Powered by Microsoft Dynamics CRM 2011, xRM4Legal IP Management for Microsoft Dynamics CRM is an effective, easy-to-use and affordable IP Management System for use by law firms and corporate IP departments.
Visualize your data everywhere! With InfoPlanIT's Visual Analyzer state of the art Business Intelligence Application Suite, you can get control of your companies data, and put reporting, analysis, monitoring (of metrics and KPI's) into the hands of many of your employees!
This presentation has been prepared to showcase the functional requirements of accounting CRM 2011, in order to help guide decisions about which features, functions and information will be of greatest value in a particular implementation.
Powered by Microsoft Dynamics CRM 2011, xRM4Legal IP Management for Microsoft Dynamics CRM is an effective, easy-to-use and affordable IP Management System for use by law firms and corporate IP departments.
Visualize your data everywhere! With InfoPlanIT's Visual Analyzer state of the art Business Intelligence Application Suite, you can get control of your companies data, and put reporting, analysis, monitoring (of metrics and KPI's) into the hands of many of your employees!
This presentation has been prepared to showcase the functional requirements of accounting CRM 2011, in order to help guide decisions about which features, functions and information will be of greatest value in a particular implementation.
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
Collaboration and Productivity with Microsoft SharePointEdgewater
Ori Fishler, Web Solutions Practice Director at Edgewater Technology, was invited to speak at the Delta Dental CFO Conference on April 26th on Marco Island, FL. Ori presented the collaboration benefits of SharePoint 2010, specifically how a collaborative platform like SharePoint:
- streamlines finance and accounting processes
- improves the productivity of the underwriting department
Institutional asset managers need to become more customer-centric to differentiate themselves in the market and retain current clients. When institutional account contracts come up for renewal, client satisfaction plays a critical role in their decision-making.
An overview of Stratitude's Salesforce.com and Force.com offerings such as implementation, integration, migration, customization, analytics, Force.com apps and various customer engagement models.
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
Collaboration and Productivity with Microsoft SharePointEdgewater
Ori Fishler, Web Solutions Practice Director at Edgewater Technology, was invited to speak at the Delta Dental CFO Conference on April 26th on Marco Island, FL. Ori presented the collaboration benefits of SharePoint 2010, specifically how a collaborative platform like SharePoint:
- streamlines finance and accounting processes
- improves the productivity of the underwriting department
Institutional asset managers need to become more customer-centric to differentiate themselves in the market and retain current clients. When institutional account contracts come up for renewal, client satisfaction plays a critical role in their decision-making.
An overview of Stratitude's Salesforce.com and Force.com offerings such as implementation, integration, migration, customization, analytics, Force.com apps and various customer engagement models.
CompliCheck - The Compliance Management SolutionRanjan Soni
CompliCheck is the next generation compliance management and tracking solution. It is designed for companies of all sizes help manage their compliance risks by identifying and tracking the statutory and regulatory responsibilities and risks associated with non-compliance. It is also powered by CompliPedia - A Compliance Knowledge base designed specifically for complicheck subscribers to stay informed and a platform to discuss compliance related queries.
An overview of software compliance management and how it relates to software asset management. Also, our services to address these issues are discussed.
360factors is a cloud based regulatory risk and compliance management Software Company. Our cognitive technologies to provide regulatory insights predict risks and improve operational excellence, sustainability and margins for Banking, Finance, Oil & Gas, EHS, Power and Utilities, IT and many other industries.
Presentation for
Vendor Contact Management Application
contact management system (CMS)
visit us : http://www.rankexpert.co.in
call us : +91 9004779900
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About RankExpert !
RankExpert SEO Consultant Services
Commitment to deliver end-to-end IT solutions and services. We offer business-friendly solutions across all type of business.
Outsource your IT solutions to us based in Mumbai India.
Website development
Web applications for all type of Business
Mobile application developments
Customer relationship Management
SEO marketing
Increasing the visibility of your websites in search engines.
We help you achieve a successful target audience for your business
Email marketing solution
Hosting solutions
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Know about CMS?
A CMS - contact manager is a software program that enables users to easily store and find contact information
such as names, addresses and telephone numbers.
contact-centric databases
integrated approach to tracking of all information and communication activities
several people in a company to access the same database
Centralized repository of contact information
Ready to use database with searching
Document management
Notes and conversation management
Import/export contact utility
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How CMS works?
