Microsoft CRM xRM4Legal 2014 Strategic Marketing and Business Development

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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

Technology Business Career

Optimized for analysis, search, and engagement

Develop opportunities through social connections
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•

•

Reach the right person at the right time
with the right message
•

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

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.

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

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

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

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The Microsoft Dynamics CRM/xRM4Legal 2016 platform is a powerful tool that leverages a firm’s existing Microsoft-based technology environment – Microsoft Windows, SQL Server and Microsoft Office – to deliver a system that is highly functional, easy-to-use (and customize) and very affordable. Integrations are available with financial systems like Microsoft Great Plains/GP (AX, NAV) and other law firm systems (like Aderant, Thomson and so on). When combined, this helps bring everything together to improve efficiency, streamline business processes and improve overall user experience and productivity. It also enforces the “one stop shop” for managing all client, contact, case, activity and document records in one place – across marketing, business development, client care and project and resources management. This story board highlights key functional requirements and capabilities provided by Microsoft CRM/xRM4Legal including IP (Intellectual Property) Management. These can be summarized as managing organization, people and case records, assigning (lawyer) attorneys to work on cases, creating IP records for patents, trademarks etc – also recording disputes and licenses. Email us today to schedule a quick discussion and/or web demo – Support@xRM4Legal.com

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The Microsoft Dynamics CRM/xRM4Legal 2015 platform is a powerful tool that leverages a firm’s existing Microsoft-based technology environment – Microsoft Windows, SQL Server and Microsoft Office – to deliver a system that is highly functional, easy-to-use (and customize) and very affordable. Integrations are available with financial systems like Microsoft Great Plains/GP (AX, NAV) and other law firm systems (like Aderant, Thomson and so on). When combined, this helps bring everything together to improve efficiency, streamline business processes and improve overall user experience and productivity. It also enforces the “one stop shop” for managing all client, contact, case, activity and document records in one place – across marketing, business development, client care and project and resources management. This story board highlights key functional requirements and capabilities provided by Microsoft CRM/xRM4Legal. These can be summarized as managing organization, people and case records, assigning (lawyer) attorneys to work on cases, creating booking/billing events, reporting on these events, adding expenses, activities, documents and more.

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Microsoft Dynamics CRM / xRM4Legal 2015 Update 1 includes a number of terrific technical improvements including faster page loads, improved application performance, and faster email delivery. One noticeable feature is the new Form Rendering Engine. This enhancement loads CRM pages faster so you can view data on the forms quickly. For law firm users this update also includes: NetDocuments integration. By integrating NetDocuments, xRM4Legal “closes the loop” – delivering a modern, secure solution for intelligent and confidential document and email management with award winning client and legal project management. Together the two solutions address the rapidly changing needs of the legal services market. With NetDocuments Email & Document Management for xRM4Legal, users can enjoy the familiar Microsoft Outlook interface while saving Outlook message files and individual documents to NetDocuments locations. They can also view emails and documents within xRM4Legal, all without leaving Microsoft Outlook. New Business Intake update. Now supporting over two dozen law types, users can perform a quick conflict check before selecting the required practice area. Tool tips and online help ensure that all the right questions are asked and the New Business Intake is completed quickly and efficiently. Built in charts and dashboard report on intakes by practice area and lead source. Business development methodology. New “Blue Sheet” and “Buying Influence” entities deliver “strategic selling” to xRM4Legal with support for competitor, ideal client, strength and red flag tracking. For more information email DBlumentals@xRM4Legal.com

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Today’s client is smart and getting smarter by the minute. From virtually anywhere, they can find out about you, your firm, your competitors, whether your clients are happy—and most importantly, with a mere 140 characters, they can impact your brand. • Today, law firms must face the reality of super consumers. They are unbelievably informed, highly fickle, and extremely powerful with a nearly unpredictable purchase path. • They have unprecedented access to information, the ability to easily compare firms, fees or feedback in a matter of clicks, access to reviews—whether from a trusted confidant, highly rated industry source, or someone merely taking to their social network to make their experience known. • And they can easily do the same—joining the social conversation with their experience and recommendation to others – giving a “like”, “thumbs up”, happy face, or not, and with a click of the button can make an impression on your brand. • Everyone has probably heard the United Breaks Guitars story; it epitomizes the challenge firms face – each individual now has a powerful voice. In this example, United Airlines was unresponsive to a passenger’s complaints that his guitar was broken by negligent baggage handlers (he actually saw them throwing his beloved instrument through the air as he was waiting to deplane). This treatment lead him to record a song about his experience that he posted on YouTube. Over 12 million views later, this YouTube sensation has written a book on the very topic of how powerful one voice can be in the age of social media.

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1. Achieve reliable user adoption, attain a complete view of clients, position the firm to adapt quickly to business changes, align firm & IT needs, accelerate matter delivery & returns. For partners & lawyers this means a clear view of the firm, leveraging agility for competitive advantage, partnering with IT for long term success. For firm staff the benefits are using familiar Microsoft Office tools, role-tailored views of information, minimized data entry, consistent client processes & actionable reporting & analytics. 2. Benefit from intuitive segmentation tools to drive superior target client selection with workflow-driven processes to increase reach & relevancy. Ensure high user adoption by making CRM a natural extension of user & client habits, improve productivity by consolidating client information to a single location, reduce training & transition costs with easy-to-learn, easy-to- use applications. 3. Change the game on business development – improve the other 80% of business development staff (“clone our best rain makers”), convert every opportunity into a pitch for new business, breakdown physical boundaries & eliminate down time. Partners & lawyers will reach client satisfaction goals, drive new revenue opportunities, achieve true business insight & visibility. Business developers will better manage key KPIs, increase client team empowerment & morale, enforce a consistent business development process. 4. Create branded, professional documents that win more deals; streamline the processes around preparing proposals with easy reminders/alerts & workflow approvals. Approvals can be electronically routed via emails, smartphones & tablets. 5. xRM4Legal supports integration with a number of email marketing, survey & analytics providers. The MailChimp, ClickDimensions, CoreMotives & Concep Campaigner connectors support quick & easy sharing of information – from marketing lists maintained within xRM4Legal to activity responses generated. The result is full & effective integration between “best of class” applications. 6. Manage complex business relationships across clients, partners, multiple offices allowing greater flexibility to manage client relationships & interactions – both on-line & off-line. xRM4Legal users can easily enter, track, & view complex relationships, fostering higher user adoption & greater data quality. Enforce the completeness & accuracy of client personal information through business required & recommended data fields. Identify & merge duplicate records, allowing a data administrator to select which data values are retained on the merged record. 7. Firm DNA is a key strategic advantage in law. With xRM4Legal, the firm can support unique firm processes, atypical CRM needs – matching the technology to the firm, not the other way around. Minimize change management of people, the hardest part. Key features include: robust & extensible platform, flexible licensing model, reduced TCO, backed by Microsoft.

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Microsoft CRM xRM4Legal 2014 Strategic Marketing and Business Development

2. Why xRM4Legal? • • • • • • •

3. Overview

4. Optimized for analysis, search, and engagement

5. Turn action into insight    

6. Develop opportunities through social connections • • •

7. Reach the right person at the right time with the right message •

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      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

Microsoft CRM xRM4Legal 2014 Strategic Marketing and Business Development

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