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
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.
Introduction to Customization in dynamics crm 2016Firoz Muhammed
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
Microsoft Dynamics CRM - Customization and Configuration Training Online Cour...Little Logic
Microsoft Dynamics CRM - Customization and Configuration Training Online Course - Little Logic - the course is provided in USA, Australia, Canada, Europe, UK, UAE and Saudi Arabia
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 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.
Introduction to Customization in dynamics crm 2016Firoz Muhammed
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
Microsoft Dynamics CRM - Customization and Configuration Training Online Cour...Little Logic
Microsoft Dynamics CRM - Customization and Configuration Training Online Course - Little Logic - the course is provided in USA, Australia, Canada, Europe, UK, UAE and Saudi Arabia
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.
Part 3 of a case study on marketing resource management software which covers the environment and forces creating the need for solutions with a small overview on how the solutions work.
SharePoint Server 2007 Overview - TechMentor 2007 with Joel OlesonJoel Oleson
This deck discusses the features in SharePoint Server in an overview style presentation. This was presented while I was a Product Manager for Microsoft SharePoint at TechMentor in Orlando by Joel Oleson
Microsoft Dynamics GP 2016 New Features | Robin Hauswirth and Jack SawickiKatie Elliott
Microsoft Dynamics GP paves the way as an evolutionary and cutting edge ERP solution, especially in the new era of affordable, cloud-savvy technologies. Dynamics GP 2016 includes a new HTML5 browser with support for iPad, Android, and Windows Web Client; key additions to the All in One Doc viewers; ODATA service for Power BI, new service based architecture entities, and 35+ functionality features prioritized by customers.
Robin Hauswirth
Jack Sawicki
BDO Canada LLP
BDO Connections 2016 | Breakout Session
Essential technologies for business development 2016 presentationMartha Lord
CRM & Business Development Technology expert Chris Fritsch shares insights on ERM, CRM, eMarketing, pipeline management and other tools for business development -- for law firms and other organizations.
Driving Greater CRM Productivity with M-Files Solution for Law FirmsArtem Shpachenko
Updated on Aug 22, 2016
M-Files for CRM for Law Firms Solution meets key requirements what law firms look for in terms of the client relationship management:
- Reduce the time and cost of data administration by offering user-friendly and intuitive interface.
- Combine CRM with strong document management functionality in single corporate information management solution.
- Improve productivity and efficiency by providing lawyers with a 360-degree view of clients and prospects.
- Provide quick and easy access to information by finding the content related to clients and projects within seconds.
- Easily integrate with billing and other business systems to gain valuable insights into client relationships.
M-Files for CRM for Law Firms Solution significantly increases manageability of client relationship management processes and makes the work easier to employees. The system provides the accountability of all the registered data, keeps the information securely stored and accessed by the authorized employees only.
Part 3 of a case study on marketing resource management software which covers the environment and forces creating the need for solutions with a small overview on how the solutions work.
SharePoint Server 2007 Overview - TechMentor 2007 with Joel OlesonJoel Oleson
This deck discusses the features in SharePoint Server in an overview style presentation. This was presented while I was a Product Manager for Microsoft SharePoint at TechMentor in Orlando by Joel Oleson
Microsoft Dynamics GP 2016 New Features | Robin Hauswirth and Jack SawickiKatie Elliott
Microsoft Dynamics GP paves the way as an evolutionary and cutting edge ERP solution, especially in the new era of affordable, cloud-savvy technologies. Dynamics GP 2016 includes a new HTML5 browser with support for iPad, Android, and Windows Web Client; key additions to the All in One Doc viewers; ODATA service for Power BI, new service based architecture entities, and 35+ functionality features prioritized by customers.
Robin Hauswirth
Jack Sawicki
BDO Canada LLP
BDO Connections 2016 | Breakout Session
Essential technologies for business development 2016 presentationMartha Lord
CRM & Business Development Technology expert Chris Fritsch shares insights on ERM, CRM, eMarketing, pipeline management and other tools for business development -- for law firms and other organizations.
Driving Greater CRM Productivity with M-Files Solution for Law FirmsArtem Shpachenko
Updated on Aug 22, 2016
M-Files for CRM for Law Firms Solution meets key requirements what law firms look for in terms of the client relationship management:
- Reduce the time and cost of data administration by offering user-friendly and intuitive interface.
