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.
The explosion of the social conversation along with the proliferation of mobile technology has changed our lives, more than we ever could have imagined.
The explosion of mobile technologies and rapid adoption of social networks have completely impacted our human behavior -- our communication methods, engagement principles, our belief and trust systems, and even our decision making criteria and models.
Firms need to understand these new principles and adopt them -- genuinely and proactively -- if they want to effectively engage clients.
How has the client changed and why does your firm need to reflect this? Because your success will depend on it, and so will your identity.
Today’s buyer is smart and getting smarter by the minute. From virtually anywhere, they can find out about you, your services, your competitors, whether your clients are happy—and most importantly, with a mere 140 characters, they can impact your brand.
Today, 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 fees, costs or services 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.
It is no surprise then that firms who wish to remain competitive in this new age are concentrating their efforts on creating amazing client experiences…
An Overlooked Part of Outdoor Industry Retail? DataGoSpotCheck
The right software gives independent reps the tools to examine brand management strategy and ensure that crucial field data is collected. Planograms, displays and visual merchandising are three components of retail that are vital to the outdoor industry. Similarly, initiatives directly involving sales reps and brand ambassadors need to be monitored and examined, to ensure optimal results. The following aspects of outdoor industry retail can be enhanced with mobile data collection.
Vendor contracts: Many vendor contracts allow independent reps to put products on sale, given a certain time window. The goal of vender contracts is often to maintain brand consistency – through pricing and related marketing efforts. As such, vendor contracts can be extremely comprehensive, and SaaS tools ensure retailers follow the outlined regulations.
Demos: Field reps often perform demos and need to gather real-time information surrounding the success of the event. Data points regarding sales, reviews and marketing can be extremely helpful for brands spending time and money for demos and sampling.
Seasonal promotions: Seasonal merchandising, especially relevant with the holidays approaching, needs to be optimized. The last two months of the year offer an extremely small time window with tremendous opportunity.
Monitoring competition: SaaS tools should help gather insight surrounding internal data as well as competitive intel. Track competition to better understand the market and related customer needs and demands.
360° Customer Experience delivers compelling policyholder experiences that improve insurance customer loyalty and retention rates, optimize cross-sell and up-sell opportunities and maximize profitable customer growth by combining omni-channel customer engagement, customer analytics, and customer experience for service capabilities.
The Rising Importance of CX in Financial ServicesCX Pilots
Financial institutions, including banks, insurance companies, investment/lending houses and mortgage brokers need to focus on customer experience now more than ever. This is the approach they need to take bring customer success to the forefront.
The explosion of the social conversation along with the proliferation of mobile technology has changed our lives, more than we ever could have imagined.
The explosion of mobile technologies and rapid adoption of social networks have completely impacted our human behavior -- our communication methods, engagement principles, our belief and trust systems, and even our decision making criteria and models.
Firms need to understand these new principles and adopt them -- genuinely and proactively -- if they want to effectively engage clients.
How has the client changed and why does your firm need to reflect this? Because your success will depend on it, and so will your identity.
Today’s buyer is smart and getting smarter by the minute. From virtually anywhere, they can find out about you, your services, your competitors, whether your clients are happy—and most importantly, with a mere 140 characters, they can impact your brand.
Today, 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 fees, costs or services 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.
It is no surprise then that firms who wish to remain competitive in this new age are concentrating their efforts on creating amazing client experiences…
An Overlooked Part of Outdoor Industry Retail? DataGoSpotCheck
The right software gives independent reps the tools to examine brand management strategy and ensure that crucial field data is collected. Planograms, displays and visual merchandising are three components of retail that are vital to the outdoor industry. Similarly, initiatives directly involving sales reps and brand ambassadors need to be monitored and examined, to ensure optimal results. The following aspects of outdoor industry retail can be enhanced with mobile data collection.
Vendor contracts: Many vendor contracts allow independent reps to put products on sale, given a certain time window. The goal of vender contracts is often to maintain brand consistency – through pricing and related marketing efforts. As such, vendor contracts can be extremely comprehensive, and SaaS tools ensure retailers follow the outlined regulations.
Demos: Field reps often perform demos and need to gather real-time information surrounding the success of the event. Data points regarding sales, reviews and marketing can be extremely helpful for brands spending time and money for demos and sampling.
Seasonal promotions: Seasonal merchandising, especially relevant with the holidays approaching, needs to be optimized. The last two months of the year offer an extremely small time window with tremendous opportunity.
Monitoring competition: SaaS tools should help gather insight surrounding internal data as well as competitive intel. Track competition to better understand the market and related customer needs and demands.
