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Обзор Акселераторов для Microsoft Dynamics CRM
 

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