This document provides 5 + 1 reasons why companies use Microsoft Dynamics CRM. The top reasons are: 1) Its integration with Outlook provides an easy to use customer relationship tool. 2) It improves customer service through features like 360 degree customer views and process automation. 3) It helps boost sales conversion rates through capabilities like sales pipeline management and complex relationship mapping. 4) It improves marketing ROI and generates new prospects through features like email marketing and lead nurturing. 5) Customization and reporting are easy in Dynamics CRM. An additional reason is that it offers a low total cost of ownership.
eSavvy - Top 5+1 Reasons Why Companies Use Microsoft Dynamics CRMDaniel Dornak
Take a tour with the Managing Director of the 2012 Microsoft CRM Partner of the Year in Australia to discover the power of Microsoft Dynamics CRM. Find out how to navigate in Dynamics CRM 2011, how to improve your sales productivity by focusing on opportunities with the highest revenue or by closing deals faster, learn how to repeat Marketing campaigns with the highest ROI or how to impress your customers with fast and efficient service.
ClearFormat: Brand your daily business emailsGrove Group
ClearFormat business email branding is about utilising the valuable real estate in something you already own… your everyday business emails
This presentation outlines what ClearFormat is, how it will benefit your business and how it works.
Collaboration and Productivity with Microsoft SharePointEdgewater
Microsoft SharePoint is a collaboration and productivity platform that can provide several key benefits to health insurers. It allows for improved internal and external communication through features like intranet portals, project collaboration, document management, and public-facing websites. Implementing SharePoint solutions can improve productivity, reduce costs, and enable better knowledge sharing and decision making. For success, it is important to gain executive support, appoint user champions, provide training, and allow flexibility for groups to customize solutions to meet their needs.
Dynamics Day '11 - Dynamics CRM Update and RoadmapIntergen
Steven Foster presented a Dynamics CRM update and roadmap. He discussed Microsoft's positioning of Dynamics CRM as a flexible business application that helps organizations increase productivity through connections across people, processes, and ecosystems. Foster then reviewed highlights of the Dynamics CRM 2011 roadmap, including a focus on delivering familiar, intelligent, and connected experiences. He demonstrated several new features aimed at improving the user experience, sales, marketing, and customization capabilities.
Steven Foster is a CRM product manager who has worked in CRM for over 12 years. He gave a presentation on the new features in Microsoft Dynamics CRM 2011. The presentation covered introducing Dynamics CRM, demonstrating the top 10 new features, and discussing upgrading and onboarding processes. Key new features included the Outlook client, charts and dashboards, dynamic marketing lists, and mobile Express. Upgrade options from previous versions were also reviewed.
Dynamics crm 2011 greatest hits slideshow for landing pagejwedren
This document highlights several new features in Dynamics CRM 2011 and add-ons from PowerObjects' PowerPack. The top new CRM 2011 features allow for increased collaboration through activity feeds, improved document sharing with SharePoint integration, and enhanced goal and queue management. The PowerPack add-ons provide additional functionality for marketing automation through tools like PowerMailChimp, surveys with PowerSurvey, and more. Upgrading to CRM 2011 allows users to leverage these new capabilities and PowerPack's a la carte add-ons.
Madrona Solutions Group - CRM Introductionmike_davidson
Madrona Solutions Group is a Microsoft partner that helps businesses apply technology to transform productivity and effectiveness. It has won multiple Microsoft awards and has experience with over 25 Dynamics CRM projects. Madrona provides consulting services in business intelligence and Microsoft Dynamics CRM, including full-lifecycle CRM implementation, custom development, and application support. Microsoft Dynamics CRM is an integrated solution for marketing, sales, customer service, and scheduling that offers flexibility and is available both on-premise and hosted on Microsoft servers. Selecting and implementing a CRM system successfully requires considering how it will benefit both managers and employees, gaining executive support, and partnering with an experienced CRM consultant.
Print and beyond insights high value marketing services in a high tech worl...Roger Christiansen
High value marketing services or commodotised print ? This presentation looks at the options facing Print Services Providers as they seek to introduce new marketing services
eSavvy - Top 5+1 Reasons Why Companies Use Microsoft Dynamics CRMDaniel Dornak
Take a tour with the Managing Director of the 2012 Microsoft CRM Partner of the Year in Australia to discover the power of Microsoft Dynamics CRM. Find out how to navigate in Dynamics CRM 2011, how to improve your sales productivity by focusing on opportunities with the highest revenue or by closing deals faster, learn how to repeat Marketing campaigns with the highest ROI or how to impress your customers with fast and efficient service.
ClearFormat: Brand your daily business emailsGrove Group
ClearFormat business email branding is about utilising the valuable real estate in something you already own… your everyday business emails
This presentation outlines what ClearFormat is, how it will benefit your business and how it works.
Collaboration and Productivity with Microsoft SharePointEdgewater
Microsoft SharePoint is a collaboration and productivity platform that can provide several key benefits to health insurers. It allows for improved internal and external communication through features like intranet portals, project collaboration, document management, and public-facing websites. Implementing SharePoint solutions can improve productivity, reduce costs, and enable better knowledge sharing and decision making. For success, it is important to gain executive support, appoint user champions, provide training, and allow flexibility for groups to customize solutions to meet their needs.
Dynamics Day '11 - Dynamics CRM Update and RoadmapIntergen
Steven Foster presented a Dynamics CRM update and roadmap. He discussed Microsoft's positioning of Dynamics CRM as a flexible business application that helps organizations increase productivity through connections across people, processes, and ecosystems. Foster then reviewed highlights of the Dynamics CRM 2011 roadmap, including a focus on delivering familiar, intelligent, and connected experiences. He demonstrated several new features aimed at improving the user experience, sales, marketing, and customization capabilities.
