Customer Relationship Management Jumpstart


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Features best practices and resources for designing and deploying contact management solutions. If you like this deck and want to see a live event, go to

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Customer Relationship Management Jumpstart

  1. 1. Quilogy Dynamics® CRM Online It’s as simple as One-Two-Three 02.05.2009
  2. 2. Planning, Installation and Configuration User Adoption and Training Deployments o Executive Sponsorship o System Upgrades o User Interviews o Process Alignments o Application Design o Custom Report Design o Common CRM Language o Requirements Gathering o Quilogy CRM Productivity Packages o Quilogy Preparedness Assessment o Customized Training o Quilogy CRM JumpStart o CRM Data Migration and Cleansing Integration Strategic Planning o Provide Key System Data to Sales, o Marketing and Customer Service Database Design and Performance Optimization o ERP Systems o Data Mapping o E-Commerce Systems o Extract, Clean, De-Dupe and Import Existing Data o Scribe o SharePoint and Business Intelligence o Outlook o
  3. 3. Longevity, Experience and Innovation National practice Dedicated to Dynamics CRM 10 Full Time Dynamics CRM Consultants including Master Certified Developers Team Leadership combined 30 + years of CRM Experience Over 150 successful client engagements from 5 to 850 seats Vertical Experience in Manufacturing, Financial Services, Health Care and Public Sector
  4. 4. Quilogy Platform for Successful CRM Deployments Effective Decisions Integration Strategies Demographic Data Elements Business Process Alignment Strategy Development and Planning,
  5. 5. ™ Microsoft Dynamics CRM ™ Dynamics CRM Sales Stack
  6. 6. ™ Microsoft Dynamics CRM ™ Why Microsoft Dynamics CRM? Works the Way Works the Way Works the Way You Do Your Business Does Technology Should Fast, Native Outlook Tailored To Flexible, & Experience Exactly Fit Affordable Sales Marketing Service
  7. 7. ™ Microsoft Dynamics CRM ™ Microsoft Dynamics CRM Suite Full CRM suite capabilities and application flexibility -Interactions -Marketing -Sales -Service -xRM -Business Process -SOA -Flexible Deployment
  8. 8. ™ Microsoft Dynamics CRM ™ The Power of Choice On-Premise Partner CRM Online Hosted Outsourced IT Control & ownership Rapid implementation Industry / Vertical Strategic capabilities Anywhere- Anywhere-access configuration Advanced integration Rich customization Packaged solutions
  9. 9. ™ Microsoft Dynamics CRM ™ Microsoft Dynamics CRM at a Glance Over 16,000 customers • Full CRM suite of marketing, • from small to enterprise sales, and service Over 750,000 users in more • Native Office experience • than 80 countries for rapid adoption Global network of software • Multi- Multi-language with more • and services partners than 40 languages • Fast. Flexible. Affordable Fast. Flexible. Advanced SOA / Web • services architecture
  10. 10. ™ Microsoft Dynamics CRM ™ Perspectives on Dynamics CRM “Microsoft Dynamics CRM shines by offering flexibility to enterprise buyers. The Forrester Wave™: Enterprise CRM Suites, Q3 2008 CRM Its strategy for growth is to offer buyers a Suite by William Band choice of both on-premise and SaaS service deployment, a flexible user interface, a choice of payment options, The Forrester Wave™: Midmarket CRM Suites, Q3 2008 and a strong partner community.” by Pete Marston The Forrester Wave™: Sales Force Management, Q4 2008 “Microsoft Dynamics CRM is a Leader by Pete Marston in SFA. ... An added bonus is that the Automation solution deploys quickly, giving buyers a Sales fast time-to-value. Its low license and Multichannel Sales Force Management Software, Q4 2008 subscription costs make it an attractive sales application for enterprise and midmarket firms that are highly cost- sensitive.” Direct Sales Force Management Software, Q4 2008 The Forrester Wave™: Customer Service Software “Buyer interest in Microsoft Dynamics CRM is high in the SMB market and is Solutions, Q4 2008 Automation Service growing in the enterprise segment. by Natalie L. Petouhoff, Ph.D. Deployment options include on-premise, SaaS, hosted, or hybrid.” Record-Centric Customer Service Solutions, Q4, 2008
  11. 11. ™ Microsoft Dynamics CRM ™ Demonstration of Dynamics CRM 4.0 Online
  13. 13. Quilogy Dynamics® CRM Online - It’s as simple as One-Two-Three • Smaller deployments who • Organizations who • Complete Business are first time users of a currently have CRM like Requirements / Business structured CRM process functionality being used Process Engineering and and application internally within their firm Development although it may be in many • Larger organization who • Solution Design forms, Outlook, Excel, would like to bring up a • Application Integration Access or individual user very quick yet focused Identification and tools like ACT deployment of Dynamics Discussion CRM for a pilot group of • Custom Workflow users Development, Data Migration, Infrastructure / Network Audits • Testing, Application Training, Go Live, Support Premier Get Started Quilogy CRM Integration Now Jumpstart Strategy
  14. 14. Planning Get Started Now Planning / Configuration / Training and Support Configuration This option would cover those small deployments who are first time users of a structured CRM process and application. The second group is a larger organization who would like to bring up a very quick yet focused deployment of Dynamics CRM for a pilot group of users. Training and Support
  15. 15. Quilogy CRM Jumpstart This option is designed for the clients who currently have CRM like functionality being used internally within their firm although it may be in many forms: Outlook Excel Access or individual user tools like ACT This is also for the firm that may have deployed a CRM solution in the past and achieved less than the desired result. This option can also be used in conjunction with a separate more complete business requirements and business process review that would build a multi phase project deployment provide a strong solid foundation for the client to build a long term strategy.
  16. 16. Elements of this Premier Integration Strategy can include: Complete Business Interviews Gap Analysis between Requirements / • Key Business Executives out of the box Business Process • Middle Management functionality and Engineering and • Front Line Users business requirements Development • IT Premier Integration Strategy Strategy discussion between third party Business Application Solution Design tools and custom Integration development based on For clients that already use a CRM requirements solution but simply need more Custom Workflow Complete Data Infrastructure / Network Clients with a high degree of Development Migration Audits business process integration Those who need additional business application integration Application Testing Application Training Go Live Support