360° Customer Experience delivers compelling policyholder experiences that improve insurance customer loyalty and retention rates, optimize cross-sell and up-sell opportunities and maximize profitable customer growth by combining omni-channel customer engagement, customer analytics, and customer experience for service capabilities.
The Rising Importance of CX in Financial ServicesCX Pilots
Financial institutions, including banks, insurance companies, investment/lending houses and mortgage brokers need to focus on customer experience now more than ever. This is the approach they need to take bring customer success to the forefront.
Organisations that thrive are putting their customers in the driving seat, delivering greater value and ensuring an easy, delightful customer experience, leading to an expanding and loyal customer base and improved, continuous profits.
As companies build and deploy digital experiences on multiple engagement platforms, the challenge of managing all those touchpoints becomes more and more complex. And costly.
The solution? SaaS Digital Quality Management.
How to Transform Contact Centers into Profit CentersAppian
Delight your customers. Learn how: https://ap.pn/2JOFuxA
Traditionally, contact centers have been viewed as a cost center and a necessary expense to doing business. However, times are changing. Organizations have started to realize the immense value of the contact center in engaging with customers, improving customer experience—and contributing to the bottom line.
In the digital age, where it’s hard to stand out in the mind of customers, leveraging the front-line support that are having day-to-day interactions with customers is a golden opportunity. Strategic value can be achieved when the contact center effectively leverages technology that empowers their people, aligns processes, and delivers customer experience excellence.
Read on to learn about four trends transforming contact centers.
Learn about the Appian Intelligent Contact Center Platform: https://ap.pn/2JOFuxA
Attributions are basically a tool to answer two business questions, How do people decide to buy and how do they actually buy.
Let’s cover some basic pre-requisites that you should know already and then go deeper into attribution modelling and its implementation.
Synerise AI Growth Cloud, solution overviewSynerise
Synerise provides an "AI Growth Cloud", a platform based on Artificial Intelligence that automates business processes, increases customer loyalty and boosts revenues. Find out how we can help your company to grow.
Digital Customer Experience Strategies Summit | New York | September 24th & 2...Thomas Barnes
Protect your reputation, profits and ensure customer loyalty. Design digital customer experiences that engage your customers anytime, anywhere.
Creating a unified and personalized customer experience across channels is pivotal to any modern business strategy. Given the proliferation of digital channels, companies need to strategize how best to use digital channels that reconcile business and brand objectives with customer needs.
Develop an action plan to make customer-centricity in this digital age a core element of your company’s daily operations. Collect best practices to track your customers’ experiences and optimize the performance of your digital projects. Source the right tools and develop key processes to prioritize your digital investments and identify areas for improvement that will maximize your ROI.
Benchmark your company against internationally recognized digital customer experience programs and interact with cross-industry leaders in interactive Q&A sessions. Digital has the power to innovate and it is here to stay; you do not want to be behind the curve.
Your next step — this conference!
Implement 10 key digital customer experience best practices / solutions / strategies:
1. Incorporate customer – centricity to align your operational processes
2. Improve your digital CX performance with actionable data analytics
3. Manage social conversations effectively
4. Create digital experiences to secure customers over your fastest growing channels
5. Increase engagement and deliver value through mobile
6. Leverage digital innovations to drive customer experience
7. Align business objectives with customer needs
8. Deliver consistent omni-channel experiences
9. Benchmark your success to uncover new opportunities
10. Capitalize on digital channels to increase conversion
Francesco Federico, Global Digital Marketing Director at Acer, discussing: Integrating real time predictive analytics in marketing strategy at the iMedia Data Fuelled Marketing Summit, London, Feb 2016.
http://www.imediadatasummit.co.uk/
Last week our Google Partners Connect Event brought eager business owners and leading digital experts together under one roof to discuss the key principles of Google AdWords marketing and how it can help to grow your business.
Customer Journey Analyses: Requirements and Choices Digital Analytics Day 2014ro11 GmbH
20 min Vortrag "Customer Journey Analyses: Requirements and Choices" von Nic Diefenbach und Roland Markowski auf dem Digital Analytics Day 2014 in Hamburg.
Take your data on the road with mobile CRM software and ensure your team has access to your critical customer records whenever and wherever they need it.This Slideshare presentation focuses is on the high-level aspects of mobile CRM.
The Future of Sales - Disrupt, Align and Connect to Your Customer's JourneySAP Customer Experience
What's the most powerful thing you produce? An engaged customer!