Steven Foster is a CRM product manager who has worked in CRM for over 12 years. He gave a presentation on the new features in Microsoft Dynamics CRM 2011. The presentation covered introducing Dynamics CRM, demonstrating the top 10 new features, and discussing upgrading and onboarding processes. Key new features included the Outlook client, charts and dashboards, dynamic marketing lists, and mobile Express. Upgrade options from previous versions were also reviewed.
Dynamics crm 2011 greatest hits slideshow for landing pagejwedren
This document highlights several new features in Dynamics CRM 2011 and add-ons from PowerObjects' PowerPack. The top new CRM 2011 features allow for increased collaboration through activity feeds, improved document sharing with SharePoint integration, and enhanced goal and queue management. The PowerPack add-ons provide additional functionality for marketing automation through tools like PowerMailChimp, surveys with PowerSurvey, and more. Upgrading to CRM 2011 allows users to leverage these new capabilities and PowerPack's a la carte add-ons.
Madrona Solutions Group - CRM Introductionmike_davidson
Madrona Solutions Group is a Microsoft partner that helps businesses apply technology to transform productivity and effectiveness. It has won multiple Microsoft awards and has experience with over 25 Dynamics CRM projects. Madrona provides consulting services in business intelligence and Microsoft Dynamics CRM, including full-lifecycle CRM implementation, custom development, and application support. Microsoft Dynamics CRM is an integrated solution for marketing, sales, customer service, and scheduling that offers flexibility and is available both on-premise and hosted on Microsoft servers. Selecting and implementing a CRM system successfully requires considering how it will benefit both managers and employees, gaining executive support, and partnering with an experienced CRM consultant.
Print and beyond insights high value marketing services in a high tech worl...Roger Christiansen
High value marketing services or commodotised print ? This presentation looks at the options facing Print Services Providers as they seek to introduce new marketing services
This document provides a summary of the key capabilities of cloud-based CRM using Salesforce.com. It discusses how Salesforce allows users to manage customer data and collaborate on accounts, leads, opportunities, and activities. It also describes how Salesforce supports sales, marketing, customer service and knowledge management through features like reports, dashboards and customization options.
Lotusphere 2012: AD105 - Use IBM Domino and Xpages for your social businessHerbert Wagger
This document provides an overview of using IBM Domino and XPages for social business applications. It discusses how XPages is a platform for collaborative and social apps and introduces the XPages Social Enabler which allows easy integration of REST, JSON, and OAuth. Examples are given of sample XPages apps that access IBM Connections profiles and activities. The presentation also demonstrates some example social apps built with XPages like a social CRM and sales wiki. It discusses using the OpenNTF XSnippets app to share code and provides demos of integrating with social networks and IBM's social business toolkit.
Datawarehouse på System z (IBM Systems z)IBM Danmark
Lær om datawarehouse-systemer baseret på system z og om, hvilken udviklingsstrategi IBM følger for fortsat at være først med lanceringen af næste generations platformløsninger.
Læs mere her: bit.ly/softwaredagsystemz5
Microsoft Dynamics xRM4Legal 2013 Marketing & IT OverviewDavid Blumentals
This document provides an overview of the Microsoft xRM4Legal 2013 system. It discusses how the system can help different user types within a law firm, including partners/lawyers, support staff, marketing/business development, and IT. It describes functionality to improve client data quality, relationship management, marketing activities, and enterprise matter management. The goal is to help law firms become more effective at business development, increasing billings with less effort through better systems and processes.
Sage CRM provides sales teams with tools to improve performance including:
1) An interactive dashboard that gives instant access to key customer information and enables customization.
2) Opportunity management capabilities to track leads and assign responsibilities.
3) Reporting and forecasting tools to monitor performance and quotas.
CRM@Oracle - Oracle Mobile Sales AssistanttbOracleCRM
The document outlines Oracle's plan to deploy a Mobile Sales Assistant application to provide their sales teams with real-time access to CRM data from their smartphones. The application will allow users to view and update key CRM information like opportunities, contacts, and tasks directly from their iPhone or BlackBerry. This is intended to increase productivity and information sharing among sales teams. The Mobile Sales Assistant will integrate with Oracle's CRM applications and provide an intuitive interface to support sales activities on the go.
Powered by Microsoft Dynamics CRM 2011, xRM4Legal IP Management for Microsoft Dynamics CRM is an effective, easy-to-use and affordable IP Management System for use by law firms and corporate IP departments.
Social Enterprise Comes to Life with IntegrationConfigero
This document summarizes a presentation about using cloud integration to improve operations for a distribution company. It discusses Neill Corporation's implementation of Salesforce and Informatica Cloud to connect different business units and gain insights. Key points include how Neill saw improved sales productivity and visibility after integrating systems. The presentation also covered best practices for adoption like encouraging business ownership and leveraging expert partners.
Oracle's Siebel CRM On Demand offers a comprehensive customer relationship management (CRM) solution delivered as an on-demand service. It goes beyond basic sales, marketing, and service automation to provide advanced analytics, industry-specific editions, and a built-in virtual contact center. Siebel CRM On Demand aims to unlock more customer value than other CRM solutions by giving users tools to make better business decisions faster and provide superior customer service with minimal overhead.