Contact Management Software
Create an electronic database of customers and business contacts. As companies have searched for ways to consolidate, streamline, and share customer information, client management software tools . Nowadays, contact management systems let people and businesses record and track customer, client, and supplier interactions, documents, and more.
Businesses have come to understand that they can boost productivity and lower costs by managing all this information with a single, integrated platform rather than a proliferation of client management software tools with different data collection schemes.
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Getting Started !
What Can You Do With Contact Manager?
Track all contacts and related opportunities, activities, and other details from a centralized, shared database
Contact management software for any business entrepreneur to maintain their customer database.
online software to share and manage addresses and contacts
Keep Contact Information Accessible
Contact management software to store important contact information, like contact/company name, phone numbers, email and billing addresses, and notes. Your contacts’ critical information will be easily accessible online from any location.
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What we will deliver to you
Affordable cost solutions
Develop the CMS web application
Design content and structure
Rights and roles management
Documents management
Contact Communication Management
Reports and analysis
Hosting and setup of application
Database maintenance
Application support
The Enterprise Management Portal (EMP) is a gateway to the Management System that helps an organization work.
To enable the entire organization to align with its core context and to collaborate at all levels
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
Simplifying Contract Lifecycle Management with SharePointOptimus BT
Discover the benefits of using SharePoint for your contract lifecycle management. This presentation provides an overview of of some of the problems with manual or antiquated systems and how our eContracts solution can be a be great solution for managing contracts.
Aderant 2012 Solutions Guide: Mange, Grow, and Protect Your FirmAderantLegalSoftware
Aderant's innovative technology solutions for the legal and professional services industry help firms of all sizes better manage, grow, and protect their business. Learn about our product offerings in this solutions guide.
Engagedots is an enterprise business solutions providing you a complete service to enhance the management, employees and customers with the integrated business tool. We are here to provide you, end to end solution under single platform.
• Too many businesses today find that they are stuck using an old version of their financial management software. Upgrading your software is a costly and very messy process.
• With so many processes, reporting laws, and taxes changing every year, having software that automatically updates and requires no maintenance can be crucial.
This presentation was given by James Jameson, Business Unit Executive, Business Process & Decision Management, Growth Markets, at Impact 2012 in Mumbai on the 1st of June.
Microsoft Dynamics 365 xRM4Legal xRM4Accounting Technical OverviewDavid Blumentals
Data has become the new currency, and firms create and have access to more of it, and faster than ever before. The challenge is how to transform it into intelligence that generates action and drive outcomes. Dynamics 365 allows firms to adopt individual business apps such as Marketing, BD, Client Care and Operations, but as firms adopt more of the apps, synergies will be unleashed in the form of ‘Intelligent Business Processes’. This will help proactively guide employees & clients to generate optimal outcomes.
As an example – you can adopt Project Service Automation. Project teams can use it as standalone app in close alignment with Office 365, but when combined with Operations, the time and expense reports that project members submit, will automatically go to accounts, HR and Payroll systems, and Project Accounts will be automatically updated for Finance in the Operations App.
It sounds basic… but the fact is that the classic delineation between CRM and ERP has created a separation in data and processes. Dynamics 365 breaks down this separation, and our business platform strategy together with CIT and IOT is centered on enabling this to new levels.
We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are.
That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm.
Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions.
Client experience…
…is what differentiates your firm
…is how you win and keep clients for the long-term
…is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever.
Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email
Getting Started with Microsoft Dynamics 365 xRM4Legal 2017David Blumentals
Last month we unveiled and provided a first look at Dynamics 365 xRM4Legal, showing off the capabilities our customers can expect from our latest generation of intelligent business applications. Today, we are excited to announce that Dynamics 365 xRM4Legal is generally available.
The first thing users will see with Dynamics 365 xRM4Legal is that we are bringing our business applications closer together in how they look, feel and integrate with each other. To better enable end-to-end law firm business processes, we have unified the navigation and core user experience across each of the applications from Marketing & Communications to Business Development, Client Care, Time & Billing and Finance. It remains clean, beautiful, and familiar and it gives you the ability to seamlessly move from one application to another without switching windows.
And when a user logs into Dynamics 365 xRM4Legal, the home-screen will show you all the Business Apps and information relevant to you or your role. With one click, users can connect to Microsoft AppSource, quickly and easily locating the most relevant capabilities from hundreds of precisely curated additional business apps enabled by our partners.
Microsoft CRM xRM4legal 2016 for IP Management and MoreDavid Blumentals
The Microsoft Dynamics CRM/xRM4Legal 2016 platform is a powerful tool that leverages a firm’s existing Microsoft-based technology environment – Microsoft Windows, SQL Server and Microsoft Office – to deliver a system that is highly functional, easy-to-use (and customize) and very affordable.
