Client Feedback
“What Simon doesn’t know about CRM in professional services and database systems management isn’t worth knowing”
“Simon is constantly pushing the boundaries of CRM in professional services and does so with considerable patience and good humour”
“Having undertaken projects with many professional services firms, I can say hand-on-heart that Simon’s input into Pinsent’s CRM strategy makes for one of the most effective I have come across”
“He has a knack for keeping it simple for users but delivering real business insight and lucrative actions from the database”
“Simon is enthusiastic, resilient and makes things happen. His knowledge of CRM systems is second to none. A true expert”
“It is rare to find a self-confessed database geek with such a good sense of humour and such a good grasp on how IT can be used to really support the business”
Promptr is the brainchild of Simon McNidder, a double award-winning CRM Database Consultant with over 20 years of CRM professional services experience.
Here are some of the projects he has worked on over the last 25 years:
Gowling WLG (UK) LLP
- Audited the InterAction CRM system and provided recommendations on improving or replacing the system
- Recommended approaches to user engagement, data integrity and system simplification
- Relaunched CRM with a simplified user experience, with streamlined, deduplicated and trustworthy data
- Set up senior lawyer engagement and adoption tactics, plus user training, reporting and dashboarding of key metrics.
Pinsent Masons LLP
- Implemented a CRM database, moving the firm from multiple spreadsheets, duplications, and postal addresses only, into a single view, with segmentable and emailable information
- Achieved 350% improvement in mailshot responses
- Pinsents merged three times, resulting in combining 3 law firm databases and countless spreadsheets to create and manage a 2,500 user system
- Simon won two CRM awards for his work: One in Legal IT & an all industries CRM award.
PwC (PricewaterhouseCoopers)
- Managed, maintained and combined the Midlands CRM databases before, during and after the merger with Coopers & Lybrand
Smaller Firms
- Combined multiple and duplicated spreadsheets of contacts into a single one-firm view (typically one or two lists per fee earner, into a single data set)
- Managed the CRM or email systems, training users, running reports and managing the client and contact data management
- Set up email mailshots and newsletter capabilities.