Maximizer CRM 11 includes new features to provide real-time business insights across various areas including sales, marketing, and mobility. Key updates include wizard-driven dashboards for executives to view KPIs, sales quota management and opportunity monitoring tools, an online campaign manager for marketing, and an intuitive mobile interface for BlackBerry smartphones. The new version aims to help users make better business decisions, optimize revenue generation, execute effective marketing campaigns, and collaborate efficiently on the go.
The document discusses an automotive CRM solution called Consueto that aims to close the loop between CRM and dealer management systems. It describes Consueto's focus on automotive OEMs, dealers, and other entities. The solution is built on Microsoft Dynamics CRM and aims to improve customer relationship management through data-driven communications and understanding customer value. It outlines features for marketing management, sales processes, customer self-service, and integrating social networking data.
Presented at the London 'Process Efficiency World Tour' on October 16th, this powerpoint provides an overview of Business Process Management (BPM) along with details of how customers are using BPM technology to automate their processes.
How Volvo Construction Improved Leads, Increased Sales by Bridging the Market...B2B Lead Roundtable
John Johnston, eBusiness Marketing Manager for Volvo Construction Equipment North America, needed sales to move fast on the leads he passed along and report back. But first, he had to bridge daunting technological and communication gaps.
Learn how John achieved a 40 percent increase in dealer sales reporting - even with limited budget and resources.
The document discusses three main enterprise systems: ERP, CRM, and SCM. It provides overviews of what each system involves, their benefits, and examples of successes and failures in implementing these systems. ERP is described as the technological backbone for e-business that integrates internal business processes. CRM supports relationships with customers through the customer lifecycle. SCM helps firms integrate supply chain processes along the supply chain network.
The document discusses customer relationship management (CRM) systems and provides examples of how businesses are using CRM. It defines CRM and reviews the marketplace of CRM technologies and vendors. Case studies are presented on how Kerry Ingredients and Flavours, Boehriner Ingelheim, and Brighthouse implemented CRM systems from Salesforce, Siebel Systems, and SugarCRM respectively to improve efficiency, data visibility, customer segmentation and management. The document concludes with tips for a successful CRM implementation and best practices.
Enterprise resource planning (ERP), customer relationship management (CRM), and supply chain management (SCM) software are key enterprise systems. ERP handles internal business processes, CRM manages customer interactions, and SCM coordinates the supply chain network. When integrated using enterprise application integration (EAI) software, these systems improve process efficiency, data sharing, and business decision-making across the enterprise.
This document discusses using a cloud-based CRM (customer relationship management) system from Salesforce.com to manage sales, marketing, customer service, and reporting. It covers generating and qualifying leads, planning marketing campaigns, tracking opportunities and the sales pipeline, managing accounts and customers, and collaborating across departments. The CRM system provides tools to capture leads from various sources, route them to sales reps, automate follow-up processes, and analyze results to improve performance over time.
This document provides an overview of the Microsoft xRM4Finance system powered by Dynamics CRM 2011. It describes capabilities for business development, marketing, client care and the xRM platform. Business development capabilities include a native Outlook client, real-time business intelligence, integrated goal and deal management, and mobile access. Marketing capabilities include dynamic lists, integrated digital marketing and closed loop marketing. Client care capabilities include a 360 degree client view and streamlined processes. The xRM platform offers point-and-click configuration, role-tailored forms, and strong security with financial and document integration.
This is a first attempt slideshow of an original story I created for my grand daughter. Please don't be too critical of my primative attempt. Just enjoy the story. Kaleigh does!
The landlord and tenant agree to terminate the tenancy for the rental unit on a specified date. The tenant must move out by that date and remove all possessions, or they will be considered abandoned. The landlord can apply to evict the tenant without notice if they do not comply. Exceptions apply for student or care home housing under certain conditions. Both parties should keep a copy of the agreement for their records.
This document provides a summary of the key capabilities of cloud-based CRM using Salesforce.com. It discusses how Salesforce allows users to manage customer data and collaborate on accounts, leads, opportunities, and activities. It also describes how Salesforce supports sales, marketing, customer service and knowledge management through features like reports, dashboards and customization options.
Lotusphere 2012: AD105 - Use IBM Domino and Xpages for your social businessHerbert Wagger
This document provides an overview of using IBM Domino and XPages for social business applications. It discusses how XPages is a platform for collaborative and social apps and introduces the XPages Social Enabler which allows easy integration of REST, JSON, and OAuth. Examples are given of sample XPages apps that access IBM Connections profiles and activities. The presentation also demonstrates some example social apps built with XPages like a social CRM and sales wiki. It discusses using the OpenNTF XSnippets app to share code and provides demos of integrating with social networks and IBM's social business toolkit.
Datawarehouse på System z (IBM Systems z)IBM Danmark
Lær om datawarehouse-systemer baseret på system z og om, hvilken udviklingsstrategi IBM følger for fortsat at være først med lanceringen af næste generations platformløsninger.
Læs mere her: bit.ly/softwaredagsystemz5
Microsoft Dynamics xRM4Legal 2013 Marketing & IT OverviewDavid Blumentals
This document provides an overview of the Microsoft xRM4Legal 2013 system. It discusses how the system can help different user types within a law firm, including partners/lawyers, support staff, marketing/business development, and IT. It describes functionality to improve client data quality, relationship management, marketing activities, and enterprise matter management. The goal is to help law firms become more effective at business development, increasing billings with less effort through better systems and processes.
Sage CRM provides sales teams with tools to improve performance including:
1) An interactive dashboard that gives instant access to key customer information and enables customization.
2) Opportunity management capabilities to track leads and assign responsibilities.
3) Reporting and forecasting tools to monitor performance and quotas.
