Agenda10:00 Registration and coffee10:30 Introduction to the day & Metis roadmap11:00 Metis product demonstration and feed...
Welcome
Metis philosophy                                         External Best in class Technology                  Data • SalesLo...
Metis application scope
Metis road map
Market Trends
Metis V8.0 – Spring 2013• Inclusion of items requested by Metis User Group• Enhance data visualisation to create “Grids” c...
Metis V8.1 – Spring 2014• Advance CRM Feature set to maintain market leadership• Inclusion of items requested by Metis Use...
Metis Demonstration
User Auditing                6th – 11th March                User Name          UserId         Hours   Minutes            ...
Core Metis           Core Metis  I know this person  Instant Access  Anti Money Laundering  Wills/Legal Tabs  Do not solic...
Data8
Metis future requirements        discussion   metis@collierpickard.co.uk
Metis Legal CRM User Group June 2012
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Metis Legal CRM User Group June 2012

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Presentation from the Metis Legal CRM user group - 12/06/12.

For more information please contact crm@collierpickard.co.uk

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Metis Legal CRM User Group June 2012

  1. 1. Agenda10:00 Registration and coffee10:30 Introduction to the day & Metis roadmap11:00 Metis product demonstration and feedback11:30 Metis CRM Data Validation tools - Data812:30 Lunch13:00 Metis future requirements discussion16:00 End session with drinks
  2. 2. Welcome
  3. 3. Metis philosophy External Best in class Technology Data • SalesLogix • QlikView Best Analytics • dotMailer Practice • HubSpot Best of breed Services Metis • Jellyfish Legal Framework • Pennington Hennessy Outbound Creative • Metis User Group Marketing Partners Best in class Data • Data8 Inbound • LinkedIn Marketing • Companies House
  4. 4. Metis application scope
  5. 5. Metis road map
  6. 6. Market Trends
  7. 7. Metis V8.0 – Spring 2013• Inclusion of items requested by Metis User Group• Enhance data visualisation to create “Grids” control available for all entities• Further simplification of User Interface• Round Out CRM Features• Deliver an end-user Form Designer for Web and Mobile• Improve Cloud Auto-upgrades & On-boarding
  8. 8. Metis V8.1 – Spring 2014• Advance CRM Feature set to maintain market leadership• Inclusion of items requested by Metis User Group• More Focus on Auto-upgrades – to continue to reduce cost of ownership• Embedded in Outlook – continued enhancement and development of the Metis toolbar in Outlook• Process Designer – allow for the rapid mapping and implementation of business processes• Ecosystem – continue to extend the Metis Ecosystem through partnerships with other centres of excellence in the legal marketplace.
  9. 9. Metis Demonstration
  10. 10. User Auditing 6th – 11th March User Name UserId Hours Minutes            U6UJ9A00002Y 250 59              U6UJ9A00000X 250 59           U6UJ9A00003I 229 15        U6UJ9A00005V 228 32       U6UJ9A00003R 206 21         U6UJ9A00000W 201 49        U6UJ9A00000O 185 42           U6UJ9A00005S 163 53     U6UJ9A00004T      116 33       U6UJ9A00000H 101 30       U6UJ9A00005Y 45 41       U6UJ9A00004V 44 11        U6UJ9A000048 36 57         U6UJ9A00002W 19 30          U6UJ9A000060 11 35         U6UJ9A00001M 9 8         U6UJ9A00004Z 5 56      U6UJ9A00004J         2 20          U6UJ9A000041 1 26             U6UJ9A000067 1 12            ADMIN 0 15
  11. 11. Core Metis Core Metis I know this person Instant Access Anti Money Laundering Wills/Legal Tabs Do not solicit Client Teams What’s missing? Mailings Tab Events in the web? (Windows Client) Legal Terminology Where is the “WOW!” ? Events Data Validation Customer Satisfaction Quarantine contacts Contact Timeline Opportunity Timeline metis@collierpickard.co.uk Enhanced Security Private Individuals Value Grid Referrals Outlook Metis Toolbar dotMailer Integration Metis User Auditing
  12. 12. Data8
  13. 13. Metis future requirements discussion metis@collierpickard.co.uk

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