From CRM to AgileXRM

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Introduction to AgileXRM as a business application development platform that extends the xRM capabilities

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From CRM to AgileXRM

  1. 1. From CRM to AgileXRMAgilePoint Company Proprietary agilexrm@agilepoint.com
  2. 2. How fast can yourbusiness applications respond to new requirements or changes? AgilePoint Company Proprietary agilexrm@agilepoint.com
  3. 3. With AgileXRM that would be already running With AgileXRM, organizations are able to drive their strategy in an agile manner by connectingpeople, processes and systems at the speed the business needs. AgilePoint Company Proprietary agilexrm@agilepoint.com
  4. 4. From CRM to AgileXRM AgilePoint Company Proprietary agilexrm@agilepoint.com
  5. 5. CRM: A Framework fordeveloping LOB Apps mainlyrelated to Sales ForceAutomation, Marketing andCustomer Service AgilePoint Company Proprietary agilexrm@agilepoint.com
  6. 6. xRM: A Framework for developing ALL KIND of LOB Apps XRM is “Anything” Relationship ManagementX stands for Citizens, Students, Providers, Assets, Products, Employees, Suppliers, Distributors, Contractors, Associations, Franchises, Donors, Patients, Programs, Projects, Conferences, Servers, Agencies, Laboratories, Fleet, Stores,Portfolio Investment, Rentals, Properties Training recruitment, Claims, SLAs, ITIL, ISO, Policies, Insurance Commissions, Business, Hotels, Restaurants, Resorts, Clubs, Events, Farms, Vets, Waste, etc AgilePoint Company Proprietary agilexrm@agilepoint.com
  7. 7. AgileXRM: A Framework fordeveloping Flexible xRM Appswith unprecedentedAgility and Control Powered by + = AgileXRM is the integration of Microsoft Dynamics CRM and the award-winning AgilePoint BPM Suite AgilePoint Company Proprietary agilexrm@agilepoint.com
  8. 8. 10 Things to Look for in an xRM Platform• Ease of use for non-programmers• Flexible deployment options• Flexible service options• Out-of-the box integration with desktop applications• Well-documented• Business Intelligence for the non-technical and the expert user• Unlimited extension points for programmers• Extensible workflow• Flexible security• Reliable, committed vendor James Downey, Senior Consultant, Dell Services, http://www.CloudOfInnovation.com AgilePoint Company Proprietary agilexrm@agilepoint.com
  9. 9. Do you want to get higher?AgilePoint Company Proprietary agilexrm@agilepoint.com
  10. 10. Do you want to be able to manage your business processes in Dynamics CRM?If already doing it, are you stretching the limitsof your CRM implementation to try tosomehow manage those processes? AgilePoint Company Proprietary agilexrm@agilepoint.com
  11. 11. Are your business processes hidden under a bunch of custom code, JavaScript, workflows or dialogs?Is implementing them, or maintaining it all,becoming a nightmare when your businessprocesses change? AgilePoint Company Proprietary agilexrm@agilepoint.com
  12. 12. Is your current implementation, taking away flexibility to handle unforeseen situations in your business?Is end-user training a big issue or users forgetto follow the business rules as they should? AgilePoint Company Proprietary agilexrm@agilepoint.com
  13. 13. Powered by + = Model your end-to-end business processes (and dialogs) visually in Visio, configure them in Visio and deploy them to CRMHave every user know what they need to do andwhen, and let them see exactly what is neededto do the task at hand AgilePoint Company Proprietary agilexrm@agilepoint.com
  14. 14. Powered by + = When your business process changes, simply deploy the new model and have running processes migrate to the new definitionManage your CRM by managing and monitoringyour business processes instead of interpretingCRM data AgilePoint Company Proprietary agilexrm@agilepoint.com
  15. 15. Powered by + = Open up your data to outsiders who, have noaccess to CRM, but play a part in your business processesSimplify end-user interaction, reduce trainingrequirements and ensure that users follow therules AgilePoint Company Proprietary agilexrm@agilepoint.com
  16. 16. Powered by + = Implement all of this (with noprogramming), much faster than you could imagine AgilePoint Company Proprietary agilexrm@agilepoint.com
  17. 17. Powered by + =AgileXRM will transform your investment inDynamics CRM to benefit from a full-fledgedBusiness Process Management Platform AgilePoint Company Proprietary agilexrm@agilepoint.com
  18. 18. Microsoft xRM provides with AgilePoint is a true, Platform for quicklyDynamics CRM a flexible model-driven .NET creating customplatform that combines prebuilt BPMS with a clean and applications throughconfigurable functionality on a open architecture. It configuration andhighly flexible service-oriented enables the support of equipped with fullarchitecture that rapidly dynamic processes processesaccelerates application throughout the entire management thatdelivery: Microsoft software can be rapidly and stack (*) easily adapted to• the data model, respond to the changes demanded• the security model, by the modern• the relationships between organizations elements in the system,• the presentation layer (*) Gartner Magic Quadrant for Business Process Management Suites, Jim Sinur, Janelle B. Hill. Publication Date: 18 October 2010/ID Number: G00205212 AgilePoint Company Proprietary agilexrm@agilepoint.com
  19. 19. reduces the development cost and the project risk, improves reusability and delivers better and faster solutions that can evolve with the business at the speed the business requiresagilexrm@agilepoint.com AgilePoint Company Proprietary agilexrm@agilepoint.com

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