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$
A better way to
know your customers
and grow your business
Helping your team be more successful
Focus on what matters most.
Have the relevant information at your
fingertips to better serve your current
customers as well as find new ones.
Create personal, targeted experiences.
Increase sales velocity and customer
response with immediate access to the
right people and information.
Zero In Win Faster
Work like a network, grow your business.
Connect with your customers, prospects,
business partners and team to service your
customers better and grow your business.
Sell More
0
20000
40000
60000
0%
50%
100%
2009 2018 2020
Connect with
customers
Grow
efficiently
Safeguard
your business
Business
anywhere
Increase
your
sales
Get the
most out
of your
technology
Adapt to
change
Be prepared
for the
unexpected
Protect
and control
your data
Work
together
easily
Get your
work done
anywhere
Understand
your
customer
ModernBiz
Connect with
customers
Grow
efficiently
Safeguard
your business
Business
anywhere
Increase
your
sales
Get the
most out
of your
technology
Adapt to
change
Be prepared
for the
unexpected
Protect
and control
your data
Work
together
easily
Get your
work done
anywhere
Understand
your
customer
ModernBiz
ModernBiz
Connect with customers
Understand
your
customer
Increase
your
sales
“All of a sudden it was like, BOOM—all of this information is all
in the open, transparent, things were getting done because
everyone had a new kind of awareness.”
Steve Novoselac, BI and .NET development manager, Trek Bicycles
Before
When outside sales reps
left, it took years to
rebuild the depth of
knowledge they had
established with local bike
shops.
Tactics
Microsoft Dynamics
CRM Online plus Office
365 helps sales reps
communicate and
connect to key data like
previous retailer
interactions.
Results
• Provides complete view into
customer and account
information.
• Sales reps save time gathering
info for customer meetings.
• 95% employee adoption of
Yammer drives idea sharing.
Sales reps ride into new era
Integrated CRM solution supports customer relationships for Trek Bicycles
Watch
#modernbiz
Customer relationships are about more than
customer satisfaction. They’re about really
knowing your customer so you can personalize
their experiences. Microsoft Dynamics CRM
Online helps you bring your customers closer.
Understand your customer.
Wintheirheartsandminds
Get a complete
view of your
customer.
Use customer data to enable
more engaging interactions
Find and combine data from
internal and external sources
with familiar tools. Capture
customer details and
interactions and share this
information across both sales
and service teams.
Customers Sales and Service Teams
A consolidated view for
customer sales teams,
service teams, and
executives
Multiple channels of
customer interactions
• Buying history
• Service calls
• Communications
• Sales efforts
• Social interactions
Reach out to
customers.
Staying connected to
your customers inspires
loyalty and uncovers
opportunities
Easily contact your customers
the way they want – choose
from email, IM, phone, video –
all in a single click from within
your CRM solution.
#modernbiz
Having a strong connection with your
current customers and prioritizing the
right leads makes your sales teams more
effective. Provide the power of enterprise
capabilities to help grow your business.
Increase your sales.
Seewhathappenswhentheworld’smostpowerfulbusinessappscometogether
Connect with
customers
Reach your goals.
Role-specific business
processes help your
sales and service teams
stay on track
Follow a guided sales and
service experience with built-in
best practices.
Drive toward successful
outcomes, ensure consistency,
and easily adapt when changes
are needed.
Drive sales and service best practices across your organization
Connect with
customers
Connect with
customers
Focus on what
matters.
Get control of your
business by
prioritizing
opportunities
Create rich, interactive
dashboards, data visualizations,
and presentations so you can
track and monitor opportunities
and focus on what is important.
Make your team more effective
at prioritizing and driving leads
to close.
Connect with
customers
0
10000
20000
30000
40000
50000
60000
0 10000 20000 30000 40000 50000 60000 70000 80000
Data 1
Data 2
Data 3
Data 4
Name of folder Folder size 37284 Share data
Name of folder Folder size 37284 Share data
Name of folder Folder size 37284 Share data
Name of folder Folder size 37284 Share data
Name of folder Folder size 37284 Share Data
Name of folder Folder size 37284 Share data
Name of folder Folder size 37284 Share data
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2009 2018 2020
Name of folder Folder size 37284 Share data
Name of folder Folder size 37284 Share data
All activities
Zero in on the customers and opportunities
that will help grow the company
ModernBiz
#modernbiz
Business anywhere
Get your
work done
anywhere
Work
together
easily
#modernbiz
Get your work done anywhere.
You’re just a few simple clicks away from
accessing your sales and service data,
holding meetings, and collaborating with
anyone from anywhere. CRM and Office 365
provide a complete customer relations
solution to move your business forward.
Becausesalesandcustomerservicehappenwhereveryouare
Business
anywhere
Business
anywhere
Always be in
touch.
