microsoft crm xrm4legal emarketing update
TRANSCRIPT
Extended Relationship Management for Law Firms and Legal Departments
“World’s best practice” based on the experience of over 50 Microsoft
CRM law firm projects over 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
Contact
www.xRM4Legal.com