CRM@Oracle - Oracle Mobile Sales AssistanttbOracleCRM
The document outlines Oracle's plan to deploy a Mobile Sales Assistant application to provide their sales teams with real-time access to CRM data from their smartphones. The application will allow users to view and update key CRM information like opportunities, contacts, and tasks directly from their iPhone or BlackBerry. This is intended to increase productivity and information sharing among sales teams. The Mobile Sales Assistant will integrate with Oracle's CRM applications and provide an intuitive interface to support sales activities on the go.
Powered by Microsoft Dynamics CRM 2011, xRM4Legal IP Management for Microsoft Dynamics CRM is an effective, easy-to-use and affordable IP Management System for use by law firms and corporate IP departments.
Social Enterprise Comes to Life with IntegrationConfigero
This document summarizes a presentation about using cloud integration to improve operations for a distribution company. It discusses Neill Corporation's implementation of Salesforce and Informatica Cloud to connect different business units and gain insights. Key points include how Neill saw improved sales productivity and visibility after integrating systems. The presentation also covered best practices for adoption like encouraging business ownership and leveraging expert partners.
Oracle's Siebel CRM On Demand offers a comprehensive customer relationship management (CRM) solution delivered as an on-demand service. It goes beyond basic sales, marketing, and service automation to provide advanced analytics, industry-specific editions, and a built-in virtual contact center. Siebel CRM On Demand aims to unlock more customer value than other CRM solutions by giving users tools to make better business decisions faster and provide superior customer service with minimal overhead.
Maximizer CRM 11 includes new features to provide real-time business insights across various areas including sales, marketing, and mobility. Key updates include wizard-driven dashboards for executives to view KPIs, sales quota management and opportunity monitoring tools, an online campaign manager for marketing, and an intuitive mobile interface for BlackBerry smartphones. The new version aims to help users make better business decisions, optimize revenue generation, execute effective marketing campaigns, and collaborate efficiently on the go.
The document discusses an automotive CRM solution called Consueto that aims to close the loop between CRM and dealer management systems. It describes Consueto's focus on automotive OEMs, dealers, and other entities. The solution is built on Microsoft Dynamics CRM and aims to improve customer relationship management through data-driven communications and understanding customer value. It outlines features for marketing management, sales processes, customer self-service, and integrating social networking data.
Presented at the London 'Process Efficiency World Tour' on October 16th, this powerpoint provides an overview of Business Process Management (BPM) along with details of how customers are using BPM technology to automate their processes.
How Volvo Construction Improved Leads, Increased Sales by Bridging the Market...B2B Lead Roundtable
John Johnston, eBusiness Marketing Manager for Volvo Construction Equipment North America, needed sales to move fast on the leads he passed along and report back. But first, he had to bridge daunting technological and communication gaps.
Learn how John achieved a 40 percent increase in dealer sales reporting - even with limited budget and resources.
The document discusses three main enterprise systems: ERP, CRM, and SCM. It provides overviews of what each system involves, their benefits, and examples of successes and failures in implementing these systems. ERP is described as the technological backbone for e-business that integrates internal business processes. CRM supports relationships with customers through the customer lifecycle. SCM helps firms integrate supply chain processes along the supply chain network.
The document discusses customer relationship management (CRM) systems and provides examples of how businesses are using CRM. It defines CRM and reviews the marketplace of CRM technologies and vendors. Case studies are presented on how Kerry Ingredients and Flavours, Boehriner Ingelheim, and Brighthouse implemented CRM systems from Salesforce, Siebel Systems, and SugarCRM respectively to improve efficiency, data visibility, customer segmentation and management. The document concludes with tips for a successful CRM implementation and best practices.
Enterprise resource planning (ERP), customer relationship management (CRM), and supply chain management (SCM) software are key enterprise systems. ERP handles internal business processes, CRM manages customer interactions, and SCM coordinates the supply chain network. When integrated using enterprise application integration (EAI) software, these systems improve process efficiency, data sharing, and business decision-making across the enterprise.
This document discusses using a cloud-based CRM (customer relationship management) system from Salesforce.com to manage sales, marketing, customer service, and reporting. It covers generating and qualifying leads, planning marketing campaigns, tracking opportunities and the sales pipeline, managing accounts and customers, and collaborating across departments. The CRM system provides tools to capture leads from various sources, route them to sales reps, automate follow-up processes, and analyze results to improve performance over time.
This document provides an overview of the Microsoft xRM4Finance system powered by Dynamics CRM 2011. It describes capabilities for business development, marketing, client care and the xRM platform. Business development capabilities include a native Outlook client, real-time business intelligence, integrated goal and deal management, and mobile access. Marketing capabilities include dynamic lists, integrated digital marketing and closed loop marketing. Client care capabilities include a 360 degree client view and streamlined processes. The xRM platform offers point-and-click configuration, role-tailored forms, and strong security with financial and document integration.
This is a first attempt slideshow of an original story I created for my grand daughter. Please don't be too critical of my primative attempt. Just enjoy the story. Kaleigh does!
The landlord and tenant agree to terminate the tenancy for the rental unit on a specified date. The tenant must move out by that date and remove all possessions, or they will be considered abandoned. The landlord can apply to evict the tenant without notice if they do not comply. Exceptions apply for student or care home housing under certain conditions. Both parties should keep a copy of the agreement for their records.
Spike sorting: What is it? Why do we need it? Where does it come from? How is...NeuroMat
This document provides an overview of spike sorting, including what it is, why it is needed, the history of the field, and how it is done. Spike sorting involves using features like spike amplitude, timing, and shape across multiple recording channels to classify which neuron each recorded action potential came from. It originated from neurophysiologists sorting spikes by eye but now uses automated algorithms. Common approaches include template matching, dimensionality reduction, clustering algorithms like k-means, and Gaussian mixture models.