Get your teams up and
running quickly with a
solution that is easy to
adopt
Provide a familiar experience
across your PC, phone, tablet,
and laptop, allowing you to be
productive at home, in the
office, or on the road.
Access your customer information and all the data you need
with the same seamless experience on a variety of devices,
including PCs, phones, tablets, and laptops.
Business
anywhere
Work from the
device you
love.
Save costs by letting
your workers use the
devices they already own
Microsoft Dynamics CRM Online
works across phones and tablets
(Windows, Android, iOS).
Business
anywhere
0%
20%
40%
60%
80%
100%
2009 2018 2020
0
10000
20000
30000
40000
50000
60000
0
20000
40000
60000
0%
100%
2009 2018 2020
0
10000
20000
30000
40000
50000
60000
0%
50%
100%
2009 2018 2020
#modernbiz
Work together easily.
Bring together the right people wherever they
are to take advantage of the combined
knowledge of the experts in your organization.
Helpyoursalesandserviceteamsworklikeanetwork
Business
anywhere
Work with the
right people, in the
context of what
you are doing.
Get work done faster by
making collaboration
easy
Instantly view contacts’ online
status to quickly set up or join
meetings.
Access your team for help on
sales proposals and customer
inquiries right away.
Business
anywhere
Yammer embedded in Microsoft Dynamics CRM Online
Business
anywhere
Working together
on documents is a
snap.
Keep moving forward
even when you’re
far apart
Co-author documents and quickly
collaborate with others with
Office 365.
Document co-authoring and version control
Business
anywhere
EDITING THIS DOC
Susan Kim
Mitch Fuller
Michael Scott
EDITING THIS DOC
Grow with CRM
“Microsoft
Dynamics CRM
Online allows us
to manage,
monitor, and
support our sales
teams remotely.”
Nick Cassidy,
Managing Director,
Core Cost Management
“[Microsoft Dynamics CRM
Online] allows me as chief
executive, when I'm out in the
field visiting clients, to get a
sense of the overall
relationship with the client.
That's something I couldn't do
before."
Bob Gogel, CEO, Integreon
“The insight we’re now able to gather [from Microsoft
Dynamics CRM Online] is helping us identify changing
market trends and spot new opportunities.“
James Fleming, Group IT Director, Victrex
“It’s all about integration.
Dynamics CRM caps the stack,
but behind the scenes we make
sure that Yammer drives the
conversations within the
business; we use SharePoint to
drive our knowledge-
management systems; we use
Lync to surface the presence of
our colleagues — Office 365 is
the backbone of our office
infrastructure.”
Paul Marriott-Clarke,
Commercial Director, Metro Bank
Demo
Next steps
Learn more about CRM
crm@Atidan.com
1-215-825-5045 x5001
Take a guided tour of CRM
Online
Free trial from Atidan

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A Better Way to Know your Customers and Grow Your Business - Microsoft CRM from Atidan

  • 1. $ A better way to know your customers and grow your business
  • 2.
  • 3. Helping your team be more successful Focus on what matters most. Have the relevant information at your fingertips to better serve your current customers as well as find new ones. Create personal, targeted experiences. Increase sales velocity and customer response with immediate access to the right people and information. Zero In Win Faster Work like a network, grow your business. Connect with your customers, prospects, business partners and team to service your customers better and grow your business. Sell More 0 20000 40000 60000 0% 50% 100% 2009 2018 2020
  • 4. Connect with customers Grow efficiently Safeguard your business Business anywhere Increase your sales Get the most out of your technology Adapt to change Be prepared for the unexpected Protect and control your data Work together easily Get your work done anywhere Understand your customer ModernBiz Connect with customers Grow efficiently Safeguard your business Business anywhere Increase your sales Get the most out of your technology Adapt to change Be prepared for the unexpected Protect and control your data Work together easily Get your work done anywhere Understand your customer ModernBiz
  • 6. “All of a sudden it was like, BOOM—all of this information is all in the open, transparent, things were getting done because everyone had a new kind of awareness.” Steve Novoselac, BI and .NET development manager, Trek Bicycles Before When outside sales reps left, it took years to rebuild the depth of knowledge they had established with local bike shops. Tactics Microsoft Dynamics CRM Online plus Office 365 helps sales reps communicate and connect to key data like previous retailer interactions. Results • Provides complete view into customer and account information. • Sales reps save time gathering info for customer meetings. • 95% employee adoption of Yammer drives idea sharing. Sales reps ride into new era Integrated CRM solution supports customer relationships for Trek Bicycles Watch
  • 7. #modernbiz Customer relationships are about more than customer satisfaction. They’re about really knowing your customer so you can personalize their experiences. Microsoft Dynamics CRM Online helps you bring your customers closer. Understand your customer. Wintheirheartsandminds
  • 8. Get a complete view of your customer. Use customer data to enable more engaging interactions Find and combine data from internal and external sources with familiar tools. Capture customer details and interactions and share this information across both sales and service teams. Customers Sales and Service Teams A consolidated view for customer sales teams, service teams, and executives Multiple channels of customer interactions • Buying history • Service calls • Communications • Sales efforts • Social interactions
  • 9. Reach out to customers. Staying connected to your customers inspires loyalty and uncovers opportunities Easily contact your customers the way they want – choose from email, IM, phone, video – all in a single click from within your CRM solution.