Integrations are available with financial systems like Microsoft Great Plains/GP (AX, NAV) and other law firm systems (like Aderant, Thomson and so on).
When combined, this helps bring everything together to improve efficiency, streamline business processes and improve overall user experience and productivity.
It also enforces the “one stop shop” for managing all client, contact, case, activity and document records in one place – across marketing, business development, client care and project and resources management.
This story board highlights key functional requirements and capabilities provided by Microsoft CRM/xRM4Legal including IP (Intellectual Property) Management. These can be summarized as managing organization, people and case records, assigning (lawyer) attorneys to work on cases, creating IP records for patents, trademarks etc – also recording disputes and licenses.
Email us today to schedule a quick discussion and/or web demo – Support@xRM4Legal.com
Getting Started with Microsoft CRM xRM4NDIS 2016David Blumentals
Demonstrating the power and flexibility of the Microsoft Dynamics CRM platform, this guide shows you how to:
Find your work areas in xRM4NDIS
Work with enquiries, clients and carers, perform assessments, manage medications, create service plans, schedule services and make service bookings
Enter data quickly and easily
Place calls, send email and take notes
Check the disabilities, support needs, recent assessments and incidents of a client
Explore the resource planning, budget planning, time tracking, approval and invoicing manager features
And get up and running quickly with Microsoft CRM/xRM4NDIS – extended Relationship Management for disability service providers
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to Managing and deploying customizations; Configuring role-based security; Customizing entities, adding fields and relationships; Building forms for users to input and retrieve data; Presenting clear information in views and charts; Combining data sources on a dashboard; Going beyond role-based record-level security and assisting users through their business processes.
Microsoft Dynamics CRM Technical Training for Dicker Data ResellersDavid Blumentals
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to key CRM concepts including Deployment including Solution import, Settings and Personal Options; Customization and configuration; Data import; CRM for Outlook and mobile access; Reports and dashboards and Introduction to business rules and processes.
Microsoft CRM xRM4Legal 2015 Enterprise Case ManagementDavid Blumentals
The Microsoft Dynamics CRM/xRM4Legal 2015 platform is a powerful tool that leverages a firm’s existing Microsoft-based technology environment – Microsoft Windows, SQL Server and Microsoft Office – to deliver a system that is highly functional, easy-to-use (and customize) and very affordable.
Integrations are available with financial systems like Microsoft Great Plains/GP (AX, NAV) and other law firm systems (like Aderant, Thomson and so on).
When combined, this helps bring everything together to improve efficiency, streamline business processes and improve overall user experience and productivity.
It also enforces the “one stop shop” for managing all client, contact, case, activity and document records in one place – across marketing, business development, client care and project and resources management.
This story board highlights key functional requirements and capabilities provided by Microsoft CRM/xRM4Legal. These can be summarized as managing organization, people and case records, assigning (lawyer) attorneys to work on cases, creating booking/billing events, reporting on these events, adding expenses, activities, documents and more.
If you want loyal clients you need CRM xRM4Legal 2015 Update 1David Blumentals
Microsoft Dynamics CRM / xRM4Legal 2015 Update 1 includes a number of terrific technical improvements including faster page loads, improved application performance, and faster email delivery. One noticeable feature is the new Form Rendering Engine. This enhancement loads CRM pages faster so you can view data on the forms quickly.
For law firm users this update also includes:
NetDocuments integration. By integrating NetDocuments, xRM4Legal “closes the loop” – delivering a modern, secure solution for intelligent and confidential document and email management with award winning client and legal project management. Together the two solutions address the rapidly changing needs of the legal services market. With NetDocuments Email & Document Management for xRM4Legal, users can enjoy the familiar Microsoft Outlook interface while saving Outlook message files and individual documents to NetDocuments locations. They can also view emails and documents within xRM4Legal, all without leaving Microsoft Outlook.
New Business Intake update. Now supporting over two dozen law types, users can perform a quick conflict check before selecting the required practice area. Tool tips and online help ensure that all the right questions are asked and the New Business Intake is completed quickly and efficiently. Built in charts and dashboard report on intakes by practice area and lead source.
Business development methodology. New “Blue Sheet” and “Buying Influence” entities deliver “strategic selling” to xRM4Legal with support for competitor, ideal client, strength and red flag tracking.
