The document discusses Microsoft Dynamics CRM Online. It highlights that CRM is important for managing customer relationships and driving business success. While traditional CRM projects have challenges, Microsoft Dynamics CRM Online offers a hosted online solution with quick deployment, low monthly fees, and usability benefits compared to other CRM options. It invites readers to try the online CRM system themselves.
Microsoft Dynamics 365 provides dedicated modules for specific business needs like Marketing, Sales, Human Resources, Customer Engagement, Project Management and Supply Chain. To know more about this visit: https://www.solzit.com/dynamics/
Know more about expanded capabilities & benefits of Dynamics 365 for customer services to manage and track customer service activity in your organization.
Microsoft Dynamics 365 - Intelligent Business Applications
Referat von Silvia Gönner (Microsoft) an der CRM Community Schweiz vom 26.10.2016 in Zug: http://www.crm-community.ch/event/crm-community-26oct2016/
Best Practices for Adopting Microsoft Dynamics 365Precisely
There are many advantages to migrating your on-premise CRM to the cloud-based Microsoft Dynamics 365. Organizations rely on clean CRM data to create single views of their customers. As you prepare to migrate your platform, you want to ensure that the integrity of your data remains intact both during and after the migration. With the right tools, you can have confidence that you are prepared from both a data structure and a data quality perspective.
View this webcast with Microsoft and Syncsort for a fast-paced hour focused on helping you prepare for an on-premise CRM to Dynamics 365 Cloud migration. The content includes:
• Highlights of the Dynamics 365 functionality not available with on-premise CRM including LinkedIn integration
• Guidance on how to prepare your database for the move to 365 using Syncsort data quality
• Information on how to eliminate duplicates and normalize data for the migration to 365 and after you are live
• The value of providing your userbase a clean and refreshed starting point
Getting started with Microsoft dynamics crm 2016Firoz Muhammed
It was the slide deck I presented on the 'Microsoft dynamics CRM developers meetup- Hyderabad' on 13th August 16.
The Content of the presentations is:
What is CRM?
Intro to Microsoft Dynamics CRM
Microsoft Dynamics Stack
History of Dynamics CRM
Basic CRM Terminologies
Basic Modules in Dynamics CRM
New Features in Dynamics CRM 2016
Certification path for Dynamics CRM
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
Microsoft Dynamics 365 provides dedicated modules for specific business needs like Marketing, Sales, Human Resources, Customer Engagement, Project Management and Supply Chain. To know more about this visit: https://www.solzit.com/dynamics/
Know more about expanded capabilities & benefits of Dynamics 365 for customer services to manage and track customer service activity in your organization.
Microsoft Dynamics 365 - Intelligent Business Applications
Referat von Silvia Gönner (Microsoft) an der CRM Community Schweiz vom 26.10.2016 in Zug: http://www.crm-community.ch/event/crm-community-26oct2016/
Best Practices for Adopting Microsoft Dynamics 365Precisely
There are many advantages to migrating your on-premise CRM to the cloud-based Microsoft Dynamics 365. Organizations rely on clean CRM data to create single views of their customers. As you prepare to migrate your platform, you want to ensure that the integrity of your data remains intact both during and after the migration. With the right tools, you can have confidence that you are prepared from both a data structure and a data quality perspective.
View this webcast with Microsoft and Syncsort for a fast-paced hour focused on helping you prepare for an on-premise CRM to Dynamics 365 Cloud migration. The content includes:
• Highlights of the Dynamics 365 functionality not available with on-premise CRM including LinkedIn integration
• Guidance on how to prepare your database for the move to 365 using Syncsort data quality
• Information on how to eliminate duplicates and normalize data for the migration to 365 and after you are live
• The value of providing your userbase a clean and refreshed starting point
Getting started with Microsoft dynamics crm 2016Firoz Muhammed
It was the slide deck I presented on the 'Microsoft dynamics CRM developers meetup- Hyderabad' on 13th August 16.
The Content of the presentations is:
What is CRM?
Intro to Microsoft Dynamics CRM
Microsoft Dynamics Stack
History of Dynamics CRM
Basic CRM Terminologies
Basic Modules in Dynamics CRM
New Features in Dynamics CRM 2016
Certification path for Dynamics CRM
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
Microsoft has re branded Dynamics CRM as Dynamics 365 for Sales in Dynamics 365. it is design to support the record keeping of the entire sale process. Dynamics 365 for Sales is an easy, agile and integrated CRM solution that enables you and your employees to make well-founded decisions, increase your turnover and provide a superior service to your customers.
One of the long-standing competitions in business IT is Microsoft Dynamics CRM versus Salesforce, two driving client relationship management (CRM). These two CRM solutions are so equivalent in value, target business type, and client experience, they continually end up set against one another.
Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications Dynamics 365 is sold in two editions, the Business Edition for small and medium businesses (SMBs), and the Enterprise Edition for medium to large organizations. The Business Edition includes the Financials application, based on the project code-named 'Madeira'. The Enterprise Edition comprises Dynamics CRM applications (field service, sales, project service automation, and customer service) plus Microsoft PowerApps, together with Microsoft's premier ERP product, known as Dynamics 365 for Operations.
Microsoft dynamics 365 for finance and operations case study based solutionKaty Slemon
Microsoft Dynamics 365 for Finance and Operations with Case Study-based Solution. Reach your business aims with its benefits, features, and powerful solutions.
We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are.
That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm.
Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions.
Client experience…
…is what differentiates your firm
…is how you win and keep clients for the long-term
…is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever.
Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email
The Best of Microsoft Dynamics 365 Business Central TurnkeyTec
Best of Microsoft D365 BC presentation. June 26, 2019.
Outgrowing the accounting system: insufficient reporting, duplicate data, manual processes, siloed systems, security issues.
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Edureka!
This Salesforce Training tutorial is all you need to learn about Salesforce. It is ideal for both beginners and professionals who want to understand the various Salesforce cloud services. Below are topics covered in this tutorial:
1. Why is Salesforce popular & in-demand?
2. Advantages: On-premise vs. Cloud
3. Where does Salesforce fit in the cloud model?
4. Various Salesforce Cloud Services
5. Salesforce architecture
6. Demo: Sales Cloud & Service Cloud
Salesforce Training will cover salesforce development training and salesforce administration training by Keylabs.
http://www.keylabstraining.com/salesforce-online-training-hyderabad-bangalore
Salesforce is a world leader on demand customer relationship management tool. Salesforce.com is also known as Customer Relationship Management (CRM).
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Microsoft has re branded Dynamics CRM as Dynamics 365 for Sales in Dynamics 365. it is design to support the record keeping of the entire sale process. Dynamics 365 for Sales is an easy, agile and integrated CRM solution that enables you and your employees to make well-founded decisions, increase your turnover and provide a superior service to your customers.
One of the long-standing competitions in business IT is Microsoft Dynamics CRM versus Salesforce, two driving client relationship management (CRM). These two CRM solutions are so equivalent in value, target business type, and client experience, they continually end up set against one another.
Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications Dynamics 365 is sold in two editions, the Business Edition for small and medium businesses (SMBs), and the Enterprise Edition for medium to large organizations. The Business Edition includes the Financials application, based on the project code-named 'Madeira'. The Enterprise Edition comprises Dynamics CRM applications (field service, sales, project service automation, and customer service) plus Microsoft PowerApps, together with Microsoft's premier ERP product, known as Dynamics 365 for Operations.
Microsoft dynamics 365 for finance and operations case study based solutionKaty Slemon
Microsoft Dynamics 365 for Finance and Operations with Case Study-based Solution. Reach your business aims with its benefits, features, and powerful solutions.
We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are.
That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm.
Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions.
Client experience…
…is what differentiates your firm
…is how you win and keep clients for the long-term
…is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever.
Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email
The Best of Microsoft Dynamics 365 Business Central TurnkeyTec
Best of Microsoft D365 BC presentation. June 26, 2019.
Outgrowing the accounting system: insufficient reporting, duplicate data, manual processes, siloed systems, security issues.
Salesforce Training For Beginners | Salesforce Tutorial | Salesforce Training...Edureka!
This Salesforce Training tutorial is all you need to learn about Salesforce. It is ideal for both beginners and professionals who want to understand the various Salesforce cloud services. Below are topics covered in this tutorial:
1. Why is Salesforce popular & in-demand?
2. Advantages: On-premise vs. Cloud
3. Where does Salesforce fit in the cloud model?
4. Various Salesforce Cloud Services
5. Salesforce architecture
6. Demo: Sales Cloud & Service Cloud
Salesforce Training will cover salesforce development training and salesforce administration training by Keylabs.
http://www.keylabstraining.com/salesforce-online-training-hyderabad-bangalore
Salesforce is a world leader on demand customer relationship management tool. Salesforce.com is also known as Customer Relationship Management (CRM).
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The Ultimate How-To CRM Guide is the document that you need to make your decision between cloud-computing technology and on-premises. We call it "Ultimate" because it is the Ultimate How-To CRM Guide, the "Must-have" Guide :)
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CRM in 2024 is much more than just managing contacts. Read along to know how it is impacting businesses today and how to best implement it to achieve great success.
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.
