1. CDM Microsoft Dynamics CRM for Telco
Microsoft CRM Telco and
optional related
modules for Microsoft
Dynamics CRM 2011

2. CDM Microsoft CRM Software architecture
TELCO Basis Module
IntegrationTool
Mobile
MS CRM
Dynamics CRM Metadata CDM Development foundation
Salesforce
ABC
Event
SMS
Telemarketing
LoyaltyProgram
e-survey
Customizations
SolutionSelling

3. Telco Basis
Telco Basis
•Corporate hierarchy
(Ex. Handling subsidiaries, affiliates etc. in Cooperate structure)
•Installations
(Ex. Managing installations physical and virtual)
•Installed Product Database
(Ex. Listing of what the customers have installed,)
•LID data
(Ex. LID data on installations and releated keys).
• Aggregated traffic revenue
(Ex. Revenue on installations aggregated on different levels.)
• Team structure
(Ex. Who is responsible for the customers on different levels i.e. in corporate
hierarchies and other)

4. CDM CRM Telco Planning Center – Basis
•Planning Center
(Ex. Customer activities, TODO, Meetings, Route plannings etc.)
•Dashboards
(Ex. Key Accounts, Key Performance indicators, ABC view, etc.)
•Solution Selling Activities
(Ex. Milestones, Sales process, Pipeline etc.)
Planning Center

5. Product configurator
Product Configurator
Product Configurator og
Proporsal module (Experlogix)
Designer
Easy to use designer, that can configure and
generate proposals based on the product
and price catalog.
Ability to manage multiple prices on a
certain product depended of the product
configuration.
Possibility to generate proposals based on
mobile and/or data traffic.
Standard integration to Microsoft CRM

6. Multidimensional ABC categorization
ABC segmentation
• Advanced ABC segmentation
(Ex. Potential and realised potential dynamic and fixed loyalty maps i.e top
20%)
• Context driven segmentation
(Ex. High potential on Mobile=A phones, but low on Data = D )
• Multidimensional easy-to-use
graphics
(ex. Expandable list through click on charts)

7. Utilization of sales recourses
Salesforce effectiveness
• Monitoring KPI on sales
performance
(ex. # meetings, detailing samples, calls etc.)
• Management of resources
(ex. Optimizing products, sales teams, districts etc.)
• Visualization of KPI indicators
(ex. Dashboards for Sales Reps, Sales Manager s etc.)

8. Company Events
Event Management
• Event templates
(ex. Conference, seminar, breakfast meetings etc.)
• Workflow supported
(ex. Invitation, response etc.)
• Manage and visualize status
(ex. Event participation, lodging, transportation etc.)

9. Telemarketing in – and outbound
Telemarketing
• Telemarketing outbound
(ex. Phoners, call script, CTI, coding, batches, meeting calendar,
material handling, workflows etc.)
• Telemarketing inbound
(ex. Call in database look-up, A-number/B-number, Coding, Workflows etc.)
• Reporting
(ex. Calls per meeting, Calls per order, Calls per phoner per hour, Average
number of Calls, Peak hours etc.)

10. Integration tools
Integration tools
• Standard integration
(ex. Experian ,D&B , NN etc. )
• Configurable
(ex. Interface to ERP, Data warehouse etc.)
• Management
(ex. Job queues Transfer status, Warnings etc.)
Standard solution
External
Internal
Configurable
- Experian
- RKI
- D&B
- N&N
- Revenue
- Products
- LID
- Traffic
- BI
- Privileges

11. Mobile devices
Mobile device
• Standard mobile interface
(ex. Windows, Android, iPad, iPhone - No need of any middleware! )
• Offline supported
(ex. SQL Server Compact Edition local database)
• Easy management of set-up
MobileCRM
Client Application
SQL Server
Compact
Client Database
ClientServer
Microsoft
Dynamics CRM

12. SMS
SMS interview
• Questionnaire handling
(ex. Mass Broadcast, questions and possible answers, trigger based
functionality, scoring, reminder workflow etc.)
• Standard Integration
(ex. Loyalty program)
• Graphics and management
(ex. Multidimensional analysis and graphics)

13. E-survey
• Questionnaire management
(ex. Create questions and possible answers, trigger
based functionality, scoring, workflow etc.)
• Standard Integration
(ex. Loyalty program)
• Graphics and management
(ex. Multidimensional analysis and graphics)
E-survey

14. Loyalty programs
Loyalty programs
• Loyalty Matrix
(ex. Loyalty and satisfaction parameters, loyalty F/S etc.)
• Data collection and handling
(ex. Integration to e-survey, telemarketing module, mobile device,
workflows enhancing customer loyalty and satisfaction etc.)
• Graphics and management
(ex. Loyalty maps link to financials, multi dimensional satisfactions analysis)

15. Solution Selling
Solution Selling
• Global supported sales framework
(ex. local training in Solution Selling, Defined sales stages
generating accurate pipeline comparable to sales budgets
on different levels)
• Solution selling template
(ex. Assist the salespersons in sales process)
• Pipeline
Budget
1Q
Pipeline
Sales cycle
Prognosis
Early Warning

16. CDM Basis price structure Telco (EURO)
Overview:
Modules
E-survey
Mobile
Integration tools
Solution Selling
Telemarketing
Salesforce
Loyalty program
Event
ABC
Basis
Start up fee
per user
0
0
0
0
0
0
0
0
0
180
Rental model
per user /month
15
10
10
10
10
10
15
15
10
10
On-premise incl.
SA first year
170
140
140
140
140
140
170
170
140
140

17. General price information
> 50 users 5 %
100- 500 users 10 %
501-1.500 users 15 %
> 1.500 users negotiable
Discount Model
• All pries in Euro
• Basis module includes 2 add in
modules free
• Software Assurance 22 % yearly
• Named users