Jamie Anderson, CMO, SAP Hybris shares with a Selling Power Magazine Sales 3.0 Conference audience the way in which to harness the power of change to disrupt the selling environment.
For more about SAP Hybris Sales Cloud, visit: http:www.hybris.com/sales
Nils Weber: CRM for Your Coffee Machine – How to Win in The Platform Economy ...Heroes of CRM Conference
How can coffee machines boost your CRM?
According to Nils Weber, Managing Director at Valantic, using first-party IoT-data can help you survive the platform economy. Nils leads the practice for data-driven marketing and CRM and is a digital transformation crack. Learn about the unique chances of IoT-data for your business.
Balfour Beatty Behaviour and Cultural Improvement Package Azea Ltd
Behaviour and cultural improvement training. We offer a range of training courses designed to improve workplace safety culture and reduce workplace accidents. For more information, visit http://azea.co.uk/
2011, just nine years away from 2020, was when the EU’s main climate change and renewable energy legislation expires. Right now – with the EU’s 2020 goals to increase the share of renewable energy in the overall energy mix to 20% and to cut carbon emissions by 20% – the EU is leading the world in terms of renewable energy deployment, exports and promotion.But how will we keep our leadership, retain our competitive edge, and keep cutting emissions from the power sector whilst continuing to create thousands of green jobs and billions of Euros in export revenue? Will decision-makers leave the EU in a policy vacuum post-2020? (August 2011).
Organisations that thrive are putting their customers in the driving seat, delivering greater value and ensuring an easy, delightful customer experience, leading to an expanding and loyal customer base and improved, continuous profits.
As companies build and deploy digital experiences on multiple engagement platforms, the challenge of managing all those touchpoints becomes more and more complex. And costly.
The solution? SaaS Digital Quality Management.
How to Transform Contact Centers into Profit CentersAppian
Delight your customers. Learn how: https://ap.pn/2JOFuxA
Traditionally, contact centers have been viewed as a cost center and a necessary expense to doing business. However, times are changing. Organizations have started to realize the immense value of the contact center in engaging with customers, improving customer experience—and contributing to the bottom line.
In the digital age, where it’s hard to stand out in the mind of customers, leveraging the front-line support that are having day-to-day interactions with customers is a golden opportunity. Strategic value can be achieved when the contact center effectively leverages technology that empowers their people, aligns processes, and delivers customer experience excellence.
Read on to learn about four trends transforming contact centers.
Learn about the Appian Intelligent Contact Center Platform: https://ap.pn/2JOFuxA
Attributions are basically a tool to answer two business questions, How do people decide to buy and how do they actually buy.
Let’s cover some basic pre-requisites that you should know already and then go deeper into attribution modelling and its implementation.
Synerise AI Growth Cloud, solution overviewSynerise
Synerise provides an "AI Growth Cloud", a platform based on Artificial Intelligence that automates business processes, increases customer loyalty and boosts revenues. Find out how we can help your company to grow.
Digital Customer Experience Strategies Summit | New York | September 24th & 2...Thomas Barnes
Protect your reputation, profits and ensure customer loyalty. Design digital customer experiences that engage your customers anytime, anywhere.
Creating a unified and personalized customer experience across channels is pivotal to any modern business strategy. Given the proliferation of digital channels, companies need to strategize how best to use digital channels that reconcile business and brand objectives with customer needs.
Develop an action plan to make customer-centricity in this digital age a core element of your company’s daily operations. Collect best practices to track your customers’ experiences and optimize the performance of your digital projects. Source the right tools and develop key processes to prioritize your digital investments and identify areas for improvement that will maximize your ROI.
Benchmark your company against internationally recognized digital customer experience programs and interact with cross-industry leaders in interactive Q&A sessions. Digital has the power to innovate and it is here to stay; you do not want to be behind the curve.
Your next step — this conference!
Implement 10 key digital customer experience best practices / solutions / strategies:
1. Incorporate customer – centricity to align your operational processes
2. Improve your digital CX performance with actionable data analytics
3. Manage social conversations effectively
4. Create digital experiences to secure customers over your fastest growing channels
5. Increase engagement and deliver value through mobile
6. Leverage digital innovations to drive customer experience
7. Align business objectives with customer needs
8. Deliver consistent omni-channel experiences
9. Benchmark your success to uncover new opportunities
10. Capitalize on digital channels to increase conversion
Francesco Federico, Global Digital Marketing Director at Acer, discussing: Integrating real time predictive analytics in marketing strategy at the iMedia Data Fuelled Marketing Summit, London, Feb 2016.
http://www.imediadatasummit.co.uk/
Last week our Google Partners Connect Event brought eager business owners and leading digital experts together under one roof to discuss the key principles of Google AdWords marketing and how it can help to grow your business.
