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Concurrency presents Dynamics CRM 2013

The next generation of Microsoft Dynamics CRM 2013 is here! You’re invited to see the exciting new features that, now more than ever, enable you to deliver compelling solutions across Sales, Marketing, and Customer Service.

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Concurrency presents Dynamics CRM 2013

  1. 1. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM Presented by Concurrency, Inc.
  2. 2. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM Microsoft Gold Certified Systems Integrator • Serving Wisconsin, Illinois and Indiana since 1989, headquartered in Brookfield, WI • Offering a full range of professional services focused on the Microsoft Platform Recent Awards: • 2012 Microsoft Content Management Partner of the Year • 2012 Microsoft Central Region Partner of the year • 2012 Microsoft Midwest Partner of the year • 2011 Microsoft Midwest Partner of the year • 2010 Microsoft Midwest Marketing Partner of the year Follow us on Twitter: @ConcurrencyInc Event hashtags: #CNCYevent + #MSDYNCRM
  3. 3. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM Business Productivity Business Process Management Modern Applications Customer Relationship Management Project Management & Business Analysis Content Integration Social Collaboration Business Intelligence Infrastructure Roadmap IT Service Management, Process & Automation Modern Datacenter & Identity Modern Devices People- Centric IT Management and Monitoring Cloud Platform: Communication & Voice Cloud Platform: Collaboration Cloud Platform: CRM & Social Infrastructure
  4. 4. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM
  5. 5. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM • Business Value of Dynamics CRM • Targeted Scenario Demonstrations • Customizations in Dynamics CRM • Future Enhancements • Q & A
  6. 6. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM
  7. 7. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM
  8. 8. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM
  9. 9. ALL RIGHTS RESERVED © 2014 Everyone is connected, everywhere, all the time >4.5 billion social users >6.8 billion on mobile >400 million tweets per day about product, services, and brands 150 average number of times a person checks their phone each day http://articles.washingtonpost.com/2013-03-21/business/37889387_1_tweets-jack-dorsey- twitter http://mobithinking.com/mobile-marketing-tools/latest-mobile-stats/a http://www.kpcb.com/insights/2013-internet-trends Morgan Stanley, Comscore, Facebook, Twitter, LinkedIn, Youtube, Wikipedia
  10. 10. ALL RIGHTS RESERVED © 2014 Decisions are made before you can even engage Customers are 57%through the sales cycle before they talk to you 70%For complex sales cycles * * http://partnersinexcellenceblog.com/70-of-buying-process-completed-without-sales-involvement/
  11. 11. ALL RIGHTS RESERVED © 2014 Companies must adapt to the new customer journey Care everywhere Earn customers for life with responsive, relevant, effective service. Market smarter Plan and deliver engaging campaigns with quantifiable results end to end. Sell effectively Focus on what matters to close more deals faster.
  12. 12. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM 44%Of customers today complain about products and services on social networks Customer expectations have changed 86%Of customers are willing to pay more for a better customer experience. 23%Increase in profitability & revenue realized from highly engaged customers
  13. 13. ALL RIGHTS RESERVED © 2014 S&P 500 index -1.3% CxP Laggards -46.3% CxP Leaders 22.5% 5-year stock performance of Customer Experience (CxP) leaders vs. laggards vs. S&P 500 (2007-2011) Showing cumulative total return. Companies that deliver amazing customer experiences, win
  14. 14. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM
  15. 15. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM Meet your customers anywhere, on any device Get all your customer information on one screen – no app flipping, no pop-ups. Update activities, contacts, and opportunities on the go and get real-time insight on the metrics that matter most. Revolutionary new UI allows you to see everything you need on one screen to sell faster and smarter.
  16. 16. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM Spend more time engaging with customers on LinkedIn and Twitter without ever leaving CRM. Gain competitive insights from social channels and harness the public web to identify new leads and contacts. Social Insights powered by InsideView put real-time company and contact information from 30,000 sources into Microsoft Dynamics CRM. Build your network and deepen customer relationships
