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Обзор Акселераторов для Microsoft Dynamics CRM
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Обзор Акселераторов для Microsoft Dynamics CRM

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Обзор Акселераторов для Microsoft Dynamics CRM Обзор Акселераторов для Microsoft Dynamics CRM Presentation Transcript

  • Acceleratorsfor Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Accelerators
    Workflow Productivity
    CRM Event Notifications
    Extended Sales Forecasting
    Sales Methodology
    Enterprise Search
    Event Management
    eService
    Analytics
    Partner Relationship Management (PRM)
    Social Networking
    Portal Integration
  • Accelerate Your Business
    Streamlined deployment and seamless integration with Microsoft Dynamics CRM help you get up and running quickly, and without adding undue complexity to your IT environment.
    • Continued Innovation
    • Enhanced CRM functionality
    • Shared source
    • No-cost
    • Integrated
    • Guidance
  • Accelerator Components
  • Accelerate Your Business with Analytics
    ACCELERATOR BENEFITS
    BUSINESS ISSUES
    • Plan with greater clarity and insight
    • Gather, monitor, and report on performance with ease
    • Analyze data and act strategically
    • Difficult to share, use, and explore customer data
    • Multiple inconsistent data sources
    • Inaccurate sales, marketing and service reports
  • Analytics Accelerator
    Turn your customer data into actionable insight with easy to use reporting, analytics, and dashboards.
    Analytics Capabilities
    • Key performance indicators (KPI’s)
    • Scorecards/Dashboards
    • Data visualization
    • Financial impact tools
    • Out-of-the-box reports
    • Easy report customization
  • Accelerate Your Business with Enterprise Search
    BUSINESS ISSUES
    ACCELERATOR BENEFITS
    • Deliver a single Enterprise search tool
    • Provide the right information to the right people
    • Maintain consistent access and authorization
    • Disparate data sources throughout the organization
    • Different people have different needs
    • Inconsistently applied security policies
  • Enterprise Search Accelerator
    Find, view, and act on CRM data more easily across the enterprise.
    Enterprise Search
    • Find CRM data through SharePoint search
    • Consistent data security
    • Edit CRM entities through SharePoint
  • Accelerate Your Business with Sales Methodology
    BUSINESS ISSUES
    ACCELERATOR BENEFITS
    • Empower sales reps with premier sales methodologies
    • Track and exceed sales projections, grow revenue
    • Enable high performance consistency
    • Not meeting revenue goals
    • Inconsistent sales process
    • Unbalanced sales force performance
  • Sales Methodology Accelerator
    Provide a holistic sales approach with leading sales methodology vendor solutions.
    Sales Methodology
    Integration tools and
    documentation for:
    • Target Account Selling (TAS)
    • SPI Solution Selling
    • Miller Heiman (Gold Sheet, Blue Sheet, Green Sheet)
  • Accelerate Your Business with Extended Sales Forecasting
    BUSINESS ISSUES
    ACCELERATOR BENEFITS
    • Spend more time selling, not managing goals
    • Improve decision making with accurate forecasting
    • Achieve a proactive and strategic sales approach
    • Goal/quota tracking cumbersome
    • Lack of confidence in sales forecast
    • Reactive approach to sales
  • Extended Sales Forecasting Accelerator
    Improve the efficiency and accuracy of your sales goals and forecast.
    Forecasting Capabilities
    • Effortless goal creation and management
    • Track individual, team or all-up goals
    • Automate laborious manual tasks
    • Instantly generate goal based forecasts
  • Accelerate Your Business with CRM Notifications
    BUSINESS ISSUES
    ACCELERATOR BENEFITS
    • Efficiently deliver information relevant to business roles
    • Deliver subscription based information
    • Empower users to be proactive
    • Slow and cumbersome data access
    • End-users required to access CRM systems continuously
    • CRM users are reactive and inefficient
  • CRM Notifications Accelerator
    Stay informed of business developments by subscribing to events that are relevant.
    CRM Notifications
    • Event subscription
    • Automatic delivery
    • Flexible delivery and reading options
  • Accelerate Your Business with Workforce Productivity
    BUSINESS ISSUES
    ACCELERATOR BENEFITS
    • Business auditing tools
    • Better apply consistent processes
    • Productivity tools to fit your business
    • Lack of business auditing
    • Complex and inefficient processes
    • Inconsistent marketing, sales, and service execution
  • Workforce Productivity Accelerator
    Enhance business productivity across your business
    Workforce Productivity
    • Sales process automation
    • Business data auditing
    • Customer reference program
    • Complaints management
  • Accelerate Your Business with Event Management
    BUSINESS ISSUES
    ACCELERATOR BENEFITS
    • Improve productivity of event staff
    • Capture end-to-end event data and leads
    • Report on event ROI and improve event decision-making
    • Poor capture and retention of customer information
    • Difficult event communication and execution
    • Inability to track event performance
  • Event Management Accelerator
    Improve attendance, track leads, and reduce costs through better event planning and execution.
