When to use hosted vs on premise - because effectively managing the client lifecycle – from marketing to business development to service – is critical to every firms profitability and growth.
Introducing Sage CRM Builder: A better way to manage what mattersSage
In this SlideShare, you can learn more about how Sage CRM Builder can help your business.
Sage CRM Builder isn't just flexible, it's adaptable too.
Using an intuitive drag and drop interface, you can create custom modules for your unique business needs in six easy steps. And your data is stored securely in the cloud, meaning it goes where you go.
You can learn more about Sage CRM Builder on www.sagecrm.com.
Introducing Sage CRM Builder: A better way to manage what mattersSage
In this SlideShare, you can learn more about how Sage CRM Builder can help your business.
Sage CRM Builder isn't just flexible, it's adaptable too.
Using an intuitive drag and drop interface, you can create custom modules for your unique business needs in six easy steps. And your data is stored securely in the cloud, meaning it goes where you go.
You can learn more about Sage CRM Builder on www.sagecrm.com.
Three practitioners, entrepreneurs, and implementors of CRM talk about their experience with Salesforce, Microsoft Dynamics XRM/CRM, Nutshell CRM, Pipedrive, AgileCRM, and Prosperworks. None of the speakers were paid, so it's an honest experience based testimonial on how and why to choose certain CRM tools.
Strategic Design by Architecture and Organisation @ FINN.no - JavaZone 2016Sebastian Verheughe
Experience talk about how architecture and organization come together to address the challenges we face at FINN.no. How we believe decentralised ownership and decision making can help improve development speed and product quality over time. Where we still see complexity in FINN after we started using micro services. And how we try to use the inverse Conway manoeuvre together with DDD to extract the strategic parts of our legacy code. The talk will also address how we currently address data flows across services, and how we are moving in the direction of using events and data streams.
Improving Business Insights - How Technology Can HelpTone' Shelby
Meet current business challenges & emerge stronger! Transform your business with Microsoft Business Intelligence. How Technology can help manage performance management more effectively.
Loaded Technologies is a consulting firm that designs and delivers smart solutions to unlock your customer potential, utilising CRM (Customer Relationship Management), Web, Marketing Automation and Business Intelligence software.
Our capabilities: CRM breadth & depth, backed by strategic, operational and technology expertise:
- Business strategy and execution: Top tier management consulting and executive leadership experience.
- Technology depth and breadth: delivering and supporting complex integrations and deployments.
- CRM breadth: 30+ years in total CRM experience
We've partnered with leading CRM (Customer Relationship Management), Web, Marketing Automation, and Business Intelligence software companies, including SugarCRM, HubSpot, Pardot and JasperSoft to bring their products to the Australian market.
Salesforce and ServiceNow Integration - SynQsivadevaki9
Empower Sales teams to win more deals by Salesforce & ServiceNow integration.
Do this easily using SynQ, the leading integrating platform for ServiceNow
Smart Personnel Action Form (PAF) for Termination for PeopleSoft by Smart ERP Solutions, highlighting an automated electronic PAF with ERP Gadget features to streamline, automate and enhance the Termination process including robust workflow approvals--while avoiding customizations.
Customer Service in Salesforce: Managing Cases EffectivelyInternetCreations
Presentation slides from the PhillyForce meetup on 12/11/2013. Chad Meyer from Internet Creations discussed best practices for running a highly efficient support operation and previewed 5 apps to be more productive with Cases.
World's cheapest CRM on Demand - RTe CRM is available now @ $6.99/User/Month ...Amarnath Gupta
RTe CRM is more than just a CRM. With built-in solutions that range from email marketing, to activity and project management and beyond, RTe CRM On Demand truly is a one-stop organization management solution for most businesses
Take a step ahead towards growing your business with RTe CRM today, and grab exciting volume discount.
Now available at $6.99/User/Month only.
Write us to sales@routeget.com / info@routeget.com.
Visit us on www.routeget.com
ThiCall us on +1 (5180 632 1777
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
Microsoft Dynamics 365 is the all-new next level of business applications that facilitates intelligence enabling organizations to evolve, grow, and completely transform.This powerful software suite amalgamates CRM and ERP functionalities by delivering new purpose-built applications that work and integrate together to accomplish specific business process workflows
Three practitioners, entrepreneurs, and implementors of CRM talk about their experience with Salesforce, Microsoft Dynamics XRM/CRM, Nutshell CRM, Pipedrive, AgileCRM, and Prosperworks. None of the speakers were paid, so it's an honest experience based testimonial on how and why to choose certain CRM tools.