2013년 10월 30일(수)~11월 1일(금)까지 진행 된 다음세대재단 제11회 인터넷 리더십 프로그램의 강연 자료입니다.
- 사이트: http://itcanus.net/leadership
- 트위터: https://twitter.com/daumfoundation
- 페이스북: https://www.facebook.com/daumfoundation
Intergen - Dynamics CRM Roadmap and Social MediaIntergen
Earlier this year we saw the global launch of Dynamics CRM 2011, and according to key
analysts it’s already proving to be a world beater. In this session we’ll cover the key strengths
of CRM 2011, both on premise and online, as well as take a brief look into the future.
The session will also cover a deeper dive into the use of social media in the sales and
marketing arena. We’ll demonstrate how Dynamics CRM 2011 can help you create a central
view of social media activity as it relates to your business and how Dynamics CRM can help
extend your view of your customers and prospects.
This document discusses the shift from traditional on-premise software to cloud-based applications and services. It notes that the era of monolithic on-premise systems is coming to an end, driven by factors like the consumerization of IT, marketplaces, and the economics of cloud computing. The document provides examples of how companies like Angry Birds and Zynga have built successful businesses in the cloud. It also discusses opportunities for Microsoft Dynamics CRM partners, including building add-on cloud services as independent software vendors or focusing on specialized cloud-based applications and services as systems integrators.
When to use hosted vs on premise - because effectively managing the client lifecycle – from marketing to business development to service – is critical to every firms profitability and growth.
Vortrag OnCommerce zur ITmitte.de Ring Vorlesung, Master Informatik, Universi...Community ITmitte.de
Here are some suggestions to help with your project:
1. Define the key requirements and scope clearly upfront. Focus on the MVP.
2. Leverage existing standard objects like Invoice, Payment etc. before customizing.
3. The link can contain invoice number, amount etc. as parameters.
4. Use a QR code generator library/app to generate the code from the link.
5. Store the QR code as an attachment/file on Invoice.
6. Send automated emails with invoice PDF and embedded QR code on payment due date.
7. Track payments against invoices using a custom object.
8. Integrate with payment gateways for actual transaction processing later.
Pairing DNN with a Microsoft ERP for Maximum Business ImpactDrew Skwiers-Koballa
This is the DNN Summit 2017 slide deck for "Pairing DNN with a Microsoft ERP for Maximum Business Impact," where Inside Edge's proprietary project management system was presented as a case study in combining a traditional ERP system with a content management system to create a more flexible and focused project management system.
This document discusses the need for real-time IT management to keep pace with today's dynamic business environment. It introduces ManageEngine as a company that provides integrated IT management software to help IT organizations meet objectives like cost efficiency, agility, and reliability. The document outlines ManageEngine solutions that enable real-time IT through capabilities like infrastructure monitoring, virtualization management, service desk/ITSM, log analysis and security, systems management, cloud-based SaaS options, and mobility solutions. It positions ManageEngine's products as helping IT teams move from reactive "break-fix" operations to proactively supporting business performance.
A fully managed service for fan, member and sponsor management with integrated athlete/player administration, marketing communications, website portals, events and ticketing.
This document discusses Microsoft cloud services and Office 365. It begins with introductions from Microsoft specialists and partners. They then discuss Microsoft's cloud strategy and how Office 365 can help businesses reduce costs, increase productivity and provide mobile access. Features of Office 365 like Lync Online, Office Web Apps and support for mobile devices are demonstrated. Customer examples are provided and it is noted that thousands of large organizations use Microsoft cloud services. The presentation concludes with a question and answer session.
Dynamics CRM 2016 provides tools for data management, customization, and basic functionality. It offers capabilities for collaboration using SharePoint and OneDrive, as well as mobility options. Key record types include accounts, leads, contacts, and opportunities. Users can generate reports, import and export data, and query directly from CRM. Marketing capabilities allow list segmentation and campaign management. Dashboards provide metrics and administrators can create system-wide boards.
The idea is the modernization of all the Dynamics products using the power of cloud and local services. But the vision of Microsoft is a bit more complex. Dynamics CRM was already part of Office 365, during this session you will learn how Microsoft is planning to rebuilt a complete strategy on top of xRM and people relations like customers and partners relationships
The idea is the modernization of all the Dynamics products using the power of cloud and local services. But the vision of Microsoft is a bit more complex. Dynamics CRM was already part of Office 365, during this session you will learn how Microsoft is planning to rebuilt a complete strategy on top of xRM and people relations like customers and partners relationships
The document discusses how to create a successful intranet using SharePoint. It covers introductions to the speakers and their company, which provides SharePoint consulting services. Examples are given of award-winning intranets for Heineken and a manufacturing company. The key drivers for a successful intranet are discussed as change management, usability, information management, and governance. A project approach and methodology are outlined, along with the importance of engaging users and designing for their experience.
Microsoft Dynamics CRM 2011 includes over 500 enhancements focused on improving productivity, collaboration, and insights. Key updates include an Office-like user interface, enhanced Outlook integration, role-tailored forms, real-time dashboards, guided dialogs, inline data visualization, social media integration, team management capabilities, and expanded customization options through declarative tools and a marketplace. The release aims to make CRM more familiar, connected, and intelligent for users.
Microsoft Dynamics CRM and ERP solutions can provide a return on investment within the first year through several key strategies:
1) Boosting sales by retaining customers, maximizing revenue opportunities, and streamlining sales processes.
