If you want loyal clients you need CRM xRM4Legal 2015 Update 1
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Microsoft Dynamics CRM / xRM4Legal 2015 Update 1 includes a number of terrific technical improvements including faster page loads, improved application performance, and faster email delivery. One noticeable feature is the new Form Rendering Engine. This enhancement loads CRM pages faster so you can view data on the forms quickly. For law firm users this update also includes: NetDocuments integration. By integrating NetDocuments, xRM4Legal “closes the loop” – delivering a modern, secure solution for intelligent and confidential document and email management with award winning client and legal project management. Together the two solutions address the rapidly changing needs of the legal services market. With NetDocuments Email & Document Management for xRM4Legal, users can enjoy the familiar Microsoft Outlook interface while saving Outlook message files and individual documents to NetDocuments locations. They can also view emails and documents within xRM4Legal, all without leaving Microsoft Outlook. New Business Intake update. Now supporting over two dozen law types, users can perform a quick conflict check before selecting the required practice area. Tool tips and online help ensure that all the right questions are asked and the New Business Intake is completed quickly and efficiently. Built in charts and dashboard report on intakes by practice area and lead source. Business development methodology. New “Blue Sheet” and “Buying Influence” entities deliver “strategic selling” to xRM4Legal with support for competitor, ideal client, strength and red flag tracking. For more information email DBlumentals@xRM4Legal.com
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The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.
In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.
This presentation - How Enterprise SaaS Companies Justify Investment in Customer Success - is from Pulse 2014, the biggest Customer Success industry event ever and included panelists from Bazaarvoice, ToutApp, Enviance, LinkedIn
Library Hospitality: Public Relations Work, CRM Applied
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Module 1 CRM
This document provides an overview of customer relationship management (CRM) concepts through 5 modules. Module 1 introduces key CRM concepts like strategic, operational, analytical and collaborative CRM. Module 3 discusses developing and managing customer databases. Module 4 covers how CRM relates to customer expenses. Module 5 focuses on managing networks to improve CRM performance, including relationships with investors, employees, and use of technologies like sales force automation. The document also discusses benefits and costs of CRM for organizations and customers, as well as common misunderstandings about CRM.
Customer satisfaction
Relationship marketing is designed to create, maintain, and enhance strong relationships with customers. It is important because it costs five times as much to attract a new customer than retain an existing one, and it is easier to sell additional products and services to existing customers. Relationship marketing involves developing customers from suspects and prospects to advocates and partners through various levels of investment and engagement. The goal is to increase customer lifetime value by improving satisfaction, loyalty, and increasing the share of the customer's purchases. CRM systems can help by allowing the tracking and analysis of customer data to better target marketing, sell additional products and services, and predict customer needs and potential defection.
CRM
CRM involves identifying, establishing, maintaining, and enhancing relationships with customers through understanding their needs and providing customized experiences. It aims to maximize long-term customer value through collaborative relationships rather than one-time transactions. CRM systems utilize customer data, analytical tools, and customer interactions to improve customer retention and acquire new customers. The key components of a CRM system include operational, analytical, and collaborative CRM, and technology plays an important role in enabling personalized CRM approaches at scale.
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This document discusses the need for law firms to integrate marketing, business development, and client relationship management into everyone's roles. It outlines industry trends pushing collaboration and technology use. Firms face pressures to cut costs while expanding services. Cultural and structural challenges include siloed roles and processes not optimized for client needs. A common business platform is needed to provide a centralized place for client information, improve processes, and help everyone understand clients. Microsoft Dynamics CRM and xRM4Legal software can provide such a platform to streamline operations, gain insights, and better connect with clients.
06. Managing Social Issues
Businesses face many social issues that require careful management. These include shrinking government roles, demands for greater disclosure, competitive labor markets, growing investor pressure, supplier relations, and benefits for employees and communities. To address these issues, companies implement strategies like legal expertise, enterprise resource planning systems, clear communication of goals, supplier evaluations, and competitive compensation packages. Proper management of social issues helps businesses operate sustainably and satisfy stakeholders.
