This document provides an overview of the Microsoft xRM4Finance system powered by Dynamics CRM 2011. It describes capabilities for business development, marketing, client care and the xRM platform. Business development capabilities include a native Outlook client, real-time business intelligence, integrated goal and deal management, and mobile access. Marketing capabilities include dynamic lists, integrated digital marketing and closed loop marketing. Client care capabilities include a 360 degree client view and streamlined processes. The xRM platform offers point-and-click configuration, role-tailored forms, and strong security with financial and document integration.

1. Microsoft xRM4Finance
Powered by Dynamics CRM 2011
System Overview – December 2011

2. Contents
1. Introduction
2. Industry insights
3. What firms want
4. System overview
 Business development
capabilities
 Marketing capabilities
 Client care capabilities
 xRM capabilities
5. Conclusion

3. The best client experiences…
…begin with your people

4. But your people face challenges
every day
“Our software systems “Our people do
are just too hard to not have access to the
use” information they need
to succeed”
“We do not have any “Our firm is too stuck
easily defined in its old ways to
processes” realise the potential of
new ways of doing
things”
“It’s hard to tap into
other practice areas “There is just no spare
when information is time available”
scattered across the
firm”

5. By giving your people the right systems…
… you can generate new, sustainable income
Attract more Improve
prospects service
Close Discover
deals faster insights
Keep Enhance
clients relationships
That’s the power of Microsoft
Dynamics xRM4Finance 2011

6. System Overview
xRM4Finance, powered by Microsoft
Dynamics CRM 2011

7. Business development capabilities
Differentiators
 Native Outlook Client
 Real-time business
intelligence
 Integrated goal and deal
management
 Robust workflow
 Insightful analytics
 Mobile productivity –
iPhone, iPad, Blackberry

8. Information at your fingertips
Provides optimal
visibility into client
records
Reduces training required
Improves teamwork
Increases user adoption

9. Real-time business intelligence
Record More Access “live” Company
Addresses, Overview, People and
Subsidiaries and Competitor Information
Relationships

10. From 25,000+ news sources, social media &
networks, legal filings & more

11. Complete, clean contact details about your target
prospects & clients

12. Delivered inside your CRM or online

13. Improves data accuracy, consistency & CRM
adoption

14. Tracks services & sectors
Left hand navigation
pane for users that want
to jump to specific
records
Easily and quickly search by Deal,
Client, Deal Leader, Analyst etc.
Can easily scroll down for
required information

15. Manages documents/integrates SharePoint

16. Built-in audit history
A native audit trail functionality makes it
easy to track evolution of CRM data. It
shows the Changed Date and Time, Changed
By, which field changed, the Old Value and
the New Value. Supports a variety of audit
compliance legislation: Sarbanes-Oxley, EU
8th Directive, J-SOX and Bill 198C

17. Current, complete decision maker contact data

18. Records classification, address, professional &
personal information

19. Manages subscriptions – newsletters & events

20. Tracks deals – summary & financial
An effective deal database pulls data into a central
repository that would normally be scattered across
several firm resources (eg. Finance, HR, Document
Management, Compliance etc.). The purpose is to
provide a unified profile of each new deal

21. Supports pre-pitch/pitch, going to market

22. Records activities in the market, buyers

23. Supports mobile productivity
Microsoft Outlook, Web and Mobile
integration means easier access to
information (with minimal mouse clicks) -
on the road, working remotely or in the
office. Mobile Express is a new (licence
free) feature in xRM4Finance that
enables users to access CRM data and
capabilities simply and easily. With
Mobile Express, users can use any mobile
Web browser, such as Internet Explorer
Mobile or Safari, in a Web-enabled
mobile device to connect to the
xRM4Finance system. Mobile Express
does not store data on the mobile device

24. Marketing capabilities
Differentiators
 Dynamic lists
 Integrated digital marketing –
HTML emails / event
registration landing pages /
client self service
 Closed loop marketing – ROI
from newsletter to event to
deal to project

25. Dashboard analytics
Real-time dashboards
deliver advanced
business intelligence
functionality that is
simple to use and easy
to change. Users can
quickly configure
multiple dashboards to
monitor performance.
The dashboards can be
set up for individual or
shared use and can
include inline charts
with drill-down
intelligence to visually
navigate data, identify
trends and uncover
new insights

26. Client care capabilities
Differentiators
 360 degree client view
 Easy project handling
 Built-in Knowledge Base
 Streamlined processes
 System wide auditing

27. “x”RM capabilities
Differentiators
 Point-and-click configuration
 Role tailored forms
 Strong security model
 Established financial,
document and SharePoint
integration
 Ideal for financial services
firms

28. In summary, achieve new levels of BD
productivity through better targeting, activity,
communication & deal management
 Help all staff increase productivity
 Close more deals
 Improve client satisfaction
 Deliver innovation
 Drive firm excellence
 Reduce costs
For more information email:
DBlumentals@xRM4Finance.com