2) Providing business intelligence through real-time visibility, aligning business units, and reporting/tracking capabilities.
3) Offering cloud hosting options that reduce costs while providing flexibility and choice in deployment.
4) Functioning as an all-in-one product that increases existing systems' potential through seamless integration.
5) Giving competitive advantages like improving customer service capabilities.
CRM on Demand for Higher Education: CRM for the Entire Constituent Life Cycle...jpsells
This is the second presentation in the Apex IT series on CRM On Demand: CRM for the Entire Constituent Life Cycle. this presentaton focuses more on Recruting and featured Mike Statmore, CIO at Post University. Apex IT implemented CRM On Demand at Post in 2010-2011 as part of their overal enterprise stratgey focused on improving their students experience from prospect to Alumni.
SharePoint and Business Intelligence: Understanding the Microsoft BI Portal C...Perficient, Inc.
BI Tools Applications
PerformancePoint Static Reports
Static Charts/Graphs
Reporting Services
Static Spreadsheets
Excel Services Static Dashboards
Excel Scorecards
Ad-hoc Reports
Report Builder
Ad-hoc Charts/Graphs
SharePoint BI Components Ad-hoc Spreadsheets
Dynamic Reports
Dynamic Charts/Graphs
Dynamic Dashboards/Advanced
Visualizations
This document provides an overview of the business intelligence (BI) capabilities of Microsoft SharePoint, including the various Microsoft BI tools that can be used within SharePoint like PerformancePoint, Reporting Services, Excel Services, and Excel. It outlines the types of static and dynamic reports, charts, dashboards, and visualizations that
Now that I have CRM, what else can I do with it?Swimfish
Now that I have my CRM, there are several things I can do with it to increase adoption:
1. Integrate CRM use into work processes
2. Supplement data with "insider" information from internal sources
3. Make the CRM a "destination" by integrating it with other applications and technologies
4. Integrate the CRM with other technologies like email and Outlook
5. Make the CRM ubiquitous by providing mobile and remote access
Similar to eSavvy Top 5+1 Reasons Why Companies Use Microsoft Dynamics CRM (20)
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Company Valuation webinar series - Tuesday, 4 June 2024FelixPerez547899
This session provided an update as to the latest valuation data in the UK and then delved into a discussion on the upcoming election and the impacts on valuation. We finished, as always with a Q&A
buy old yahoo accounts buy yahoo accountsSusan Laney
As a business owner, I understand the importance of having a strong online presence and leveraging various digital platforms to reach and engage with your target audience. One often overlooked yet highly valuable asset in this regard is the humble Yahoo account. While many may perceive Yahoo as a relic of the past, the truth is that these accounts still hold immense potential for businesses of all sizes.
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Tastemy Pandit
Know what your zodiac sign says about your taste in food! Explore how the 12 zodiac signs influence your culinary preferences with insights from MyPandit. Dive into astrology and flavors!
Best practices for project execution and deliveryCLIVE MINCHIN
A select set of project management best practices to keep your project on-track, on-cost and aligned to scope. Many firms have don't have the necessary skills, diligence, methods and oversight of their projects; this leads to slippage, higher costs and longer timeframes. Often firms have a history of projects that simply failed to move the needle. These best practices will help your firm avoid these pitfalls but they require fortitude to apply.
Storytelling is an incredibly valuable tool to share data and information. To get the most impact from stories there are a number of key ingredients. These are based on science and human nature. Using these elements in a story you can deliver information impactfully, ensure action and drive change.
B2B payments are rapidly changing. Find out the 5 key questions you need to be asking yourself to be sure you are mastering B2B payments today. Learn more at www.BlueSnap.com.
Unveiling the Dynamic Personalities, Key Dates, and Horoscope Insights: Gemin...my Pandit
Explore the fascinating world of the Gemini Zodiac Sign. Discover the unique personality traits, key dates, and horoscope insights of Gemini individuals. Learn how their sociable, communicative nature and boundless curiosity make them the dynamic explorers of the zodiac. Dive into the duality of the Gemini sign and understand their intellectual and adventurous spirit.
Part 2 Deep Dive: Navigating the 2024 Slowdownjeffkluth1
Introduction
The global retail industry has weathered numerous storms, with the financial crisis of 2008 serving as a poignant reminder of the sector's resilience and adaptability. However, as we navigate the complex landscape of 2024, retailers face a unique set of challenges that demand innovative strategies and a fundamental shift in mindset. This white paper contrasts the impact of the 2008 recession on the retail sector with the current headwinds retailers are grappling with, while offering a comprehensive roadmap for success in this new paradigm.
Top mailing list providers in the USA.pptxJeremyPeirce1
Discover the top mailing list providers in the USA, offering targeted lists, segmentation, and analytics to optimize your marketing campaigns and drive engagement.
4. The Challenge – The Business Environment has changed
Business in the 1960’s…
– Time to relax
– Cocktails in the afternoon
– A mini bar in your office
– Dinner parties every night
– No internet or Facebook
– The most complex piece of
technology you had to use
was a typewriter
5. The Challenge – The Business Environment has changed
Business in 2012…
– Shrinking budgets
– Increasing targets
– Increasingly sophisticated target audiences
who use a multitude of technologies to
take a decision
– Internet and Social Networking
– Complex multi-modal buying behaviour
– Bring Your Own (BYO) Mobile Device means
data on the go in any form factor
…..Finding and Retaining Customers is more
important and more complex than ever.
Hence why having a good CRM system has
become more important.