B P S008 Thayer 091907
This document provides guidance on developing an effective customer success program. It recommends defining the customer's value proposition, organizing relevant customer data, and communicating the program internally and externally. The case study of Optimus Solutions describes how they implemented a customer success plan on Salesforce to better understand customers, act proactively, and increase business. Measuring the program's success showed improved customer solutions, strategic partnerships, and proactive business drives.
Ch 10
The document discusses building buyer-seller relationships through relationship marketing and customer relationship management (CRM). It contrasts transactional marketing with relationship marketing, which focuses on developing long-term partnerships. Relationship marketing involves gathering customer data to enhance satisfaction, while CRM combines strategies and tools to focus the organization on satisfying customers. The document also identifies four types of business partnerships in business-to-business marketing.
5 Enterprise Business Systems Conti.pptx
CRM systems help companies manage relationships with customers by providing a single view of each customer across all customer touchpoints and channels. CRM integrates sales, marketing, and customer service processes through a centralized database and software tools. While CRM aims to improve customer retention and experiences, many implementations fail due to a lack of change management and business process preparation prior to system rollout.
Rethinking marketing
This document discusses rethinking marketing approaches to focus more on cultivating customers rather than selling products. It argues that companies should shift resources and metrics from product-focused to customer-focused. Specifically, companies should move from focusing on short-term sales and brand equity to prioritizing long-term customer lifetime value and customer equity. This will involve restructuring marketing departments into customer departments, led by Chief Customer Officers, and changing employee roles from product managers to customer managers trained in understanding individual customer needs.
Customer rm
CRM aims to integrate customer-focused activities like sales, marketing and customer service to establish long-term customer relationships. It involves selecting and acquiring customers, retaining them through quality service and personalized communication, and extending relationships through additional sales. CRM systems automate sales, service and marketing processes to gain a comprehensive view of customers. This allows companies to better understand customer needs and provide a consistent, high-quality experience across all interactions. While requiring investment, CRM can increase customer satisfaction, sales and operational efficiencies if implemented appropriately for a company's specific needs and culture.
Subscribed 2015: Organizational Transformation: Building Your Subscription Cu...
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Microsoft Dynamics 365 xRM4Legal xRM4Accounting Technical Overview
Data has become the new currency, and firms create and have access to more of it, and faster than ever before. The challenge is how to transform it into intelligence that generates action and drive outcomes. Dynamics 365 allows firms to adopt individual business apps such as Marketing, BD, Client Care and Operations, but as firms adopt more of the apps, synergies will be unleashed in the form of ‘Intelligent Business Processes’. This will help proactively guide employees & clients to generate optimal outcomes.
As an example – you can adopt Project Service Automation. Project teams can use it as standalone app in close alignment with Office 365, but when combined with Operations, the time and expense reports that project members submit, will automatically go to accounts, HR and Payroll systems, and Project Accounts will be automatically updated for Finance in the Operations App.
It sounds basic… but the fact is that the classic delineation between CRM and ERP has created a separation in data and processes. Dynamics 365 breaks down this separation, and our business platform strategy together with CIT and IOT is centered on enabling this to new levels.
Microsoft Dynamics 365 and why you need it NOW!
We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are.
That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm.
Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions.
Client experience…
…is what differentiates your firm
…is how you win and keep clients for the long-term
…is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever.
Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email
Getting Started with Microsoft Dynamics 365 xRM4Legal 2017
Last month we unveiled and provided a first look at Dynamics 365 xRM4Legal, showing off the capabilities our customers can expect from our latest generation of intelligent business applications. Today, we are excited to announce that Dynamics 365 xRM4Legal is generally available.
The first thing users will see with Dynamics 365 xRM4Legal is that we are bringing our business applications closer together in how they look, feel and integrate with each other. To better enable end-to-end law firm business processes, we have unified the navigation and core user experience across each of the applications from Marketing & Communications to Business Development, Client Care, Time & Billing and Finance. It remains clean, beautiful, and familiar and it gives you the ability to seamlessly move from one application to another without switching windows.
And when a user logs into Dynamics 365 xRM4Legal, the home-screen will show you all the Business Apps and information relevant to you or your role. With one click, users can connect to Microsoft AppSource, quickly and easily locating the most relevant capabilities from hundreds of precisely curated additional business apps enabled by our partners.