    Event Mgmt Capabilities
    • Quick event creation
    • Process management and automation
    • Simple registration
    • Attendee tracking
    • Event analytics and reporting
  • Accelerate Your Business with eService
    BUSINESS ISSUES
    ACCELERATOR BENEFITS
    • Deliver superior multi-channel service 24 x7
    • Control costs by empowering customers to help themselves
    • Enable teams to work more productively
    • Limited interaction channels for customers
    • Escalating contact center costs
    • Overworked and reactive customer service reps
  • eService Accelerator
    Improve customer satisfaction and loyalty by delivering multi-channel customer service.
    eService Capabilities
    • Profile management
    • Case management
    • Knowledge base search
    • Service scheduling
    • Portal management
  • Accelerate Your Business with Partner Relationship Management (PRM)
    BUSINESS ISSUES
    ACCELERATOR BENEFITS
    • Holistically track and manage partners
    • Achieve streamlined lead and opportunity management
    • Identify most valuable partners
    • No central repository for partner information
    • Unable to track or leverage partner related revenue opportunities
    • Hard to measure partner performance
  • PRM Accelerator
    Better manage and maximize the potential of your partner base.
    PRM Capabilities
    • Holistic partner view
    • Effortless segmentation
    • Rich portal framework
    • Seamless lead and opportunity tracking
    • Partner focused analytics and reporting
  • Accelerate Your Business with Social Networking
    BUSINESS ISSUES
    ACCELERATOR BENEFITS
    • Seamlessly track Twitter conversations in Dynamics CRM
    • Enrich your customer data with Online details
    • Analyze and identify key Online trends
    • Lack of insight into Online conversations
    • Difficulty in extracting business value from Social Networking
    • Hard to measure impact of Social Networking
  • Social Networking Accelerator
    Better track and extract business value from Twitter.
    Social Networking Capabilities
    • Manage Tweets within Dynamics CRM
    • Know online influence of customers
    • Convert Tweets to contacts/lead/cases
    • Track online sentiment by topic
    • Pinpoint trends via pre-built analytics
  • Accelerate Your Business with Portal Integration
    BUSINESS ISSUES
    ACCELERATOR BENEFITS
    • Easily publish/extend CRM features
    • Provide solutions that empower and serve
    • Build multiple portal solutions on one platform
    • Unable to extend CRM functionality externally
    • Lack tools to empower partners, agents, etc.
    • No consistent portal framework
  • Portal Integration Accelerator
    Provide the Foundation for Your Portal Solutions
    Portal Integration Capabilities
    • Deploy audience specific features
    • Robust security framework
    • Central management via Config Console
    • Publish any entity via Web interface
    • OOB Web-to-Lead capability
  • Accelerate Your Business Now
    Download accelerator packs at http://www.codeplex.com/crmaccelerators
    Accelerators for Microsoft Dynamics CRM 4.0 are released at no cost.
    Review the licensing implications for each accelerator (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.
    Work with your partner to fit to your business
  • Event Management
  • Event Management Summary
    • The Event Management Accelerator is a new set of capabilities based on the Portal Integration Accelerator
    • That allows organizations to seamlessly set up, manage and optimize events
    • And then effortlessly track all responses and leads from those events to maximize revenue opportunities.
  • Accelerate Your Business With Event Management
    Optimize event strategy and investment priorities
    Drive new leads and maximize event revenue opportunities
    Reduce event costs by automating manual tasks
    Attain end-to-end visibility throughout event lifecycle
    Understand event ROI to improve decision-making
  • Functional Overview
    Plan
    Easily plan, execute, and review events
    Effortlessly manage invitations, registrations and attendance
    Adeptly track venue, presenters and target audience
    Seamlessly track responses and leads in one central repository
    Measure
    Analysis &Reports
    Planning& Budgeting
    Responses &
    Attendance
    Registration & Data Capture
    Register
    Execute
    Track
    Communications and Workflow
  • Event Planning
    Effortless Event Planning
    Key Points
    • Event planning and creation right from Dynamics CRM
    • Full budget and financial details
    • Logistics planning including venue, tickets and wait-list limits
  • Event Registration
    Streamlined Registration Process
    Key Points
    • Pre-built landing pages and forms for easy Web registration
    • Automatic registration confirmations
    • Intelligent data capture and association
  • Event Execution
    True 360 Degree Visibility
    Key Points
    • Full attendee, sponsor, speaker, session, venue and facilities details
    • Pre-built event workflows automate laborious tasks
    • Effortless personalized outbound communications (emails, invitations, etc.)