6. SOME BACKGROUND:
WHAT IS
MICROSOFT DYNAMICS CRM?
www.eSavvy.com.au
7. Microsoft Dynamics CRM is ...
A Full Suite relationship management solution in it’s 5th
release
Over 2,500,000 users in more than 80 countries with 40+
languages
Over 40,000 customers from small to enterprise
Over 1,200 partners delivering CRM Solutions
Deployments as large as 40,000 users in Australia
Certified scalable to 150,000 concurrent users
8. Microsoft Dynamics CRM is a LEADER ...
• According to the Analysts
Microsoft Dynamics CRM is
a Leader in….
– Sales Force Automation
– Contact Centre
– Customer Service
Source: “Magic Quadrant for CRM Customer
Service Contact Centers,” Gartner., April 2010.
11. REASON # 1
CUSTOMER RELATIONSHIP TOOL THAT
WORKS COMPLETELY
FROM WITHIN OUTLOOK
12. Next-Generation Outlook Client
• The Dynamics CRM
Outlook Client was
written by the Outlook
Development Team. So
you wont get a Better
integration
• One Click Integration of …
– Emails
– Activities and Tasks
– Meetings
13. With Enhanced Navigation and User Interface
That puts information at
your figure tips…
– Personal views
– Record pinning
– Most-Recently Used
lists
– Real-time record
filtering
– User configurable
layout
14. Customer Relationship Tool that works completely
from within Outlook
• Easy end user adoption as the product has an “Office” look and feel and extensive
“help” functionality.
• Users can configure the system to their needs allowing them to only see the
information they want to see
• Easy to use Dashboards, In-line Analytics and Reporting
• Ease of access (Online vs. On-premise; Mobile vs. Outlook vs. Laptop client)
• Easy to configure CRM to your specific needs. Easy to change your system as you
change your business processes
15. REASON # 2
MICROSOFT DYNAMCS CRM
IMPROVES CUSTOMER SERVICE
16. Understand your Customers (360 Degree View)
• Everything about your customer in
one screen…
– All internal data such as
Contacts, Orders, Invoices,
Activities, Documents,
Relationship, Notes, Comments
– External data such as Social
Networking Feeds, Industry
Buzz, Location Maps
17. Enhance Your Process Mgmt. through Workflows and
Queues
• Queues against any entity
• User and team queues
• Check-in/Check-out
• Queue routing
18. Improve your Call Processes through Guided Dialogs
• Improved Customer Services
Processes…
• Guided flow and prompts
• Embeddable tips, queues
and hyperlinks
• Dynamic and static
response support
• Inline queries of CRM
data
19. Dynamics CRM Improving Customer Service Through
• Providing a 360 Degree View of the Customer/ Contact
• Ability to manage high volumes of Complaints and Cases easily
• Improved throughput and efficiency through Queue Management
• Process Automation through Workflows and Dialogs
• Full Integration with free Customer Portal
20. Customer Service Success with Dynamics CRM
Customer Loyalty Agent Productivity Service Excellence Knowledge Management
• Improved customer satisfaction • Improved agent productivity • Improved bottom line by 20% • Access to contextual Info
• Reduced customer churn • Increased 1st contact resolution • Improved 1st issue resolution • Streamlined KM activities
• Identified new opportunities • Reduced call handling times • Consolidated data / applications • Pre-populated response template
Analytics Process Automation Contract Management Case Management
• Actionable insights • 10x > single product sales • Ability to track compliance • Multi-tier case management
• Real-time customer data reports • replaced manual processes • Optimized contract fulfillment • Dealer self-service for cases
• Improved KPI monitoring • Increased service productivity • Accurate pricing and terms • Improved service to dealers
“With Microsoft Dynamics CRM, we’ll be able to keep up with 20 percent annual increases in
customer inquiry volume without having to increase staff on our Customer Care team.”
- Davonne Minshew, Customer Care Manager at Hard Rock International
22. Full Sales and Pipeline Management
Sales and Pipeline Management
within Dynamics CRM allows you
to…
• Improve Forecasting
• Understand Win/ Loss Ratios
and their causes
• Configure Structured Sales
Processes
23. Mapping Complex Relationships through Connections
Connections within Dynamics CRM
allows you to…
• Map Complex Relationships
• Connect any entity
• Definable roles
• Easy association of roles to
individuals
• Time based queries
24. Managing Sales and Customer Service Team
Performance through Goals
Understand how your business is
doing real time…
• Fiscal or custom time period
• User and team goals
• Amount, count or stretch
based goals
• Hierarchical with roll-up
25. With Full Sales Activity Management and Flexible
Activities
Manage your sales teams activity with
…
• Custom activities support
• Bulk actions (complete,
cancel, Set Regarding)
• Event driven activities (i.e.
case resolution)
• Re-occurring appointments
26. Dynamics CRM Boosts Sales Performance by…
• Full Sales and Pipeline Management Processes
• Mapping and Managing Complex Customer Relationships
• Goal Management to help manage performance
• Full Sales Activity Management
27. Examples of Improved Sales Productivity…
Real-time Analytics Lead Management Opportunity Management Account Management
• 360-degree customer view • Real-time dashboards • Time to create opportunity 30m→1m • Holistic customer view across org.