Customer Journey Analyses: Requirements and Choices Digital Analytics Day 2014ro11 GmbH
20 min Vortrag "Customer Journey Analyses: Requirements and Choices" von Nic Diefenbach und Roland Markowski auf dem Digital Analytics Day 2014 in Hamburg.
Take your data on the road with mobile CRM software and ensure your team has access to your critical customer records whenever and wherever they need it.This Slideshare presentation focuses is on the high-level aspects of mobile CRM.
The Future of Sales - Disrupt, Align and Connect to Your Customer's JourneySAP Customer Experience
What's the most powerful thing you produce? An engaged customer!
Jamie Anderson, CMO, SAP Hybris shares with a Selling Power Magazine Sales 3.0 Conference audience the way in which to harness the power of change to disrupt the selling environment.
For more about SAP Hybris Sales Cloud, visit: http:www.hybris.com/sales
Nils Weber: CRM for Your Coffee Machine – How to Win in The Platform Economy ...Heroes of CRM Conference
How can coffee machines boost your CRM?
According to Nils Weber, Managing Director at Valantic, using first-party IoT-data can help you survive the platform economy. Nils leads the practice for data-driven marketing and CRM and is a digital transformation crack. Learn about the unique chances of IoT-data for your business.
Balfour Beatty Behaviour and Cultural Improvement Package Azea Ltd
Behaviour and cultural improvement training. We offer a range of training courses designed to improve workplace safety culture and reduce workplace accidents. For more information, visit http://azea.co.uk/
2011, just nine years away from 2020, was when the EU’s main climate change and renewable energy legislation expires. Right now – with the EU’s 2020 goals to increase the share of renewable energy in the overall energy mix to 20% and to cut carbon emissions by 20% – the EU is leading the world in terms of renewable energy deployment, exports and promotion.But how will we keep our leadership, retain our competitive edge, and keep cutting emissions from the power sector whilst continuing to create thousands of green jobs and billions of Euros in export revenue? Will decision-makers leave the EU in a policy vacuum post-2020? (August 2011).
Presented at the Bristol Drupal User Group talk nights, this session provides insights into how you can optimise your Drupal 7 site for SEO purposes, covering modules to use, development techniques, and methods of structuring content.
An introductory overview about us, who we work with and our services
Sagentia is a global innovation, technology and product development company.
We provide outsourced R&D consultancy services to start ups through to global market leaders in the medical, industrial and consumer sectors.
http://www.sagentia.com/
This is the presentation from our Exclusive Sydney CBD Event 7:30am August 24th 2017 as Industry Leaders shared their insights and thoughts on how to achieve scale and success with Social.
Todays top performing companies compete based on customer experience. Todays customers want a SMARTER customer service experience through their social channel of choice — one that is both FAST and PERSONAL. In fact, 64% of customers expect companies to respond and interact with them in real-time or they will take their business elsewhere.
What was covered?
* Social Customer Service & Crisis Management - How to offer a ubiquitous and robust service experience across social
* Social Listening - How to drive strategic decisions across your business based on customer and competitive insights
* Social Leads - How to generate Social leads for your sales team to nurture
* Command Centre - How to drive change and awareness within an organisation by making your internal stakeholders aware of everything that's happening on Social, Email, Web, Ads, Journeys and through Sales Leaderboards
At this exclusive event we learned how major brands are able to listen to their customers at scale, control communications in a crisis, and engage with their customers with personal service, in an instant... creating advocacy in this culture of immediacy.
Agenda:
* 7:30am Registration and Networking
* 8:00am Opening Remarks
* 8:05am Presentation: Adam Brown
* 8:45am Panel Discussion
* 9:05am Closing Remarks
* 9:15am Networking
Presenter
Adam Brown is Executive Strategist for Salesforce Marketing Cloud. He and his team deliver integrated social marketing strategy to customers and work with product teams to develop the best marketing products and solutions in the industry. Before joining Salesforce in May of 2013, Adam was Executive Director of Social Media at Dell, where he led the company’s consumer strategy around social media marketing, engagement and social commerce initiatives. Adam joined Dell in 2010 after spending four years creating and leading the Office of Digital & Social Media at The Coca-Cola Company.
