xRM4Legal ESS Fee Earner Interface Story Board May 2013
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A key value proposition for Microsoft Dynamics CRM is its tight integration with Microsoft Outlook – if you know how to use Outlook, you know how to use CRM While law firm professional staff are great consumers of CRM information they are not active contributors 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 Outlook and inside their DMS.
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xRM4Legal ESS Fee Earner Interface Story Board May 2013
- 1. Microsoft xRM4Legal ESS CAL Fee Earner Interface May 2013 All the CRM information you want, when and how you need it!
- 2. 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 Microsoft Outlook – if you know how to use Outlook, 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 Outlook and inside their DMS
- 3. Highlights 1. Instantly view xRM4Legal CRM information from Outlook 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 a Contact name to view their LinkedIn profile 5. Click an Organization name to view the record in CRM 6. Click an email address to immediately send an email 7. Click a phone number to auto-dial the Contact 8. Integrate other data within the Fee Earner Interface – like document and practice management, websites and other information sources 9. No more searching for information, the xRM4Legal Fee Earner Interface delivers it automatically to you
- 4. Architecture xRM4Legal The xRM4Legal Fee Earner Interface has been developed using a 4-tier architecture that separates the “front-end” presentation layer from the business logic layer, data access logic layer and database layer. The benefits are greater flexibility and scalability – especially in the speed of accessing and displaying information for users – both on-premise and Cloud-based
- 5. The Outlook 2010/2013 Interface xRM4Legal Fee Earner Interface xRM4Legal Folders in Favorites xRM4Legal Folders Navigation Pane for “Power” Users and Admins CRM Options in Outlook Ribbon
- 6. The Outlook 2007 Interface (with WorkSite) Integration is built directly into Outlook providing a seamless user experience. xRM4Legal data displayed is determined by the recipients of the Email or Document entry, if integrated with DMS eg. iManage WorkSite. Users can instantly view client information from CRM in Outlook
- 7. Flexibility Users can Minimize or Maximize their Fee Earner Pane, as required
- 8. Information Sharing / Integration Benefits Click to add a new Contact right into CRM. First and Last Names appear automatically together with e-mail address
- 9. Increases User Adoption xRM4Legal user adoption is greatly enhanced as CRM data is viewed each time an Outlook 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
- 10. With a Click of your Mouse… Add, Edit or View xRM4Legal Contacts directly in CRM or LinkedIn. The Fee Earner Interface can be configured to Add, Edit or View any other xRM4Legal entities and fields maintained in xRM4Legal
- 11. Send an E-mail Just click the Primary E-mail address held in CRM to send an e-mail
- 12. or Make a Call Just click the Direct Phone or Mobile Phone number from CRM to make a call
- 13. In Summary 1. Immediate access to all your xRM4Legal data from within Outlook or your DMS 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 practice management, LinkedIn etc. 5. Email or call Contacts and Leads with one click 6. Easily configure tabs and fields 7. All the CRM information you want, when and how you need it!
- 14. Thank you! For more information: Microsoft xRM4Legal www.xRM4Legal.com DBlumentals@xRM4Legal.com +61 409 245 354