Business Development Suit

Report
Business Development Suit
Presented by
Thomas Mathews
Objectives
• Understand the functionalities of the following modules
o Marketing Center
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Contacts and Companies
Email Marketing
Experience & Professionals
Proposals & Opportunities
o Web Center
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Website
Blogs
Webforms
SEO
Media Manager
o Marketing Database
o System Administration
Business Development Suite (BDS)
Hubbard One’s Business Development Suite (BDS) is actually a collection of
software applications used together to meet the Information Management needs
of Law Firms.
 Marketing Center
o Business Development & Management
 Proposal Generator
 Experience Manager
o Contact & Relationship Management
 Contact Manager
o Web Communication
 Email Marketing
 Web Center
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Web Communication
Web Sites & Extranets
Media Manager
SEO Keyword Manager
Contacts and Companies
• Contacts & Companies is a contact management
solution that works for both lawyers and marketing
professionals. The software contains robust
functionality for marketing and business
development professionals who need access to rich
levels of information in a familiar web interface.
• Contacts
• Contact List
• Company
• Business Location
DATA QUALITY MANAGER
The Data Quality Manager allows marketing to
approve, reject, or merge incoming contact changes
from Outlook and/or other data sources.
The Data Quality Manager listing page displays a list
of contacts and companies that have been submitted
for addition to the database through:
• Outlook Connector for Contact Manager
• Contact Manager BDS Import
• Web Forms
Email Marketing
o Email Marketing is a powerful tool which Firms
use to market themselves and to reach their
current/potential customers.
o Integrated with other modules of BDS like
Contacts & Companies, Activities, Marketing
Database entities, Web Sites.
o Email Marketing users with Administrator access
can manage templates. A template is used when
creating a new email communication. You can
create templates from the out-of-the-box layouts.
Experience & Professionals
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Experience Manager, a BDS Marketing Center module, helps your firm market
itself more efficiently. By providing easy access to integrated client, contact,
matter, and attorney information in a single place.
Experience
- This feature allows your firm to find and view experience records. Three search
mechanisms, each with different search criteria that you can customize, are
included in this feature. They include quick search, advanced search, and profile
search, as well as customized search via the Search Builder function. You can also
add, edit, and delete experience records from this function.
Professionals
- This feature allows you to find and view a specific attorney's experience and
profile.
Admin
- This feature allows you to create and manage customized experience profiles that
are used to capture data for experience records. Additionally, administrators can
customize add/edit screens, search screens, and detail screens, as well as manage
fields within experience profiles.
Proposals & Opportunities
• Proposals and Opportunities module allows our clients to
generate proposal documents that pull data from the
Marketing DB.
• The Proposal Generator module of BDS allows you to create
and store information that you can easily retrieve and use to
automatically track opportunities and generate proposals.
• Search
• Browse
• Proposal Content
• Templates
• Admin
Website
• The Web Site, a BDS module, enables you to manage your firm's web site
content. In this way you can customize your web site as needed.
• Allows clients to manage their firm’s website content.
• The Web Site enables you to:
 Add and edit both web content and marketing database content
 Edit the content of the site - for example, narrative information,
images, files
 Edit the template of the site - for example, labels that are the same
per section
 Edit the site - for example, labels that are the same site wide
 Preview your changes before they are published
 View your changes once they have been published
 Configure title, description, and keyword tags for search engine
optimization
 Administer security
• Add and edit both web content and marketing database content
• Adding MDB Content: Firm News, Publications, Events
Blogs
• Allows update of content more frequently than
websites and provides daily interaction with
audiences. It also allows clients to highlight it’s
knowledge, industry experience, etc.
• Moderators are the only ones that can review
pending posts, pending comments or pending
replies.
• You can add moderators from Modify Settings
option.
• You have option to search blogs in the right side of
the page.
Webforms
• Allows clients to create web-based forms for:
– Event Registration
– Newsletters
– Contact Information Update
• Web Forms can be utilized as stand-alone pages, or
can be implemented within web sites, alumni sites,
or mini sites and branded as desired by the firm.
• Both stand alone and integrated web forms can be
presented in multiple languages if your firm owns a
Globalization license.
Adding a Form (follow all 5 steps until finished)
Click on edit content
Building a form
SEO
• Search Engine Optimization is the process of
improving the volume/traffic to a website from
search engines.
• The flow of the SEO Keyword Manager is save the
keyword and then search for the keyword using
the fields or alphabetical search
• In the details page, go into the Site Pages page for
the Keyword. This will bring up a search result page
that will list all of the pages that have that word in
one of the two SEO fields
Media Manager
• Media Manager is a database style storage area in Web Center set up to
allow a client Law Firm to keep track of all of their Media files
– It helps clients manage their media files that have been saved within
all of their sites or for the entire Law Firm
• In order to own Media Manager, the client will have to own the Media
Manager License
• Clients can own the Media Manager License without owning the Web Site
License
• After adding the Media Manager License, Administrators will have the
new ability to Add a Media Feature
• In the Media Feature, the client has the ability to display the Published
Media Manager records
– The client has the ability to display all or some of the Published
records in an order they can determine from within the Feature
landing page
– This functionality is called an Order Repeater
Marketing Database
• The Marketing Database is a centralized repository for your firm’s
marketing content.By having information located in one place, it
prevents:
 Duplication of data.
 Duplication of work.
 Miscommunication of information.
• Marketing Database Data updated in Marketing Center will always be
found in Web Center and vice-versa.
• By placing all of your marketing content in a central location, you can:
 Control work flow by utilizing the publish/unpublish approval
process.
 Add, edit, and delete records.
 Immediately determine the state of any record in the database.
 View the history of any record, including comments made by the
person who edited the record.
 Manage records in multiple languages.
Marketing Database
• The Marketing Database consists of 14 different
types of information, which we call “Entities”.
• This includes the Attorney, Other Professionals
and Staff entities in the Marketing Database.
• These are sometime called the “People
Entities”.
• In addition to Entities, the Marketing Database
contains another item below the entities
named Lists and Types
 There are 28 Lists and Types in the Marketing Database
 These are used in the dropdown fields in BDS.
 Contain default data when new clients first obtain BDS,
but can be modified by those in the User and Admin
security roles.
 CAN be Translated.
 CANNOT be Published.
System Administration
• This guide has been designed for users who have
administrative rights to BDS Marketing Center and BDS Web
Center modules. Functions described in this guide, are
typically reserved for Administrators, and include:
 User Administration
o User Email Settings
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Group Administration
Language Administration
Module Manager
Configuration settings (Global Administrator)

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