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