Nieuwe functies van CRMBart van Wanroij

CRM and the future

22 juni 2011

Consumenten electronica op de werkplekUp-to-date houden• Vanuit de Templates naar CRM terug• E-mailings feedback verwerking• SCN social networking integratie

CRM en Collaboration• Communicatie en CRM (MS OCS/Lync, Cisco)• SharePoint collaboratie platform

Workflows• CRM als mastertable voor WWFT, New Matter, Conflict checks• Business Development Task (activity tracking, actions)• Leads workflow processing

22-04-2023

Consumenten electronica

Intel will create a Consumer Device Atom processor in the next 18 monthsAll harddrives will become Solid State

Result: more consumer devices in the workplace, with longer battery life and more features

22-04-2023

Up to date houden

Vanuit de Templates naar CRM terugE-mailings feedback verwerkingSCN social networking integratie• Connect to SCN, Import from SCN• New e-mailaddress, search CRM, add to CRM

22-04-2023

Up-to-date

Blinker-Mailplus integratie• Feedback verwerking (opt-in/out)• Aanmeldingsformulieren, webformulieren

22-04-2023

Seminars

22-04-2023

CRM en Collaboration

Communicatie en CRM (MS OCS/Lync/Skype, Cisco)SharePoint collaboratie platform“We are leveraging your existing SharePoint infrastructure, reducing your search crawl processes, integrating workflow, introducing collaboration and possibly communication on ONE standard platform”, source: Clifford Chance, Legalweek’11

22-04-2023

Communicatie

http://www.youtube.com/watch?v=91BX36VzkdY

22-04-2023

Workflows

Business Development Task (activity tracking, actions)CRM als mastertable voor WWFT, New Matter, Conflict checks• Example Passport scanner to start Person record in CRM

Leads workflow processing• Example www.huisadvocaten.nl

22-04-2023

Workflows - BD

22-04-2023

Workflows – WWFT/Passport

Passport scanner -> PersonWWFT workflow after matter creation

22-04-2023

Workflows – lead processing