A PRACTICAL APPROACH TO CUSTOMER CENTRIC INTERACTIONSayodahunsi
The digital environment has dramatically changed the way customers expect and demand to engage with brands. It’s a change or die situation for businesses that need to transform quickly to integrate online and offline activities to serve customers 24x7 service in their channels of choice. At the same time, businesses need to balance their own needs for revenue uplift and cost containment within this new digital model. This session provides insight into the current customer service landscape, showcases best practices for customer engagement and provides real-life examples and results from transformative, customer-centric strategies.
Companies are facing increasing pressure to provide their employees with the highly connected tools and information that match today’s consumer social networking experiences. By empowering employees to work in an environment that is more connected, companies have an opportunity to improve the value of customer relationships, respond to opportunities with speed and intelligence, and gain an advantage over competitors. With familiar social tools that are seamlessly integrated into your existing applications, employees can easily share ideas and collaborate with colleagues, regardless of their location and better understand and address customer perceptions and market trends more quickly.
Microsoft is uniquely positioned to help its customers take advantage of the opportunities that social computing presents by offering a connected experience to end users and a connected platform for IT.
Marketer accepts a 2% conversion rate as ‘good’, ignoring the effect on the 98% who do not convert. The customer is one of hundreds of thousands of targets, and is bombarded with irrelevant marketing. The Hybris Marketing suite enables real-time contextual marketing. Engage customers, delight them, and cultivate brand relationships by marketing to an audience of one.
[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Digital Customer Service is customer service that is provided through digital channels, like website support, live chat, email, social media and messaging apps.
As much as technology has improved our lives, for many people customer service experiences remain unnecessarily frustrating. By adding new digital silos, many companies have created disjointed islands of context, knowledge bases and automation. However, if digital self-serve and human support are fully integrated and aligned to customer needs and expectations, digital customer service can bring significant benefits such as increased revenue, reduced cost to serve, and higher customer satisfaction.
This presentation defines what digital customer service is and the importance of creating a smooth and seamless omnichannel support for a compelling customer experience. It explains the eight most commonly used digital channels and the mistakes to avoid. Finally, it covers the key techniques and skills for the delivery of excellent customer service and the best practices to manage an omnichannel support system.
LEARNING OBJECTIVES
1. Acquire knowledge and the key concepts of Digital Customer Service
2. Describe the approach, practices and skills for delivering efficient and effective Digital Customer Service
3. Highlight the pitfalls to avoid and success factors for Digital Customer Service
CONTENTS
1. Introduction and Key Concepts of Digital Customer Service
2. Approaches and Practices of Digital Customer Service
3. Techniques and Skills for Human Supported Digital Customer Service
4. Pitfalls to Avoid and Factors for Success
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
Why Your Best Salesperson May Be a Customer Support RepCognizant
Using rich data, powerful analytics and integrated toolsets, support organizations in the communications and technology industry can achieve a real-time understanding of customer challenges, enabling them to convert troubleshooting exercises into rewarding experiences and convert customers into brand ambassadors.
CRMNEXT enables a digital platform empowered with AI driven digital journeys and processes that makes managing risk and serving customers immensely rewarding. Insurers can easily manage leads, resolve claims quickly, provide excellent customer serviceand personalize communication with clients in a single platform.
MindK offers web and mobile app development, quality assurance, and DevOps services. Over the past decade, MindK has developed over 120 complex B2B and B2C solutions in the e-commerce, financial services, and construction sectors. Our coordinated teams include project managers, developers, designers, DevOps, and QA engineers. At MindK, our goal is to help clients accelerate growth and innovation, boost operational efficiency and improve profitability and customer satisfaction.
Our passion for technology and years of experience in the IT industry is reflected in the professionalism of our team, enabling us to deliver predictable results that exceed expectation, accelerating our clients’ time to market and ensuring sustainable growth.
We are proud that:
Our average client relationship is 5 years
96% of our clients' projects have met deadlines
84% of our clients continue working with us on this very day and come back with new projects.
MindK footprint spreads globally and covers the following regions: USA, UK, EU, Norway, Australia, and Israel.
Visit website: http://loyalty.pobuca.com
Pobuca Loyalty is a platform that develops and grows repeat customers. It enables you to identify customers in all sales and marketing channels, map their journey, engage with them by using an omni-channel strategy, reward loyalty and predict future buying behaviors.
Transforming from Call Center to Contact Center How-To GuideDemand Metric
Executive Summary
If loyal customers are the lifeblood of a successful marketing program, call centers are the heartbeat. It is within the call center that happy customers become loyal advocates or disenchanted. All too often, however, call centers are viewed by marketing professionals as an afterthought instead of a key to customer loyalty, customer satisfaction and as a lead generation.
