extended relationship management for law firms and …xrm.website/pdf/emarketstory.pdf · extended...
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Extended Relationship Management for Law Firms and Legal Departments
“World’s best practice” based on the experience of over 50 Microsoft
CRM law firm projects over 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
Contact
www.xRM4Legal.com
DBlumentals@xRM4Legal.com
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