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QuantaCRM - Microsoft Dynamics CRM Online Presentation
- 1. $ A better way to know your customers and grow your business Peter Wolf QuantaCRM www.quantacrm.com 844.244.6310
- 3. Helping your team be more successful Focus on what matters most. Have the relevant information at your fingertips to better serve your current customers as well as find new ones. Create personal, targeted experiences. Increase sales velocity and customer response with immediate access to the right people and information. Zero In Win Faster Work like a network, grow your business. Connect with your customers, prospects, business partners and team to service your customers better and grow your business. Sell More 0 20000 40000 60000 0% 50% 100% 2009 2018 2020 www.quantacrm.com
- 4. Connect with customers Grow efficiently Safeguard your business Business anywhere Increase your sales Get the most out of your technology Adapt to change Be prepared for the unexpected Protect and control your data Work together easily Get your work done anywhere Understand your customer ModernBiz Connect with customers Grow efficiently Safeguard your business Business anywhere Increase your sales Get the most out of your technology Adapt to change Be prepared for the unexpected Protect and control your data Work together easily Get your work done anywhere Understand your customer ModernBiz www.quantacrm.com
- 6. âAll of a sudden it was like, BOOMâall of this information is all in the open, transparent, things were getting done because everyone had a new kind of awareness.â Steve Novoselac, BI and .NET development manager, Trek Bicycles Before When outside sales reps left, it took years to rebuild the depth of knowledge they had established with local bike shops. Tactics Microsoft Dynamics CRM Online plus Office 365 helps sales reps communicate and connect to key data like previous retailer interactions. Results ⢠Provides complete view into customer and account information. ⢠Sales reps save time gathering info for customer meetings. ⢠95% employee adoption of Yammer drives idea sharing. Sales reps ride into new era Integrated CRM solution supports customer relationships for Trek Bicycles
- 7. #modernbiz Customer relationships are about more than customer satisfaction. Theyâre about really knowing your customer so you can personalize their experiences. Microsoft Dynamics CRM Online helps you bring your customers closer. Understand your customer. Wintheirheartsandminds
- 8. Get a complete view of your customer. Use customer data to enable more engaging interactions Find and combine data from internal and external sources with familiar tools. Capture customer details and interactions and share this information across both sales and service teams. Customers Sales and Service Teams A consolidated view for customer sales teams, service teams, and executives Multiple channels of customer interactions ⢠Buying history ⢠Service calls ⢠Communications ⢠Sales efforts ⢠Social interactions www.quantacrm.com
- 9. Reach out to customers. Staying connected to your customers inspires loyalty and uncovers opportunities Easily contact your customers the way they want â choose from email, IM, phone, video â all in a single click from within your CRM solution. www.quantacrm.com
- 10. #modernbiz Having a strong connection with your current customers and prioritizing the right leads makes your sales teams more effective. Provide the power of enterprise capabilities to help grow your business. Increase your sales. Seewhathappenswhentheworldâsmostpowerfulbusinessappscometogether
- 11. Connect with customers Reach your goals. Role-specific business processes help your sales and service teams stay on track Follow a guided sales and service experience with built-in best practices. Drive toward successful outcomes, ensure consistency, and easily adapt when changes are needed. Drive sales and service best practices across your organization Connect with customers www.quantacrm.com
- 12. Connect with customers Focus on what matters. Get control of your business by prioritizing opportunities Create rich, interactive dashboards, data visualizations, and presentations so you can track and monitor opportunities and focus on what is important. Make your team more effective at prioritizing and driving leads to close. Connect with customers 0 10000 20000 30000 40000 50000 60000 0 10000 20000 30000 40000 50000 60000 70000 80000 Data 1 Data 2 Data 3 Data 4 Name of folder Folder size 37284 Share data Name of folder Folder size 37284 Share data Name of folder Folder size 37284 Share data Name of folder Folder size 37284 Share data Name of folder Folder size 37284 Share Data Name of folder Folder size 37284 Share data Name of folder Folder size 37284 Share data 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2009 2018 2020 Name of folder Folder size 37284 Share data Name of folder Folder size 37284 Share data All activities Zero in on the customers and opportunities that will help grow the company www.quantacrm.com
- 13. ModernBiz #modernbiz Business anywhere Get your work done anywhere Work together easily www.quantacrm.com
- 14. #modernbiz Get your work done anywhere. Youâre just a few simple clicks away from accessing your sales and service data, holding meetings, and collaborating with anyone from anywhere. CRM and Office 365 provide a complete customer relations solution to move your business forward. Becausesalesandcustomerservicehappenwhereveryouare
- 15. Business anywhere Business anywhere Always be in touch. Get your teams up and running quickly with a solution that is easy to adopt Provide a familiar experience across your PC, phone, tablet, and laptop, allowing you to be productive at home, in the office, or on the road. Access your customer information and all the data you need with the same seamless experience on a variety of devices, including PCs, phones, tablets, and laptops. www.quantacrm.com
