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IBM Impact: Transforming Customer Relationship with Mobility


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Impact 2014 presentation on a mobile app that we created for LegalShield for their associates to interact with their prospects and to help them improve the way they do prospecting with their leads on …

Impact 2014 presentation on a mobile app that we created for LegalShield for their associates to interact with their prospects and to help them improve the way they do prospecting with their leads on a day to day basis.

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  • 1. Agenda  About Our Customer  Why CRM Mobile  Use Case: Succeed CRM  Mobile App Architecture  Roadmap  Demo
  • 2. About Perficient Leading Technology Consulting & Solutions Firm • Founded in 1997 • 2013 Revenue ~$375M • Over 2,000 highly-experienced Consultants • 22 Locations across North America • 80+% of Revenue from recurring Clients • Served over 400 Clients in past 12 months Software Solutions Expertise, including: • SOA, EAI and BPM • Enterprise Portals, Content Management & Document Mgmt • e-Commerce and Product Information Mgmt • Business Intelligence/ETL • Customer Relationship Management • User Experience/UCD • Significant Integration Expertise Key Differentiators • Focused expertise, lower cost, faster time-to-value • IT Solutions with Business Focus • National consultants overlay Local delivery model • Mature, proven Project Methodology • Global Development Centers in China & Europe
  • 3. Award Winning – Trusted IBM Premier Partner Our Strong Partnership with IBM • IBM Premier BP for 16 years • Industry Focused & Authorized: • Healthcare, Financial Services & Retail • IBM Capability Authorized • Smarter Commerce, Business Analytics, ECM, IM Data Governance Award Winning Solutions: • 2014 Exceptional Digital Experience Portal Partner of the year • 2014 PureSystem IBM Collaboration Award • 2014 Smarter Process Award • 2013 System Integration Partner of the Year • 2012 Information Management Integration Excellence Award • 2012 Healthcare Integration Excellence Award • 2011 Business Analytics Achievement Award • 2011, 2008, 2006 Lotus Distinguished Partner (sole North American recipient and first-ever three-time winner)
  • 4. • LegalShield is an American corporation that sells legal service products through multi-level marketing in the United States and Canada. • Originally founded August 8, 1972 as the Sportsman's Motor Club. • Made its initial public offering in 1984 • develops and markets pre-paid legal service plans through a network of more than 50 independent provider law firms across the U.S. and Canada • Over 4 million users, LegalShield not only provides legal services in 49 states and 4 Canadian Provinces • Currently has a 170,000-square-foot corporate office on an 80-acre campus with over 650 dedicated employees in Oklahoma. About Our Customer 5
  • 5. Why Mobile CRM? – CRM User Adoption – Sales Productivity – Sales Effectiveness – Timelier follow up of leads – Improved lead conversion rate – Gaining a competitive edge “While not all companies deploy sales mobility, those that do, outperform those that do not across a myriad of measures, including overall team attainment of quota, lower sales turnover, as well as better year-over-year growth around revenue, customer renewals, deal size and CRM adoption” - Aberdeen Group Benchmark Report Mobile CRM
  • 6. LegalShield Mobile Apps Roadmap 7 LS Associates LS Members LS Providers?  Associate Authentication  Add Prospects details/notes  View/Edit/Delete Prospects/notes  Set up eMail Campaign/Heat level  Member Authentication(LDAP)  eMembership Card  Secure Messaging w/ Providers  Upload/View Legal Docs  Newsfeed from Corp and Providers  Remote Support w/ Bomgar(  Provider Authentication(LDAP)  Dashboard to view Case status  Case Manager to view all legal cases  Secure Messaging w/ Members  Upload/Review Legal Docs
  • 7. LegalShield Mobile App Architecture 8
  • 8. LegalShield Mobile Apps Features 9 Features using IBM Worklight:  JSON Store (Offline capability)  CRM Integration using web services  LDAP Authentication  FileNet P8 Integration to upload docs  Device Camera Access to capture docs  Docs viewer on mobile devices  Bomgar ( API Integration  Database driven secure messaging  Newsfeed Integration  Geo-location
  • 9. Concept: LegalShield wanted to have a mobile app for their Associates to interact with their Prospects and help them improve the way they can do prospecting with their leads on a day to day basis. With the mobile app, LegalShield Associates are able to take the customer relationships to the next level in terms of adopting new customers and making timely follow ups. App Features: • View top recent Prospect • View/Add/Edit/Delete prospects info • View/Add/Edit/Delete notes pertaining to Prospects • Email campaign history Use case: Succeed CRM
  • 10. LegalShield Mobile App Demo
  • 11. 12 Appendices
  • 12. Mobile App Screenshots 13 Login Page: • Login page to the mobile app
  • 13. Mobile App Screenshots 14 Add/Edit Prospect: • Add/Edit prospect details • Add/Edit notes for Prospects • Set up eMail Campaign for Prospects • Set up Contact method for Prospects
  • 14. Mobile App Screenshots 15 Recent Prospects: • Shows the recent prospects list
  • 15. Mobile App Screenshots 16 All Prospects: • Shows all prospects list
  • 16. Mobile App Screenshots 17 eMail Campaigns Templates: • Explores the eMail Campaign templates
  • 17. Mobile App Screenshots 18 View Prospect: • View Prospect details and notes
  • 18. Mobile App Screenshots 19 Contact Prospect: • Contact prospect via SMS and Call
  • 19. Mobile App Screenshots 20 Set up eMail Campaign: • Set up eMail Campaign for Prospect
  • 20. Mobile App Screenshots 21 Search Prospect: • Search for a prospect in All Prospects
  • 21. Mobile App Screenshots 22 Set up Heat Level: • Set up Heat Level for the Prospect
  • 22. Mobile App Project Structure 23 Project Structure: • WL Common • WL Environments • WL Adapters • WL Server
  • 23. For More Information Thank you for your time today! • For more information: – Visit our Perficient / IBM Partner page and learn about all our capabilities in this area. – Contact our sales specialist: Meghan Williams (
  • 24. 25