Microsoft CRM xRM4legal 2016 for IP Management and More
The Microsoft Dynamics CRM/xRM4Legal 2016 platform is a powerful tool that leverages a firm’s existing Microsoft-based technology environment – Microsoft Windows, SQL Server and Microsoft Office – to deliver a system that is highly functional, easy-to-use (and customize) and very affordable.
Integrations are available with financial systems like Microsoft Great Plains/GP (AX, NAV) and other law firm systems (like Aderant, Thomson and so on).
When combined, this helps bring everything together to improve efficiency, streamline business processes and improve overall user experience and productivity.
It also enforces the “one stop shop” for managing all client, contact, case, activity and document records in one place – across marketing, business development, client care and project and resources management.
This story board highlights key functional requirements and capabilities provided by Microsoft CRM/xRM4Legal including IP (Intellectual Property) Management. These can be summarized as managing organization, people and case records, assigning (lawyer) attorneys to work on cases, creating IP records for patents, trademarks etc – also recording disputes and licenses.
Email us today to schedule a quick discussion and/or web demo – Support@xRM4Legal.com
Getting Started with Microsoft CRM xRM4NDIS 2016
Demonstrating the power and flexibility of the Microsoft Dynamics CRM platform, this guide shows you how to:
Find your work areas in xRM4NDIS
Work with enquiries, clients and carers, perform assessments, manage medications, create service plans, schedule services and make service bookings
Enter data quickly and easily
Place calls, send email and take notes
Check the disabilities, support needs, recent assessments and incidents of a client
Explore the resource planning, budget planning, time tracking, approval and invoicing manager features
And get up and running quickly with Microsoft CRM/xRM4NDIS – extended Relationship Management for disability service providers
Microsoft Dynamics CRM Certification Training
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to Managing and deploying customizations; Configuring role-based security; Customizing entities, adding fields and relationships; Building forms for users to input and retrieve data; Presenting clear information in views and charts; Combining data sources on a dashboard; Going beyond role-based record-level security and assisting users through their business processes.
Microsoft Dynamics CRM Technical Training for Dicker Data Resellers
Many Microsoft partners have found success driving revenue and delivering solutions with Office 365. Partners have built profitable service portfolios by selling, implementing, and creating value-added services for Office 365.
But there are many additional opportunities from Microsoft which enable Office 365 partners to elevate productivity for their customers. Microsoft Dynamics CRM Online is such an opportunity.
Dynamics CRM Online is a customer relationship management solution which allows your customers to track relationships and interactions, automate business processes and gain valuable insights into their own customers. Capabilities include Sales Force Automation, Marketing Automation, Customer Service and Social Media Insight.
O365 and CRM Online give customers an incredible solution and partners a fantastic new offering. Adding CRM Online to O365 lets customers cut through the clutter—to zero in and easily identify what they need to do next. It lets them find a relevant way to connect with their customer so they can win faster. And lets them collaborate with people, find, and access the information they need to ultimately sell more and grow their business.
By adding CRM Online, you elevate the discussion to business solutions. Plus, in addition to sales, Dynamics CRM has great solutions across marketing, customer service, and social listening & engagement.
xRM extends this to industry-specific solutions.
In this technical training we introduce Dicker Data reseller partners to key CRM concepts including Deployment including Solution import, Settings and Personal Options; Customization and configuration; Data import; CRM for Outlook and mobile access; Reports and dashboards and Introduction to business rules and processes.
Microsoft CRM xRM4Legal 2015 Enterprise Case Management
The Microsoft Dynamics CRM/xRM4Legal 2015 platform is a powerful tool that leverages a firm’s existing Microsoft-based technology environment – Microsoft Windows, SQL Server and Microsoft Office – to deliver a system that is highly functional, easy-to-use (and customize) and very affordable.
Integrations are available with financial systems like Microsoft Great Plains/GP (AX, NAV) and other law firm systems (like Aderant, Thomson and so on).
When combined, this helps bring everything together to improve efficiency, streamline business processes and improve overall user experience and productivity.
It also enforces the “one stop shop” for managing all client, contact, case, activity and document records in one place – across marketing, business development, client care and project and resources management.