- 16. Business anywhere Work from the device you love. Save costs by letting your workers use the devices they already own Microsoft Dynamics CRM Online works across phones and tablets (Windows, Android, iOS). Business anywhere 0% 20% 40% 60% 80% 100% 2009 2018 2020 0 10000 20000 30000 40000 50000 60000 0 20000 40000 60000 0% 100% 2009 2018 2020 0 10000 20000 30000 40000 50000 60000 0% 50% 100% 2009 2018 2020 www.quantacrm.com
- 17. #modernbiz Work together easily. Bring together the right people wherever they are to take advantage of the combined knowledge of the experts in your organization. Helpyoursalesandserviceteamsworklikeanetwork
- 18. Business anywhere Work with the right people, in the context of what you are doing. Get work done faster by making collaboration easy Instantly view contactsâ online status to quickly set up or join meetings. Access your team for help on sales proposals and customer inquiries right away. Business anywhere Yammer embedded in Microsoft Dynamics CRM Online www.quantacrm.com
- 19. Business anywhere Working together on documents is a snap. Keep moving forward even when youâre far apart Co-author documents and quickly collaborate with others with Office 365. Document co-authoring and version control Business anywhere EDITING THIS DOC Susan Kim Mitch Fuller Michael Scott EDITING THIS DOC www.quantacrm.com
- 20. Grow with CRM âMicrosoft Dynamics CRM Online allows us to manage, monitor, and support our sales teams remotely.â Nick Cassidy, Managing Director, Core Cost Management â[Microsoft Dynamics CRM Online] allows me as chief executive, when I'm out in the field visiting clients, to get a sense of the overall relationship with the client. That's something I couldn't do before." Bob Gogel, CEO, Integreon âThe insight weâre now able to gather [from Microsoft Dynamics CRM Online] is helping us identify changing market trends and spot new opportunities.â James Fleming, Group IT Director, Victrex âItâs all about integration. Dynamics CRM caps the stack, but behind the scenes we make sure that Yammer drives the conversations within the business; we use SharePoint to drive our knowledge- management systems; we use Lync to surface the presence of our colleagues â Office 365 is the backbone of our office infrastructure.â Paul Marriott-Clarke, Commercial Director, Metro Bank www.quantacrm.com
- 22. Next steps Learn more about CRM Take a guided tour of CRM Online Sign up for your free trial www.quantacrm.com
Editor's Notes
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- We have a really good idea about what your business needs to grow. Your people want to be able to cut through the clutterâto zero in and easily identify what information is needed both to better serve your current customers as well as find new ones. Salespeople face multiple challenges today, one of which is certainly the fact that customers do not want to be sold to. If they are already making up their minds about you, progressing through their decision-making process ahead of you, then you canât jump into the sales process at the beginning. You have to be able to quickly meet them where they are in this process. That means you need a system that allows you to get up to speed in no time and quickly develop insights to engage in a relevant way. Â Get real-time company and contact information from over 30,000 sources Listen to social conversations to gain insights into what matters most to your customers Give sales managers the visual sales data needed to identify opportunities See how frequently current customers are purchasing products and calling for help Keep communications to customers focused on what they want and need Businesses want to be able to find a relevant way to connect with their customers so they can deliver what people want and win faster and respond to customer inquiries and issues quicker. What if the same system that gives you all the business and social data also helped you connect better to your customers? Then your business would be able to win faster. Find connections to customers and prospects via LinkedIn and other social media Follow a guided sales and service experience with built-in sales best practices and business processes to consistently deliver the best sales experience for both current and prospective customers Work effectively from anywhere on any device Deliver impressive sales presentations Your sales and service teams need to be able to easily collaborate, find and access the common information they need to ultimately sell more, service your customers better, and grow the business. In this new world of business, sales and service people can no longer live in a silo. The ability to work together in a much more open and collaborative way is how teams are driving success. That means you need to be able to tap into your network and work together toward mutually desirable outcomes. Your business solution plays a critical role in enabling that outcome. Tap into the combined social intellect of your company Find experts quickly Bring together the right people to close the deal by meeting remotely Rally as a team around your customers to get a better overall view of their interactions
- Connect with customers â Get the competitive advantage of really understanding your customers and making meaningful connections to build long-term relationships. Grow efficiently â Use technology to reduce costs and be a real enabler of business growth. Do business anywhere â Get the benefits of a productive mobile team that can work together wherever they are. Safeguard your business â Keep your data protected and be prepared for the unexpected, so you know your business never misses a beat. Use Microsoft Dynamics CRM Online to make your business successful. By managing your current customers as well as new sales leads effectively from a cloud-based environment that works with the rest of your business applications, youâll be able to improve customer connections, manage growth, protect your customer and business information, and conduct business whenever and wherever you need.
