• From landscapes to frontiers: The changing face of legal IT

    From landscapes to
    frontiers: The changing face of legal IT

    Learn Now

    From landscapes to frontiers: The changing face of legal IT

    Learn Now

  • News

    sa.global releases erm360
    Relationship Intelligence Suite

    Learn Now

    sa.global releases erm360 Relationship Intelligence Suite

    Learn Now

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.

About erm360

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.

About sa.global

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.

In the Media

  • Legal

    sa.global Featured in Briefing Magazine

    In a recent interview with Briefing Magazine, Stephen James, CEO and founder of sa.global discussed the opportunity for law firms to take advantage of cloud-based enterprise resource planning and client relationship management alongside, Whit McIsaac, CEO Americas, at sa.global

    Read More

  • Legal

    What now for LexisOne?

    Whit McIsaac, CEO, sa.global Americas, speaks with Legal IT Insider about the strategy, roadmap and why customers should feel reassured that LexisOne is in good hands.

    Read More

  • LexBlog

    sa.global to Acquire LexisOne, Combine with legal360, Merging Practice Management and CRM

    January 17, 2019

    sa.global will acquire the LexisOne cloud-based practice management application from LexisNexis, according to an agreement the two companies planned to announce tomorrow.

    Read More

  • Legal IT Insider

    Trending… LexisNexis to exit the PMS market with sale of LexisOne

    January 17, 2019

    It’s been rumoured for a while but we can confirm for the first time that LexisNexis is to exit the practice management system market with the sale of enterprise resource planning system LexisOne, which is being acquired by Dynamics 365 gold partner sa.global.

    Read More

  • Legal Tech News

    sa.global Announces Intended Acquisition of LexisOne, Will Integrate Into legal360

    January 18, 2019

    Previously developed by LexisNexis, LexisOne provides practice management, time and billing, accounting, and human resource management capabilities.

    Read More

  • Legal Practice Intelligence

    sa.global announces intention to acquire LexisOne® from LexisNexis

    January 20, 2019

    LexisNexis and sa.global® have announced 18 January 2019 that they have reached agreement on the intention for sa.global to acquire the LexisOne® cloud-based ERP and Practice Management solution from LexisNexis®. The acquisition will become part of their legal360® offering to create a new leader in cloud-based Practice Management and Business Development solutions for law firms.

    Read More

  • Americas HQ

    137 Johnson Ferry Road, Suite 2240,
    Marietta, Atlanta, GA 30068
    +1 770 744 4415
    This email address is being protected from spambots. You need JavaScript enabled to view it.


    Cardiff (UK)
    6th Floor One Kingsway, Cardiff, CF10 3AN United Kingdom
    +44 (0) 2921 055902

    London (UK)
    5 Merchant Square, Paddington, London W2 1AY
    +44 (0) 2030 568898

    This email address is being protected from spambots. You need JavaScript enabled to view it.


    60 Paya Lebar Road, #11-20 Paya Lebar Square,
    Singapore 409051
    +65 62084857

    This email address is being protected from spambots. You need JavaScript enabled to view it.

Stay Connected



Contact Us

sa.global does not share your personal data with any third parties
I'm ok with sa.global storing my personal informations as per their privacy policy.