• Sales agreements & contracts • Telephony integration • Cross-sell opportunities up by 210% • Avg. contribution rate up by 43%
• Integrated with SAP R/3 • Saves $13K / month from SFDC • “Friendly fire” incidents down by 90% • Avg. problem resolution time 75%
Sales Collaboration Pipeline Management Order Management Performance Management
• Streamlined communications • Automated key processes • Streamlined purchase orders • Customer management
• Centralized parts & pricing • Pipeline reports 2 days > 2 min • Real-time ERP Integration • Complex sales processes
• 20% increase in productivity • Reduced sales costs by 20-30% • Reduced delivery time 85% • Integrated to retail systems
“The notion that a lead is worked in the system until it becomes a viable contact, account,
and/or opportunity, is a good way to drive positive results.”
- Thomas Doerr, Project Delivery Director, CH2MHill
28. REASON # 4
MICROSOFT DYNAMICS CRM
IMPROVES MARKETING ROI AND
HELPS GENERATE NEW PROSPECTS
29. Email Marketing at its best
An Email Tool that allows your Marketing Team
to quickly and easily create professional
looking marketing emails themselves.
Target your communications to
your prospects and customers
with emails that have Dynamic
Content.
30. Surveys with skip logic to Capture Market Intelligence
Gain Market Intelligence …
• Understand the demand for your
offerings
• Use skip logic to ask relevant
questions and can complete
survey’s faster.
31. Connect with Web Visitors
Anonymous Visitors Identified Organizations Identified Visitors Qualified Visitors
32. Automated Lead Nurturing and Scoring
• Track interactions with each
of your contacts
• Automatically Qualify and
Contact them when the need
to be contacted
• When you contact them have
more meaningful interactions
33. And full Social CRM Capabilities
Full Social Networking Integration
with Twitter, Facebook and LinkedIn
facilitates “Social Monitoring” and
Lead Generation
Activity Feeds allows you to keep
on top of those big issues and
manage business complexity
34. It Improves Marketing Performance and Generates
New Customers through
• Dynamics Marketing Lists for targeted marketing
• Full Closed Loop Marketing with ROI Measurement
• Full Email Marketing with Inbox Preview and Dynamic Content
• Lead Nurture and Lead Scoring
• Web site Integration and Analytics
• Automated, Contextual Emails and Texts
• Easy to create Landing Pages, Forms and Questionnaires
35. Examples of Marketing Effectiveness
Real-time Analytics Marketing Planning Needs Analysis Segmentation
• Real-time reports and analytics • Centralized marketing planning • Needs analysis profile • Integration to retail systems
• Empowered marketing staff • Local marketing execution • Pinpoint segmentation • In-depth analysis/segmentation
• Streamlined marketing ops. • Proactive decision making • Tailored cross-sell campaigns • Most profitable/costly segments
Lead Management Campaign Management Process Automation Performance Management
• Holistic lead management process • Pinpoint campaigns and offers • Integration to ext/internal systems • Streamlined “Birthday Program”
• Reduced qualification time by 87% • 1,000 new customers in 1 campaign • Intelligent lead distribution • Increased membership 7-fold
• Increased lead quality by 75% • 93% season ticket holder renewal • Streamlined sales matches by 25% • Reduced lead costs 80₵ to pennies
“ Microsoft Dynamics CRM provides us the ability to better serve our customers by delivering relevant
communications and the innovative products they desire.”
- Heather Dorr, Senior Marketing of Marketing Information Systems, Cold Stone Creamery
36. REASON # 5
MICROSOFT DYNAMICS CRM
MAKES CUSTOMIZATION AND
REPORTING EASY
37. With Role Tailored Forms
• Role-based forms
• Multiple forms per entity
• Drag n’ Drop creation
• Web and Mobile support
38. Real-Time Dashboards and Inline Visualizations
• Real-time data
• Personal or system dashboards
• Point-and-click creation
• External data integration
• Contextual analytics
• Drill-down capability
39. And Easy to Configure Charts and Graphs
• Create your own charts through easy to use wizards
• Share them with other people
40. Advanced Customization and Configuration with
Reporting at Your Finger Tips…
• Dynamics CRM facilitates a Dynamic Business
• Fields, Forms, Entities, Menus, Attributes and Dashboards are all configuration activities
that a reasonably skilled business analyst can undertake…
• …as are Workflows, Dialogs and Queues.
• Many reporting requirements can be handle through Advanced Find, Views and the
Reporting Wizard
• User Configurable Dashboards and Views put information at your figure tips
• Advanced Find makes it easy to pull the data you need and do “what if’ analysis
• Full integration with Office (Excel) through Dynamic Pivot Tables and an Easy to User
Reporting Wizard make it so the End User can do most of the reporting themselves
• Through SQL Reporting Services CRM support full Analytical Reporting and OLAP
41. + BONUS REASON
MICROSOFT DYNAMICS CRM
IS YOUR LOWEST TOTAL COST
SOLUTION
42. Lowest Total Cost of Ownership
$140.00 $129 With Dynamics CRM…
$125
$120.00
$100.00 • Customer Portal is included
$80.00
• Integration with Office,
Outlook and SharePoint is
$60.00 native
$44.40
$40.00
$20.00
$0.00
Dynamics CRM Comp #1 Comp #2
48. 100% of our customers
surveyed would refer us.
49. Microsoft Dynamics CRM In Summary
• Easy to use with the Native Outlook/ Office
interface
• Flexible (easy to configure to your needs)
• Lower Cost that most of the other solutions out in
the market
50. In our future Webinar Sessions Drill Down on
Dynamics CRM Functionality…
• Top 5+1 Tips to Increase customer win rates by closing more
opportunities in less time
• Top 5+1 Best Practices of Modern Marketing Campaigns
• Top 5+1 Tips of How To Impress Your Customers with Fast and
Efficient Services
51. 02 8999 1960
Or Call Us to Schedule a Personalized Demo
1300 799 723