2. Agenda
10:00 Registration and coffee
10:30 Introduction to the day & Metis roadmap
11:00 Metis product demonstration and feedback
11:30 Metis CRM Data Validation tools - Data8
12:30 Lunch
13:00 Metis future requirements discussion
16:00 End session with drinks
4. Metis philosophy
External
Best in class Technology Data
• SalesLogix
• QlikView Best
Analytics
• dotMailer Practice
• HubSpot
Best of breed Services Metis
• Jellyfish Legal Framework
• Pennington Hennessy
Outbound Creative
• Metis User Group
Marketing Partners
Best in class Data
• Data8 Inbound
• LinkedIn Marketing
• Companies House
8. Metis V8.0 – Spring 2013
• Inclusion of items requested by Metis User Group
• Enhance data visualisation to create “Grids” control available
for all entities
• Further simplification of User Interface
• Round Out CRM Features
• Deliver an end-user Form Designer for Web and Mobile
• Improve Cloud Auto-upgrades & On-boarding
9. Metis V8.1 – Spring 2014
• Advance CRM Feature set to maintain market leadership
• Inclusion of items requested by Metis User Group
• More Focus on Auto-upgrades – to continue to reduce cost of
ownership
• Embedded in Outlook – continued enhancement and
development of the Metis toolbar in Outlook
• Process Designer – allow for the rapid mapping and
implementation of business processes
• Ecosystem – continue to extend the Metis Ecosystem through
partnerships with other centres of excellence in the legal
marketplace.
12. Core Metis
Core Metis
I know this person
Instant Access
Anti Money Laundering
Wills/Legal Tabs
Do not solicit
Client Teams
What’s missing?
Mailings Tab Events in the web?
(Windows Client)
Legal Terminology
Where is the “WOW!” ?
Events
Data Validation
Customer Satisfaction
Quarantine contacts
Contact Timeline
Opportunity Timeline
metis@collierpickard.co.uk
Enhanced Security
Private Individuals
Value Grid
Referrals
Outlook Metis Toolbar
dotMailer Integration
Metis User Auditing