Microsoft Dynamics 365 and why you need it NOW!
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The document advocates for the use of Microsoft Dynamics 365 to enhance client relationship management and improve overall business development by integrating various tools and automating processes. It emphasizes the importance of client experience and data accessibility, highlighting statistics about client expectations and preferences. The document outlines three compelling reasons to adopt Dynamics 365: ease of use, affordability, and quick gains in productivity.
Microsoft Dynamics 365 and why you need it NOW!
- 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