Law Firms & the Social Web - Microsoft xRM4Legal 2011

1. Microsoft xRM4Legal 2011
Legal IT Solutions for Dynamics CRM
Law Firms & the Social Web – April 2011
In order to be effective and productive, law firms can no
longer rely on just traditional marketing approaches – lists,
events and partner contacts – to reach new clients. They
need to make sure that they know how to reach their
prospects, when to reach them, and how to be relevant to
their specific business needs and challenges.

2. Contents
1. Introduction
2. What Marketing and Business Development Need
3. Staying Relevant can be Overwhelming
4. The Who, What, and When of Business Development – All in
One Application
5. The Most Powerful Market Intelligence Available Today
6. Main Features
7. Complete. Relevant. Integrated.
8. Click to Sync Data to CRM
9. Rich Executive Profiles
10. Why xRM4Legal/InsideView?

3. Introduction
xRM4Legal/InsideView dramatically
increases marketing and business
development productivity by delivering
relevant business and social insights when
and where you need it.

4. Marketing and Business Development Needs
Reach the right person
at the right time
with the right message

5. Staying Relevant can be Overwhelming…
Practice Group & Firm-Wide
Marketing &
Business Development

6. The Who, What and When of Marketing/BD
All in One Application…
When to Call & Why
Who to Call & How to Connect
What to Say & How to Be Relevant

7. Powerful Market Intelligence
News
Blogs

8. Main Features
1. Aggregated Company and Contact Information
2. Social Media and Social Profiles/Networking
3. Smart Tools
– Smart Agents
– Smart Connections
– List Building

9. How it Works
1. We help you be more productive by bringing all the information you need about clients and
prospects into a neat little window inside xRM4Legal
2. InsideView will aggregate traditional company info from the world’s best sources like
Reuters, CapitalIQ, and Cortera
3. A decision-maker contact record is then added from NetProspex, Jigsaw and other sources
4. Then, social profiles from LinkedIn, Facebook, Flicker are over laid – even Pandora, plus real-
time social media (tweets and blog posts) and up to the minute news about the firms
prospects, competitors, and key contacts
5. Corporate family trees, competitor lists, and job postings are also added – to give even more
depth to the information you need to be relevant
So many business developers just go to a website to find information about a company. To
differentiate yourself, you need to bring more insight about their industry or their competitors and
how you can help them be more successful. It’s said that even in B2B sales – people “shop with
their head and they buy with their heart”. Saving them money or increasing their revenue are
minimum requirements – winning the deal is about how you relate to them better than your
competitors.

10. Complete. Relevant. Integrated.

11. Click to Sync Data to CRM

12. Rich Executive Profiles

13. Why xRM4Legal/InsideView?
• More complete - content from multiple sources
• Full contact details
– Email addresses and direct phone
• Rich Social Profiles
• Social Media and Business Development Triggers
• Easy iFrame integration
• Mouse-over snippets
• Sync to CRM

14. Thank you!
This presentation has been produced to
show how law firms can achieve faster CRM
adoption, higher CRM ROI and increased
marketing/BD productivity to deliver
immediate value from CRM. For more
information contact:
David Blumentals
Director CRM/xRM Strategy
DBlumentals@xRM4Legal.com
Phone +61 409 245 354
xRM4Legal.com
CRM.Dynamics.com