For more information email DBlumentals@xRM4Legal.com
NetDocuments document and email management for Microsoft CRM xRM4LegalDavid Blumentals
With NetDocuments, users can create, secure, manage, access, and collaborate on documents and email anywhere, anytime, on any device.
This story board shows how the power and simplicity of NetDocuments works with Microsoft CRM / xRM4Legal to help you streamline your technology and improve the way you work.
For more information, email DBlumentals@xRM4Legal.com or visit www.NetDocuments.com or www.xRM4Legal.com
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 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. Contents
1. Next Generation Outlook
2. Meeting Management & Communication Tracking
3. Members & Officers Recording
4. Company Profiles
5. Business Licenses
6. Intellectual Property, Filings & Disputes
7. Expense Management
8. Documents/Templates Management – SharePoint Integration
9. Workflow Automation
10. Dashboards and Reports
3. Next Generation Outlook: The Right Data at
our Fingertips
Provides optimal
visibility into client
records
Reduces training required
Increases user adoption
Improves teamwork
4. Work in Outlook, the Web or Mobile Device
Fully integrated with
xRM4Legal Case
Time & Billing,
Marketing & Call
Center Management
5. 360 Client View
Access “live” social &
business network
media content, People,
Family Tree and
Financial Information
Record Branches, Related
Entities, Meetings Held &
Customizable jurisdictions
Pending, Subsidiaries,
with multilingual support
Contacts, Members &
Officers, Documents & More
6. Meeting Management & Communication Tracking
Record unlimited meetings – AGMs,
EGMs, Directors & Owners etc –
including Files, Notes, Tasks, Emails,
Phone Calls, Letters, Faxes & other
activities (resolutions, shareholdings,
capital changes)
7. Members & Officers Recording
Track the titles of
Officers/Directors/Managers and
their responsibilities – including
start and end dates
8. Company Profiles
Unlimited company records, State & Country lookups,
unlimited associated Business License records
9. Business Licenses
Unlimited license types; Hyperlink lookup to associated
agency/ies
10. Intellectual Property, Filings & Disputes
Simplify application with self service client portals;
Streamline registration filings, renewals and disputes;
Easily and quickly search by Filing Date, Mark, Status,
Application, Trademark No. etc.
11. Expense Management
Manage and report on all expenses – Company Fees,
Court Fees, Photocopying, Printing etc.
12. Intelligent Docs: Streamlined Assembly
Quickly create marketing
newsletters, event invitations,
instruction letters, Cost Agreements
etc.
Embed document management
capabilities of SharePoint
Select records, highlight merge
fields, preview and print
13. SharePoint Integration
Improve client document management: Client
related documents in SharePoint can be tagged
to CRM accounts and edited from within CRM
14. Structured Workflow: Automated Dialogs,
Record Creation, Reminders, Reports
Enforce actions/tasks based on
pre-defined business rules and
contact follow up procedures
Create many steps – for example to
create records, send email/s, generate
tasks, send acknowledgements etc.
15. Customizable Reporting & Analytics
Allows staff to instantly
zero-in on needed data
Customizable
bar and pie
charts
For example, you can use filters to
display only clients or debtors
Excel-like sort and filter
on each column
16. Charts and Dashboards
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
17. The Evolution from CRM To Extended CRM
Extended CRM leverages the Client Relationship
Asset Management
Management
flexible xRM Framework that
allows firms to easily
configure and extend the Project Management Matter Management
capabilities of xRM4Legal for
case, marketing, call center,
project management etc. Stakeholder Trademark
Relationship Management
Management
Extended CRM is additive to Employee Relationship Opportunity
Management Management
core CRM and allows firms to
track and maximize the value
Contractor Relationship
of other relationships and Management Pitch Management
assets and in turn extend the
power of CRM.
Supplier Relationship
Event Management
Management
18. Extended CRM Capabilities
Define and
manage goal
metrics
Add facilities and
equipment for
client service
scheduling and
facilities
management
Manage multiple
resources and
groups
19. Effortless Configuration
Implement business rules for
mandatory fields and formatting
Drag and drop to
Add new field attributes, move fields,
tabs, sections sections and tabs
20. In summary, xRM4Legal for
Corporate Admin & Compliance
1. Familiar, intelligent and integrated experience
2. Wealth of legal-centric corporate administration features
3. Strong firm value for integrated Corporate Administration,
Compliance, Case, Marketing & Call Center Management
Email DBlumentals@xRM4Legal.com
Visit: www.xRM4Legal.com