Microsoft CRM xRM4Legal February 2015 Introduction and Demonstration
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The document discusses the benefits of XRM4Legal, an extension of Microsoft CRM tailored for law firms, highlighting its relationship management capabilities and integration with Outlook. It emphasizes the platform's user-friendly features such as role-based forms, marketing list management, and performance dashboards, while also detailing customization options and mobile accessibility. Additionally, it outlines the competitive advantages and pricing structures compared to other solutions like Salesforce.com, advocating for a proof of capability and potential pilot implementation.
Microsoft CRM xRM4Legal February 2015 Introduction and Demonstration
- 1. Extended Relationship Management for Law Firms and Legal Departments
- 3. Benefits “World’s best practice” based on the experience of over 50 Microsoft CRM law firm projects over half a decade
- 4. 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
- 5. Roadmap: new capabilities create new opportunities
- 8. Social dashboard – what’s new, records you follow
- 9. Standard & Advanced (role-based) forms
- 10. Add a (new contact) Person
- 11. Record Past Meeting in CRM
- 12. Record Past Meeting in CRM (& attach report)
- 13. Record CRM Activity directly from Outlook
- 14. Add a Reminder
- 16. 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
- 17. Track relationships between contacts
- 18. Person record – related items – Relationship Map
- 20. Integration with Microsoft Outlook (2013, 2010 & 2007)
- 21. Track emails in CRM
- 22. Track appointments in CRM
- 24. Person “Contact” (role-based) form (Social Insights)
- 25. Person “MailChimp” (role-based) form
- 26. Person Audit History (related items)
- 27. Managing Marketing Lists – reviewing invite lists
- 28. Security Roles, conflicts & confidentiality
- 30. Role-based Dashboards (Managing Partner)
- 33. Role-based Dashboards (Practice Lead)
- 37. Opportunity – Processes & Checklist
- 41. Companion AppsTouch ExperienceCustom Web Portal Extensible User Experiences Microsoft OfficeSharePoint Composite UI
- 42. 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
- 43. 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
- 45. SocialEmail IM Custom Channels Communication Channels
- 46. 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
- 47. 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
- 49. 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
- 50. Licenses to suit power users, PAs & fee earners Power Use CAL UserCapabilitiesServer Marketing/BD Device CAL Partner Use CAL Assistant/FE Device CAL
- 52. Controlling what syncs between CRM & Outlook
- 53. Filters – contacts syncing to Outlook
- 54. Tracking Outlook contacts in CRM
- 56. Data Management (Settings Web Client)
- 59. When duplicates are detected – Merge Records
- 60. Anti-spam compliance built-in – Express Consent
- 61. Anti-spam compliance built-in – track unsubscribes
- 62. Anti-spam compliance built-in – manage bounces
- 63. Anti-spam compliance built-in – track opens & clicks
- 64. Workflow automation (to alert record changes)
- 67. Create a (dynamic) Marketing List of GC
- 68. Manage Marketing List Members (dynamically)
- 69. Member list
- 70. A complete activity view – client contact
- 71. A complete activity view – client company
- 73. Chart drill-down – view the records used
- 74. Key Account & Cross Sell dashboard
- 75. Drill-down to Client Plan – Targets/satisfaction
- 77. Client accesses firm web site to subscribe
- 78. Contact details recorded in CRM
- 79. Areas of Interest updated
- 81. Run report – delivery, read etc
- 82. Create a subscribe report
- 83. Create an un-subscribe report
- 84. Create a bounce back report
- 86. Run report – track delivery, read etc
- 87. Track attendance and no shows (report)
- 88. Export list of acceptances, declines etc.
- 89. Person “Contact” (role-based) form (Social Insights)
- 90. Key takeaways
- 91. 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