Microsoft CRM xRM4Legal 2014 Introduction and Demonstration

Extended Relationship Management for Law Firms and Legal Departments

Why xRM4Legal?

Benefits

“World’s best practice” based on the experience of over 50 Microsoft CRM

law firm projects over half a decade

Over 250 components, 50 projects, half a decade

Marketing Examples

1. Menus, simplified nav(igation) and command bars

2. Role based forms – including Quick Create

3. Address/location management

4. Contact cloning

5. Relationship management

6. Meeting/activity management

7. Marketing List management/eMarketing integration

8. Reporting – charts and dashboards

Demonstration

Integration with Microsoft Outlook

Track emails in CRM

Track appointments in CRM

Active People view

Person “Advanced” (role-based) form

Person “Contact” (role-based) form (Social Insights)

Person “MailChimp” (role-based) form

Social dashboard – what’s new, records you follow

Person Audit History (related items)

Managing Marketing Lists – reviewing invite lists

Security Roles, conflicts & confidentiality

Record Past Meeting in CRM

Record Past Meeting in CRM (& attach report)

Record CRM Activity directly from Outlook

Add a Reminder

Add a (new contact) Person

Role-based Dashboards (Managing Partner)

Role-based Dashboards (Finance)

Role-based Dashboards (Marketing)

Role-based Dashboards (Practice Lead)

Create a (dynamic) Marketing List of GC

Manage Marketing List Members (dynamically)

Member list

A complete activity view – client contact

A complete activity view – client company

Marketing Performance dashboard

Chart drill-down – view the records used

Key Account & Cross Sell dashboard

Drill-down to Client Plan – Targets/satisfaction

Marketing List – 2014 Golf Day

Marketing List – 2014 Golf Day – Manage Members

Event – Summary

Event – Details

Event Response

Event Response – Form Editor

Personnel Contact List

Person record – colleague

Person record – related items – Relationship Map

Person record – related items – Employment

Person record – related items – Languages

Person record – related items – Education

IP Matters by Partner list view

Matters form view

Opportunities list view

Opportunity – Summary

Opportunity – Processes & Checklist

Create Document (proposal) from template

Attach/print/Save (document) to SharePoint

Preview and/or edit proposal document

Opportunities dashboard

Controlling what syncs between CRM & Outlook

Filters – contacts syncing to Outlook

Tracking Outlook contacts in CRM

Duplicates Detected!

Data Management (Settings Web Client)

Duplicate Detection Rules

Duplicate Detection Wizard

When duplicates are detected – Merge Records

Anti-spam compliance built-in – Express Consent

Anti-spam compliance built-in – track unsubscribes

Anti-spam compliance built-in – manage bounces

Anti-spam compliance built-in – track opens & clicks

Workflow automation (to alert record changes)

Key takeaways

Next stepsAgree key goals/objectives – 30 minutes

Organize a “proof of capability” – 1 week to 1 month

Run a pilot – marketing/BD including light-house

practice group

Rollout firm-wide – targeting wider audience of

professional and support staff

Contact

www.xRM4Legal.com

[email protected]