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

Roadmap: new capabilities create new opportunities

Demonstration

Integration with Microsoft Outlook (2013, 2010 & 2007)

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

Person Audit History (related items)

Managing Marketing Lists – reviewing invite lists

Security Roles, conflicts & confidentiality

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

Social dashboard – what’s new, records you follow

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)

Opportunities dashboard

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

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

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)

Licenses to suit power users, PAs & fee earnersPower Use

CAL

Use

r C

ap

ab

ilities

Serv

er

Marketing/BD

Device CAL

Partner Use

CAL

Assistant/FE

Device CAL

Architecture

110101

101010

110101

Transforming Productivity—CRM/xRM Anywhere

Companion AppsTouch ExperienceCustom Web Portal

Extensible User Experiences

Microsoft OfficeSharePoint Composite UI

Point-and-Click Customizations to “Compose” Business Apps

Rapid Declarative Development

Easily Customize Forms, Workflow, Templates and Reports

Self-Service for Power Users

Portable Across Multiple CRM Tenants

Managed Solutions for Controlled Delivery

Customizations

.NET / HTML / JS / Silverlight Extensibility

Tools for Developers & Application Lifecycle Management

Business Process Management and Business Intelligence

Custom Integration with Other Apps

Bulk data API for processing large datasets

Sandboxed Environment for Code Access Security

Metadata Custom and Extensible Data Model

Package Metadata into Layered Solutions

Data Per-Tenant SQL Server Database

Scalable to Billions of records and

Millions of Transactions *

Platform

Hosting Multitenant Application Controller

Separation of Roles (Web app,

App Services, Sandbox, etc)

* See whitepaper titled “Microsoft Dynamics CRM Performance and Scalability with Intel” and whitepaper on CRM Data Load Performance and Scalability

SocialEmail IM Custom Channels

Communication Channels

Web Services

SOAP/OData REST endpoints For CRUD and custom operations

Late and early bound .NET classes For simplified development

Connect from non-.NET applications Access from Java, PHP, …

Claims-based Identity For secure, interoperable access

DevelopersBusiness Analysts System Administrators

Integration

Custom UI

Custom Logic and Business Rules

Advanced Business Intelligence

Workflow-Driven Processes

Self-Service Reports

Views, Forms

Data Model

Users, Organizations

Business Units

Security Roles

Settings

Templates, KB articles

Mail-Merge and Email Templates

Document Templates

Microsoft CRM Extensibility Toolset

Toolset

Development

Management

Integration

Salesforce.comMicrosoft CRM/xRM4Legal

User Experience

Analytics

Collaboration

Choice

Trust

Value

Reimagined experience with process-driven user interface via desktop, mobile, or tablet that streamlines processes and enables users to achieve firm outcomes

Real-time dashboards, reporting, Excel connectivity to Microsoft CRM database with BI, data mining, “what-if” modeling and data visualization with PowerBI

Enterprise-class social collaboration (Office 365, SharePoint, Skype, Lync, Yammer) with presence/IM, screen sharing, click-to-communicate, and conversation archiving

Online, on premise, or hybrid with mix and match licensing choice and flexibility

Contractual privacy protections via European Model Clauses, regional company owned datacenters, transparency in data privacy and operations, financially-backed SLAs

Low list price $65 with additional value including InsideView (US) MS Social Listening, and lower add –on costs (data storage $120/GB/year)

Traditional form-based user interface over a decade old, navigate by scrolling and app flipping, Office integration with compromise

Static dashboards that require refreshes, export (not connect) to Excel, report view and record download limitations, no advanced BI, data mining, or “what-if” analysis

Chatter lacks presence across the enterprise, audit logs, IM timestamps, screen sharing, click to communicate, CRM license required for everyone to see relevant opportunities / cases

Online only with inflexible licensing (one SKU per instance)

No signature commitment to EU model clauses, leased data centers only in US and Asia, no transparency in operations and data access, no financially-backed SLAs

High list price $300 / $125 / $65 with hidden costs such as Data.com $125 add-on, data storage $3,000/GB/year and expensive Radian6 for social listening

Microsoft CRM/xRM4Legal differentiation against Salesforce.com

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

DBlumentals@xRM4Legal.com