This story board highlights key functional requirements and capabilities provided by Microsoft CRM/xRM4Legal. These can be summarized as managing organization, people and case records, assigning (lawyer) attorneys to work on cases, creating booking/billing events, reporting on these events, adding expenses, activities, documents and more.
NetDocuments document and email management for Microsoft CRM xRM4Legal
With NetDocuments, users can create, secure, manage, access, and collaborate on documents and email anywhere, anytime, on any device.
This story board shows how the power and simplicity of NetDocuments works with Microsoft CRM / xRM4Legal to help you streamline your technology and improve the way you work.
For more information, email DBlumentals@xRM4Legal.com or visit www.NetDocuments.com or www.xRM4Legal.com
Microsoft CRM xRM4legal 2015 Update
Today’s client is smart and getting smarter by the minute. From virtually anywhere, they can find out about you, your firm, your competitors, whether your clients are happy—and most importantly, with a mere 140 characters, they can impact your brand.
• Today, law firms must face the reality of super consumers. They are unbelievably informed, highly fickle, and extremely powerful with a nearly unpredictable purchase path.
• They have unprecedented access to information, the ability to easily compare firms, fees or feedback in a matter of clicks, access to reviews—whether from a trusted confidant, highly rated industry source, or someone merely taking to their social network to make their experience known.
• And they can easily do the same—joining the social conversation with their experience and recommendation to others – giving a “like”, “thumbs up”, happy face, or not, and with a click of the button can make an impression on your brand.
• Everyone has probably heard the United Breaks Guitars story; it epitomizes the challenge firms face – each individual now has a powerful voice. In this example, United Airlines was unresponsive to a passenger’s complaints that his guitar was broken by negligent baggage handlers (he actually saw them throwing his beloved instrument through the air as he was waiting to deplane). This treatment lead him to record a song about his experience that he posted on YouTube. Over 12 million views later, this YouTube sensation has written a book on the very topic of how powerful one voice can be in the age of social media.
Microsoft CRM xRM4Legal February 2015 Introduction and Demonstration
Extended Relationship Management for law firms, powered by Microsoft Dynamics CRM 2013 – over 4 million users globally, 40,000+ firms
Rollout in days with over 250 legal customizations pre-configured, ready-to-use, managing key clients, cross-sell, referrals & private clients
Integration options with major (bulk) email, PMS & DMS systems
A centralized approach to list management & BD (single click access)
Defined (data) quality standards & processes
Engages partners & staff with easy access & visibility of relationship connections, firm & practice performance
Allows fee earners easy access & update of records with critical BD info (for guaranteed user adoption) – via Outlook and mobile device
Microsoft CRM xRM4Legal 2014 Overview Update 0903
Time & Billing – Turning hours worked and services provided into billing events and invoices, quickly and easily;
Project Management – Delighting practice managers with resource and activity management; planning and workload control;
CRM – Enhancing marketing and business development with automated lists and event management, bids and deal-flow;
SharePoint – Adding value to the lawyer / client experience through collaboration, document management and search
Microsoft CRM xRM4Legal 2014 Introduction and Demonstration 0917
1. Achieve reliable user adoption, attain a complete view of clients, position the firm to adapt quickly to business changes, align firm & IT needs, accelerate matter delivery & returns. For partners & lawyers this means a clear view of the firm, leveraging agility for competitive advantage, partnering with IT for long term success. For firm staff the benefits are using familiar Microsoft Office tools, role-tailored views of information, minimized data entry, consistent client processes & actionable reporting & analytics.
2. Benefit from intuitive segmentation tools to drive superior target client selection with workflow-driven processes to increase reach & relevancy. Ensure high user adoption by making CRM a natural extension of user & client habits, improve productivity by consolidating client information to a single location, reduce training & transition costs with easy-to-learn, easy-to- use applications.
3. Change the game on business development – improve the other 80% of business development staff (“clone our best rain makers”), convert every opportunity into a pitch for new business, breakdown physical boundaries & eliminate down time. Partners & lawyers will reach client satisfaction goals, drive new revenue opportunities, achieve true business insight & visibility. Business developers will better manage key KPIs, increase client team empowerment & morale, enforce a consistent business development process.
4. Create branded, professional documents that win more deals; streamline the processes around preparing proposals with easy reminders/alerts & workflow approvals. Approvals can be electronically routed via emails, smartphones & tablets.
