Date post: | 05-Jul-2015 |
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November 2014
Introduction
1. xRM4Legal is a Client Relationship Management / Business
Development / Matter Management platform for the global Legal
Services Industry, powered by Microsoft Dynamics CRM
2. A key value proposition for Microsoft Dynamics CRM is its tight
integration with email – both Microsoft Outlook and IBM Notes – if
you know how to use email, you know how to use CRM
3. While law firm professional staff are great consumers of CRM
information they are not active contributors
4. To guarantee CRM user adoption and successful firm-wide rollouts,
the xRM4Legal “Fee Earner Interface” dynamically displays CRM
content where the professional staff need it most – inside their
email system with single mouse click access
Highlights
1. Instantly view xRM4Legal CRM information from Outlook or Notes on a context sensitive basis
2. Quickly preview Clients, Opportunities, Matters and more
3. Click to add a new Contact record to CRM
4. Click an Organization, Opportunity or activity to view the record in CRM
5. Click an email address to immediately send an email
6. Click a phone number to auto-dial the Contact
7. Integrate other CRM entities within the Fee Earner Interface – like Bookings/billing events, Invoices etc.
8. No more searching for information, the xRM4Legal Fee Earner Interface delivers it automatically to you
Value Proposition
1. No requirement for Fee Earners to learn a CRM system
2. No “user ability” barriers
3. Continuous information delivery encourages Fee Earner participation in CRM strategy
4. Immediate access to client information improves service levels and collaboration
5. Easy Fee Earner contribution of essential contact/CRM information (workflow drives completion by Admin)
6. Embedded across Fee Earner Outlook and SharePoint workflows
7. Enables full Fee Earner participation across all CRM, BD and client service processes
The Microsoft Outlook 2013 Interface
CRM Folders in
Outlook Favorites
xRM4Legal Fee
Earner Interface
CRM Buttons in
Outlook Ribbon
Extended CRM
Folders
Information Sharing / Integration Benefits
Click to add a new
Contact right into
CRM. First and
Last Names appear
automatically
together with e-
mail address
Quick and Easy Search…
Add, Edit or View xRM4Legal Contacts directly
in Notes.
The Fee Earner Interface can be configured to
Add, Edit or View any other xRM4Legal
entities and fields maintained in xRM4Legal
Increases User Adoption
xRM4Legal user adoption is
greatly enhanced as CRM data is
viewed each time an email is
accessed.
Integration reduces the time it
takes to navigate to your
xRM4Legal data – just click the
client link to open your CRM
record
Review Opportunities
Just click the
Dynamics
CRM icon to
open
Check Appointments
Send an E-mail
Just click the
Primary E-
mail address
held in CRM
to send an e-
Look Up an Address
Just click the
map icon to
look up an
address or get
directions
Create Related Records – Opportunity
Click the “+”
sign
Create Related Records – Appointment
Click the “+”
sign
In Summary
1. Immediate access to all your xRM4Legal data from within Microsoft Outlook
2. Ability to access and update CRM records on a context sensitive basis
3. Easily create/view/edit xRM4Legal data with just a single click
4. View information from other applications like Google Maps, Jigsaw, Skype etc.
5. Email or call Contacts and Leads with one click
6. Drag and drop an email signature to create a new CRM record
7. All the CRM information you want, when and how you need it!
Contact
www.xRM4Legal.com