Agenda

About Our Customer

Why CRM Mobile

Use Case: Succeed CRM

Mobile App Architecture

Roadmap

Demo

About Perficient

Leading Technology Consulting & Solutions Firm

• Founded in 1997

• 2013 Revenue ~$375M

• Over 2,000 highly-experienced Consultants

• 22 Locations across North America

• 80+% of Revenue from recurring Clients

• Served over 400 Clients in past 12 months

Software Solutions Expertise, including:

• SOA, EAI and BPM

• Enterprise Portals, Content Management & Document Mgmt

• e-Commerce and Product Information Mgmt

• Business Intelligence/ETL

• Customer Relationship Management

• User Experience/UCD

• Significant Integration Expertise

Key Differentiators

• Focused expertise, lower cost, faster time-to-value

• IT Solutions with Business Focus

• National consultants overlay Local delivery model

• Mature, proven Project Methodology

• Global Development Centers in China & Europe

Award Winning – Trusted IBM Premier Partner

Our Strong Partnership with IBM

• IBM Premier BP for 16 years

• Industry Focused & Authorized:

• Healthcare, Financial Services & Retail

• IBM Capability Authorized

• Smarter Commerce, Business Analytics, ECM, IM Data

Governance

Award Winning Solutions:

• 2014 Exceptional Digital Experience Portal Partner of the year

• 2014 PureSystem IBM Collaboration Award

• 2014 Smarter Process Award

• 2013 System Integration Partner of the Year

• 2012 Information Management Integration Excellence Award

• 2012 Healthcare Integration Excellence Award

• 2011 Business Analytics Achievement Award

• 2011, 2008, 2006 Lotus Distinguished Partner (sole North American recipient and first-ever three-time winner)

• LegalShield is an American corporation that sells legal

service products through multi-level marketing in the United

States and Canada.

• Originally founded August 8, 1972 as the Sportsman's Motor

Club.

• Made its initial public offering in 1984

• develops and markets pre-paid legal service plans through a

network of more than 50 independent provider law firms

across the U.S. and Canada

• Over 4 million users, LegalShield not only provides legal

services in 49 states and 4 Canadian Provinces

• Currently has a 170,000-square-foot corporate office on an

80-acre campus with over 650 dedicated employees in

Oklahoma.

About Our Customer

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Why Mobile CRM?

– CRM User Adoption

– Sales Productivity

– Sales Effectiveness

– Timelier follow up of leads

– Improved lead conversion rate

– Gaining a competitive edge

“While not all companies deploy sales mobility, those that

do, outperform those that do not across a myriad of

measures, including overall team attainment of quota,

lower sales turnover, as well as better year-over-year

growth around revenue, customer renewals, deal size and

CRM adoption”

- Aberdeen Group Benchmark Report

Mobile CRM

LegalShield Mobile Apps Roadmap

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LS Associates

LS Members

LS Providers?

Associate Authentication Add Prospects details/notes View/Edit/Delete Prospects/notes Set up eMail Campaign/Heat level

Member Authentication(LDAP) eMembership Card Secure Messaging w/ Providers Upload/View Legal Docs Newsfeed from Corp and Providers Remote Support w/ Bomgar(bomgar.com)

Provider Authentication(LDAP) Dashboard to view Case status Case Manager to view all legal cases Secure Messaging w/ Members Upload/Review Legal Docs

LegalShield Mobile App Architecture

8

LegalShield Mobile Apps Features

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Features using IBM Worklight:

JSON Store (Offline capability) CRM Integration using web services LDAP Authentication FileNet P8 Integration to upload docs Device Camera Access to capture docs Docs viewer on mobile devices Bomgar (www.bomgar.com) API Integration Database driven secure messaging Newsfeed Integration Geo-location

Concept:LegalShield wanted to have a mobile app for their Associates

to interact with their Prospects and help them improve the way they can do prospecting with their leads on a day to day basis. With the mobile app, LegalShield Associates are able to take the customer relationships to the next level in terms of adopting new customers and making timely follow ups.

App Features:

• View top recent Prospect

• View/Add/Edit/Delete prospects info• View/Add/Edit/Delete notes pertaining to Prospects• Email campaign history

Use case: Succeed CRM

LegalShield Mobile App Demo

12

Appendices

Mobile App Screenshots

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Login Page:

• Login page to the mobile app

Mobile App Screenshots

14

Add/Edit Prospect:

• Add/Edit prospect details• Add/Edit notes for Prospects• Set up eMail Campaign for Prospects• Set up Contact method for Prospects

Mobile App Screenshots

15

Recent Prospects:

• Shows the recent prospects list

Mobile App Screenshots

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All Prospects:

• Shows all prospects list

Mobile App Screenshots

17

eMail Campaigns Templates:

• Explores the eMail Campaign templates

Mobile App Screenshots

18

View Prospect:

• View Prospect details and notes

Mobile App Screenshots

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Contact Prospect:

• Contact prospect via SMS and Call

Mobile App Screenshots

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Set up eMail Campaign:

• Set up eMail Campaign for Prospect

Mobile App Screenshots

21

Search Prospect:

• Search for a prospect in All Prospects

Mobile App Screenshots

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Set up Heat Level:

• Set up Heat Level for the Prospect

Mobile App Project Structure

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Project Structure:

• WL Common

• WL Environments

• WL Adapters

• WL Server

For More Information

Thank you for your time today!

• For more information:

– Visit our Perficient / IBM Partner page and learn about all our

capabilities in this area.

– Contact our sales specialist: Meghan Williams

(Meghan.Williams@Perficient.com)

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