Modern marketers must move from seeing Customer Care as a secondary supporting function to one of primary importance to marketing programs and lead generation, along with other digital marketing and sales activities.
This How-To Guide challenges marketers to view the call center as a potential source of revenue and lead generation as well as the hub of Customer Care. This report discusses the misperceptions around call centers and shows modern marketers how to transform their call center (cost center) into a Modern Contact Center (profit center) by recognizing its strategy in lead generation and customer experience.
This brief 11-page How-To Guide is designed to provide practical advice for building a Modern Contact Center and outlines the following:
Executive Summary
Opportunities & Challenges of the Call Center
Creating a Modern Contact Center
Contact Center Application Selection Criteria
Action Plan
Bottom Line
Demand Metric's How-To Guides are designed to provide practical, on-the-job training and education and provide context for using our premium tools & templates. If there is a topic that you would like to see covered, please contact us at info@demandmetric.com (link sends e-mail) to make a content request.
La relazione con il Cliente per far crescere e innovare il BusinessFondazione CUOA
Intervento di Riccardo Sponza al convegno del Forum ICT - OLTRE IL CRM, Le nuove frontiere per l’integrazione delle attività di “relationship management” al servizio del business -
How to Achieve World Class Customer Experience through Insightful IT Bobhallahan
An amazing overview of how some of the Worlds top companies are achieving awesome customer experience through ingenious IT and brilliant Data intelligence, resulting in massive customer loyalty, repeat business monetization and sky high profits.
Similar to Microsoft CRM xRM4legal 2015 Update (20)
Microsoft Dynamics 365 xRM4Legal xRM4Accounting Technical OverviewDavid Blumentals
Data has become the new currency, and firms create and have access to more of it, and faster than ever before. The challenge is how to transform it into intelligence that generates action and drive outcomes. Dynamics 365 allows firms to adopt individual business apps such as Marketing, BD, Client Care and Operations, but as firms adopt more of the apps, synergies will be unleashed in the form of ‘Intelligent Business Processes’. This will help proactively guide employees & clients to generate optimal outcomes.
As an example – you can adopt Project Service Automation. Project teams can use it as standalone app in close alignment with Office 365, but when combined with Operations, the time and expense reports that project members submit, will automatically go to accounts, HR and Payroll systems, and Project Accounts will be automatically updated for Finance in the Operations App.
It sounds basic… but the fact is that the classic delineation between CRM and ERP has created a separation in data and processes. Dynamics 365 breaks down this separation, and our business platform strategy together with CIT and IOT is centered on enabling this to new levels.
We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are.
That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm.
Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions.
Client experience…
…is what differentiates your firm
…is how you win and keep clients for the long-term
…is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever.
Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email
Getting Started with Microsoft Dynamics 365 xRM4Legal 2017David Blumentals
Last month we unveiled and provided a first look at Dynamics 365 xRM4Legal, showing off the capabilities our customers can expect from our latest generation of intelligent business applications. Today, we are excited to announce that Dynamics 365 xRM4Legal is generally available.
The first thing users will see with Dynamics 365 xRM4Legal is that we are bringing our business applications closer together in how they look, feel and integrate with each other. To better enable end-to-end law firm business processes, we have unified the navigation and core user experience across each of the applications from Marketing & Communications to Business Development, Client Care, Time & Billing and Finance. It remains clean, beautiful, and familiar and it gives you the ability to seamlessly move from one application to another without switching windows.
And when a user logs into Dynamics 365 xRM4Legal, the home-screen will show you all the Business Apps and information relevant to you or your role. With one click, users can connect to Microsoft AppSource, quickly and easily locating the most relevant capabilities from hundreds of precisely curated additional business apps enabled by our partners.
Microsoft CRM xRM4legal 2016 for IP Management and MoreDavid Blumentals
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
Getting Started with Microsoft CRM xRM4NDIS 2016David Blumentals
Demonstrating the power and flexibility of the Microsoft Dynamics CRM platform, this guide shows you how to:
Find your work areas in xRM4NDIS
Work with enquiries, clients and carers, perform assessments, manage medications, create service plans, schedule services and make service bookings
Enter data quickly and easily
Place calls, send email and take notes
Check the disabilities, support needs, recent assessments and incidents of a client
Explore the resource planning, budget planning, time tracking, approval and invoicing manager features
And get up and running quickly with Microsoft CRM/xRM4NDIS – extended Relationship Management for disability service providers
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to Managing and deploying customizations; Configuring role-based security; Customizing entities, adding fields and relationships; Building forms for users to input and retrieve data; Presenting clear information in views and charts; Combining data sources on a dashboard; Going beyond role-based record-level security and assisting users through their business processes.
