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

1. Extended Relationship Management
for Law Firms and Legal
Departments

2. Why xRM4Legal?
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3. Benefits
“World’s best practice” based on the experience of over 50 Microsoft CRM
law firm projects over half a decade

4. Over 250 components, 50 projects, 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

5. Roadmap: new capabilities create new opportunities

6. Demonstration

8. Social dashboard – what’s new, records you follow

9. Standard & Advanced (role-based) forms

10. Add a (new contact) Person

11. Record Past Meeting in CRM

12. Record Past Meeting in CRM (& attach report)

13. Record CRM Activity directly from Outlook

14. Add a Reminder

15. Increase Productivity—CRM/xRM Anywhere

16. Stay productive on the road or in the courtroom
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https://itunes.apple.com/us/app/microsoft-dynamics-crm/id678800460?mt=8#
https://itunes.apple.com/au/app/microsoft-dynamics-crm-for/id723891307?mt=8
Adopt Microsoft CRM/xRM4Legal on devices to:
• Quickly mobilize your rainmakers
• Create a competitive differentiator
• Attract and retain marketing/BD talent

17. Track relationships between contacts

18. Person record – related items – Relationship Map

20. Integration with Microsoft Outlook (2013, 2010 & 2007)

21. Track emails in CRM

22. Track appointments in CRM

23. Active People view

24. Person “Contact” (role-based) form (Social Insights)

25. Person “MailChimp” (role-based) form

26. Person Audit History (related items)

27. Managing Marketing Lists – reviewing invite lists

28. Security Roles, conflicts & confidentiality

30. Role-based Dashboards (Managing Partner)

31. Role-based Dashboards (Finance)

32. Role-based Dashboards (Marketing)

33. Role-based Dashboards (Practice Lead)

34. Opportunities dashboard

35. Opportunities list view

36. Opportunity – Summary

37. Opportunity – Processes & Checklist

39. Architecture
110101
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41. Companion AppsTouch ExperienceCustom Web Portal
Extensible User Experiences
Microsoft OfficeSharePoint Composite UI

42.  Point-and-Click Customizations to “Compose” Business Apps
 Rapid Declarative Development
 Easily Customize Forms, Workflow, Templates and Reports
 Self-Service for Power Users
 Portable Across Multiple CRM Tenants
 Managed Solutions for Controlled Delivery
Customizations
 .NET / HTML / JS / Silverlight Extensibility
 Tools for Developers & Application Lifecycle Management
 Business Process Management and Business Intelligence
 Custom Integration with Other Apps
 Bulk data API for processing large datasets
 Sandboxed Environment for Code Access Security

43. Metadata
 Custom and Extensible Data Model
 Package Metadata into Layered Solutions
Data
 Per-Tenant SQL Server Database
 Scalable to Billions of records and
Millions of Transactions *
Platform
Hosting
 Multitenant Application Controller
 Separation of Roles (Web app,
App Services, Sandbox, etc)
* See whitepaper titled “Microsoft Dynamics CRM Performance and Scalability with Intel” and whitepaper on CRM Data Load Performance and Scalability

45. SocialEmail IM Custom
Channels
Communication Channels

46. Web Services
SOAP/OData REST endpoints
 For CRUD and custom operations
Late and early bound .NET classes
 For simplified development
Connect from non-.NET applications
 Access from Java, PHP, …
Claims-based Identity
 For secure, interoperable access

47. DevelopersBusiness Analysts System Administrators
 Integration
 Custom UI
 Custom Logic and
Business Rules
 Advanced Business
Intelligence
 Workflow-Driven
Processes
 Self-Service
Reports
 Views, Forms
 Data Model
 Users, Organizations
 Business Units
 Security Roles
 Settings
 Templates, KB articles
 Mail-Merge
and Email
Templates
 Document
Templates
Microsoft CRM Extensibility Toolset

48. Toolset
Development
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Management
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Integration
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49. Salesforce.comMicrosoft CRM/xRM4Legal
User
Experience
Analytics
Collaboration
Choice
Trust
Value
Reimagined experience with process-driven user
interface via desktop, mobile, or tablet that
streamlines processes and enables users to achieve
firm outcomes
Real-time dashboards, reporting, Excel connectivity to
Microsoft CRM database with BI, data mining, “what-if”
modeling and data visualization with PowerBI
Enterprise-class social collaboration (Office 365,
SharePoint, Skype, Lync, Yammer) with presence/IM,
screen sharing, click-to-communicate, and
conversation archiving
Online, on premise, or hybrid with mix and match
licensing choice and flexibility
Contractual privacy protections via European Model
Clauses, regional company owned datacenters,
transparency in data privacy and operations,
financially-backed SLAs
Low list price $65 with additional value including
InsideView (US) MS Social Listening, and lower add –
on costs (data storage $120/GB/year)
Traditional form-based user interface over a decade
old, navigate by scrolling and app flipping, Office
integration with compromise
Static dashboards that require refreshes, export (not connect)
to Excel, report view and record download limitations, no
advanced BI, data mining, or “what-if” analysis
Chatter lacks presence across the enterprise, audit logs,
IM timestamps, screen sharing, click to communicate,
CRM license required for everyone to see relevant
opportunities / cases
Online only with inflexible licensing (one SKU per
instance)
No signature commitment to EU model clauses, leased
data centers only in US and Asia, no transparency in
operations and data access, no financially-backed SLAs
High list price $300 / $125 / $65 with hidden costs
such as Data.com $125 add-on, data storage
$3,000/GB/year and expensive Radian6 for social
listening
Microsoft CRM/xRM4Legal differentiation against Salesforce.com

50. Licenses to suit power users, PAs & fee earners
Power Use
CAL
UserCapabilitiesServer
Marketing/BD
Device CAL
Partner Use
CAL
Assistant/FE
Device CAL

52. Controlling what syncs between CRM & Outlook

53. Filters – contacts syncing to Outlook

54. Tracking Outlook contacts in CRM

55. Duplicates Detected!

56. Data Management (Settings Web Client)

57. Duplicate Detection Rules

58. Duplicate Detection Wizard

59. When duplicates are detected – Merge Records

60. Anti-spam compliance built-in – Express Consent

61. Anti-spam compliance built-in – track unsubscribes

62. Anti-spam compliance built-in – manage bounces

63. Anti-spam compliance built-in – track opens & clicks

64. Workflow automation (to alert record changes)

67. Create a (dynamic) Marketing List of GC

68. Manage Marketing List Members (dynamically)

69. Member list

70. A complete activity view – client contact

71. A complete activity view – client company

72. Marketing Performance dashboard

73. Chart drill-down – view the records used

74. Key Account & Cross Sell dashboard

75. Drill-down to Client Plan – Targets/satisfaction

76. Web site configuration

77. Client accesses firm web site to subscribe

78. Contact details recorded in CRM

79. Areas of Interest updated

80. Approve/reject contact record

81. Run report – delivery, read etc

82. Create a subscribe report

83. Create an un-subscribe report

84. Create a bounce back report

86. Run report – track delivery, read etc

87. Track attendance and no shows (report)

88. Export list of acceptances, declines etc.

89. Person “Contact” (role-based) form (Social Insights)

90. Key takeaways

91. Next steps
Agree key goals/objectives – 30 minutes
Organize a “proof of capability” – 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

92. Contact
www.xRM4Legal.com
DBlumentals@xRM4Legal.com