ibm impact: transforming customer relationship with mobility
Post on 19-Oct-2014
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Agenda
About Our Customer
Why CRM Mobile
Use Case: Succeed CRM
Mobile App Architecture
Roadmap
Demo
About Perficient
Leading Technology Consulting & Solutions Firm
• Founded in 1997
• 2013 Revenue ~$375M
• Over 2,000 highly-experienced Consultants
• 22 Locations across North America
• 80+% of Revenue from recurring Clients
• Served over 400 Clients in past 12 months
Software Solutions Expertise, including:
• SOA, EAI and BPM
• Enterprise Portals, Content Management & Document Mgmt
• e-Commerce and Product Information Mgmt
• Business Intelligence/ETL
• Customer Relationship Management
• User Experience/UCD
• Significant Integration Expertise
Key Differentiators
• Focused expertise, lower cost, faster time-to-value
• IT Solutions with Business Focus
• National consultants overlay Local delivery model
• Mature, proven Project Methodology
• Global Development Centers in China & Europe
Award Winning – Trusted IBM Premier Partner
Our Strong Partnership with IBM
• IBM Premier BP for 16 years
• Industry Focused & Authorized:
• Healthcare, Financial Services & Retail
• IBM Capability Authorized
• Smarter Commerce, Business Analytics, ECM, IM Data
Governance
Award Winning Solutions:
• 2014 Exceptional Digital Experience Portal Partner of the year
• 2014 PureSystem IBM Collaboration Award
• 2014 Smarter Process Award
• 2013 System Integration Partner of the Year
• 2012 Information Management Integration Excellence Award
• 2012 Healthcare Integration Excellence Award
• 2011 Business Analytics Achievement Award
• 2011, 2008, 2006 Lotus Distinguished Partner (sole North American recipient and first-ever three-time winner)
• LegalShield is an American corporation that sells legal
service products through multi-level marketing in the United
States and Canada.
• Originally founded August 8, 1972 as the Sportsman's Motor
Club.
• Made its initial public offering in 1984
• develops and markets pre-paid legal service plans through a
network of more than 50 independent provider law firms
across the U.S. and Canada
• Over 4 million users, LegalShield not only provides legal
services in 49 states and 4 Canadian Provinces
• Currently has a 170,000-square-foot corporate office on an
80-acre campus with over 650 dedicated employees in
Oklahoma.
About Our Customer
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Why Mobile CRM?
– CRM User Adoption
– Sales Productivity
– Sales Effectiveness
– Timelier follow up of leads
– Improved lead conversion rate
– Gaining a competitive edge
“While not all companies deploy sales mobility, those that
do, outperform those that do not across a myriad of
measures, including overall team attainment of quota,
lower sales turnover, as well as better year-over-year
growth around revenue, customer renewals, deal size and
CRM adoption”
- Aberdeen Group Benchmark Report
Mobile CRM
LegalShield Mobile Apps Roadmap
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LS Associates
LS Members
LS Providers?
Associate Authentication Add Prospects details/notes View/Edit/Delete Prospects/notes Set up eMail Campaign/Heat level
Member Authentication(LDAP) eMembership Card Secure Messaging w/ Providers Upload/View Legal Docs Newsfeed from Corp and Providers Remote Support w/ Bomgar(bomgar.com)
Provider Authentication(LDAP) Dashboard to view Case status Case Manager to view all legal cases Secure Messaging w/ Members Upload/Review Legal Docs
LegalShield Mobile App Architecture
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LegalShield Mobile Apps Features
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Features using IBM Worklight:
JSON Store (Offline capability) CRM Integration using web services LDAP Authentication FileNet P8 Integration to upload docs Device Camera Access to capture docs Docs viewer on mobile devices Bomgar (www.bomgar.com) API Integration Database driven secure messaging Newsfeed Integration Geo-location
Concept:LegalShield wanted to have a mobile app for their Associates
to interact with their Prospects and help them improve the way they can do prospecting with their leads on a day to day basis. With the mobile app, LegalShield Associates are able to take the customer relationships to the next level in terms of adopting new customers and making timely follow ups.
App Features:
• View top recent Prospect
• View/Add/Edit/Delete prospects info• View/Add/Edit/Delete notes pertaining to Prospects• Email campaign history
Use case: Succeed CRM
LegalShield Mobile App Demo
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Appendices
Mobile App Screenshots
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Login Page:
• Login page to the mobile app
Mobile App Screenshots
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Add/Edit Prospect:
• Add/Edit prospect details• Add/Edit notes for Prospects• Set up eMail Campaign for Prospects• Set up Contact method for Prospects
Mobile App Screenshots
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Recent Prospects:
• Shows the recent prospects list
Mobile App Screenshots
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All Prospects:
• Shows all prospects list
Mobile App Screenshots
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eMail Campaigns Templates:
• Explores the eMail Campaign templates
Mobile App Screenshots
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View Prospect:
• View Prospect details and notes
Mobile App Screenshots
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Contact Prospect:
• Contact prospect via SMS and Call
Mobile App Screenshots
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Set up eMail Campaign:
• Set up eMail Campaign for Prospect
Mobile App Screenshots
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Search Prospect:
• Search for a prospect in All Prospects
Mobile App Screenshots
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Set up Heat Level:
• Set up Heat Level for the Prospect
Mobile App Project Structure
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Project Structure:
• WL Common
• WL Environments
• WL Adapters
• WL Server
For More Information
Thank you for your time today!
• For more information:
– Visit our Perficient / IBM Partner page and learn about all our
capabilities in this area.
– Contact our sales specialist: Meghan Williams
(Meghan.Williams@Perficient.com)
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