Inspired by an actual law firm best practice, the industry's latest generation list manager replaces stale, bloated volumes with compact, streamlined lists that optimize attorney response rates, boosting the quantity and quality of event attendance.


  Download Allen Matkins' list management best practice case study.

Download Allen Matkins' list management best practice case study.

Inspired by a new industry best practice -- invented by a law firm

As is the case with most major law firms, Allen Matkins’ CRM event mailing lists were too big and too stale. Attorneys resisted committing the time needed to review sponsorship lists before event mailers. The result: sub-optimal attendance with fewer decision makers present at Allen Matkins events.

The firm tried a variety of solutions to engage their attorneys and create more potent mailing lists – without success.

  Download our new List Manager collateral and find out how you can build and optimize lists to boost attorney response and event attendance.

Download our new List Manager collateral and find out how you can build and optimize lists to boost attorney response and event attendance.

Then one day, Helen Rizzo, Allen Matkins’ Marketing Technology Administrator, had a brainstorm: cross-reference their CRM sponsorship lists with gwabbit ERM reports. She applied gwabbit ERM filters to focus on contacts with high relationship scores, then used the resulting gwabbit list to pare down and optimize the firm’s CRM sponsorship lists.

The results?

  • Lists were compacted by 75%
  • Attorney vetting jumped to 78%
  • Event attendance jumped by 20%
  • Percentage of event decision-makers: 83%

Overnight, Allen Matkins changed the industry with a powerful new best practice. We've taken that best practice and turned it into the industry's most effective list manager:


ERM-turbocharged lists. A revolution in list management!

Old school CRM list management: big, bloated, stale manual lists. Attorney push back. Low response quantity and quality.

New school ERM list management: smart, compact lists. Automatic contact add recommendations. High attorney participation. High response quantity and quality.

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Features:

  • Fast easy list creation and editing: Create or augment a list simply by dragging and dropping colleagues or groups to source contacts.
  • Automatically recommend new contacts: based on colleague relationships
  • Turbocharge your list: with ERM filters on relationships strength, industries, companies, job titles, geographies and date of last contact
  • Discover colleague relationships: automatically find colleagues associated with orphan contacts!
  • CRM sync:  sync your list with your favorite CRM or other application!
  • Easily vet your lists: with colleagues or assistants with one click!

 

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ERM filters transform bloated stale lists into compact smart actionable lists...

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Choose an existing list or easily build a list from scratch

Start by either selecting an existing CRM or gwabbit list or create a new one from scratch. To create a new list, simply name it and drag & drop the colleagues or groups whose contacts you want to include into the list. List Manager automatically pulls these colleagues’ contacts into your new list. If your list is an existing CRM list, the edits made to the list throughout the list management process will be reflected on the CRM side.

   Select an existing list to edit from your favorite CRM or build a list from scratch.       When you’re done editing an existing list, List Manager syncs it with your CRM!

Select an existing list to edit from your favorite CRM or build a list from scratch. When you’re done editing an existing list, List Manager syncs it with your CRM!

   Building a list or adding contacts to an existing list is easy! Just drag & drop colleagues or groups to pull their associated contacts into the list.

Building a list or adding contacts to an existing list is easy! Just drag & drop colleagues or groups to pull their associated contacts into the list.


Vet your lists

Now send your list to attorneys or assistants for vetting. Here's how:


Select attorneys. Click "send"

That's pretty much it. Select the attorneys (or proxies) you wish to vet your list and click "Send." There's an option to resend the list to those that didn't respond to your first mailer, just in case some of your attorneys need a reminder.

  Simply drag & drop colleagues or their proxies into your alert distrib list. You can easily remind those who haven't returned their lists without adjusting your distrib list.

Simply drag & drop colleagues or their proxies into your alert distrib list. You can easily remind those who haven't returned their lists without adjusting your distrib list.

List alert

Your attorneys and assistants receive an alert. They can either click on the embedded link to view and vet the list or, alternatively, they can open the attached Excel spreadsheet.

List review

When your attorneys click the alert link, they see the list, populated with their contacts. If you want, you can send multiple lists for your attorneys to vet at the same time. Your attorneys or assistants can deselect the contacts they wish to remove from the list. They can also strike contacts from your CRM as well.

  When colleagues or proxies click the alert link, they see the contacts in their list. Simply deselect contacts to exclude from the list. Colleagues may review multiple lists at once, if desired. 

When colleagues or proxies click the alert link, they see the contacts in their list. Simply deselect contacts to exclude from the list. Colleagues may review multiple lists at once, if desired. 


Edit contacts (optional)

Users with edit privileges can edit contacts, if needed. New contacts discovered by gwabbit can even be reviewed before adding to your CRM!

  Review and edit new contacts discovered by gwabbit before they're added to your CRM!

Review and edit new contacts discovered by gwabbit before they're added to your CRM!

  gwabbit List Manager syncs with all major CRMs as well as other applications. Additionally, lists may be exported to Excel.

gwabbit List Manager syncs with all major CRMs as well as other applications. Additionally, lists may be exported to Excel.

Sync to CRM. Export.

gwabbit syncs contacts with existing CRM lists. For sponsorship lists, when an attorney removes their sponsorship from a contact in List Manager, the corresponding sponsorship in the CRM list is also removed.

Alternatively, lists may be exported in Excel. 

That’s it! Boost the quantity and quality of mailer response with turbocharged lists while slashing your workload. That’s gwabbit List Manager!