Microsoft CRM xRM4Legal 2014 Overview Update 0903
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Time & Billing – Turning hours worked and services provided into billing events and invoices, quickly and easily; Project Management – Delighting practice managers with resource and activity management; planning and workload control; CRM – Enhancing marketing and business development with automated lists and event management, bids and deal-flow; SharePoint – Adding value to the lawyer / client experience through collaboration, document management and search
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Microsoft CRM xRM4Legal 2014 Overview Update 0903
- 4. BD 44% of clients today complain about products/services on social networks, and 20% of those clients expect a response within one hour 78.6% of the timebusiness developers using social media outsold non-users in 2012, and were 23% more successful at exceeding quotas than their non-social peers 1.5 billion people have social networking accounts 72% of companies by 2011 used social technologies in their businesses 90% of those companies reported business benefits ClientCare
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- 6. Include Time & Billing and Legal Project Management for easy, real- time case management Find people, identify relationships quickly with CRM’s powerful search Share documents and links real-time in SharePoint without leaving CRM Access from “where lawyers work” – all performed inside of Outlook With xRM4Legal… 76%of users have more visibility into cross practice group work. 80% of users are more informed with what’s happening within their firm.
- 7. Microsoft CRM xRM4Legal EXCHANGE CRM Add-In for Outlook •Choice of email tracked •Sync contacts, appointments, tasks, email •Offline work then sync •Presence with Lync CRM Web Client •Access from anywhere or any device via Browser •Post Directly to SharePoint via Browser •See Activities, Tasks, Clients, Contacts in the Browser •Presence with Lync Exchange Server Side Synchronization •Sync with Exchange Online or On Premise •Keep Microsoft CRM/xRM4Legal & Email up to date
- 8. Time Tracking, Approval & Invoicing Apps increase accuracy, simplify client reporting while reducing debtor days.
- 9. It’s a fact that firms using integrated client to project case management have higher margins and stronger pipeline.
- 10. Rollout in days with over 250 legal customizations pre-configured, ready-to-use.
- 11. SharePoint and CRM/xRM are complementary; combined strengths cover broad law firm business needs.
- 14. Organize a “proof of capability” –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 What’s next?