When to use hosted vs on premise - because effectively managing the client lifecycle – from marketing to business development to service – is critical to every firms profitability and growth.

1. Microsoft Dynamics
“x”RM4Legal Online
For more information:
David Blumentals
Mob. 0409 245 354
DBlumentals@xRM4Legal.com

2. Why consider CRM at all?
Because Clients Drive Business Success
Effectively managing the client lifecycle – from
marketing to business development to service – is
critical to every firms profitability and growth.
“… firms with high client satisfaction scores have blown the S&P 500 out of the
water, especially over the last few years. Not only have they produced higher
returns, but their share values and cash flows have been less volatile.”
- Harvard Business Review, March 2007

3. Perceptions of CRM for smaller firms
• “CRM is just too complex for my business”
• “Only the big firms use CRM”
• “It’ll cost me way too much”
• “You go through all this trouble and no one uses it anyway”
• “I’ll have to change everything about my firm”
• “I don’t have the technology or the team to make CRM work”

4. What to look for in a CRM system…
CRM that fits your people
The right user experience for every user role
CRM that fits your firm
Configures easily to meet your specific firm size
CRM that fits your budget
Deploys quickly and is affordable

5. How do you get started?
Be in the “Know”!
• Know your desired outcomes
• Know your firm and your critical processes
• Know when to connect with an expert
• Know your options

6. Know your desired outcome
What do I want out of a CRM system?
• Increase revenues and profits?
• Get better information about my clients and referrers?
• Manage marketing lists/newsletters and events?
• Track business development opportunities?
• Measure performance of my practice areas?
• Gain consistency/repeatable processes across practice groups?

7. Know your firm and critical processes
What makes my firm tick?
• Are we doing the same steps each time?
• Do we have redundant processes between practice areas?
• What can be – or shouldn’t be – automated with CRM?
• Will I have to change my firm to use a CRM system?

8. Know when to connect with an expert
What do I need help with?
• Determining if CRM is a fit for my firm?
• Documenting what makes my firm really run?
• Learning from the experiences of other CRM projects?
• Adapting a CRM system to my firm needs?

9. Know your options
On-Premise CRM On-Line CRM
Control and ownership Quick to deploy
Technology investments Infrastructure considerations
Customisation, compliance Low, per user monthly fee

10. Why Microsoft Dynamics xRM4Legal 2011?
Works the way Deliver an easier
and more natural
you do user experience
xRM4Legal 2011
Works the way
matches the way you
your firm does do business
Deliver an affordable
Works the way
solution that fits
technology should your firm

11. What is Microsoft Dynamics xRM4Legal Online?
• Full functionality of Microsoft CRM for law firms - over the Internet
• Technology managed by Microsoft on your behalf
• Monthly fee model for reduced up-front technology investment
• Secure, on-line access anywhere with web access

12. When to consider xRM4Legal Online
• Firms wishing to deploy a solution rapidly on-line
• Firms with limited or no IT availability
• Rapid-start evaluation projects before larger deployment
• Firms with limited technology infrastructure in place
• From 5 to 250 potential CRM users
• Prefer a monthly fee model – as low as $99/user/month

13. Drive fast and productive business development
A request is
automatically
A client requests created with
more information. the appropriate
workflow.
The lead is
The lead is passed to the automatically
right partner to close routed to marketing
the opportunity. to qualify and assign.

14. Drive fast and effective marketing
Campaign responses
are captured;
performance is measured
A new campaign is for evaluation
budgeted, approved,
targeted, and executed to
your target audience

15. Drive fast and consistent client service
The service request is
Service requests come created with an
in via phone, web, appropriate
or other channels. workflow.
The service request
is automatically
routed to the
The knowledge
best available
base
practice group.
is searched and
solutions are
suggested.

16. Why choose Microsoft CRM?
“If you know how to use Microsoft Outlook, you
know how to use Microsoft CRM.”
- AMR Research, November 2007
““Buyers also like Microsoft Dynamics CRM’s
usability and its quick time-to-value
compared with traditional CRM applications.”
- Forrester Research, February 2007

17. Try Microsoft xRM4Legal for yourself
• Full functionality of Microsoft Dynamics CRM - over the Internet
• Technology managed by Microsoft on your behalf
• Monthly fee model – as low as $99/user/month
• Secure, on-line access anywhere with web access
Test drive available – email DBlumentals@xRM4Legal.com

18. Centralise your client information
Turn these…
“Which list “Who last
should we work contacted this
from?” client?”
“How can we
“Who’s list is up achieve better
to date?” tender
outcomes?”
“Does anyone
have a contact “Are our clients
there?” happy?”

19. Centralise your client information
Into this…
Single source of Date and time
information tracking of each
activity
Real-time
Always available access to
in real-time marketing & BD
data
Shared across Works within
practice groups Microsoft
Outlook!