Microsoft Dynamics CRM 2013 Strategic Marketing and Business Development for Law Firms
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Transcript of Microsoft Dynamics CRM 2013 Strategic Marketing and Business Development for Law Firms
![Page 1: Microsoft Dynamics CRM 2013 Strategic Marketing and Business Development for Law Firms](https://reader030.fdocuments.net/reader030/viewer/2022032514/55d5426ebb61ebc42d8b4632/html5/thumbnails/1.jpg)
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Why xRM4Legal?
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Strategic BD capabilities
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Managing Partner/CEO dashboard
Easy presentation of
expected business with
social updates on
progress to aid
collaboration between
people and teams
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Practice lead dashboard
Comprehensive detail of
firm performance by sectors,
practices, clients, with
personal actions (tight
integration with Outlook
Calendar and Tasks)
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Single click to Open Opportunities list
Complete visibility of potential
new Matters. Can be
segregated to firm, practice,
team or individual only views;
drilldown to Client, Contact or
Opportunity
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Single click to Opportunity record
Easy capture of critical
information – Practice Area,
Referrer capture can be
mandated; integrated
business/social networking;
enforce firm processes
around client selection,
compliance, terms and
conditions
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Single click to Client Contact
Single click access to
company and contact
records, LinkedIn profile,
email marketing
communications/MailChimp,
Relationship Map (bi-
directional) and
marketing/mailing lists
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Integrated Social Web – LinkedIn etc.
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Add to Marketing List – bulk email stats
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Key Clients dashboard
Track performance of top
clients and contacts
including email/marketing
communications. Manage
growth with dedicated firm
and practice client plans
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Single click to Client Plan list
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Single click to Client Plan record
Manage key clients across
firm and practices with
individual client plans with
specific targets and
performance measures
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Referral Management dashboard
Easily identify top Referral
partners by number and
value of referrals. Also by
success
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Events dashboard
Maximize value and return
from marketing events
with detailed analysis and
repeatable templates of
best campaigns; Hone
performance of marketing
activities through target
setting and results
monitoring
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Single click to Events list
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Single click to Events record
Ensure the best performing
events with repeatable
templates to capture and
streamline planning and
organization
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Organization/Companies dashboard
Review
Organization/Company
records with drag and drop
Charts & Dashboard views
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Enhance user adoption – Fee Earner Interface
xRM4Legal Fee
Earner Interface
guarantees user
adoption with
dynamic display
of CRM content
xRM4Legal Folders
in Favorites
xRM4Legal Folders
Navigation Pane
for Advanced Users
and Admins
CRM Options in
Outlook Ribbon
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Stay productive on the road or in the courtroom
Adopt Microsoft CRM/xRM4Legal on devices to:
• Quickly mobilize your rainmakers
• Create a competitive differentiator
• Attract and retain marketing/BD talent
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Key takeaways
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Next steps Schedule a demo – 30 minutes
Organize a “proof of concept” – 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
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Contact
www.xRM4Legal.com