CRM for Lawyers & Legal Firms

Customer relationship management (CRM) is a term that refers to practices, strategies, and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.

To be competitive today, Lawyers and legal firms must meet the expectations of both their customers and their shareholders, who expect constantly improving levels of service & engagement. The client relationship is key to any law firm and CRM provides you with a single place to manage your client relationship. CRM system is one of the best ways to improve a firms' ability to connect with customers.

Microsoft Dynamics CRM is one of the leading industry CRM solutions that can truly help individual lawyers & solicitors, and legal firms to take the customer engagement and automation to the next level while increasing your productivity and efficiency too.
Microsoft Dynamics CRM system can assist your organization in multiple ways by:

• Lead Tracking: Capture and define your Lead stages, qualify them, Auto assign leads to your team, track activities and close more deals. CRM allows you to use multiple criteria to segment clients and work with them accordingly.
• Client Intake: Improve and streamline client intake process making it simple and easy process that your clients will love.
• Comprehensive Account Management: Manage customers and contacts information in a single place. Multiple staff members can collaborate and track information for the accounts effectively.
• Activity Management: Dynamics CRM provides you with comprehensive activity management capabilities. Activities are used to record a specific type of communication, as well as the subject, time and details of that communication. Activities are actions such as emails, phone calls, meetings, appointments etc. Using activities helps you and your organization understand all of the communication your organization has had with each customer or prospective customer
• Time tracking and Invoicing: Most of the lawyers lose legitimate billing hours because of the proper billable time tracking system. Dynamics CRM system can help you track customer time and expense categorize them into billable and non-billable, eventually allowing you to generate invoices for billable time to end customer.
• Automate Case Management: Manage all your case data in a single place. Assign case ownership and track case progress with SLA and have reminders for important dates and events
• Document Management: Legal out of all the industry has a lot of paperwork and documents. Microsoft Dynamics CRM provides you with a native document management capability and is able to seamlessly extend to a dedicated document management tools like Microsoft SharePoint Online.
• Mobile Access: All of the above is useful when all (or most of the above) features are available to associates on a mobile device while on the field. Microsoft Dynamics CRM can be accessed over the web, tablets and on mobile (iPhone, Android) giving user complete flexibility.
• Dashboard and Adhoc Reporting: BI and Analytics is the future of CRM. Microsoft Dynamics 365 offers you customizable dashboards, powerful reports, and support for Power BI. It delivers comprehensive business information and user-friendly visualizations. Dynamics CRM enables people with various business functions to have dashboards and reports customized to their roles. Mid-level managers can have transaction reports and dashboards while the top management can have dashboards providing an overall view of the system.A key to successful reporting is “Adhoc Reports/Queries” that will enable the user to generate data and reports based on their own criteria.
• Data Audits: When you start using a solution that your organization is going to heavily depend on then you also need a way to track what happened with the data and who changed it and when. The CRM can allow you to track these changes for analysis, reporting and data audit purposes.
• Works the way you work: Getting everyone in your company on board to use CRM can be a challenge, but having something easy and the solution works with what your associates know can be icing on the cake. CRM solutions can work and integrate deep into Microsoft Office and Outlook which your associates can easily adapt.

Microsoft Dynamics CRM 365 can boost legal productivity, improve customer engagement and help you grow in a cost-effective manner.

Soluzione has enabled customers to transform their business processes using Microsoft Dynamics CRM 365. Feel free to have to reach out to us at info@solzit.com to know we can help you accomplish a simple yet comprehensive CRM solution.

SOLUZIONE'S SERVICES IS A PROMISE TO OUR CUSTOMERS

We at Soluzione, take pride in our work. Our work and products speak for itself, with over 200 many years of experience and over 50 satisfied clients, we strive to make you successful through solutions that simply work. Our teams are passionate and love what they do so you can be sure that you will be satisfied with all the services. Our offerings are: CRM Consulting

Soluzione is a technology consulting firm that implements and supports Dynamics CRM 365 solutions. Our offering caters to different customers, from the small businesses to enterprise-level, largescale implementations. We’ve learned from working with numerous customers, what it takes to make a CRM implementation successful.

