Microsoft Dynamics 365 xRM4Legal for BD
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Transcript of Microsoft Dynamics 365 xRM4Legal for BD
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Microsoft & CSO Insights, How to Build a World-Class Sales Organization, 2015.
CEB, Why You’re Losing Competitive Advantage, 2015.
Microsoft’s Sell In The Now – How to make your team more productive.
CEB, “5 Statistics Every BD Executive Must Know,” 2014.
What’s top of mind for BD directors
MicrosoftDynamics 365
Common application platform: PowerApps, Microsoft Flow, Common Data Model
Microsoft Dynamics 365 xRM4Legal
Empowering BDM’s to drive personal engagement with clients
PersonalEngagement
ClientManagement
Actionable Insight
BD Performance
BDM
Client
Managing Partner
Microsoft custom research on digital transformation, 2016
Microsoft custom research on digital transformation, 2016
Microsoft custom research on digital transformation, 2016
Microsoft custom research on digital transformation, 2016
Productive AdaptableIntelligentPurpose-built
Empowering law firms to drive personal engagement with their clients
PersonalEngagement
ClientManagement
Actionable Insight
BD Performance
BDM
Client
Managing
Partner
“All of a sudden it was like, BOOM –
all of this information is all in the open,
transparent, things were getting done
because everyone had a new kind
of awareness.”
Steve Novoselac
BI and .NET development manager
“Our people are loving the increased
functionality; they can do more,
more easily.”
Steven Hanna
VP and CIO
“We can use data to make data-driven
decisions and communicate to our teams
using actual data. Everyone here is very
smart, but the additional insights – based
on a single shared version of the truth –
make us all smarter.”
Rick Stow
Head of Client Relationship Management
Law firm BDM’s are under tremendous pressure
Microsoft & CSO Insights, How to Build a World-Class Sales
Organization, 2015.
CEB, Why You’re Losing Competitive Advantage, 2015.
Microsoft’s Sell In The Now – How to make your team more productive.
CEB, “5 Statistics Every BD Executive Must Know,” 2014.
Microsoft, “The Dynamic Sales Team,” 2013.
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Next stepsSchedule a “live” demo – 30 minutes
Organize a “proof of concept” – 1 week to 1 month
Run a pilot – including light-house practice group
Rollout firm-wide – targeting wider audience of
professional and support staff
Thank you!
www.xRM4Legal.com
www.xRM4Accounting.com
www.xRM4Finance.com
www.xRM.website