5. xRM4Legal supports integration with a number of email marketing, survey & analytics providers. The MailChimp, ClickDimensions, CoreMotives & Concep Campaigner connectors support quick & easy sharing of information – from marketing lists maintained within xRM4Legal to activity responses generated. The result is full & effective integration between “best of class” applications.
6. Manage complex business relationships across clients, partners, multiple offices allowing greater flexibility to manage client relationships & interactions – both on-line & off-line. xRM4Legal users can easily enter, track, & view complex relationships, fostering higher user adoption & greater data quality. Enforce the completeness & accuracy of client personal information through business required & recommended data fields. Identify & merge duplicate records, allowing a data administrator to select which data values are retained on the merged record.
7. Firm DNA is a key strategic advantage in law. With xRM4Legal, the firm can support unique firm processes, atypical CRM needs – matching the technology to the firm, not the other way around. Minimize change management of people, the hardest part. Key features include: robust & extensible platform, flexible licensing model, reduced TCO, backed by Microsoft.
Microsoft CRM xRM4Legal 2014 Introduction and Demonstration
Extended Relationship Management for law firms, powered by Microsoft Dynamics CRM 2013 – over 4 million users globally, 35,000+ firms
Rollout in days with over 250 legal customizations pre-configured, ready-to-use, managing key clients, cross-sell, referrals & private clients
Integration options with major (bulk) email, PMS & DMS systems
A centralized approach to list management & BD (single click access)
Defined (data) quality standards & processes
Engages partners & staff with easy access & visibility of relationship connections, firm & practice performance
Allows fee earners easy access & update of records with critical BD info (for guaranteed user adoption) – via Outlook and mobile device
Microsoft CRM xRM4Legal 2014 Document Management with SharePoint
SharePoint 2013 blends the worlds of traditional information and content management with social computing and search capabilities to deliver an Enterprise Content Management (ECM) platform that is accessible to everyone (with approved security roles). You are not limited to default behaviors, with SharePoint 2013 you can do even more:
Add Fields, update the table in the Table Designer by adding additional fields.
Create Lookups, creating your own relationships between records.
Customize Views, when adding controls such as Autocomplete, Button, Combo box and Hyperlink.
Import or Link Data, from Excel, Access, ODBC, text and SharePoint lists.
Create Reports, interactive reports that summarize data for presentation at team and management meetings.
Start Working with Microsoft CRM xRM4RealEstate 2014
This document provides tips for getting started with common tasks in Microsoft CRM/xRM4RealEstate 2014 such as selecting your work area, viewing dashboards and contacts, finding and adding contacts and organizations, and viewing events and opportunities. It also outlines a three phase plan for rolling out the software starting with a proof of capability, then a pilot program, and finally a full firm-wide rollout.
Microsoft CRM xRM4Legal 2014 Spring Update
The explosion of the social conversation along with the proliferation of mobile technology has changed our lives, more than we ever could have imagined.
The explosion of mobile technologies and rapid adoption of social networks have completely impacted our human behavior -- our communication methods, engagement principles, our belief and trust systems, and even our decision making criteria and models.
Firms need to understand these new principles and adopt them -- genuinely and proactively -- if they want to effectively engage clients.
How has the client changed and why does your firm need to reflect this? Because your success will depend on it, and so will your identity.
Today’s buyer is smart and getting smarter by the minute. From virtually anywhere, they can find out about you, your services, your competitors, whether your clients are happy—and most importantly, with a mere 140 characters, they can impact your brand.
Today, firms must face the reality of super consumers. They are unbelievably informed, highly fickle, and extremely powerful with a nearly unpredictable purchase path.
They have unprecedented access to information, the ability to easily compare fees, costs or services in a matter of clicks, access to reviews—whether from a trusted confidant, highly rated industry source, or someone merely taking to their social network to make their experience known.
And they can easily do the same—joining the social conversation with their experience and recommendation to others – giving a “like”, “thumbs up”, happy face, or not, and with a click of the button can make an impression on your brand.
