ROI Customer Lifecycle Marketing™
Lifecycle marketing automation for Salesforce with scoring, campaign management, analytics, and prospect and customer engagement tracking.
Right On InteractiveFreemium
ClientLogic
by ClientLogicSalesforcePaid
Manage law-firm relationships, marketing campaigns, and client engagement within Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYMarketing
UPDATED ON MARKETPLACE
What it does
ClientLogic manages contact and company data, maps relationships, segments marketing and event lists, and tracks campaign and client activity. It provides views of matter and deal history and includes checks and safeguards for stated regulatory requirements. The vendor positions it for law-firm client lifecycle management from initial interaction through ongoing relationships.
Key capabilities
from the Salesforce AppExchange listingContact and company management
Centralizes contact and organization data with visibility across the firm.
Relationship mapping
Maps professional relationships and assigns relationship scores.
List segmentation
Creates dynamic or static marketing and event lists using roles, industries, geographies, and other criteria.
Campaign tracking
Tracks engagement from email, events, and other marketing activities.
Activity tracking
Captures and displays client interactions such as meetings, emails, and other touchpoints.
Matter and deal history
Provides integrated views of historical client engagements.
Compliance checks
Includes checks and safeguards related to stated regulatory, ethical, and legal requirements.
Use cases
- Law-firm business development teams can use firm-wide relationship information when managing client relationships.
- Marketing teams can create targeted lists for campaigns and events based on roles, industries, or geographies.
- Departments can use shared client activity and engagement information when coordinating relationship management.
Who it's for
Business development and marketing teams at law firms.
How it compares
ClientLogic combines contact and company management, relationship mapping, matter and deal history, and firm-wide activity tracking for law firms. ROI Customer Lifecycle Marketing™ focuses on lifecycle marketing automation and engagement across prospect and customer stages, with an engagement blueprint for sales. Mailchimp for Salesforce focuses on running email marketing campaigns within Salesforce.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| ROI Customer Lifecycle Marketing™ | Freemium | Cloud | |
| Mailchimp for Salesforce | Paid | Cloud |
In the catalog
210 plugins in Salesforce Platform · Marketing
Price distribution: 57 free, 33 freemium, 120 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«ClientLogic is a relationship and marketing platform built specifically for law firms. It empowers business development and marketing teams to grow client relationships, run targeted campaigns, and gain insight into firm-wide engagement. With features like contact and company management, relationship mapping, list …»