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Join us at the following events to discuss how we can support your

software, services, and overall business performance needs.

The 26th Annual Marketing Partner Forum

January 23-25, 2019
Dana Point, CA

Many firms see their CRM system as an essential tool but are missing out on how to fully deploy and integrate it in a way that can deliver greater business value. Wilson Legal Solutions and Stanton Allen have combined our collective expertise to remedy this situation with a focused CRM practice. Whether you’re in the early stages of a CRM implementation or have a system in place, we can help your firm realize the full return on its CRM investment. Our CRM experts provide support and advice in the following key areas:

  • CRM Vision and Strategy
  • Data Management Strategy and Implementation
  • Data Integration
  • Data Cleaning and Data Management
  • Report Development
  • Marketing Communications and eMarketing strategy and implementation
  • Training and Education

We provide best-of-breed CRM and data consultancy and services to the professional services sector. We achieve this by:

  • Maintaining a thorough understanding of all the CRM products in the market and how they might benefit our clients and potential clients;
  • Developing our own products and services that ensure our clients can maximize the return on the investment they have made in CRM technology;
  • Maintaining strong relationships with the software providers in the professional services markets and those clients that use their solutions.

Join us at the Marketing Partner Forum to explore Wilson’s and Stanton Allen’s unprecedented range of software, strategic consulting, and implementation services. We empower firms to enhance client life cycle management by using data and software more effectively — from business development and client acquisition to service delivery and operations, to billing and collections. We’ve worked successfully with over 700 organizations globally, enabling them to gain greater insight from their existing data and execute more effectively based on those insights. Our specialized solutions and expertise enable you to build stronger relationships, work more efficiently, and run more profitably.

Contact us to learn more or to set up a one-on-one meeting.