Microsoft Dynamics CRM Technical Training for Dicker Data ResellersDavid Blumentals
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to key CRM concepts including Deployment including Solution import, Settings and Personal Options; Customization and configuration; Data import; CRM for Outlook and mobile access; Reports and dashboards and Introduction to business rules and processes.
Microsoft CRM xRM4Legal 2015 Enterprise Case ManagementDavid Blumentals
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.
If you want loyal clients you need CRM xRM4Legal 2015 Update 1David Blumentals
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
NetDocuments document and email management for Microsoft CRM xRM4LegalDavid Blumentals
With NetDocuments, users can create, secure, manage, access, and collaborate on documents and email anywhere, anytime, on any device.
This story board shows how the power and simplicity of NetDocuments works with Microsoft CRM / xRM4Legal to help you streamline your technology and improve the way you work.
For more information, email DBlumentals@xRM4Legal.com or visit www.NetDocuments.com or www.xRM4Legal.com
Microsoft CRM xRM4Legal February 2015 Introduction and DemonstrationDavid Blumentals
Extended Relationship Management for law firms, powered by Microsoft Dynamics CRM 2013 – over 4 million users globally, 40,000+ firms
Rollout in days with over 250 legal customizations pre-configured, ready-to-use, managing key clients, cross-sell, referrals & private clients
Integration options with major (bulk) email, PMS & DMS systems
A centralized approach to list management & BD (single click access)
Defined (data) quality standards & processes
Engages partners & staff with easy access & visibility of relationship connections, firm & practice performance
Allows fee earners easy access & update of records with critical BD info (for guaranteed user adoption) – via Outlook and mobile device
Microsoft CRM xRM4Legal 2014 Overview Update 0903David Blumentals
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
Microsoft CRM xRM4Legal 2014 Introduction and Demonstration 0917David Blumentals
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.
Microsoft CRM xRM4Legal 2014 Introduction and DemonstrationDavid Blumentals
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 250 legal customizations pre-configured, ready-to-use, managing key clients, cross-sell, referrals & private clients
Integration options with major (bulk) email, PMS & DMS systems
A centralized approach to list management & BD (single click access)
Defined (data) quality standards & processes
Engages partners & staff with easy access & visibility of relationship connections, firm & practice performance
Allows fee earners easy access & update of records with critical BD info (for guaranteed user adoption) – via Outlook and mobile device
Microsoft CRM xRM4Legal 2014 Document Management with SharePointDavid Blumentals
SharePoint 2013 blends the worlds of traditional information and content management with social computing and search capabilities to deliver an Enterprise Content Management (ECM) platform that is accessible to everyone (with approved security roles). You are not limited to default behaviors, with SharePoint 2013 you can do even more:
Add Fields, update the table in the Table Designer by adding additional fields.
Create Lookups, creating your own relationships between records.
Customize Views, when adding controls such as Autocomplete, Button, Combo box and Hyperlink.
Import or Link Data, from Excel, Access, ODBC, text and SharePoint lists.
Create Reports, interactive reports that summarize data for presentation at team and management meetings.
Microsoft Dynamics CRM 2013 If you want loyal clients you need CRMDavid Blumentals
Keep your best clients / stop them jumping ship to your competitors
Transform your top clients into loyal clients
Help your clients think forward – enable your practice groups and lawyers to stay a step ahead of your clients
Client Lifecycle Development – find the right clients, treat them right, grow them into loyal, long-term clients
Capitalize on Alumni – grow relationships, open doors, increase referrals
Capture a market segment – or beat the competition to a new market segment. Be there first to be best known
Increase the client pool – don’t be dependent on two or three big clients (or two or three biggest practice groups / “rainmakers”)
Deliver outstanding client service – be the best and known for it
First to know (e.g. Lobbying firms)
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
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
2. Everyone is connected, everywhere, all the time
>4.5 billion
social users
>6.8 billion
on mobile
>400 million
tweets per day about product,
services, and brands
150
average number of times a
person checks their phone
each day
http://articles.washingtonpost.com/2013-03-21/business/37889387_1_tweets-jack-dorsey-twitter
http://mobithinking.com/mobile-marketing-tools/latest-mobile-stats/a
http://www.kpcb.com/insights/2013-internet-trends
Morgan Stanley, Comscore, Facebook, Twitter, LinkedIn, Youtube, Wikipedia
4. Clients respond to amazing experiences
86%of clients are willing to
pay more for a better
client experience*
Highly engaged clients
deliver
23%increase in profitability &
revenue**
*Customer Experience: Is it the Chicken or Egg? (Forbes, Jan. 2013) http://www.forbes.com/sites/christinecrandell/2013/01/21/customer-
experience-is-it-the-chicken-or-egg/
** Engagement: The New Competitive Advantage - Creating Value by Strengthening Employee and Customer Engagement (Peppers &
Rogers 2008) http://www.customerlifecycle.us/pdfs/whitepapers/Allegiance%20Peppers%20and%20Rogers%20Engagement.pdf
6. Firms must adapt to the new client journey
Care
everywhere
Earn clients for life with
responsive, relevant,
effective service.
