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Nieuwe functies van CRM. Bart van Wanroij. CRM and the future. Consumenten electronica op de werkplek Up-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)
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Nieuwe functies van CRM Bart van Wanroij
CRM and the future • Consumenten electronica op de werkplek • Up-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
Consumenten electronica • Intel will create a Consumer Device Atom processor in the next 18 months • All harddrives will become Solid State • Result: more consumer devices in the workplace, with longer battery life and more features
Up to date houden • Vanuit de Templates naar CRM terug • E-mailings feedback verwerking • SCN social networking integratie • Connect to SCN, Import from SCN • New e-mailaddress, search CRM, add to CRM
Up-to-date • Blinker-Mailplus integratie • Feedback verwerking (opt-in/out) • Aanmeldingsformulieren, webformulieren
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
Communicatie http://www.youtube.com/watch?v=91BX36VzkdY
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
Workflows – WWFT/Passport • Passport scanner -> Person • WWFT workflow after matter creation