We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are. That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm. Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions. Client experience… …is what differentiates your firm …is how you win and keep clients for the long-term …is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever. Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email

1. Microsoft
Dynamics 365
(& Why You Need It!)
xRM4Legal
xRM4Accounting
xRM4Finance

2. Are you making the
most of your client
opportunities?
Are we capturing
& converting all
Potential New
Clients?
How can we keep
track of who
knows who?
Who are our top
(most profitable)
clients & who is
looking after
them?
I can’t do all this
myself, how do I
engage the PA’s &
Partners?
HowcanIsegment
my database to
create marketing
lists?
My data is
everywhere –
“lost” in Excel,
Outlook & PMS
Is everyone able to
access the same
client history –
perform conflict
checks?

3. Why should we bother?
Because client knowledge matters now more than ever
…& in an increasingly connected
world, your reputation (& brand) is
more important than ever!
of all internet users are
now active on social
media
72%
of internet users trust
client opinions posted
online
68%
of clients are willing to
pay more for a better
client experience
86%
of clients have left a
brand due to bad client
service
65%
It’s what differentiates your firm
It’s how you win & keep clients
It’s how you grow your practice areas

4. What if you could easily manage client information as an
extension of familiar tools like Microsoft Outlook?
Differentiate your firm by delivering
exceptional client experiences
Focus efforts on marketing & BD with
the best immediate & long-term
potential
Automate data capture in & out with
relationship collaboration & intelligence

5. Microsoft Dynamics 365
Get visibility to make
informed decisions on
potential conflicts, deal flow
& associated client plans
& grow your firm
Firm
Insight
Make it easy to get the
information needed to deliver
great client experiences from
New Business Intakes to
Contacts, Marketing Lists,
Communications & Event
RSVPs
Marketing & Bus.
Development
Empower your practice
groups to do their best work
from virtually anywhere on
any device – iPhone, iPad,
Windows or Android
Mobile
Productivity

6. Microsoft Dynamics 365
extends to work across all areas of your firm
Access client history, track meetings, & connect with
anyone in a few clicks
Use business apps that work seamlessly with
familiar tools, like Outlook & Excel
Rely on an affordable enterprise-class cloud
infrastructure from Microsoft
Manage time & billing, financials, streamline
operations, & grow your firm
$
Microsoft
Dynamics 365
for Time &
Billing &
Finance Mgt
Microsoft
Dynamics 365
for Marketing,
Comms &
BizDev
+
NetDocuments

7. Microsoft Dynamics 365
with access anywhere, anytime
Tablets
Traditional Web access
OutlookPhones

8. 3 reasons to get started now
It’s easier than you think. PA’s, LA’s & professional
staff catch on quickly with easy, familiar tools.1
It’s affordable. It’s managed for you in the cloud,
without capital expense for servers & software.2
It’s time. Realize gains quickly in productivity, BD
effectiveness, & marketing excellence.3

9. Microsoft Dynamics 365
a new approach to licensing
Fee Earners Marketing/
BD
“Power”
Users
Client Care Time,
Billing &
Finance
Marketing/
BD
“Power”
Users
Client Care Time,
Billing &
Finance
Fee Earners

10. Demonstration & next steps
We work with you to
identify:
• Lost opportunities
• Unnecessary costs
• Other inefficiencies
We then prepare a
report that helps you
take advantage of these
opportunities, unlock
these costs & remove
the inefficiencies (the
business case).
Let’s define your
path to success
With experience of over
300 projects globally, an
average return of 12% of
a firm’s marketing/BD
budget (personnel,
communications, events,
entertainment) ie.
$60,000 for every $500K
spent – email us
Dynamics@xRM.email