sa.global releases erm360 Relationship Intelligence Suite
First-of-its-kind integrated CRM + ERM solution provides enhanced relationship intelligence capabilities embedded in industry-leading Dynamics 365 CRM platform
Atlanta, GA – November 11, 2019
sa.global, the leading provider of Microsoft Dynamics 365 CRM solutions to professional services firms, today announced the release of erm360, an enterprise relationship management (ERM) and relationship intelligence solution built natively within the Microsoft Dynamics 365 platform. erm360 is seamlessly integrated with sa.global’s legal360 and aec360 CRM solutions, offering the industry’s first integrated ERM and CRM solutions built from the ground-up on a single platform.
erm360 leverages an innovative passive data collection strategy to help automate the collection and contribution of contact and relationship data to Microsoft Dynamics 365. Using deep integration between Microsoft Dynamics 365, Outlook, and Exchange, erm360 scrapes Outlook email signatures and monitors Exchange-based communications to capture and update contact and relationship details, providing embedded dashboards to highlight ‘who knows whom’ and ‘who is communicating with whom’.
“ERM technology is quickly becoming mission-critical in law firms and other businesses that are highly dependent on relationship insights to drive business development practices,” explains Whit McIsaac, CEO for sa.global Americas. “By developing erm360 on the same Microsoft Dynamics 365 platform with our industry-specific CRM solutions, we have converged what has historically been two loosely connected systems and changed the ERM software game. This unique approach will help our clients turn otherwise disconnected client and relationship information into actionable insights.”
Many professional services firms that leverage a “seller/doer” model have experienced challenges achieving widespread adoption of their CRM software. Without complete and accurate data about the firm’s contacts and relationships, these CRM solutions have delivered limited value to their stakeholders. ERM technology strives to alleviate these challenges by automatically capturing relationship data and providing insights around ‘who is communicating with whom’.
“erm360 not only removes the burden from busy professionals to keep their CRM data up-to-date but better positions our clients to facilitate cross-practice selling introductions and structure business development teams and strategies in a way that that differentiates their firm,” continued McIsaac. “We believe that our integrated solution will translate directly into more business development success and fundamentally change the perception of CRM technologies in our key markets.”
sa.global will be hosting a webcast on December 4, 2019, to highlight the integrated legal360 + erm360 solution. Interested parties can register for this webcast at www.legal360.com.
A key product of sa.global focused exclusively on the legal and AEC industries, erm360 is an enterprise relationship management (ERM) and relationship intelligence solution designed to automatically capture key relationship data and provide meaningful relationship insights. When used in combination with legal360 and aec360, erm360 creates the industry’s only integrated business development, marketing, ERM, and relationship intelligence platform from a single vendor. For more information, visit our websites at www.legal360.com or www.aec360.com.
Established in 1990, sa.global is Microsoft’s leading worldwide provider of Microsoft Dynamics 365 solutions to law firms and other professional services organizations. With nearly 800 employees operating out of offices in 20 countries, sa.global provides industry-focused Microsoft Dynamics 365-based Practice Management, CRM, HCM, and business intelligence solutions to professional services firms in key vertical markets such as Legal, Accounting, AEC, Consulting, and Advertising & Marketing. As a 10-time winner of the coveted Microsoft Dynamics Partner of the Year Award, sa.global is one of Microsoft’s elite Inner Circle Partners. For more information, please visit www.saglobal.com.