Embed Size (px)
DESCRIPTION
Extended Relationship Management for law firms, powered by Microsoft Dynamics CRM 2013 – over 4 million users globally, 35,000+ firms Rollout in days with over 250 legal customizations pre-configured, ready-to-use, managing key clients, cross-sell, referrals & private clients Integration options with major (bulk) email, PMS & DMS systems A centralized approach to list management & BD (single click access) Defined (data) quality standards & processes Engages partners & staff with easy access & visibility of relationship connections, firm & practice performance Allows fee earners easy access & update of records with critical BD info (for guaranteed user adoption) – via Outlook and mobile device
Citation preview
Extended Relationship Management for Law Firms and Legal Departments
Why xRM4Legal?
Benefits
“World’s best practice” based on the experience of over 50 Microsoft CRM
law firm projects over half a decade
Over 250 components, 50 projects, half a decade
Marketing Examples
1. Menus, simplified nav(igation) and command bars
2. Role based forms – including Quick Create
3. Address/location management
4. Contact cloning
5. Relationship management
6. Meeting/activity management
7. Marketing List management/eMarketing integration
8. Reporting – charts and dashboards
Demonstration
Integration with Microsoft Outlook
Track emails in CRM
Track appointments in CRM
Active People view
Person “Advanced” (role-based) form
Person “Contact” (role-based) form (Social Insights)
Person “MailChimp” (role-based) form
Social dashboard – what’s new, records you follow
Person Audit History (related items)
Managing Marketing Lists – reviewing invite lists
Security Roles, conflicts & confidentiality
Record Past Meeting in CRM
Record Past Meeting in CRM (& attach report)
Record CRM Activity directly from Outlook
Add a Reminder
Add a (new contact) Person
Role-based Dashboards (Managing Partner)
Role-based Dashboards (Finance)
Role-based Dashboards (Marketing)
Role-based Dashboards (Practice Lead)
Create a (dynamic) Marketing List of GC
Manage Marketing List Members (dynamically)
Member list
A complete activity view – client contact
A complete activity view – client company
Marketing Performance dashboard
Chart drill-down – view the records used
Key Account & Cross Sell dashboard
Drill-down to Client Plan – Targets/satisfaction
Marketing List – 2014 Golf Day
Marketing List – 2014 Golf Day – Manage Members
Event – Summary
Event – Details
Event Response
Event Response – Form Editor
Personnel Contact List
Person record – colleague
Person record – related items – Relationship Map
Person record – related items – Employment
Person record – related items – Languages
Person record – related items – Education
IP Matters by Partner list view
Matters form view
Opportunities list view
Opportunity – Summary
Opportunity – Processes & Checklist
Create Document (proposal) from template
Attach/print/Save (document) to SharePoint
Preview and/or edit proposal document
Opportunities dashboard
Controlling what syncs between CRM & Outlook
Filters – contacts syncing to Outlook
Tracking Outlook contacts in CRM
Duplicates Detected!
Data Management (Settings Web Client)
Duplicate Detection Rules
Duplicate Detection Wizard
When duplicates are detected – Merge Records
Anti-spam compliance built-in – Express Consent
Anti-spam compliance built-in – track unsubscribes
Anti-spam compliance built-in – manage bounces
Anti-spam compliance built-in – track opens & clicks
Workflow automation (to alert record changes)
Key takeaways
Next stepsAgree key goals/objectives – 30 minutes
Organize a “proof of capability” – 1 week to 1 month
Run a pilot – marketing/BD including light-house
practice group
Rollout firm-wide – targeting wider audience of
professional and support staff
Contact
www.xRM4Legal.com
