Microsoft CRM xRM4Legal 2014 Strategic Marketing and Business Development

Why xRM4Legal?

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Overview

Optimized for analysis, search, and engagement

Turn action into insight

Develop opportunities through social connections

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Reach the right person at the right time with the right message

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Profile clients and contacts

Create and maintain marketing lists

Automate campaigns and events

Monitor event progress and performance

Enhance user adoption – Fee Earner Interface

xRM4Legal Fee

Earner Interface

guarantees user

adoption with

dynamic display

of CRM content

xRM4Legal Folders

in Favorites

xRM4Legal Folders

Navigation Pane

for Advanced Users

and Admins

CRM Options in

Outlook Ribbon

Enable the mobile law firm

Law firm staff need mobile tools to help them better understand their client,

focus on the right activities and connect in a meaningful way with people inside

and outside their firm.

Stay productive on the road or in the courtroom

https://itunes.apple.com/us/app/microsoft-dynamics-crm/id678800460?mt=8#

https://itunes.apple.com/au/app/microsoft-dynamics-crm-for/id723891307?mt=8

Adopt Microsoft CRM/xRM4Legal on devices to:

• Quickly mobilize your rainmakers

• Create a competitive differentiator

• Attract and retain marketing/BD talent

Licensing

Flexible, high value, and simple-to-understand licensing for

your Dynamics CRM/xRM4Legal in the cloud and on-premise

Flexible

In the Cloud and

On-Premise

Consistent user licenses in the

cloud and on-premise for

easier decision making

Simple-to-

Understand

Licenses based on the

functionality you access (not

how you access)

Highly competitive offerings

with low Total Cost of

Ownership

Key takeaways

Next steps Schedule a demo – 30 minutes

Organize a “proof of concept” – 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

More information