It is no surprise then that firms who wish to remain competitive in this new age are concentrating their efforts on creating amazing client experiences…
Microsoft Dynamics CRM 2013 for Law Firms
This document summarizes top features for law firms using Microsoft Dynamics CRM/xRM4Legal including an easy to use command bar, simplified navigation, auto save, business process flows, and enabling mobility. It discusses licensing changes with Microsoft Dynamics CRM 2013 including licensing based on functionality rather than access mode/data privileges. Client access licenses include access via mobile and desktop apps while external user rights are included in the server license. Pricing is provided for professional, basic, and essential user CALs as well as the server license starting at $5,500 per instance.
Microsoft CRM xRM4Legal 2014 Whats New
CRM adoption continues to be a challenge for law firms. xRM4Legal 2014, powered by Microsoft Dynamics CRM 2013, delivers an experience that is:
Easy to use
Seamless across devices – phone or tablet
Outcome-driven
Valuable to fee earners as well as marketing/BD
xRM4Legal Strategic Marketing & Business Development Capability
- xRM4Legal offers law firms the ability to integrate business applications in an affordable, easy to use Microsoft platform.
- It is based on Microsoft Dynamics CRM and allows firms to strategically manage key accounts, track referrals, collaborate across the firm, and engage in marketing activities.
- The demonstration shows how firms can view client opportunities and plans, leverage relationships, monitor performance metrics, and access CRM information from the fee earner interface or mobile devices.
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Microsoft Dynamics 365 xRM4Legal xRM4Accounting Technical Overview
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Getting Started with Microsoft Dynamics 365 xRM4Legal 2017
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Microsoft CRM xRM4legal 2016 for IP Management and More
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Microsoft Dynamics CRM Technical Training for Dicker Data Resellers
Microsoft Dynamics CRM Technical Training for Dicker Data Resellers
Microsoft CRM xRM4Legal 2015 Enterprise Case Management
Microsoft CRM xRM4Legal 2015 Enterprise Case Management
NetDocuments document and email management for Microsoft CRM xRM4Legal
NetDocuments document and email management for Microsoft CRM xRM4Legal
Microsoft CRM xRM4Legal February 2015 Introduction and Demonstration
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Microsoft CRM xRM4Legal 2014 Introduction and Demonstration 0917
Microsoft CRM xRM4Legal 2014 Introduction and Demonstration
Microsoft CRM xRM4Legal 2014 Introduction and Demonstration
Microsoft CRM xRM4Legal 2014 Document Management with SharePoint
Microsoft CRM xRM4Legal 2014 Document Management with SharePoint
Start Working with Microsoft CRM xRM4RealEstate 2014
Start Working with Microsoft CRM xRM4RealEstate 2014
xRM4Legal Strategic Marketing & Business Development Capability
xRM4Legal Strategic Marketing & Business Development Capability
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- Overview of Jupyter Notebooks, an open-source web application for creating and sharing documents with live code, equations, visualizations, and narrative text.
12. Jupyter Notebooks with Code Examples
- Hands-on examples and code snippets in Jupyter Notebooks to help you implement and test anomaly detection models.
A Comprehensive Guide to DeFi Development Services in 2024
DeFi represents a paradigm shift in the financial industry. Instead of relying on traditional, centralized institutions like banks, DeFi leverages blockchain technology to create a decentralized network of financial services. This means that financial transactions can occur directly between parties, without intermediaries, using smart contracts on platforms like Ethereum.
In 2024, we are witnessing an explosion of new DeFi projects and protocols, each pushing the boundaries of what’s possible in finance.
In summary, DeFi in 2024 is not just a trend; it’s a revolution that democratizes finance, enhances security and transparency, and fosters continuous innovation. As we proceed through this presentation, we'll explore the various components and services of DeFi in detail, shedding light on how they are transforming the financial landscape.
At Intelisync, we specialize in providing comprehensive DeFi development services tailored to meet the unique needs of our clients. From smart contract development to dApp creation and security audits, we ensure that your DeFi project is built with innovation, security, and scalability in mind. Trust Intelisync to guide you through the intricate landscape of decentralized finance and unlock the full potential of blockchain technology.
Ready to take your DeFi project to the next level? Partner with Intelisync for expert DeFi development services today!
Letter and Document Automation for Bonterra Impact Management (fka Social Sol...
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on automated letter generation for Bonterra Impact Management using Google Workspace or Microsoft 365.