  17. 17. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM Understand customer sentiment across the social web and get early warning to service issues. Empower customers and agents to have relevant, personalized interactions across any touch point. Identify and respond to customer issues on any channel (e.g., self- serve, social, email, web, phone). Listen and engage with customers on the channels they prefer Omni-channel support can improve customer satisfaction by 36%
  18. 18. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM CLOUD PLATFORM INTELLIGENCE AND OPTIMIZATION RESOURCE MANAGEMENT MULTI-CHANNEL ENGAGEMENT COLLABORATION MARKETING PERFORMANCE MANAGEMENT SALES, SERVICE AND MARKETING CONTENT MANAGEMENT Secure Multi-tenantScalable MICROSOFT DEVICES AND SERVICES Integration
  19. 19. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM Match customer preferences to your service team to enhance the customer experience. Delight your customers to drive greater advocacy by personalizing every interaction. See your customers beyond a static record – enhanced social profiles, sentiment, and data from the web. Personalize your service and build customer loyalty
  20. 20. ALL RIGHTS RESERVED © 2014 Security & Identity Management Platform Data & Process Integration Configuration & Extensibility End-to-end solution powered by Microsoft Cloud On-Premises Customers Employees Partners in
  21. 21. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM
  22. 22. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM
  23. 23. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM DevelopersBusiness Analysts System Administrators  Integration  Custom UI  Custom Logic and Business Rules  Advanced Business Intelligence  Workflow-Driven Processes  Self-Service Reports  Views, Forms  Data Model  Users, Organizations  Business Units  Security Roles  Settings  Templates, KB articles  Mail-Merge and Email Templates  Document Templates
  24. 24. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM
  25. 25. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM Q1 CY 2014 Q2 CY 2014 Q3 CY 2014 Q4 CY 2014 H1 CY 2015 Microsoft Dynamics Marketing “Mira” Microsoft Dynamics Marketing “Electra” CRMSocialMarketingParature Microsoft Social Listening “Subra” Microsoft Social Listening “Hydra” Microsoft Dynamics CRM “Libra” Microsoft Dynamics CRM “Vega” Microsoft Dynamics CRM “Leo” Acquisition Integration v1 SPRINGWAVE FALLWAVE CRM Roadmap
  26. 26. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM Track your brands, competitors, campaigns Track your most valuable customers Early warning on issues Integrate into CRM dashboards Integrate into records MARKETING SERVICE
  27. 27. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM SALES SERVICE
  28. 28. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM MARKETING
  29. 29. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM MARKETING
  30. 30. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM Single unified interface for accessing all the tasks and applications required to complete customer interaction processes
  31. 31. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM Ticket Live Chat Knowledge- base and FAQs Mobile Phone E-Mail Facebook Wall and Pages Twitter Stream Blogs and Forums Web Search Support Agent Metrics and Reports Provide a 360- degree view of your customer
  32. 32. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM
  33. 33. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM Survey FREE Dynamics CRM Assessment: Get expert guidance on Microsoft Dynamics CRM 2013; examining how these technologies can benefit your organization. Business Case for CRM: Create or update the business case for Dynamics CRM for your organization. Includes documenting and presenting the benefits, investment options and organizational changes needed to achieve business results. Business Productivity Learning Session: Interactive learning session with one or more of your key business areas to see the latest capabilities of Dynamics CRM. The session includes discussions with business areas on how these capabilities can be applied to improve sales, marketing and customer service.
  34. 34. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM How to win Briefly describe (100 words or less) your business case on how empowering users with Dynamics CRM will improve productivity within your organization. Email submissions by April 15th to: contest@concurrency.com
  35. 35. ALL RIGHTS RESERVED © 2014 #CNCYevent + #MSDYNCRM Upcoming Events Wisconsin Milwaukee - Madison Illinois Chicago – Downers Grove May – Identity & Access Management Seminar June – Modern Data Center Roadmap Planning * Topics are subject to change

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The next generation of Microsoft Dynamics CRM 2013 is here! You’re invited to see the exciting new features that, now more than ever, enable you to deliver compelling solutions across Sales, Marketing, and Customer Service.

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