Strategic Design by Architecture and Organisation @ FINN.no - JavaZone 2016Sebastian Verheughe
Experience talk about how architecture and organization come together to address the challenges we face at FINN.no. How we believe decentralised ownership and decision making can help improve development speed and product quality over time. Where we still see complexity in FINN after we started using micro services. And how we try to use the inverse Conway manoeuvre together with DDD to extract the strategic parts of our legacy code. The talk will also address how we currently address data flows across services, and how we are moving in the direction of using events and data streams.
Improving Business Insights - How Technology Can HelpTone' Shelby
Meet current business challenges & emerge stronger! Transform your business with Microsoft Business Intelligence. How Technology can help manage performance management more effectively.
Loaded Technologies is a consulting firm that designs and delivers smart solutions to unlock your customer potential, utilising CRM (Customer Relationship Management), Web, Marketing Automation and Business Intelligence software.
Our capabilities: CRM breadth & depth, backed by strategic, operational and technology expertise:
- Business strategy and execution: Top tier management consulting and executive leadership experience.
- Technology depth and breadth: delivering and supporting complex integrations and deployments.
- CRM breadth: 30+ years in total CRM experience
We've partnered with leading CRM (Customer Relationship Management), Web, Marketing Automation, and Business Intelligence software companies, including SugarCRM, HubSpot, Pardot and JasperSoft to bring their products to the Australian market.
Salesforce and ServiceNow Integration - SynQsivadevaki9
Empower Sales teams to win more deals by Salesforce & ServiceNow integration.
Do this easily using SynQ, the leading integrating platform for ServiceNow
Smart Personnel Action Form (PAF) for Termination for PeopleSoft by Smart ERP Solutions, highlighting an automated electronic PAF with ERP Gadget features to streamline, automate and enhance the Termination process including robust workflow approvals--while avoiding customizations.
Customer Service in Salesforce: Managing Cases EffectivelyInternetCreations
Presentation slides from the PhillyForce meetup on 12/11/2013. Chad Meyer from Internet Creations discussed best practices for running a highly efficient support operation and previewed 5 apps to be more productive with Cases.
World's cheapest CRM on Demand - RTe CRM is available now @ $6.99/User/Month ...Amarnath Gupta
RTe CRM is more than just a CRM. With built-in solutions that range from email marketing, to activity and project management and beyond, RTe CRM On Demand truly is a one-stop organization management solution for most businesses
Take a step ahead towards growing your business with RTe CRM today, and grab exciting volume discount.
Now available at $6.99/User/Month only.
Write us to sales@routeget.com / info@routeget.com.
Visit us on www.routeget.com
ThiCall us on +1 (5180 632 1777
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
Microsoft Dynamics 365 is the all-new next level of business applications that facilitates intelligence enabling organizations to evolve, grow, and completely transform.This powerful software suite amalgamates CRM and ERP functionalities by delivering new purpose-built applications that work and integrate together to accomplish specific business process workflows
MS Dynamics CRM 365 is the comprehensive software suite facilitating brilliant fusion of CRM and ERP cloud services focused on a specific business process. This integrated cloud-based CRM and ERP solutions offer intelligent Software-as-a-Service (SaaS) applications that seamlessly integrate with Microsoft Office 365.
How businesses in Brazil are using WhatsApp in creative ways and how this translates to the rest of the world.
Read more about it here: https://medium.com/@fernandasaboia/in-digital-marketing-whatsapp-is-fueling-a-global-trend-45a734835148
This was presented at SxSW 2016.
eSavvy - Top 5+1 Reasons Why Companies Use Microsoft Dynamics CRMDaniel Dornak
Take a tour with the Managing Director of the 2012 Microsoft CRM Partner of the Year in Australia to discover the power of Microsoft Dynamics CRM. Find out how to navigate in Dynamics CRM 2011, how to improve your sales productivity by focusing on opportunities with the highest revenue or by closing deals faster, learn how to repeat Marketing campaigns with the highest ROI or how to impress your customers with fast and efficient service.
eSavvy Top 5+1 Reasons Why Companies Use Microsoft Dynamics CRMDaniel Dornak
Take a tour with the Managing Director of the 2012 Microsoft CRM Partner of the Year in Australia to discover the power of Microsoft Dynamics CRM. Find out how to navigate in Dynamics CRM 2011, how to improve your sales productivity by focusing on opportunities with the highest revenue or by closing deals faster, learn how to repeat Marketing campaigns with the highest ROI or how to impress your customers with fast and efficient service.
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
With the right CRM comes the opportunity for Along the way, IT managers need an integratedcompanies to really get to know their customers, set of technologies—from websites to databasestheir needs, preferences and their buying and data mining tools—to make it work.patterns.
A new and innovative marketing and business development solution for corporate finance firms and other professional services organizations, xRM4Finance offers the most complete set of solutions for business development, marketing and client care
Read about Kimberley Karavans managed to integrate their entire business binding their salesforce.com crm together with their MS Dynamics NAV and webshop Joomla
Are you looking for best cloud CRM software for your sales or marketing team? WakeupsalesCRM is designed to be the one-stop CRM solution for all of your hosting needs.