  • Event Tracking
    Effortless Response and Attendance Tracking
    Key Points
    • Complete interaction history at your fingertips
    • One-click response management
    • Real-time registration, cancellation and attendance counts
  • Event Analysis and Optimization
    Robust Reporting and Analysis
    Key Points
    • Multitude of out-of-box event reports
    • Easy delta analysis against registrations, attendance and cancellations
    • Revenue tracking and ROI analysis enable event optimization
  • eService Accelerator
  • eService Accelerator Summary
    The
    TheeService Accelerator provides a self-service portal, fully integrated into Microsoft Dynamics® CRM customer service, so your customers can view and edit their personal information, open a service case, search for a solution, and schedule services in a time frame that meets their needs and at their convenience.
  • Accelerate Your Business With eService
    Increase customer satisfaction for those customers who want self-service capabilities
    Improve customer service levels while reducing costs
    Increase customer loyalty by accelerating issue resolution and scheduling efforts
    Understand customer preferences and costs across all communication channels
  • Seamless Management of 24/7 Self-Service
    • Based on Portal Integration Accelerator
    • Allow customers to manage their profile
    • Give customers access to the knowledge base and scheduling calendar
    • Customers submit cases and monitor status
    • Portal tracks activities and notifies relevant people
    Build
    Track
    Portal Auditing & Notifications
    Portal Management
    Online Case Management
    Online Profile Management
    Manage
    Online Knowledge Base & Scheduling
    Resolve
    Empower
  • eService Features
    • Portal setup and management
    • Centralized data storage
    • Connected to Microsoft Dynamics CRM
    Portal Management
    Build
    • Profile field management (view/edit rules)
    • Customer access to view and edit details
    • Real-time customer access
    Online Profile Management
    Manage
    • Searchable knowledge base for self-help
    • Service scheduling calendar access
    • Self-help guidance
    Online KB & Scheduling
    Empower
    • Online case creation and monitoring
    • Case status and resolution
    • Customer service agent communication rules
    Case Management
    Resolve
    • Self-service portal automatic auditing
    • Automatic notifications and delivery
    • Monitor self-service activity
    Auditing & Notifications
    Track
  • eService Screenshots
  • PRM
  • Growing Importance of PRM
    Growing Importance of Partners
    Surging PRM Market
    • 65% of revenue in global 200 enterprises will be driven or influenced by partners.
    • Profitable VARs will generate at least 50% of sales from services, 30% from software and less than 20% from hardware.
    • 70% of midsize VARs will generate at least 50% of revenue selling to, through, and with other VAR, SI, ISVs and service providers.
    Source: Gartner, Accenture Research and CSO Insights
    Industry
    Source: Gartner Market Focus: The Future of the IT Channel 2005-2010
  • PRM Market Segmentation
  • Our View on PRM
    PRM is:
    • A central repository for partner related information.
    • A solution that allows companies to better track, manage and leverage their partners (primarily sales partners).
    • A solution (portal) that allows partners to effectively engage with the company via an interactive portal framework.
  • Accelerate Your Business with PRM
    More effectively capitalize on partner revenue opportunities
    Reduce partner management costs by automating manual tasks
    More accurately forecast and measure partner performance
    Increase partner loyalty by improving “ease of doing business”
  • PRM Accelerator Functional Overview
    Understand
    Measure
    Holistically track and manage partners
    Leverages Portal Integration Accelerator
    Effectively allocate leads and jointly sell with partners
    Better measure performance of partners
    Partner Details
    and Skill Sets
    Analysis &Reports
    Deal Reg. & Joint Selling
    Segmentation and Queries
    Segment
    Enable
    Sell
    Portal Features and Training
  • Understand Your Partners
    Have Complete Partner Details at Your Fingertips
    Key Points
    • Full partner account and contact details
    • Detailed information on skills, training and resources
    • Certification and accreditation information
  • Segment Your Partners
    Identify Your Key Partners
    Key Points
    • Point-and-click segmentation tools
    • Segmentation by Geo, industry, product, etc.
    • Identification of high value partners
  • Enable Your Partners
    Empower Your Partner via Rich Portal Features
    Key Points
    • Partners can easily view/update profile, contact details, etc.
    • Partners able to easily submit requests, download documents
    • Partners can instantly register deals, update opportunities
  • Sell With Your Partners
    Seamlessly Allocate Leads and Close Deals
    Key Points
    • Lead pooling and allocation (“Shark Tank”)
    • Assignment of new opportunities to partners
    • Full view of active opportunities by partner
  • Measure Your Partners
    Holistically Track Your Partner’s Performance
    Key Points
    • Intuitive out-of-box partner reports
    • Pre-built revenue and performance tracking
    • Robust custom report and ad-hoc analysis capabilities
  • Social Networking
  • Growing Importance of Social Networking
    Surging Growth of Social Networking
    The Importance of Connecting with the Social Customer
    Adam Sarner, Gartner analyst, contends that in social networking, “CRM is where you are going to see the ROI in the business model as opposed to anywhere else. It’s all about connecting and engaging in new ways with customers.”