- Combine CRM with strong document management functionality in single corporate information management solution.
- Improve productivity and efficiency by providing lawyers with a 360-degree view of clients and prospects.
- Provide quick and easy access to information by finding the content related to clients and projects within seconds.
- Easily integrate with billing and other business systems to gain valuable insights into client relationships.
M-Files for CRM for Law Firms Solution significantly increases manageability of client relationship management processes and makes the work easier to employees. The system provides the accountability of all the registered data, keeps the information securely stored and accessed by the authorized employees only.
The Top Skills That Can Get You Hired in 2017LinkedIn
We analyzed all the recruiting activity on LinkedIn this year and identified the Top Skills employers seek. Starting Oct 24, learn these skills and much more for free during the Week of Learning.
#AlwaysBeLearning https://learning.linkedin.com/week-of-learning
Get your free whitepaper at https://ap.pn/2M6sDs4
New customer expectations across all facets of engagement are challenging how traditional contact centers operate. Pressure is building to optimize customer experience, improve agent productivity, and deliver on strategic business initiatives.
But, the market conditions are changing and organizations have to be prepared to embrace:
-- The growing complexity and number of communication channels
-- New and evolving regulatory compliance requirements
-- Disruptive technologies, including Artificial Intelligence (AI) and Robotic Process Automation (RPA)
Forward thinking leaders are leveraging technology to transform their operations into Intelligent Contact Centers™, redefining the customer experience—and business value they bring to the organization.
Download the whitepaper for insight into how organizations are building next generation contact center applications. https://ap.pn/2M6sDs4
Digital Transformation Road Map for Customer Service with Dynamics 365Manish Chauhan
Dynamics 365 for Customer Service: Digital Transformation Road Map for Customer Service with Dynamics 365. Drive digital transformation with a new approach to customer relationship management (CRM) solutions for a comprehensive view of your customers.
Electronic Signatures – The Right Move for Business Owners - DrySign USA.pdfDrysign By Exela
Businesses invest in digital technologies to increase profit margins and gain a competitive edge. Learn how DrySign provides ROI and more for businesses.
Connected Underwriting Capabilities for the Digital InsurerAppian
Opportunity drives competition and the race to gain market share. Learn how Insurers can achieve profitable growth through a collaborative insurance underwriting technology infrastructure that centers work around the customer: http://ap.pn/2m8lUl7
What are the best digital transformation tools for your business?learntransformation0
These tools, whether they be cloud computing services, data analytics platforms, or collaboration tools, serve as the cornerstone upon which the basis of an organisation that has undergone a digital transformation is created.
The AI-powered digital transformation platform automates and streamlines end-to-end business processes, including content, processes, and communications. This hyper-automation technology enables you to eliminate repetitive and manual tasks and enables the business user to work with increased efficiency and decision-making.
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.
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
The AI-powered digital transformation platform automates and streamlines end-to-end business processes, including content, processes, and communications. This hyper-automation technology enables you to eliminate repetitive and manual tasks and enables the business user to work with increased efficiency and decision-making.
IBM Comprehensive Business-to-Partner IntegrationLightwell
Today’s environment demands flexible, well-designed partner and systems integration solutions that can help leverage existing investments, respond more easily to change, cut costs as they improve performance, and enable companies to capitalize on opportunities ahead of their competitors. Discover the benefits of IBM's Comprehensive Business-to-Partner Integration: A Tool for Revenue Growth.
Managed support cost and enhanced performance for the world's largest gaming ...Mindtree Ltd.
Mindtree collaborated with the customer to develop a new application, keeping in mind present and future requirements such as distributed scenarios, offline capabilities, cloud deployment and seamless integration with line-of-business applications.
Getting customers is not easy and keeping loyal, long-term customers can be even harder. Amazing service means that EVERY interaction matters. Whether you are connecting on the phone, on social media or in-person, having the right information at your fingertips is critical. Use Microsoft Dynamics 365 to give customers the answers they need starting with self-service portals and customer service reps the tools to ensure every case gets the attention and resolve it deserves.
