CRM adoption continues to be a challenge for law firms. xRM4Legal 2014, powered by Microsoft Dynamics CRM 2013, delivers an experience that is: Easy to use Seamless across devices – phone or tablet Outcome-driven Valuable to fee earners as well as marketing/BD

2. Background…
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3. Contents

4. Client 2.0 trends are shaping the new law firm
Today’s clients
• Do their own research
• Favor peer group
recommendations
• Have higher expectations
• Hold the power
48% followed industry
Before a firm is engaged…
conversations on the topic
57%
37% posted questions on social
of an average B2B
purchase is complete
networking sites looking for feedback
59% engaged with a peer
More than
10 sources have
been consulted
who had addressed the challenge
DemandGen Report, “Breaking out of the Funnel”
CEB, The New High Performer Playbook, Arlington VA, 2012

5. Microsoft CRM/xRM4Legal makes business personal
• Simple and immersive interface that law firms love to use
• Personalized, efficient and familiar experiences
• Embedded process, based on proven global best practices
• Agile processes that can be tailored to each law firm
• Deep insight into market conditions, prospects and clients
• Navigate the client’s buying chain effectively through social
prospecting
• Data visualization gives managing partners and CEO’s visibility into
key metrics and trends
• Anywhere access to the people and resources needed for success
• Real-time internal and external collaboration with rich
communication tools
• Content and expertise sharing to help practice groups win together
• Social networking tools in a business context

7. A user experience designed for law firms
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8. Optimized for analysis, search, and engagement

9. New navigation model
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10. Recently viewed records at your fingertips

11. Enter data “on-the-fly” with Quick Create

12. New command bar

14. Business processes – standardize on best practices
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According to CSO Insights,
firms that adopt a dynamic BD
process show a 19% increase
in quota attainment over
firms that do not.

15. Business process-centric experience
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16. Personalized business development process
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18. Turn action into insight
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20. Stay productive on the road or in the courtroom
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Adopt Microsoft CRM/xRM4Legal on devices to:
• Quickly mobilize your rainmakers
• Create a competitive differentiator
• Attract and retain marketing/BD talent

22. Practice cross selling through social connections
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23. Reach the right person at the right time
with the right message
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24. MarketingPilot is now integrated with xRM4Legal!
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25. Key takeaways

26. Next steps
Schedule a demo – 30 minutes
Organize a “proof of concept” – 1 week to 1 month
Run a pilot – marketing/BD including light-house
practice group
Rollout firm-wide – targeting wider audience of
professional and support staff

27. Contact