celebrate achievements, and identify ways to drive continuous improvement.

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Connect other essential business tools to our practice management system

Lawsyst integrates with numerous platforms and systems used by legal professionals in their everyday operations, helping to save time, reduce manual tasks and boost productivity.

Microsoft 365

Synchronise your calendars and manage matter-related documentation from a central location. With Lawsyst’s Microsoft Word and Outlook integrations, you can ensure optimal case management efficiency at all times.

Legal accounting systems

Streamline routine financial management tasks by connecting to your Xero accounting software or our MTD-ready VAT return system. Lawsyst's legal accounting integrations give you greater control over cash flow, enable accurate record-keeping, and ensure industry compliance.

Data visualisation platforms

A better way of understanding your data. With our integrations for Power BI, Looker Studio, and Tableau you can visualise your data in real time to uncover trends, correct inefficiencies, and make better business decisions.

Alternative CRM systems

Use another CRM platform for scoring leads, managing prospects, and engaging clients? Explore our intuitive HubSpot and SugarCRM integrations to strengthen your relationships with potential and existing customers.

Frequently Asked Questions

How does Lawsyst’s integration with Salesforce work?

Lawsyst’s integration with Salesforce allows lawyers to benefit from the key features of each platform, enabling you to manage client relationships, automate workflows, and access data from a single system.

How does the integration improve efficiency for law firms?

By streamlining lead and matter management and reducing data duplication, our Salesforce integration enhances law firm productivity and enables your team to focus on delivering exceptional outcomes for your clients.

Does this mean my firm can access all client data in one place?

Yes, our Salesforce integration creates a single source of truth, ensuring that all client and lead information is stored, updated, and accessible within one platform.

Does the integration support marketing automation?

Yes. Salesforce’s marketing automation tools enable law firms to create targeted email campaigns, schedule follow-ups, and send client feedback requests to nurture leads and improve engagement.

How does the integration enhance lead management?

Salesforce helps you to track leads, automate check-ins, and analyse conversion rates, allowing you to refine your marketing strategies and maximise client acquisition.

Can I track and record client communications in one system?

Yes, all interactions, including emails, phone calls, social media messages, and case-related updates, are logged via two-way synchronisation. This means that you have access to a comprehensive communication history regardless of which system is in use.

Can Salesforce help with reporting and analytics?

Yes, Salesforce’s customisable dashboards and reports provide insights into client satisfaction, engagement levels, team performance, and business growth opportunities.

Can the integration be customised to fit my law firm’s needs?

Yes, the integration is highly customisable, allowing firms to tailor workflows, reporting requirements, and client management processes to suit their specific needs.

How does your Salesforce integration improve collaboration among team members?

By centralising client and case data, the integration enables better collaboration by ensuring that all team members have access to up-to-date information.

How does Salesforce help with client retention?

By tracking client interactions, automating follow-ups, and providing insights into satisfaction levels, Salesforce helps law firms maintain strong client relationships.

Will I need extensive training to use your Salesforce integration?

Not necessarily. Lawsyst’s integration with Salesforce is designed to be user-friendly, and training resources are available to help teams transition smoothly.

How do I get started with integrating the two systems?

Getting started is simple. Get in touch with our sales team via phone, email or contact form and we'll do the rest.

If there’s anything we haven’t covered here or you have any specific questions about your account, just let us know and we’ll be happy to answer them. If you’re not a customer yet but curious about our plans, contact us

Lawsyst and Salesforce: Effective lead and client management