microsoft dynamics xrm4legal 2013 marketing overview
DESCRIPTION
xRM4Legal 2013 - the next chapter in legal CRMTRANSCRIPT
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
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 [email protected]