microsoft crm xrm4legal 2015 whats new
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Background…
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Contents
37% posted questions on social
networking sites looking for feedback
48% followed industry
conversations on the topic
59% engaged with a peer
who had addressed the challenge
Before a firm is engaged…
57% of an average B2B
purchase is complete
CEB, The New High Performer Playbook, Arlington VA, 2012DemandGen Report, “Breaking out of the Funnel”
Today’s clients
More than 10 sources have
been consulted
• Do their own research
• Favor peer group
recommendations
• Have higher expectations
• Hold the power
Client 2.0 trends are shaping the new law firm
Microsoft CRM/xRM4Legal makes business personal
• Simple and immersive interface that law firms love to use
• Personalized, efficient and familiar experiences
• Embedded process, based on proven global best practices
• Agile processes that can be tailored to each law firm
• Deep insight into market conditions, prospects and clients
• Navigate the client’s buying chain effectively through social
prospecting
• Data visualization gives managing partners and CEO’s visibility into
key metrics and trends
• Anywhere access to the people and resources needed for success
• Real-time internal and external collaboration with rich
communication tools
• Content and expertise sharing to help practice groups win together
• Social networking tools in a business context
A user experience designed for law firms
Optimized for analysis, search, and engagement
Role-based forms for standard and advanced users
Recently viewed records at your fingertips
Enter data “on-the-fly” with Quick Create
New quick way for users to search across multiple record types
Track hierarchies and relationships between records
Business processes – standardize on best practices
According to CSO Insights,
firms that adopt a dynamic BD
process show a 19% increase
in quota attainment over
firms that do not.
Business process-centric experience
Personalized business development process
Role-based dashboards for marketing, finance etc
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
Practice cross selling through social connections
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Reach the right person at the right time with the right message
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Dynamics Marketing integrated with xRM4Legal
Key takeaways
Next stepsSchedule 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
Contact
www.xRM4Legal.com