- You donât have to be a mind-reader to get into your customersâ heads. You just need the right tools to give them what they want, when they want it. Itâs not just about data and insights. Itâs about serving your customers and earning their loyalty, every single day. Some of the common challenges for achieving this include the following: Staying in regular contact with customers Lacking effective communication tools to keep customers informed about your business Not having good information about your customerâs activities when they contact you for service, support, salesâŚor whatever Not understanding what your current customers are saying about you (Social Listening â included with >10 seats, available in US) Lacking proper analysis tools and business insight With Microsoft Dynamics CRM Online, you can communicate in new ways, build deeper insights from your data, and deliver consistent experiences for your customers. Microsoft offers the unique ability to deliver solutions that help SMBs connect with their customers in two key ways. First, you can provide your people with the tools to easily gain customer insights from data and customer interactions. Second, CRM integrates with Office, giving your people a consistent user experience.
- Now letâs take a look at a sales team that is zeroing in and winning faster to sell more. Trek Bicycles was founded in 1976 in Waterloo, Wisconsin. As a top designer and maker of high-end bikes, which it sells through independent specialty bicycle shops worldwide, Trek is on the cutting edge of bicycle technology. The company prides itself on being at the cutting edge of information technology as well. They are running their business in the cloud, using Microsoft Dynamics CRM Online with Office 365 including Lync and Yammer to drive their extremely collaborative sales team. Results Increase adoption among outside sales reps Provide a complete view into customer and account information Improve efficiency of support teams Promote consistent global processes SUMMARY: Although it is a global leader in bicycles and related gear, Trek Bicycles maintains the spirit of a small company. Because it sells through a network of smaller, independently owned retailers rather than big-box sporting goods stores, Trekâs success depends on close, supportive relationships between its local sales reps and store owners. Because these trusted partnerships are the backbone of Trekâs business model, Trek sought a CRM system that could capture and retain account histories for distributors and retailers.
- Customer relations means more than being business partners. Itâs about building real connections and customer experiences. With Microsoft Dynamics CRM Online, you can bring your customers closer.
- Itâs often difficult to maintain a complete view of your customer across sales and services. Even for a small company, when everyone is busy there isnât always time to have internal meetings before customer meetings. Why not just keep all of the records in one place for everyone to access? Microsoft Dynamics CRM Online helps you access and organize customer data so that you can stay on top of events in your customerâs business or industry. Gather relevant information about your customers to make your interactions more personal. Imagine how much easier it will be to walk into each customer meeting with a complete understanding of that customerâs past relationship with your company and a good idea of what problems they might be facing today. Itâs going to make it easier to develop a pitch that resonates because it shows them how your products can solve their business problems.
- Quickly connect with customers from anywhere and maintain a personal connection. From within CRM, you can quickly connect on the channel your customer prefers, whether that is a chat, an email, or a phone or video conversation. There is no inertia to overcome, no need to switch applications. You are reviewing your customerâs information, and with one click you are reaching out to them. By making it easier for you to reach out, youâll find that you are doing a better job of maintaining a personal connection between visits. Youâll see more opportunities and be in a better position to win more deals.
- The name of the game is growing your business. Your companyâs survival depends on your ability to get out and sell your products and services to new customers and ensure that your current customers remain loyal. Weâre sure you get a significant amount of revenue from repeat customers. They can be strong advocates â or tough critics â of your business based on the experiences you provide. A great sales process can help your sales team be more successful and reliable. And providing a consistent and personalized experience for your current customers is equally important.
- To get the most out of your sales and service teams, you need to have a consistent process that integrates best practices. There is a best way to sell your products and you need everyone to follow it. There are best practices for servicing customers too. Microsoft Dynamics CRM Online enables your business to easily implement custom, tailored processes to ensure consistency across your teams. And if you figure out an even better way, you can change the process to make sure that the teams adopt the changes quickly. Microsoft Dynamics CRM Online makes it easy for your teams to follow your processes because it uses the familiar Office interface and interacts with the products that people are already using in the Office suite. With Microsoft Dynamics CRM Online and Office, your teams are better organized, so itâs easy to deliver a great experience for your customers. Ultimately, this helps you reach your business goals.
- The big picture isnât always obvious to your sales and service teams. You can give presentations on the state of the industry and provide suggestions on categorizing customer opportunities, but your salespeople are probably going to follow their hunches or chase what they think are the biggest opportunities. By presenting the data about opportunities in a way thatâs easy to understand, Microsoft Dynamics CRM Online can help your team focus on the most promising leads. Your salespeople want to close deals; you just need to make it obvious where they should be focusing. Microsoft Dynamics CRM Online also helps you monitor the leads your salespeople are chasing. It quickly becomes obvious if a salesperson is not using his or her time effectively, so you can take action to get them back on track. And donât forget about your current customers â thereâs gold in those hills! If you can provide consistent experiences for your customers, it gives them a reason to stay loyal to your business. Pulling together lists of your most active customers may allow you to uncover opportunities right under your nose. CRM can help you do that.
