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Why use CRM, What is XRM? Slides
- 1. Presentation to BCS 23.03.2011 Prosperity 24.7 Integrating Technology and Business with Simplicity Presenter: Simon Jackson - CRM Practice lead Did you know that many of the deployments of Microsoft Dynamics CRM today are in industries not usually associated with Sales, Service and Marketing? Microsoft XRM is a powerful concept and in this talk we will hear from Simon Jackson a Microsoft Dynamics CRM ISV who will take us through understanding Microsoft Dynamics xRM and how it can be used to develop solutions for many vertical markets.
- 2. Presentation to BCS 23.03.2011 Agenda for the next 10 Background What is CRM? What is xRM? Real World xRM Vertical Solutions xRM Challenge • • • • •
- 3. Presentation to BCS 23.03.2011 Background Itex - 7 Years Business Solutions Senior Developer C5 - 7 Years Business Solutions / Business Processes Senior Consultant Prosperity 24.7 - Present CRM Practice Lead • • • • • •
- 4. Presentation to BCS 23.03.2011 What is CRM? Traditionally used to manage Sales Marketing Customer services CRM can be used to track your customers every interaction with your organisation. Activities, Tasks, Documents • • • • • •
- 5. Presentation to BCS 23.03.2011 What is xRM? xRM accelerates the development of relationship-oriented applications
- 6. Presentation to BCS 23.03.2011 What is xRM?
- 7. Presentation to BCS 23.03.2011 xRM: Financial Organisation Pain: Regulatory matter with a pending immovable deadline Needed in depth client / intermediary visibility Previous quote in excess of £250k, 6 month Dev time + UAT Opportunity: To also improve client due diligence processes • • • •
- 8. Presentation to BCS 23.03.2011 xRM: Financial Organisation Solution with CRM delivering: Rich relationship explorer Tracking interrelated parties / accounts / intermediaries Daily ‘Local’ sanction matching from external feeds Event driven client processes Multi Jurisdictional security Dashboard reporting / BI / Exception reporting (sanctions) Timescale? 6 weeks including Analysis / Development / Testing and Training • • • • • • •
- 9. Presentation to BCS 23.03.2011 xRM: Financial Regulator Pain: Bespoke (legacy system) Long iterations of change in legacy tech Locked in with one supplier Opportunity: Improve Application process Improve Invoicing process Improve client contact visibility Supplier portability • • • • • • •
- 10. Presentation to BCS 23.03.2011 xRM: Financial Regulator Solution with CRM delivering organisation wide: Common Application process Common Invoicing processes Summary of client applications Integrated, visible shared Calendar’s Data synchronisation - migration Alerting • • • • • •
- 11. Presentation to BCS 23.03.2011 xRM Challenge One Lunch-break workshop Design an xRM Virtual Solution And start the implementation All in one hour. • • • •
- 12. Presentation to BCS 23.03.2011 Try it for free Free 30 day Microsoft Dynamics CRM trail at: http://crm.dynamics.com/ •
- 13. Presentation to BCS 23.03.2011 Questions? Presenter: Simon Jackson - CRM Practice lead e-mail: simon.jackson@prosperity247.com blog: www.simonjackson.info twitter: @_simon_jackson