Microsoft Dynamics CRM & ePartnersLEGAL: :
The Hosted CRM Solution Designed for Legal Firms
CRM that’s as familiar and easy to use as Outlook
Business Development:
Maximize Your Business Development & Marketing Strategies
No matter how complex your business development processes are, Microsoft Dynamics CRM provides easy-to-use features and capabilities to improve the way your business development and marketing teams targets new clients, manages marketing and campaigns and events, and drives sales activities.
- Increase your sales pipeline with qualified leads and opportunities. Take advantage of analytics and embedded sales processes to maximise opportunities to cross sell products and services.
- Maximise your sales strategy through centralised, coordinated sales processes, including scripts and other activities.
- Help your Fee Earners and Business Development teams arrive prepared for important client meetings by accessing sales opportunities and service histories for each client.
Client Plans
Business Development will have access to Client Plans within Microsoft Dynamics CRM. This will enable you to create and manage strategic Client Plans in order to help generate new business from existing clients in a structured way. In addition you will be able to create the appropriate client team; identify team member’s responsibilities; identify goals/aspirations and revenue targets and relate plans to opportunities.
The Bid Process
Microsoft Dynamics CRM could be configured to include a specific Company process which will provide better visibility and accuracy for forecasting. The bid process will relate key activities in the sales cycle and allocate a value to these events.
Matter Management
By integrating with your PMS, we will be able to pull information through from your PMS can access matters and financial information directly from Microsoft Dynamics CRM. Also we can view staff roles for specific matters.
- View Matters from within the Client record.
- See which members of your team are working on the matter.
Benefits of Hosted Microsoft CRM
- All the benefits of Microsoft Dynamics CRM 4.0 without the upfront capital investment in infrastructure, hardware and licenses
- High availability means you can work 24x7, boosting productivity
- No need for new IT staff
- Specialist team dedicated 24x7 to your hosted CRM deployment
- Same familiar Microsoft tools (Outlook, Office, Internet Explorer)
“ePartners has repeatedly demonstrated a high level of product expertise and a superior level of service and commitment to our Microsoft Dynamics CRM customers. We are very excited that ePartners is now offering Microsoft Dynamics CRM as a hosted solution.”
-Brad Wilson, General Manager
Microsoft Dynamics CRM