- One of the keys to improving productivity is to enable mobile and remote scenarios. Some of the common challenges for achieving this include the following: Inability to stay connected when on the go Inability to access work when offsite Versioning issues Poor collaboration that impacts decision making and getting work done Difficulty moving between devices With Microsoft, you can offer a range of solutions that help employees and teams get their work done anywhere, on any device â even ones they already own. Business anywhere means literally bringing your office with you everywhere you go. With Microsoft Dynamics CRM Online, your people will have easy access on any device, a complete set of business-ready tools, and new collaboration features that simplify teamwork and getting more done.
- New opportunities can come from anywhere. Be prepared to capture whatâs next with Microsoft Dynamics CRM Online. With the ability to work from virtually any location, youâre just a few simple clicks away from accessing your data, holding meetings, and collaborating anytime, on any device. Microsoft Dynamics CRM Online provides a complete customer relations solution for moving your business forward.
- You never know when you are going to get a new lead or a new piece of information that will help to make a sale. If you are on the way to a customer meeting and you check Microsoft Dynamics CRM Online, you may see a piece of news that causes you to want to change your proposal. Microsoft Dynamics CRM Online not only gets you that information just when you need it, it also helps you connect with your team and your files so that you can have everything updated before your meeting starts. Sales teams and many service teams donât have the luxury of working from a desk most of the time and Microsoft Dynamics CRM Online helps to keep them productive anywhere, anytime.
- Everyone has their favorite device today. Your salespeople want to use something that is convenient to do their work, whether that is a tablet, phone, or laptop. They want to use the same device to do their work that lets them check the alarm system on their home, update their fantasy football team, or turn on their pool heater for their kids. Microsoft Dynamics CRM Online works across devices and platforms to provide a consistent user experience as your employees leave the office to go out on sales calls. They get the full experience no matter where they are.
- Your salespeople and service team members donât work alone. Some of them may like to think they do, but all of them rely on a larger team to be successful. Microsoft Dynamics CRM Online makes it easy to access the people and resources needed to close more deals. Not only can you find people who are in the office, but you can connect with other colleagues no matter where they are. No one has to be alone or out-of-reach. By sharing information among sales and service teams and by giving them access to resources back in the office, you can help your sales and service teams react quickly to any new information they receive.
- Bring the team together. With Microsoft Dynamics CRM Online, you can spend more time solving the problems that matter instead of trying to find times to connect. With Yammer, you can easily post questions from customers and immediately get responses from experts across multiple areas of your company (and partners) to help you resolve items quickly. With Lync Online in Office 365, whether you are remote or traveling, you can meet with your colleagues or customers whenever and wherever. Because Lync is an integrated part of Microsoft Dynamics CRM Online, you can see your colleagueâs and customerâs presence information from within your CRM tools. Then you can right-click on their names and start an IM. From there, with one click, you can escalate to a voice or video call, and even pull more people in and make it into a conference call, without having to leave the CRM window.
- Build bonds with real connections. Donât let distance impact your work. With Office 365, you can connect with just a few simple clicks and share in real time to work together online and off. Work on proposals together Join meetings with one click from your preferred mobile device View the presenter's shared screen or PowerPoint slides Communicate with clear audio and HD video Connect in new ways with real-time white-boarding, Q&A, and polling
- Learn more about how businesses like yours have improved their sales processes to drive more consistency and success.
- Demo of Microsoft Dynamics CRM Online by QuantaCRM. According to Gartner and various other studies, CRM implementations fail 40-60% of the time. Often, even after a âsuccessfulâ implementation the CRM system is underutilized as a glorified Rolodex and falls short of the full value of what a CRM system can do for a company. QuantaCRM developed the OnTrack CRM Adoption System (www.quantacrm.com/ontrack) to ensure you maximize the ROI on your CRM investment. This means we work with you on a continuing basis, past implementation, to ensure the long-term success of your CRM. OnTrack CRM Adoption for Microsoft Dynamics CRM Online consists of: Detailed inception and implementation calendars to ensure proper execution to get you up and running on CRM Anytime training videos to provide on-demand guidance around key CRM topics and functional areas User checklists, workbooks and evaluations to ensure your team is properly trained and ready to successfully use CRM Coaching calls to maximize long term success of CRM Deep dive sessions to provide ongoing education so you continue to get the most you can from CRM Support to answer your questions or support needs in between coaching calls and deep dive sessions