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
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
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 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.
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
2. Why consider CRM at all?
Because Clients Drive Business Success
Effectively managing the client lifecycle – from
marketing to business development to service – is
critical to every firms profitability and growth.
“… firms with high client satisfaction scores have blown the S&P 500 out of the
water, especially over the last few years. Not only have they produced higher
returns, but their share values and cash flows have been less volatile.”
- Harvard Business Review, March 2007
3. Perceptions of CRM for smaller firms
• “CRM is just too complex for my business”
• “Only the big firms use CRM”
• “It’ll cost me way too much”
• “You go through all this trouble and no one uses it anyway”
• “I’ll have to change everything about my firm”
• “I don’t have the technology or the team to make CRM work”
4. What to look for in a CRM system…
CRM that fits your people
The right user experience for every user role
CRM that fits your firm
Configures easily to meet your specific firm size
CRM that fits your budget
Deploys quickly and is affordable
5. How do you get started?
Be in the “Know”!
• Know your desired outcomes
• Know your firm and your critical processes
• Know when to connect with an expert
• Know your options
6. Know your desired outcome
What do I want out of a CRM system?
• Increase revenues and profits?
• Get better information about my clients and referrers?
• Manage marketing lists/newsletters and events?
• Track business development opportunities?
• Measure performance of my practice areas?
• Gain consistency/repeatable processes across practice groups?
7. Know your firm and critical processes
What makes my firm tick?
• Are we doing the same steps each time?
• Do we have redundant processes between practice areas?
• What can be – or shouldn’t be – automated with CRM?
• Will I have to change my firm to use a CRM system?
8. Know when to connect with an expert
What do I need help with?
• Determining if CRM is a fit for my firm?
• Documenting what makes my firm really run?
• Learning from the experiences of other CRM projects?
• Adapting a CRM system to my firm needs?
9. Know your options
On-Premise CRM On-Line CRM
Control and ownership Quick to deploy
Technology investments Infrastructure considerations
Customisation, compliance Low, per user monthly fee
10. Why Microsoft Dynamics xRM4Legal 2011?
Works the way Deliver an easier
and more natural
you do user experience
xRM4Legal 2011
Works the way
matches the way you
your firm does do business
Deliver an affordable
Works the way
solution that fits
technology should your firm
11. What is Microsoft Dynamics xRM4Legal Online?
• Full functionality of Microsoft CRM for law firms - over the Internet
• Technology managed by Microsoft on your behalf
• Monthly fee model for reduced up-front technology investment
• Secure, on-line access anywhere with web access
12. When to consider xRM4Legal Online
• Firms wishing to deploy a solution rapidly on-line
• Firms with limited or no IT availability
• Rapid-start evaluation projects before larger deployment
• Firms with limited technology infrastructure in place
• From 5 to 250 potential CRM users
• Prefer a monthly fee model – as low as $99/user/month
13. Drive fast and productive business development
A request is
automatically
A client requests created with
more information. the appropriate
workflow.
The lead is
The lead is passed to the automatically
right partner to close routed to marketing
the opportunity. to qualify and assign.
14. Drive fast and effective marketing
Campaign responses
are captured;
performance is measured
A new campaign is for evaluation
budgeted, approved,
targeted, and executed to
your target audience
15. Drive fast and consistent client service
The service request is
Service requests come created with an
in via phone, web, appropriate
or other channels. workflow.
The service request
is automatically
routed to the
The knowledge
best available
base
practice group.
is searched and
solutions are
suggested.
16. Why choose Microsoft CRM?
“If you know how to use Microsoft Outlook, you
know how to use Microsoft CRM.”
- AMR Research, November 2007
““Buyers also like Microsoft Dynamics CRM’s
usability and its quick time-to-value
compared with traditional CRM applications.”
- Forrester Research, February 2007
17. Try Microsoft xRM4Legal for yourself
• Full functionality of Microsoft Dynamics CRM - over the Internet
• Technology managed by Microsoft on your behalf
• Monthly fee model – as low as $99/user/month
• Secure, on-line access anywhere with web access
Test drive available – email DBlumentals@xRM4Legal.com
18. Centralise your client information
Turn these…
“Which list “Who last
should we work contacted this
from?” client?”
“How can we
“Who’s list is up achieve better
to date?” tender
outcomes?”
“Does anyone
have a contact “Are our clients
there?” happy?”
19. Centralise your client information
Into this…
Single source of Date and time
information tracking of each
activity
Real-time
Always available access to
in real-time marketing & BD
data
Shared across Works within
practice groups Microsoft
Outlook!