A core component of a successful CRM implementation is the ability to integrate with other core applications to facilitate the capture of valuable contact and relationship data and further the “enter once, use many times” philosophy.
The CRM4Legal team has developed an external data integration module (“Data Pump”) designed to integrate with other core applications such as Time & Billing, Case Management, Conflict of Interest, HR and external third-party data sources, which warehouse data elements critical to targeting the CRM contact database for marketing and prospecting business development efforts.
Aggregating data is the key element that is delivered by the Data Pump, and the development of this tool focused on integrating data elements directly into the CRM4Legal application to facilitate information retrieval.
Information requests would normally require several calls to Accounting, Recruiting or HR to comply with simple internal requests, or to address more complex needs from clients or prospects in the formal request for information or proposal process.
With Data Pump integration, these requests can be satisfied using a simple advanced find query within CRM4Legal. Typical data elements integrated include, but are not limited to the following:
From Accounting/Practice Management Applications
> Historical Billing/Collections
>
Originating/Billing/Responsible/Working Lawyer
>
Practice Area/Area of Law
>
Case type
>
Matter Level Information
>
Related Party data
>
Conflict of Interest data
>
Passive Relationship Intelligence
From HR/Experience Databases
> Expertise
>
Matter Level Experience
>
Education, Bar Memberships, Accreditations
>
Other HR related information (languages, educational background, etc.)
From Proposal Automation Applications
> Historical Proposal Activity
>
Connection to the Final Proposal
>
Integration with tracking Proposal wins/losses to effectively capture ROI
From Third-Party Information Warehouses
> Company and Contact Profiles
>
Industry Segmentation
>
Corporate information, geographic and demographic data
>
Other Key Contact data elements
Essentially, if the data exists in a useable, structured format, Data Pump technology provides deep capability to integrate this information seamlessly within the Microsoft CRM4Legal database. We have successfully established scheduled integration with Elite, Aderant, Juris, Client Profiles, and Rippe & Kingston financial systems. The Data Pump Technology has also been developed to support asynchronous and bi-synchronous data exchange, facilitating the ability to provide CRM data access as a core component of the new file client/matter opening process.
In addition, the CRM4Legal Data Pump simplifies data loading into CRM4Legal by utilising the power of our proprietary data migration tools with Microsoft Web Services API. Key features include: assignment of primary ID and default field values, validation of input data, automatic population of summary and join tables, and support for custom entities, attributes, and relationships.
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