microsoft crm xrm4legal 2014 introduction and demonstration 0917
TRANSCRIPT
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Extended Relationship Management for Law Firms and Legal Departments
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Why xRM4Legal?
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Benefits
“World’s best practice” based on the experience of over 50 Microsoft CRM
law firm projects over half a decade
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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
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Roadmap: new capabilities create new opportunities
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Demonstration
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Integration with Microsoft Outlook (2013, 2010 & 2007)
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Track emails in CRM
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Track appointments in CRM
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Active People view
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Person “Advanced” (role-based) form
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Person “Contact” (role-based) form (Social Insights)
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Person “MailChimp” (role-based) form
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Person Audit History (related items)
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Managing Marketing Lists – reviewing invite lists
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Security Roles, conflicts & confidentiality
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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
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Social dashboard – what’s new, records you follow
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Record Past Meeting in CRM
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Record Past Meeting in CRM (& attach report)
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Record CRM Activity directly from Outlook
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Add a Reminder
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Add a (new contact) Person
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Role-based Dashboards (Managing Partner)
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Role-based Dashboards (Finance)
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Role-based Dashboards (Marketing)
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Role-based Dashboards (Practice Lead)
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Opportunities dashboard
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Opportunities list view
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Opportunity – Summary
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Opportunity – Processes & Checklist
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Create Document (proposal) from template
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Attach/print/Save (document) to SharePoint
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Preview and/or edit proposal document
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Create a (dynamic) Marketing List of GC
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Manage Marketing List Members (dynamically)
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Member list
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A complete activity view – client contact
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A complete activity view – client company
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Marketing Performance dashboard
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Chart drill-down – view the records used
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Key Account & Cross Sell dashboard
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Drill-down to Client Plan – Targets/satisfaction
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Marketing List – 2014 Golf Day
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Marketing List – 2014 Golf Day – Manage Members
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Event – Summary
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Event – Details
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Event Response
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Event Response – Form Editor
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Personnel Contact List
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Person record – colleague
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Person record – related items – Relationship Map
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Person record – related items – Employment
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Person record – related items – Languages
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Person record – related items – Education
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IP Matters by Partner list view
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Matters form view
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Controlling what syncs between CRM & Outlook
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Filters – contacts syncing to Outlook
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Tracking Outlook contacts in CRM
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Duplicates Detected!
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Data Management (Settings Web Client)
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Duplicate Detection Rules
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Duplicate Detection Wizard
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When duplicates are detected – Merge Records
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Anti-spam compliance built-in – Express Consent
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Anti-spam compliance built-in – track unsubscribes
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Anti-spam compliance built-in – manage bounces
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Anti-spam compliance built-in – track opens & clicks
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Workflow automation (to alert record changes)
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Licenses to suit power users, PAs & fee earnersPower Use
CAL
Use
r C
ap
ab
ilities
Serv
er
Marketing/BD
Device CAL
Partner Use
CAL
Assistant/FE
Device CAL
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Architecture
110101
101010
110101
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Transforming Productivity—CRM/xRM Anywhere
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Companion AppsTouch ExperienceCustom Web Portal
Extensible User Experiences
Microsoft OfficeSharePoint Composite UI
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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
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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
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SocialEmail IM Custom Channels
Communication Channels
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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
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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
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Toolset
Development
Management
Integration
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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
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Key takeaways
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Next stepsAgree 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
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Contact
www.xRM4Legal.com