1. Achieve reliable user adoption, attain a complete view of clients, position the firm to adapt quickly to business changes, align firm & IT needs, accelerate matter delivery & returns. For partners & lawyers this means a clear view of the firm, leveraging agility for competitive advantage, partnering with IT for long term success. For firm staff the benefits are using familiar Microsoft Office tools, role-tailored views of information, minimized data entry, consistent client processes & actionable reporting & analytics.
2. Benefit from intuitive segmentation tools to drive superior target client selection with workflow-driven processes to increase reach & relevancy. Ensure high user adoption by making CRM a natural extension of user & client habits, improve productivity by consolidating client information to a single location, reduce training & transition costs with easy-to-learn, easy-to- use applications.
3. Change the game on business development – improve the other 80% of business development staff (“clone our best rain makers”), convert every opportunity into a pitch for new business, breakdown physical boundaries & eliminate down time. Partners & lawyers will reach client satisfaction goals, drive new revenue opportunities, achieve true business insight & visibility. Business developers will better manage key KPIs, increase client team empowerment & morale, enforce a consistent business development process.
4. Create branded, professional documents that win more deals; streamline the processes around preparing proposals with easy reminders/alerts & workflow approvals. Approvals can be electronically routed via emails, smartphones & tablets.
5. xRM4Legal supports integration with a number of email marketing, survey & analytics providers. The MailChimp, ClickDimensions, CoreMotives & Concep Campaigner connectors support quick & easy sharing of information – from marketing lists maintained within xRM4Legal to activity responses generated. The result is full & effective integration between “best of class” applications.
6. Manage complex business relationships across clients, partners, multiple offices allowing greater flexibility to manage client relationships & interactions – both on-line & off-line. xRM4Legal users can easily enter, track, & view complex relationships, fostering higher user adoption & greater data quality. Enforce the completeness & accuracy of client personal information through business required & recommended data fields. Identify & merge duplicate records, allowing a data administrator to select which data values are retained on the merged record.
7. Firm DNA is a key strategic advantage in law. With xRM4Legal, the firm can support unique firm processes, atypical CRM needs – matching the technology to the firm, not the other way around. Minimize change management of people, the hardest part. Key features include: robust & extensible platform, flexible licensing model, reduced TCO, backed by Microsoft.
18. 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
78. Licenses to suit power users, PAs & fee earners
Power Use
CAL
User Capabilities
Server
Marketing/BD
Device CAL
Partner Use
CAL
Assistant/FE
Device CAL
82. Companion Apps
Touch Experience
Custom Web Portal
Extensible User Experiences
Microsoft Office
SharePoint
Composite UI
83. 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
84. 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
88. Web Services
SOAP/ODataREST 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
89. Developers
Business 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
91. Salesforce.com
Microsoft 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
93. Next steps
Agree 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