  • 10. #modernbiz Having a strong connection with your current customers and prioritizing the right leads makes your sales teams more effective. Provide the power of enterprise capabilities to help grow your business. Increase your sales. Seewhathappenswhentheworld’smostpowerfulbusinessappscometogether
  • 11. Connect with customers Reach your goals. Role-specific business processes help your sales and service teams stay on track Follow a guided sales and service experience with built-in best practices. Drive toward successful outcomes, ensure consistency, and easily adapt when changes are needed. Drive sales and service best practices across your organization Connect with customers
  • 12. Connect with customers Focus on what matters. Get control of your business by prioritizing opportunities Create rich, interactive dashboards, data visualizations, and presentations so you can track and monitor opportunities and focus on what is important. Make your team more effective at prioritizing and driving leads to close. Connect with customers 0 10000 20000 30000 40000 50000 60000 0 10000 20000 30000 40000 50000 60000 70000 80000 Data 1 Data 2 Data 3 Data 4 Name of folder Folder size 37284 Share data Name of folder Folder size 37284 Share data Name of folder Folder size 37284 Share data Name of folder Folder size 37284 Share data Name of folder Folder size 37284 Share Data Name of folder Folder size 37284 Share data Name of folder Folder size 37284 Share data 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2009 2018 2020 Name of folder Folder size 37284 Share data Name of folder Folder size 37284 Share data All activities Zero in on the customers and opportunities that will help grow the company
  • 13. ModernBiz #modernbiz Business anywhere Get your work done anywhere Work together easily
  • 14. #modernbiz Get your work done anywhere. You’re just a few simple clicks away from accessing your sales and service data, holding meetings, and collaborating with anyone from anywhere. CRM and Office 365 provide a complete customer relations solution to move your business forward. Becausesalesandcustomerservicehappenwhereveryouare
  • 15. Business anywhere Business anywhere Always be in touch. Get your teams up and running quickly with a solution that is easy to adopt Provide a familiar experience across your PC, phone, tablet, and laptop, allowing you to be productive at home, in the office, or on the road. Access your customer information and all the data you need with the same seamless experience on a variety of devices, including PCs, phones, tablets, and laptops.
  • 16. Business anywhere Work from the device you love. Save costs by letting your workers use the devices they already own Microsoft Dynamics CRM Online works across phones and tablets (Windows, Android, iOS). Business anywhere 0% 20% 40% 60% 80% 100% 2009 2018 2020 0 10000 20000 30000 40000 50000 60000 0 20000 40000 60000 0% 100% 2009 2018 2020 0 10000 20000 30000 40000 50000 60000 0% 50% 100% 2009 2018 2020
  • 17. #modernbiz Work together easily. Bring together the right people wherever they are to take advantage of the combined knowledge of the experts in your organization. Helpyoursalesandserviceteamsworklikeanetwork
  • 18. Business anywhere Work with the right people, in the context of what you are doing. Get work done faster by making collaboration easy Instantly view contacts’ online status to quickly set up or join meetings. Access your team for help on sales proposals and customer inquiries right away. Business anywhere Yammer embedded in Microsoft Dynamics CRM Online
  • 19. Business anywhere Working together on documents is a snap. Keep moving forward even when you’re far apart Co-author documents and quickly collaborate with others with Office 365. Document co-authoring and version control Business anywhere EDITING THIS DOC Susan Kim Mitch Fuller Michael Scott EDITING THIS DOC
  • 20. Grow with CRM “Microsoft Dynamics CRM Online allows us to manage, monitor, and support our sales teams remotely.” Nick Cassidy, Managing Director, Core Cost Management “[Microsoft Dynamics CRM Online] allows me as chief executive, when I'm out in the field visiting clients, to get a sense of the overall relationship with the client. That's something I couldn't do before." Bob Gogel, CEO, Integreon “The insight we’re now able to gather [from Microsoft Dynamics CRM Online] is helping us identify changing market trends and spot new opportunities.“ James Fleming, Group IT Director, Victrex “It’s all about integration. Dynamics CRM caps the stack, but behind the scenes we make sure that Yammer drives the conversations within the business; we use SharePoint to drive our knowledge- management systems; we use Lync to surface the presence of our colleagues — Office 365 is the backbone of our office infrastructure.” Paul Marriott-Clarke, Commercial Director, Metro Bank
  • 21. Demo
  • 22. Next steps Learn more about CRM crm@Atidan.com 1-215-825-5045 x5001 Take a guided tour of CRM Online Free trial from Atidan