Market
smarter
Plan and deliver
engaging campaigns with
quantifiable results end
to end.
Develop new
business
Focus on what matters to
close more deals faster.
7. The way you market must change
2 of 3CMOs feel pressure
from the board to
prove marketing
value*
>50%Of CMOs admit to
being unprepared
for this change**
*Duke University
**IBM Global CMO Study 2011
8. Market smarter
Engage clients
Connect prospects with targeted content
through multi-channel, multi-stage campaigns
Build pipeline
Automate lead qualification process and pass
great leads to sales in real-time
Demonstrate impact
Measure pipeline and revenue results across
every marketing investment
9. Personal, measurable marketing
Visual campaign design console
Drag-n-drop, multi-stage, multi-channel campaigns
Lead management & scoring
Score prospect engagement and pass leads automatically
BD connector
Pre-built, easy-to-use integration passes PNCs quickly
Marketing resource management
Unify your practice around the strategy and capture costs
Marketing analytics
Dashboards, reports, and Excel PowerView measure ROI
10. Higher ROMI and conversion rates
60%increase in conversion
rates
MECLABS
25%higher returns on
marketing programs due
to better planning
Gartner
$5M
savings in first year
with Microsoft
Dynamics Marketing
Securian
11. The way you develop new business must change
73%of rainmakers using
social media to sell
outperform those
who don’t
Clients are
70%
through the buying
process before they
talk to you
http://partnersinexcellenceblog.com/70-of-buying-process-completed-without-sales-
invovlement/
12. Sell effectively
Zero in
Provide staff with insightful tools to help them
sell smarter and focus on what matters
Win faster
Create experiences that are targeted, personal,
and valuable to increase BD velocity
Sell more
Give practice groups access to people,
information, and content needed to drive results
13. Connected, empowered business development
xRM anywhere
Access critical business information on the go
Outcome driven experience
Drive best practices across your firm with process guidance
Team selling
Tap into your internal network of experts, referrers and alumni
Social insights
Create experiences that are targeted, personal, and valuable
BD analytics
Increase visibility into the business and improve decision making
14. 50%acceleration of sales
conversion cycle
Forrester Research
246%increase in user
adoption
IGH Solutions
“Using Dynamics CRM, we
can do more team selling
and cross-selling across our
business groups to offer
clients the best fit of
services.”
Vicki Burton
Director of CRM
CSX
Increased adoption and accelerated business development
15. The way you provide client care must change
67%of clients use web self-
service to find answers
to their questions.*
62%of global clients switched
service providers last
year due to poor service
experiences.**
*Forrester March 11 2013
** Accenture Global Consumer Pulse Survey 2013
16. Care everywhere
Earn loyalty
Engage clients via their channel of choice
across web, social, chat and mobile
Empower staff
Give your staff and partners a single, unified
tool to deliver fast, amazing client service
Drive resolution
Reduce service response times, improve case
resolution and increase client self-service
17. Responsive, relevant service
Multi-channel service
Across web, social, chat and mobile
Unified service desk
Single, intuitive tool for professionals
Enterprise case management
Close more cases faster and differentiate services
Knowledge base
Find relevant answers for staff and clients
Social service
Engage your clients on their terms via social
18. Increased loyalty and case/matter resolution
“The new help-desk solution based
on Microsoft Dynamics CRM will let
us resolve 75 percent of all service
inquiries in self-service style …
which is the exact opposite of what
client management used to look
like.”
Diane Sharrock
IT Director
CH2M Hill
93%increase in client loyalty.
IBM
Amicus Horizon
Winner, European Contact Center of the
Year 2013
19. Why firms choose Microsoft CRM/xRM4Legal
Market smarter
Care everywhere
Analytics for
everyone
User
experiences
that drive firm
business
results
Deployment
choice and
security
World-class
productivity &
collaboration
Unmatched
value Develop new business
20. Agree key goals/CRM project objectives
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