Application Development Often software that suits your specific needs simply isn’t available in the market or is unviable. When packaged solutions and software aren’t sufficient or flexible enough for your business, Soluzione can custom-build to your specifications on alternative technologies and platforms.

Electronic Publishing Soluzione is emerging as Electronic Publishing provider. Experts in Scanning & Digitization of searchable formats of journals, books, delicate manuscripts, papers, etc. ultimately leading to a paperless digital office and library for students around the world. All the examination records including exam answer sheets, assessments and books can be digitized for transparency and easy access.

To see in detail and seek an estimate visit http://www.solzit.com/

Microsoft Dynamics 365 Development : Tips and Tricks

There are a lot of quick ways of doing things in Microsoft Dynamics 365 but developers struggle in finding how. Today I am going to explain how to call a workflow on a custom ribbon button.

Let’s say you have a situation, where you want to perform some operation on custom ribbon button on “click event”. Let us take an example. I have a button on OPPORTUNITY form called ‘ConfirmRequest’.On the click event of this button I have to generate an ORDER and also want to send an email. The best way to achieve this is by creating a workflow. Butthe issue is, how to call workflow on the button click.

There are many solutions posted on the web, that involve using JavaScript, web resources etc. however there is a much easier way that requires no coding.For this we use Ribbon Workbench. Contact us to find out the right plugin to download.

Here are the steps to follow:

• Create a workflow, for example – I created a workflow called Generate Order from Opportunity.
• Extract the GUID of this workflow with the help of advanced find. Here is how you do it:
• Open advanced find window
• Look for processes and search for your workflow name

• Export to Excel and extract the GUID of the proceed from the column A called (Do Not Modify) Process.
• Load the new solution into the Ribbon Workbench with OPPORTUNITY entity.
  
• Expand the commands, “Solution Elements” tab.
  
• Right-click on the Command of the custom button that you want to use. Example ‘CCSDP .opportunity.Generate Order.Command’ and select ‘Edit Actions’.
• Add a JavaScript Command and set the following properties:
  
• Click on OK. And publish it.The workflow will start getting called from the click of the custom button.
• Congratulations!!! Now you know how to call workflow from a Custom Ribbon button on Microsoft Dynamics 365.

To Know More visit 
http://www.solzit.com/dynamics-crm-development-tips-and-tricks-calling-a-workflow-from-ribbon-button/ or talk to our experts http://www.solzit.com/

Soluzione IT Services – A Microsoft certified CRM consultant

Soluzione IT Services – A Microsoft certified CRM consultant

Microsoft Dynamics CRM

Every business faces some challenges. To resolve such challenges you need unique solutions. Being a Microsoft certified CRM consultant “Soluzione IT Services” deliver new experience to your customers by presenting MICROSOFT DYNAMICS CRM Solution which would be affordable for your business. We are here to deliver change in business processes & reduced risk with proven combination of “Expertise & Technology”.

Customers are King and are Asset of your organization:

With CRM system, you can grow your business faster with reliability at efficient level. Microsoft Dynamic  CRM solution is itself a new age in this modern technology world. It is becoming dynamic on each release with additional functionality. It helps your business to achieve goals since such solutions are customer focused and your customers are the true asset of your business. We deliver custom solutions depending upon the requirements; we undertake implementations in various engagement models.

When it comes to business objectives, you must surround with these questions and our solutions are focused to solve these queries.

• How to acquire new customers?
• How to develop long term value for customers.
• How to optimize & monitor cost of marketing, sales, and services & business processes.

On implementing CRM solution to your business, first we ensure customer view then we optimize IT investments as well as we focus on reduction of implementation times. We move with right planning to manage each aspect of your customer by providing excellent customer service experiences. To make long term customer relations, your services should be proactive, personalized and predictive across three levels i.e. Marketing, Sales as well as  Customer Service

Why Soluzione is the best CRM provider?

Our CRM Solution is a fully integrated dynamic Customer Relationship Management solution which is designed to help to different sizes of organizations. For every business, it is necessary to manage customer relationships across sales, marketing, and customer service areas. We are dedicated to find new ways, so that your clients would lead in their markets.

To know more visit

http://solzit.com/soluzione-it-services-a-microsoft-certified-crm-consultant/or talk to our experts.