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
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
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
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.
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 firstname.lastname@example.org Enhanced Security Private Individuals Value Grid Referrals Outlook Metis Toolbar dotMailer Integration Metis User Auditing