Digital Transformation is a systematic approach to your business that applies digital thinking across everything you do, from the front office to the back office. It’s what we refer to as “The New Business of Digital.” The quote you see summarizes that thought well.
This is an important distinction because not only is there a direct, tangible improvement to the specific area that you change through digital technology and digital thinking—for example, replacing hard-copy documents with electronic documents—but there is a significant value-add as well.
Through Digital Transformation, your processes are:
Optimized through intelligent information capture
Streamlined by removing time-consuming steps
Replaced with a new, simpler way of doing things
To learn how it impacts business download the presentation or visit our website http://www.fujixerox.com.au/products/
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.
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
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.
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
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.
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 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.
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…
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
xRM4Legal Makes Microsoft Dynamics CRM Viable for Law FirmsDavid Blumentals
More than just marketing, xRM4Legal offers law firms the opportunity to integrate all their line of business applications within one easy to use, easy to manage, easy to afford environment. xRM is the evolution of CRM, where the X in xRM stands for eXtended Relationship Management. xRM is based on Microsoft CRM and the .NET platform
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
Elevating Tactical DDD Patterns Through Object CalisthenicsDorra BARTAGUIZ
After immersing yourself in the blue book and its red counterpart, attending DDD-focused conferences, and applying tactical patterns, you're left with a crucial question: How do I ensure my design is effective? Tactical patterns within Domain-Driven Design (DDD) serve as guiding principles for creating clear and manageable domain models. However, achieving success with these patterns requires additional guidance. Interestingly, we've observed that a set of constraints initially designed for training purposes remarkably aligns with effective pattern implementation, offering a more ‘mechanical’ approach. Let's explore together how Object Calisthenics can elevate the design of your tactical DDD patterns, offering concrete help for those venturing into DDD for the first time!
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
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.
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
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.
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
4. “The headcount of
secretarial, administrative
and shared service staff
is falling at top- and mid-
tier firms alike.”
“Outsourcing back-office
functions is well
established among top-
tier law firms with 44% of
the largest law firms
doing this over the last
12 months. .”
“The biggest
component of a law
firm’s cost base tends
to be its staff, giving
rise to a high fixed
cost base.”
5. Achieve sustained
growth
in a competitive, evolving industry
Maintain the
trust
of today’s demanding clients
Meet growing demands for
compliance
Implement technology tools
that drive greater operational
efficiency
Capitalize on explosive growth of
social
networks and channels
Economically address demands for
greater
mobility
6. 33%
of clients have dropped at
least one law firm in the past
year
35%
of law firms have seen an
erosion of market share
35%
is the risk of attrition when
a law firm serves a client in
just one area of law*
5%
increase in client retention
can increase profits between
25 to 125 percent
* When five or more law firm partners are involved with a client,
fewer than 10 percent leave the firm.
7. Improve
margins and
achieve growth
Rapidly evolve
services and
practice areas
Personalize
the client
experience
Streamline
firm
processes Compliance
360-View
Client
Profile
Become a more client-centric firm
9. Give partners and staff a 360-degree
client view so they can act as a true
“trusted advisor”.
Identify new opportunities (potential
new matters) with robust segmentation,
analytics and BI capabilities right within
CRM.
Increase wallet share via more targeted
and relevant client planning, cross and
up-sell offers.
Capitalize on “moments-in-time” with a
CRM solution that can be used in the
office, on the road, in the court room or
anywhere client interactions occur.
10. Make it easy to adopt CRM and seamlessly
track all client communications in a native
Microsoft Outlook user interface.
Improve staff productivity by harnessing
the powerful capabilities of Microsoft Excel,
Word, SharePoint and NetDocuments right
within CRM.
Reduce operational costs by automating
processes such as new business intakes,
pitches and new client/matter inceptions.
Create role-based dashboards that help
everyone do their job better, from
managing partner to finance, fee earners,
and marketing/BD.
11. Drive interactions that are personalized
and relevant, winning and maintaining
client loyalty and trust.
Prevent unwanted communications and
spam by using powerful privacy
preference tracking and integration with
leading email, SMS and web form
marketing eg. MailChimp,
ClickDimensions, ExactTarget.
Arm your partners and staff with
complete client and case information that
help them resolve client issues quickly.
