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Corporate Administration & Compliance
David Blumentals
Director, CRM/xRM Strategy
DBlumentals@xRM4Legal.com
Contents
1. Next Generation Outlook
2. Meeting Management & Communication Tracking
3. Members & Officers Recording
4. Comp...
Next Generation Outlook: The Right Data at
our Fingertips
                                                                ...
Work in Outlook, the Web or Mobile Device

                                Fully integrated with
                         ...
360 Client View

                                  Access “live” social &
                                  business netw...
Meeting Management & Communication Tracking




               Record unlimited meetings – AGMs,
               EGMs, Dire...
Members & Officers Recording




              Track the titles of
              Officers/Directors/Managers and
         ...
Company Profiles




             Unlimited company records, State & Country lookups,
             unlimited associated Bu...
Business Licenses




            Unlimited license types; Hyperlink lookup to associated
            agency/ies
Intellectual Property, Filings & Disputes




             Simplify application with self service client portals;
        ...
Expense Management




          Manage and report on all expenses – Company Fees,
          Court Fees, Photocopying, Pri...
Intelligent Docs: Streamlined Assembly
 Quickly create marketing
 newsletters, event invitations,
 instruction letters, Co...
SharePoint Integration

                Improve client document management: Client
                related documents in Sh...
Structured Workflow: Automated Dialogs,
Record Creation, Reminders, Reports

                    Enforce actions/tasks bas...
Customizable Reporting & Analytics


                              Allows staff to instantly
                             ...
Charts and Dashboards




           Real-time dashboards deliver advanced business intelligence functionality that
      ...
The Evolution from CRM To Extended CRM

Extended CRM leverages the                       Client Relationship
             ...
Extended CRM Capabilities
                             Define and
                              manage goal
             ...
Effortless Configuration




                             Implement business rules for
                             mandat...
In summary, xRM4Legal for
Corporate Admin & Compliance
1. Familiar, intelligent and integrated experience

2. Wealth of le...
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xRM4Legal Corporate Admin & Compliance

A modern Cloud-based system that takes over from older legacy systems like:
https://businessentitysoftware.com/ and http://www.quorumcentral.com/

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xRM4Legal Corporate Admin & Compliance

  1. 1. Corporate Administration & Compliance David Blumentals Director, CRM/xRM Strategy DBlumentals@xRM4Legal.com
  2. 2. Contents 1. Next Generation Outlook 2. Meeting Management & Communication Tracking 3. Members & Officers Recording 4. Company Profiles 5. Business Licenses 6. Intellectual Property, Filings & Disputes 7. Expense Management 8. Documents/Templates Management – SharePoint Integration 9. Workflow Automation 10. Dashboards and Reports
  3. 3. Next Generation Outlook: The Right Data at our Fingertips Provides optimal visibility into client records Reduces training required Increases user adoption Improves teamwork
  4. 4. Work in Outlook, the Web or Mobile Device Fully integrated with xRM4Legal Case Time & Billing, Marketing & Call Center Management
  5. 5. 360 Client View Access “live” social & business network media content, People, Family Tree and Financial Information Record Branches, Related Entities, Meetings Held & Customizable jurisdictions Pending, Subsidiaries, with multilingual support Contacts, Members & Officers, Documents & More
  6. 6. Meeting Management & Communication Tracking Record unlimited meetings – AGMs, EGMs, Directors & Owners etc – including Files, Notes, Tasks, Emails, Phone Calls, Letters, Faxes & other activities (resolutions, shareholdings, capital changes)
  7. 7. Members & Officers Recording Track the titles of Officers/Directors/Managers and their responsibilities – including start and end dates
  8. 8. Company Profiles Unlimited company records, State & Country lookups, unlimited associated Business License records
  9. 9. Business Licenses Unlimited license types; Hyperlink lookup to associated agency/ies
  10. 10. Intellectual Property, Filings & Disputes Simplify application with self service client portals; Streamline registration filings, renewals and disputes; Easily and quickly search by Filing Date, Mark, Status, Application, Trademark No. etc.
  11. 11. Expense Management Manage and report on all expenses – Company Fees, Court Fees, Photocopying, Printing etc.
  12. 12. Intelligent Docs: Streamlined Assembly Quickly create marketing newsletters, event invitations, instruction letters, Cost Agreements etc. Embed document management capabilities of SharePoint Select records, highlight merge fields, preview and print
  13. 13. SharePoint Integration Improve client document management: Client related documents in SharePoint can be tagged to CRM accounts and edited from within CRM
  14. 14. Structured Workflow: Automated Dialogs, Record Creation, Reminders, Reports Enforce actions/tasks based on pre-defined business rules and contact follow up procedures Create many steps – for example to create records, send email/s, generate tasks, send acknowledgements etc.
  15. 15. Customizable Reporting & Analytics Allows staff to instantly zero-in on needed data Customizable bar and pie charts For example, you can use filters to display only clients or debtors Excel-like sort and filter on each column
  16. 16. Charts and Dashboards Real-time dashboards deliver advanced business intelligence functionality that is simple to use and easy to change. Users can quickly configure multiple dashboards to monitor performance. The dashboards can be set up for individual or shared use and can include inline charts with drill-down intelligence to visually navigate data, identify trends and uncover new insights
  17. 17. The Evolution from CRM To Extended CRM Extended CRM leverages the Client Relationship Asset Management Management flexible xRM Framework that allows firms to easily configure and extend the Project Management Matter Management capabilities of xRM4Legal for case, marketing, call center, project management etc. Stakeholder Trademark Relationship Management Management Extended CRM is additive to Employee Relationship Opportunity Management Management core CRM and allows firms to track and maximize the value Contractor Relationship of other relationships and Management Pitch Management assets and in turn extend the power of CRM. Supplier Relationship Event Management Management
  18. 18. Extended CRM Capabilities  Define and manage goal metrics  Add facilities and equipment for client service scheduling and facilities management  Manage multiple resources and groups
  19. 19. Effortless Configuration Implement business rules for mandatory fields and formatting Drag and drop to Add new field attributes, move fields, tabs, sections sections and tabs
  20. 20. In summary, xRM4Legal for Corporate Admin & Compliance 1. Familiar, intelligent and integrated experience 2. Wealth of legal-centric corporate administration features 3. Strong firm value for integrated Corporate Administration, Compliance, Case, Marketing & Call Center Management Email DBlumentals@xRM4Legal.com Visit: www.xRM4Legal.com
  • DavidBlumentals

    Apr. 10, 2012

A modern Cloud-based system that takes over from older legacy systems like: https://businessentitysoftware.com/ and http://www.quorumcentral.com/

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