microsoft dynamics xrm4legal 2013 marketing overview

System Overview – January 2013

Microsoft xRM4Legal 2013

Legal IT Solutions for Dynamics CRM

Contents

1. Legal industry insights

2. Knowing who to target

3. Making contact

4. The value proposition

5. Turning prospects into clients

6. Tools required

7. Why xRM4Legal

Helping law firms become more

effective business developers

What we do is help law firms and

their staff become more effective

business developers – to increase

client billings with less effort

What we believe in is that it is

no longer just enough to be good

at what you do. You must also be

good at winning new clients and

have systems in place to retain

them

We can help coach people to

become systematic, organized,

disciplined, innovative and

tenacious in their business

development activities

Why use us? Track record – We are

more focused on change, not just

systems and software

What are we looking for? Firms that share our beliefs and want to

create a consistent source of new clients and secure revenue streams

where they are in control and are prepared to invest to get it

The best client experiences… …begin with your people

“Our lawyers do not

follow our defined

processes”

“Our firm is too stuck

in its old ways to

realize the potential of

new ways of doing

things”

“Our software systems

are just too hard to

use”

“Our people do

not have access to the

information they need

to succeed”

“It’s hard to tap into

other practice areas

when information is

scattered across the

firm”

But your people face

challenges

every day

“There is just no spare

time available”

Close

deals faster

Discover

insights

Enhance

relationships

Attract more

clients

Retain

clients

Improve

service

That’s the power of Microsoft xRM4Legal 2013!

By giving your people the right controls…

… you can generate new, sustainable income

Introducing some of

the challenges of

business development

Maximizing the value of relationships

Tracking and managing BD

interactions across multiple practice

groups

Automating processes to increase

BD productivity

Maximize deal flow visibility

and insights

Who to target

Who to

target

Making

contact

Our value

proposition

From prospect

to client

Maximizing client loyalty and lifetime

relationship value

Enable multi-practice group cross sell

and up sell

Drive efficiencies and consistency in

process execution

Use insights to deliver differentiated

client care

Making contact

Who to

target Making

contact

Our value

proposition

From prospect

to client

Target the right campaigns (events

and newsletters) to the right audience

Quickly orchestrate campaigns

across multiple practice areas

Automate key processes (KYC,

qualification, approvals, matter

inceptions etc.)

Effectively track marketing/BD impact

and discover insights

Our value proposition

Who to

target

Making

contact Our value

proposition

From prospect

to client

Enhance the value of all relationships

Improve business relevance and fit

Drive firm excellence

Increase business insights

From prospect to client

Who to

target Making

contact

Our value

proposition From prospect

to client

Achieve new levels of BD productivity

through better targeting, activity,

communication and opportunity management

Help all staff increase productivity

Close more deals

Improve client satisfaction

Deliver innovation

Drive firm excellence

Reduce costs

xRM4Legal 2013, powered by Microsoft Dynamics CRM – more than just marketing and BD

Software overview

Who to target

• Outlook integration for guaranteed user adoption

• Intuitive segmentation

• Know your client information from social and traditional media

• Aggregated client, contact, opportunity and matter information and synchronization

Build your (social) plan

Blog articles

Get your story out!

LinkedIn/Facebook

Tie traditional and online

marketing together

Twitter

Build followers and keep the

conversation going

Keep The Conversation Going!

Marketing Business Development

Direct Contact Industry

Functions

Blogs Events

Newsletters Public

Speaking

Evaluate what will work for you and then commit to it and engage regularly

Making contact

• Marcomms information tracks professional information for event invitations together with publication subscribes

• Ensures the right clients and prospects appear on the right Marketing Lists

• Integrated activity management and history of emails, phone calls etc.

Our value proposition

• Matter and Inception Management

• Ensure enough lawyers in your firm know clients so well, and in such depth, that you never need to be taught their business

• Institutional knowledge of clients pushes switching costs too high; they become “clients for life”

From prospect to client

• Opportunity and Bid Management

• Clone our best rainmakers with structured deal flow tracking

• Convert every opportunity into a bid for new business

• Reach client satisfaction goals, drive new revenue opportunities, achieve true business insight and visibility

Real-time business intelligence

• Customizable charts and dashboards

• Monitor marketing/BD performance – Return on Investment

• Drill-down to underlying data to identify trends and uncover new insights

Thank You!

xRM4Legal “On Demand”:

• Fixed $99 fee per month per user

• No hardware required

• No server or Client Access Licences required

• Includes software updates, unlimited phone/email support

• Quick start fixed fee implementation and training

Email Support@xRM4Legal.com