Measure, track, and visualize key metrics
such as client satisfaction, retention, and
profitability.
12. Share best-practices and tips, and foster
greater CRM adoption with built-in social
and business network integration.
Enable more effective cross-practice
group collaboration and legal project
management with embedded, powerful
Skype for Business capabilities.
Know your clients better and respond
effectively using powerful social listening
and analytics.
Enable your practice managers to
connect anytime, anywhere with your
clients via seamless computer-telephony
integration.
13. Take advantage of the robust Process-
Centric UI to easily define, automate
and track key processes and tasks.
Stay on top of any changes to client
information with the powerful Audit
Log feature.
Streamline the documentation process
with embedded document
automation capabilities.
Jumpstart and streamline your
compliance efforts with law firm
specific templates and process flows.
14. Provide instant access to client and case
information on mobile devices so you can
stay connected with your clients anywhere,
anytime.
Give your staff the power of choice by
providing them with a CRM solution
optimized for multiple mobile devices.
Jumpstart your mobile CRM projects by
taking advantage of powerful law firm
mobile solutions and templates for
Microsoft Dynamics CRM/xRM4Legal.
Leverage robust mobile configuration tools
so you can tailor CRM to your specific
mobile needs.
16. Intellectual Property Legal Project Management Extended CRM (xRM)
Know your clients and build
personalized relationships
Integrate CRM with IP/trademarks
Use familiar Microsoft tools
Provide valuable advice
Listen and engage with your clients
Manage projects
Proactively identify your most
profitable clients
Provided a unified PM dashboard
Streamline compliance
Leverage the CRM Marketplace
Simplify firm specific development with
built-in core platform capabilities
Transform how you engage with clients
Take advantage of social tools to better listen and communicate
Provide mobile access virtually anywhere on virtually any device
Deliver connected insight with real-time analytics and inline visualizations
17. Imagine faster, better informed, more efficient client operations.
“The latest update improves
usability across devices
(smartphone and tablet), adds
new security options plus
enhanced workflow and search
capabilities ‘out of the box’. ”
Know your clients and build
personalized relationships.
Use familiar tools with a native Microsoft
Outlook experience.
Streamline every interaction with
automated processes and guidance.
Provide valuable advice based on real-
time data and client insight.
Deliver mobile access to your people
using their choice of device.
Empower the channel with up-to-date
information and collaborative tools.
Start with a 360-degree view of
client information and case
records combined with
automated processes in a
familiar Outlook user interface.
18. Enable professional staff to
work in a way that is natural
and personal, using intuitive
tools to deliver superior client
service.
Streamline service by unifying CRM data
with case data and project tools.
Listen and engage with tools that help
you understand your client’s needs.
Stay connected with embedded social
and collaborative tools.
Speed service tasks with embedded
guidance, workflows, and contextual data.
Unify disparate service apps with data
integration and UI automation.
Turn your client services center into a
profit center by delivering proactive,
tailored responses.
Every interaction is an opportunity to turn your clients into loyal advocates.
“We now have much better
insight into client, case, time
and billing activities on a
daily basis.”
19. “We spent much more time
actually solving real
business needs, as
opposed to addressing the
technical details.”
Take advantage of having the
foundation in place, so you can
focus on what’s important:
delivering value to the firm.
Eliminate costly development with built-in
data management, UI, security, reporting,
social, and collaboration components.
Take an agile approach by quickly creating
proof of concept solutions.
Customize rapidly with point-and-click
design tools and workflow creation.
Streamline compliance by automating
regulation-mandated processes.
Reduce costs using widely-available
development resources and technologies.
Use what you already have with a solution
built on a trusted platform.
Law firms are using
Extended CRM
today:
• New Business Intakes
• Client Planning
• SMS Marketing
• Web Form Integration
• Email Marketing
• Event Management
• Pitch Management
• Inception
Management
• PMS Integration
Picture a platform that lets you move from idea to solution rapidly at low cost.
40. Next steps
Schedule a “live” demo – 30 minutes
Organize a “proof of concept” – 1 week to 1 month
Run a pilot – including light-house practice group
Rollout firm-wide – targeting wider audience of
professional and support staff