Why Should SMEs Use CRM & Workflow Management Systems_.pptxXapsys CRM Software
Small and medium-sized enterprises (SMEs) can greatly benefit from implementing Customer Relationship Management (CRM) and Workflow Management Systems (WMS). CRM helps SMEs organize and manage their interactions with customers and clients, providing a centralized view of customer data and interactions. This allows for better customer service and increased sales opportunities. Workflow System streamlines and automates repetitive tasks, freeing up time and resources for more strategic activities. Both CRM and workflow management system also provide valuable insights into business operations, enabling SMEs to make informed decisions and improve their overall performance. In short, CRM and workflow automation software can help SMEs improve customer relationships, increase efficiency, and drive business growth.
FlightsLogic is a custom CRM development company committed to your privacy and your data’s top security, so we provide highly reliable solutions you can trust. We develop CRM software applications that organize entire volumes of data within a company and then translate them into profitable interactions.
For more details, Pls visit our website:
https://www.flightslogic.com/crm-development-company.php
How to choose a right CRM for your business.pptxDDS4U
DDS4U is the right CRM for businesses to manage your customer requests, staff appointment schedules, workforce task allocation, customer data, billing, invoices, quotations, gift cards, discount coupons and many more with integrations to google address api, language translation api, google maps and navigation api for easy and hazzle-free service delivery.
CRM Options for Enterprise Nonprofits: StratusLIVE Heller Consulting
View the recording of the webinar here:
http://teamheller.com/webinar-stratuslive-crm-options/
This is the sixth installment in our “CRM Options for Enterprise Nonprofits” series. In this webinar Keith Heller shares additional insights and proven CRM best practices based on his years of experience advising and leading organizations on their CRM journeys.
Joining us in this session are Jim Funari, Co-founder and CEO, and Brett Meyer, Director of Product Management and Services of StratusLIVE, a cloud-based donor management solution built on Microsoft Dynamics 365. They share how StratusLIVE provides nonprofit organizations with enterprise-class CRM, fundraising, marketing, and BI solutions in one complete package.
View the video below to learn the strategies and technology that leading organizations use to raise money and serve their mission.
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This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
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Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
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2. Why consider CRM at all?
Effectively managing the customer lifecycle –
from marketing to sales to service – is critical to
every company’s profitability and growth.
“… companies with high customer satisfaction scores have blown the S&P 500 out
of the water, especially over the last few years. Not only have they produced higher
stock returns, but their stock values and cash flows have been less volatile.”
- Harvard Business Review, March 2007
Because Customers Drive Business Success
3. But…traditional CRM projects don’t always work out
“User adoption
remains a challenge,
with 33% to 47% of
customer management
applications facing
serious adoption
issues.”
AMR Research, September 2007
“User adoption
remains a challenge,
with 33% to 47% of
customer management
applications facing
serious adoption
issues.”
AMR Research, September 2007
“Spending has reached
an all-time high, with
expectations nearly as
lofty. But
implementation
failure rates have not
improved, nor have
ROI metrics.”
AMR Research, September 2007
“Spending has reached
an all-time high, with
expectations nearly as
lofty. But
implementation
failure rates have not
improved, nor have
ROI metrics.”
AMR Research, September 2007
4. Perceptions of CRM for smaller organizations
• “CRM is just too complex for my business”
• “Only the big companies use CRM”
• “It’ll cost me way too much”
• “You go through all this trouble and no one uses it anyway”
• “I’ll have to change everything about my business”
• “I don’t have the technology or the team to make CRM work”
• “CRM is just too complex for my business”
• “Only the big companies use CRM”
• “It’ll cost me way too much”
• “You go through all this trouble and no one uses it anyway”
• “I’ll have to change everything about my business”
• “I don’t have the technology or the team to make CRM work”
5. CRM that fits your people
The right user experience for every user role
What to look for in a CRM system…
CRM that fits your business
Configures easily to meet your specific organization size
CRM that fits your budget
Deploys quickly and is affordable for your business
6. How do you get started?
Be in the “Know”!
•Know your desired outcomes
•Know your business and your critical processes
•Know when to connect with an expert
•Know your options
7. Know your desired outcome
• Increase revenues and profits?
• Get better information about my customers?
• Track sales opportunities?
• Measure performance of my teams?
• Gain consistency/repeatable processes across teams?
What do I want out of a CRM system?
8. Know your business and critical processes
• Are we doing the same steps each time?
• Do we have redundant processes between teams?
• What can be – or shouldn’t be – automated with CRM?
• Will I have to change my business to use a CRM system?
What makes my business tick?
9. Know when to connect with an expert
• Determining if CRM is a fit for my business?
• Documenting what makes my business really run?
• Learning from the experiences of other CRM projects?
• