Microsoft CRM xRM4Legal 2014 Whats New

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CRM adoption continues to be a challenge for law firms. xRM4Legal 2014, powered by Microsoft Dynamics CRM 2013, delivers an experience that is:
Easy to use
Seamless across devices – phone or tablet
Outcome-driven
Valuable to fee earners as well as marketing/BD

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Microsoft CRM xRM4Legal 2014 Whats New

  1. 1. Background… • • • • • •
  2. 2. Contents
  3. 3. Client 2.0 trends are shaping the new law firm Today’s clients • Do their own research • Favor peer group recommendations • Have higher expectations • Hold the power 48% followed industry Before a firm is engaged… conversations on the topic 57% 37% posted questions on social of an average B2B purchase is complete networking sites looking for feedback 59% engaged with a peer More than 10 sources have been consulted who had addressed the challenge DemandGen Report, “Breaking out of the Funnel” CEB, The New High Performer Playbook, Arlington VA, 2012
  4. 4. Microsoft CRM/xRM4Legal makes business personal • Simple and immersive interface that law firms love to use • Personalized, efficient and familiar experiences • Embedded process, based on proven global best practices • Agile processes that can be tailored to each law firm • Deep insight into market conditions, prospects and clients • Navigate the client’s buying chain effectively through social prospecting • Data visualization gives managing partners and CEO’s visibility into key metrics and trends • Anywhere access to the people and resources needed for success • Real-time internal and external collaboration with rich communication tools • Content and expertise sharing to help practice groups win together • Social networking tools in a business context
  5. 5. A user experience designed for law firms      
  6. 6. Optimized for analysis, search, and engagement
  7. 7. New navigation model  
  8. 8. Recently viewed records at your fingertips
  9. 9. Enter data “on-the-fly” with Quick Create
  10. 10. New command bar
  11. 11. Business processes – standardize on best practices           According to CSO Insights, firms that adopt a dynamic BD process show a 19% increase in quota attainment over firms that do not.
  12. 12. Business process-centric experience     
  13. 13. Personalized business development process    
  14. 14. Turn action into insight    
  15. 15. Stay productive on the road or in the courtroom     Adopt Microsoft CRM/xRM4Legal on devices to: • Quickly mobilize your rainmakers • Create a competitive differentiator • Attract and retain marketing/BD talent
  16. 16. Practice cross selling through social connections • • •
  17. 17. Reach the right person at the right time with the right message •
  18. 18. MarketingPilot is now integrated with xRM4Legal! •
  19. 19. Key takeaways
  20. 20. 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
  21. 21. Contact

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