Accelerators crm overview


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Accelerators crm overview

  1. 1. ACCELERATORS Reuben Krippner Senior Product Manager FOR MICROSOFT DYNAMICS CRM Functional Overview and Positioning
  2. 2. What Are Accelerators? Add-on modules that deliver extended capability to Microsoft Dynamics CRM 4.0
  3. 3. Each Accelerator May Consist of:
  4. 4. Accelerators: Customer and Partner Value • Realize the benefits of CRM as a solution platform • Deliver the killer demo or POC and shorten the sales cycle • Demonstrate value more quickly with out-of-the-box functionality • Inspire partners to build out IP to add value to their customers and prospects • Assure customers and partners of Microsoft’s commitment to their success with Microsoft Dynamics CRM – reinforce their investment in Software Assurance
  5. 5. Accelerators for Microsoft Dynamics CRM • Analytics • eService • Event Management • Enterprise Search • Sales Methodologies • Extended Sales Forecasting • CRM Notifications • Business Productivity
  6. 6. Analytics • Extended BI for Microsoft Dynamics CRM 4.0 • Delivers sales, service and operations dashboards WHAT IS IT? • View rich scorecards through SSRS, SharePoint and PerformancePoint Server • Browse pre-built OLAP cubes for deeper analysis ALLOWS USERS TO • Drive business insights to generate new services revenue • Deliver that compelling BI demo • Use as tie-breaker in competitive situations PARTNER BENEFITS
  7. 7. Screenshot slide(s)
  8. 8. Screenshot slide(s)
  9. 9. DEMO Analytics Accelerator
  10. 10. Business Productivity • Collection of time-saving productivity customizations for Microsoft Dynamics CRM 4.0 WHAT IS IT? • Conduct business data auditing • Sales, Service and Marketing workflows ALLOWS USERS TO • Deliver customer value quickly with these time- saving and innovative customizations PARTNER BENEFITS
  11. 11. Enterprise Search • Rapidly configure portal views of Microsoft Dynamics CRM data within SharePoint (MOSS) • Expose this data to MOSS enterprise search WHAT IS IT? • Use one central unstructured search to find e-mails, documents, web content, and now Microsoft Dynamics CRM data! ALLOWS USERS TO • Drive new services revenue through enterprise search solutions • Configure audience-specific SharePoint portals with CRM data PARTNER BENEFITS
  12. 12. DEMO Enterprise Search Accelerator
  13. 13. CRM Notifications • Newsfeeds that allow users to subscribe to CRM “events” relevant to their job role WHAT IS IT? • Choose how they receive information (e.g., Outlook 2007, Vista Gadgets or IE) about topics they care about such as new leads, trouble tickets for key accounts ALLOWS USERS TO • Drive a role-tailored subscription experience for your customers PARTNER BENEFITS
  14. 14. DEMO CRM Notifications Accelerator
  15. 15. Extended Sales Forecasting • Enriched forecasting mechanism for Microsoft Dynamics CRM 4.0 WHAT IS IT? • Quickly classify pipeline as High, Low or Commit • Track budget for nominated periods • Generate forecast reports ALLOWS USERS TO • Deliver flexible yet SIMPLE sales forecasting for your customers PARTNER BENEFITS
  16. 16. DEMO Extended Sales Forecasting Accelerator
  17. 17. Event Management •Functionality to plan, execute, and review events WHAT IS IT? • Plan venues, presenters, sessions, sponsors and event capacity • Send invitations, automate web registrations, waitlists and track event attendance ALLOWS USERS TO • Broaden the Microsoft Dynamics CRM offering with event management functionality PARTNER BENEFITS
  18. 18. DEMO Event Management Accelerator
  19. 19. eService • A configurable self-service portal for enhanced customer service through Microsoft Dynamics CRM 4.0 WHAT IS IT? • Edit their profile • View, raise, close and re-open cases • Search the Knowledge Base • Schedule services ALLOWS USERS TO • Open Microsoft Dynamics CRM 4.0 as a multi-channel solution PARTNER BENEFITS
  20. 20. DEMO eService Accelerator
  21. 21. • Accelerators for Microsoft Dynamics CRM 4.0 are released at no cost. • Review the licensing implications for each one (e.g. if you implement the portals then you will require an external connector license). Documentation will be provided with each accelerator discussing specific licensing requirements. Accelerators: Pricing and Licensing
  22. 22. Accelerators: Download and Localization • All Accelerators will be available from Codeplex, and linked to from various websites such as Pinpoint – exact download locations will communicated. • Localization strategy is being finalized but MINIMUM commitment is 5 languages (German, Dutch, French, Italian, Danish) for the following accelerators: – Analytics – eService – Event Management – Extended Sales Forecasting – CRM Notifications • Non-English versions will be released before the end of CY2008
  23. 23. Accelerators: Collateral Full Bill of Materials including: • Fact Sheets and Brochures • BDM slide decks • TDM slide decks • Videos covering: – Demonstration scenarios – Installation and configuration on the standard VPC image and solution architecture overview – Localization options
  24. 24. THANK YOU!