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 220 legal customizations pre-configured managing key clients, cross-sell, referrals & private clients Integration options with major (mass) email, PMS & DMS systems A strategic, centralized approach to marketing & BD (single click access) Defined (data) quality standards & processes Engages partners & staff with easy access & visibility of relationships, firm & practice performance Allows fee earners easy access & update of records with critical BD info (for guaranteed user adoption) – via Outlook and mobile device

2. Why xRM4Legal?
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3. Overview

4. Optimized for analysis, search, and engagement

5. Turn action into insight
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6. Develop opportunities through social connections
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7. Reach the right person at the right time
with the right message
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8. Profile clients and contacts

9. Create and maintain marketing lists

10. Automate campaigns and events

11. Monitor event progress and performance

12. Enhance user adoption – Fee Earner Interface
CRM Options in
Outlook Ribbon
xRM4Legal Folders
in Favorites
xRM4Legal Folders
Navigation Pane
for Advanced Users
and Admins
xRM4Legal Fee
Earner Interface
guarantees user
adoption with
dynamic display
of CRM content

13. Enable the mobile law firm
Law firm staff need mobile tools to help them better understand their client,
focus on the right activities and connect in a meaningful way with people inside
and outside their firm.

14. Stay productive on the road or in the courtroom
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https://itunes.apple.com/us/app/microsoft-dynamics-crm/id678800460?mt=8#
https://itunes.apple.com/au/app/microsoft-dynamics-crm-for/id723891307?mt=8
Adopt Microsoft CRM/xRM4Legal on devices to:
• Quickly mobilize your rainmakers
• Create a competitive differentiator
• Attract and retain marketing/BD talent

15. Licensing
Flexible, high value, and simple-to-understand licensing for
your Dynamics CRM/xRM4Legal in the cloud and on-premise
Flexible
Simple-toUnderstand
Highly competitive offerings
with low Total Cost of
Ownership
Licenses based on the
functionality you access (not
how you access)
In the Cloud and
On-Premise
Consistent user licenses in the
cloud and on-premise for
easier decision making

16. Key takeaways

17. Next steps
Schedule a demo – 30 minutes
Organize a “proof of concept” – 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

18. More information