Interested in deploying letter generation automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
Driving Business Innovation: Latest Generative AI Advancements & Success Story
Are you ready to revolutionize how you handle data? Join us for a webinar where we’ll bring you up to speed with the latest advancements in Generative AI technology and discover how leveraging FME with tools from giants like Google Gemini, Amazon, and Microsoft OpenAI can supercharge your workflow efficiency.
During the hour, we’ll take you through:
Guest Speaker Segment with Hannah Barrington: Dive into the world of dynamic real estate marketing with Hannah, the Marketing Manager at Workspace Group. Hear firsthand how their team generates engaging descriptions for thousands of office units by integrating diverse data sources—from PDF floorplans to web pages—using FME transformers, like OpenAIVisionConnector and AnthropicVisionConnector. This use case will show you how GenAI can streamline content creation for marketing across the board.
Ollama Use Case: Learn how Scenario Specialist Dmitri Bagh has utilized Ollama within FME to input data, create custom models, and enhance security protocols. This segment will include demos to illustrate the full capabilities of FME in AI-driven processes.
Custom AI Models: Discover how to leverage FME to build personalized AI models using your data. Whether it’s populating a model with local data for added security or integrating public AI tools, find out how FME facilitates a versatile and secure approach to AI.
We’ll wrap up with a live Q&A session where you can engage with our experts on your specific use cases, and learn more about optimizing your data workflows with AI.
This webinar is ideal for professionals seeking to harness the power of AI within their data management systems while ensuring high levels of customization and security. Whether you're a novice or an expert, gain actionable insights and strategies to elevate your data processes. Join us to see how FME and AI can revolutionize how you work with data!
Artificial Intelligence for XMLDevelopment
In the rapidly evolving landscape of technologies, XML continues to play a vital role in structuring, storing, and transporting data across diverse systems. The recent advancements in artificial intelligence (AI) present new methodologies for enhancing XML development workflows, introducing efficiency, automation, and intelligent capabilities. This presentation will outline the scope and perspective of utilizing AI in XML development. The potential benefits and the possible pitfalls will be highlighted, providing a balanced view of the subject.
We will explore the capabilities of AI in understanding XML markup languages and autonomously creating structured XML content. Additionally, we will examine the capacity of AI to enrich plain text with appropriate XML markup. Practical examples and methodological guidelines will be provided to elucidate how AI can be effectively prompted to interpret and generate accurate XML markup.
Further emphasis will be placed on the role of AI in developing XSLT, or schemas such as XSD and Schematron. We will address the techniques and strategies adopted to create prompts for generating code, explaining code, or refactoring the code, and the results achieved.
The discussion will extend to how AI can be used to transform XML content. In particular, the focus will be on the use of AI XPath extension functions in XSLT, Schematron, Schematron Quick Fixes, or for XML content refactoring.
The presentation aims to deliver a comprehensive overview of AI usage in XML development, providing attendees with the necessary knowledge to make informed decisions. Whether you’re at the early stages of adopting AI or considering integrating it in advanced XML development, this presentation will cover all levels of expertise.
By highlighting the potential advantages and challenges of integrating AI with XML development tools and languages, the presentation seeks to inspire thoughtful conversation around the future of XML development. We’ll not only delve into the technical aspects of AI-powered XML development but also discuss practical implications and possible future directions.
Your One-Stop Shop for Python Success: Top 10 US Python Development Providers
Simplify your search for a reliable Python development partner! This list presents the top 10 trusted US providers offering comprehensive Python development services, ensuring your project's success from conception to completion.
Main news related to the CCS TSI 2023 (2023/1695)
An English 🇬🇧 translation of a presentation to the speech I gave about the main changes brought by CCS TSI 2023 at the biggest Czech conference on Communications and signalling systems on Railways, which was held in Clarion Hotel Olomouc from 7th to 9th November 2023 (konferenceszt.cz). Attended by around 500 participants and 200 on-line followers.
The original Czech 🇨🇿 version of the presentation can be found here: https://www.slideshare.net/slideshow/hlavni-novinky-souvisejici-s-ccs-tsi-2023-2023-1695/269688092 .
