GET REAL ABOUT RETURN ON CRM.

Transcription

1 GET REAL ABOUT RETURN ON CRM.

2 THE FUTURE OF LEGAL CRM

3 The Game Has Changed. Does Your Firm Have the Tools to Keep Up? Today s law firms have outgrown old legacy business development technologies. Increased competition, rising demands for new clients, and the need to differentiate your law firm have profoundly changed the business development landscape. You are forced to rely on technology that should give you meaningful and valuable ways to increase business, but you find yourself having to rely on systems that don t provide tailored workflows, have cumbersome implementations, and require on-going manual data management. Lawyers are too busy to contribute and resist using the software due to its complexity and their doubts as to its viability. Today you need a solid plan and the technology to support it.

4 A REVOLUTIONARY SOLUTION FOR A NEW REALITY.

5 Lawyer BEFORE Lawyers resist using the CRM systems due to its complexity, lack of mobility and their doubts as to its viability. I want a solution designed with me in mind. Business Developer BEFORE Rely on systems that don t provide tailored workflows, have cumbersome implementations, and require ongoing manual data management. NOW BUSINESS DEVELOPMENT PREMIER Lawyer A solution built to work the way lawyers work. Provides lawyers with mobile access, deeper client insight and easy updating. Business Developer With better workflows and more accurate data, we give you the tools you need to increase business. Quick implementation means marketers can prove value.

6 What the Lawyers Want Deeper Client Insight

7 I want access to a complete, clear picture of my clients before key meetings. BEFORE Heavy manual effort required to paint a complete picture of clients. Difficult for an attorney to find or get access to the information. NOW Wherever they are lawyers still need clean, accurate, and relevant data. Tap Thomson Reuters company profiles, knowledge of where customers are in the CRM pipeline, competitive intelligence, and who-know-whom connections updated in real time, and pushed to your mobile device. Easy experience that requires no training for the attorney to figure out. Always up to date.

8 What the CMO Wants To Deliver Results and Prove Value

9 BEFORE Traditional CRM systems require significant manual work for complete campaign management and measurement. Our marketing budget and teams are not growing so we need to find ways to work smarter and show management we are making a difference. BD STRATEGY REFINEMENT CAMPAIGN METRICS PLAN MEASURE DASHBOARD ANALYTICS LIST CREATION ENGAGE CAMPAIGN CONVERT PITCHING EXECUTION CAMPAIGN BUILD PITCH TEAM NOW Deliver value at every stage of the marketing lifecycle. Deliver and prove marketing value with a solution that has built-in best practices to manage campaigns through every step of the legal marketing lifecycle planning, engagement, conversion, and measurement.

10 What the Marketing Team Wants Better Data

11 Kevin Kelly Parker Poe Director of Marketing & BD (704) Work Three Wells Fargo Center 101 South Tryon Street Kevin Kelly Parker Poe Director of Marketing & Business Dev. (704) Work Three Wells Fargo Center 101 S Tryon St. Suite 3000 Charlotte, NC dglass@pepsi.com Diane Glass Chief Financial Officer Phone (914) Pepsico, Inc 700 Anderson Hill Road Purchase, NY dglass@pepsi.com Name: Diane Glass, Title Chief Financial Officer Phone (914) Company: Pepsico, Inc Address: 700 Anderson Hill Road, Kevin Kelly Parker Poe Director of Marketing & Business Dev. 704) Work kevinkelly@parkerpoe.com Three Wells Fargo Center 101 S Tryon St. Suite 3000 Kevin Kelly Charlotte, NC dglass@pepsi.com Parker Poe Diane Glass Chief Financial Officer Director of Marketing & Business Dev. Phone (914) Pepsico, Inc 700 (704) Work Anderson Hill Road Purchase, NY kevinkelly@parkerpoe.com Three Wells Fargo Center 101 S Tryon St. dglass@pepsi.com Name: Diane Suite 3000 Glass, Title Chief Financial Officer Phone Charlotte, NC Kevin Kelly Parker Poe Director of Marketing & Business Development (704) Workkevinkelly@parkerpoe.com Three Wells Fargo Center 101 S Tryon St. Suite 3000 Charlotte, NC dglass@pepsi.com Diane Glass Chief Financial Officer Phone (914) Pepsico, Inc 700 Anderson Hill Road Purchase, NY dglass@pepsi.com Name: Diane Glass, Title Chief Financial Officer Phone (914) Company: Pepsico, Inc Address: 700 Anderson Hill Road, Purchase, NY Kevin Kelly Parker Poe Director of Marketing & Business Dev. (704) Work kevinkelly@parkerpoe.com Three Wells Fargo Center 101 S Tryon St. Suite 3000 BEFORE We need to find ways to spend less time on managing data. Holistic and accurate data is a must! Name: dglass@pepsi.com Diane Glass Title: Chief Financial Officer Kevin Kelly Parker Poe Director of Marketing & BD (704) Work kevinkelly@parkerpoe.com Three Wells Fargo Center 101 South Tryon Street Suite 3000 Charlotte, NC Phone: (914) Company: Pepsico, Inc Address: 700 Anderson Hill Rd Purchase, NY10577 of data Is out of 70% date in 12 months. 60% of contacts are not captured. NOW Technology uncovers 3-5 times more contacts. More complete profile (name, title, etc.). Automatic update from your best data source: your client.

12 What the IT Team Wants Speed to Value

13 BEFORE We use our old CRM because its too long and hard to switch. We don t have the bandwidth to take on a CRM project. CRM IMPLEMENTATION Due to laborious data entry and cleansing, CRM installations often take 18~24 Months. #1 reason CRM systems fail is Bad Data. most firms feel like they are not getting the value out of their maintenance agreements from their current legal legacy crm solution. NOW BD Premier technology reduces start-up time to a fraction of time required for traditional implementation. Hit go-live, everything s there!

14 BUSINESS DEVELOPMENT PREMIER FROM THOMSON REUTERS ELITE

15 A Revolutionary Solution for a New Reality Business Development Premier changes the way you play and win the game. A business development solution designed specifically for law firms. Business Development Premier is a CRM solution coupled with a radical data automation engine, enhanced with marketing automation, experience management tools, company profiles powered by Thomson Reuters, and competitive intelligence through integration with Monitor Suite. To learn more about Business Development from Thomson Reuters Elite, visit elite.com/getreal

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