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At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Streak for Gmail Works As a Free CRM From Your Inbox

The Problem

The client, a lawyer, was having trouble keeping up with his own clients. There are varying progressive steps to full litigation and settlement, and the client needed a way to see that the cases he represented made it through the entire legal process. From start to finish, the client file needed to be tracked at whatever stage it was in.

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Enter Mass Amounts of Data Into CRM System

The Problem

Both the client and our team were spending a significant amount of time focusing on data entry into their CRM. This system, Client Look, was supposed to be a functional way to house customer data. However, it was far from useful without any contacts or information in it.

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Automate Client's Contracting Process

The Problem

The client had a standard procedure that she followed, aided by the work of our team, in which she took on new customers. This is a weekly process that involved a lot of the same steps: introductions, scheduling meetings, contracts, and eventual business partnership. However, in this process, there were lots of steps that required manual work. There was no system in place to remind the team to send out contracts for example, so they relied solely on their own memory to do it.

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