The videorecording (in Czech) from the presentation is available here: https://youtu.be/WzjJWm4IyPk?si=SImb06tuXGb30BEH .
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slack
Discover the seamless integration of RPA (Robotic Process Automation), COMPOSER, and APM with AWS IDP enhanced with Slack notifications. Explore how these technologies converge to streamline workflows, optimize performance, and ensure secure access, all while leveraging the power of AWS IDP and real-time communication via Slack notifications.
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Building Production Ready Search Pipelines with Spark and Milvus
Spark is the widely used ETL tool for processing, indexing and ingesting data to serving stack for search. Milvus is the production-ready open-source vector database. In this talk we will show how to use Spark to process unstructured data to extract vector representations, and push the vectors to Milvus vector database for search serving.
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If you want loyal clients you need CRM xRM4Legal 2015 Update 1
- 12. Growth Increased revenue Increased competitiveness Enable staff to grow careers Build book of business
- 13. ???
- 14. • Keep your best clients / stop them jumping ship to your competitors • Transform your top clients into loyal clients • Help your clients think forward – enable your business units and staff to stay a step ahead of your clients • Client Lifecycle Development – find the right clients, treat them right, grow them into loyal, long-term clients • Capitalize on Alumni – grow relationships, open doors, increase referrals • Capture a market segment – or beat the competition to a new market segment. Be there first to be best known • Increase the client pool – don’t be dependent on two or three big clients (or two or three biggest practice areas/ “rainmakers”) • Deliver outstanding client service – be the best and known for it • First to know (e.g. Lobbying firms)
- 15. For many firms increasing client loyalty and increasing your pool of best clients is a very viable CRM objective 80:20 rule – 20% of the firms clients account for 80% of firm’s revenue CRM requirement: 1st year grow 20% to 20.5%
- 17. • Extended firm / market intelligence • Delivers pipeline, budget and forecast dashboards WHAT IS IT? • Create long-term value, not by today’s revenue but RFM – Recency, Frequency, Monetary ALLOWS USERS TO • Drive firm-wide client insights to generate new revenue / fees / retainers • More precisely identify and target key clients / prospects FIRM BENEFITS
- 20. • Rapidly configure views and searches of CRM data • Expose this data to firm-wide access and review WHAT IS IT? • Understand business unit, areas of expertise, industry, geography, current trends, emerging opportunities ALLOWS USERS TO • Configure audience-specific engagements and client events / subscriptions with CRM data • Access information, deliver to those who need it FIRM BENEFITS
- 23. • Integration with social and business network media and websites for up-to-date access to company and contact details WHAT IS IT? • Be automatically alerted to contact job and role changes; client company ownership, revenue, employees, contact details and more ALLOWS USERS TO • Automatic CRM updates. Deliver the latest information to users that enables immediate client action and response FIRM BENEFITS
- 24. Client’s business Corporate family tree Competitors Industry Competitive intelligence – other firms News – legal, business, market, industry, personal Trends People (who’s in, who’s out) Referrals Take you to new employer Relationship networks Social and business networks Projects, outcomes, alumni Responsiveness to your firm (mailings, events etc.)
- 26. • Corporate project and knowledge base with firm specific productivity customizations WHAT IS IT? • Ensure enough staff in your firm know clients so well, and in such depth, that you never need to be taught their business ALLOWS USERS TO • Institutional knowledge of clients pushes their switching costs too high; they become “clients for life” FIRM BENEFITS
- 28. • Enriched reporting in CRM – one pagers / taxi packs, dashboards, online / real time WHAT IS IT? • Quickly classify deal flow as High, Low or Commit • Track revenue budget for nominated periods • Generate forecast reports ALLOWS USERS TO • Deliver flexible yet SIMPLE deal pipeline reporting and forecasting – for revenues, resources required, practice areas affected FIRM BENEFITS
- 31. Traditional CRM solutions Things lawyers actually use xRM4Legal What BD / marketing need
- 32. 1. CRM education 2. Align and prioritize practice area and firm-wide objectives 3. Validate the firm’s business objective against the firm’s real client strategy 4. CRM readiness 5. Project name 6. Project champion/s 7. Roll CRM out, one business unit at a time – build CRM on success stories 8. Capitalize on external intelligence resources 9. Automation 10. Technology