microsoft crm xrm4legal 2014 overview update 0903
DESCRIPTION
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 searchTRANSCRIPT
BD
44% of clients today complain about products/services on
social networks, and
20% of those clients expect a response within one hour
78.6% of the timebusiness developers using social media
outsold non-users in 2012, and were
23% more successful at exceeding quotas than their
non-social peers
1.5 billion people have social networking accounts
72% of companies by 2011 used social technologies in
their businesses
90% of those companies reported business benefits
ClientCare
✚
Include Time & Billing and Legal
Project Management for easy, real-
time case management
Find people, identify relationships
quickly with CRM’s powerful search
Share documents and links real-time
in SharePoint without leaving CRM
Access from “where lawyers work” –
all performed inside of Outlook
With xRM4Legal…
76% of users have more visibility into
cross practice group work.
80% of users are more informed with
what’s happening within their firm.
Microsoft CRM xRM4Legal
EXCHANGECRM Add-In for Outlook• Choice of email tracked• Sync contacts, appointments, tasks, email• Offline work then sync• Presence with Lync
CRM Web Client• Access from anywhere or any device via Browser• Post Directly to SharePoint via Browser• See Activities, Tasks, Clients, Contacts in the Browser• Presence with Lync Exchange
Server Side Synchronization• Sync with Exchange Online or On Premise• Keep Microsoft CRM/xRM4Legal & Email up to
date
Time Tracking, Approval & Invoicing Apps increase accuracy, simplify client reporting while reducing debtor days.
It’s a fact that firms using integrated client to project case management have higher margins and stronger pipeline.
Rollout in days with over 250 legal customizations pre-configured, ready-to-use.
SharePoint and CRM/xRM are complementary; combined strengths cover broad law firm business needs.
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
What’s next?
Contact
www.xRM4Legal.com