    • Over 8 million Twitter users and fastest growing online site
    • 36 million LinkedIn users
    • 200+ million Facebook users
    Industry
  • Social Networking Accelerator Summary
    The
    TheSocial Networking Accelerator allows organizations to better track and leverage online conversations and data. The first such Social Networking Accelerator, allows organizations to initiate and track Twitter conversations from within Microsoft Dynamics CRM, apply them to meaningful business scenarios and identify key trends and patterns that impact their business.
  • Accelerate Your Business with Social Networking
    Effectively connect with the “Social Customer”
    Identify online conversations that impact your business
    Enrich and enhance existing customer data with online relevancy
    More effectively capitalize on online revenue opportunities
    Track market reaction and identify key trends
  • Social Networking Accelerator Functional Overview
    Monitor
    Analyze
    Proactively monitor relevant online conversations
    Enrich your customer data with online profiles
    Take advantage of real-time opportunities
    Identify key trends and insights
    Online Conversations
    Reactions and Trends
    To Contact, Leads and Cases
    With the Social Customer
    Interact
    Rate
    Convert
    Resonance and Influence
  • Monitor Online Conversations
    Proactively Track Relevant Online Conversations
    Key Points
    • Track Tweets right within Dynamics CRM
    • Filter Tweets by account, status, topic
    • Automate updates of pre-selected Tweets/statuses
  • Interact with Social Customers
    Effortlessly Engage with Prospects/Customers Online
    Key Points
    • Author and initiate Tweets within Microsoft Dynamics CRM
    • Instantly respond to Tweets with just a click
    • Leverage embedded Twitter profile for greater business context
  • Rate Online Influence
    Instantly Track Twitter Resonance and Influence
    Key Points
    • Track Tweets by sentiment (positive, negative, etc.)
    • Instantly see online follower count by Contact
    • Track reception/significance of specific topic/status
  • Convert Into Action
    Convert Tweets Into Actionable Business Value
    Key Points
    • Instantly convert Tweets to Contacts, Leads or Cases
    • System automatically associates Twitter data to CRM record
    • Easily trace back point of origin for contact/lead/case
  • Analyze Reactions and Trends
    Identify Key Trends and Insights for More Informed Decisions
    Key Points
    • Follow message effectiveness, conversation history
    • Track follower count, “champions” over time
    • Monitor key metrics via Social Networking Dashboard
  • CRM ACCELERATORS
    Technical Summary
  • Analytics Accelerator – Technical Overview
    Components
    • Dashboard reports – Sales, Service and Marketing (SSRS)
    • SSRS reports for SQL Server 2005 and SQL Server 2008
    • Simple OLAP cube
    • Complex OLAP cube
    • Predictive analytics examples
    • PerformancePoint Scorecards for Sales and Service
  • eService – Technical Overview
    • Customization of Contact entity
    • 4 new custom entities:
    • Portal configuration, Portal transaction audit
    • 7 Workflow definitions:
    • Web account signup and changes
    • Web portal transaction auditing
    • Auto acknowledgement to web portal transactions
    • 1 WF Assembly for web signup
    • 12 ASP.NET user controls for web self-service portal
    • Sample eService portal
    • ISV pages for portal configuration
    • ASP.NET Membership provider used for web account management
    Components
  • Event Management – Technical Overview
    • Customization of Campaign & Campaign Response entities
    • 11 new custom entities:
    • Venue, Room, Session, Speakers, Event Team, Packages, Group Allocations
    • 4 Workflow definitions:
    • Event setup
    • Registration acknowledgement emails
    • 1 Plugin for registration management
    • 2 ASP.NET user controls for web registration portal
    • Sample registration portal
    • 3 custom reports:
    • Attendee name badges
    • Registered attendee list
    • Event performance report
    Components
  • Enterprise Search – Technical Overview
    Components
    • MOSS Business Data Catalog (BDC) definition file which covers all standard OOB MSCRM entities
    • Advice and guidance whitepaper on how to customize the standard BDC definition file to suit a customized data model
    • Utility program which reads MSCRM metadata and updates the BDC definition file before registering with MOSS
  • CRM Notifications – Technical Overview
    Components
    • 2 custom ASP.NET Pages
    • 1 custom .NET assembly
    • Sitemap modifications with custom JavaScript to call the relevant ASP.NET pages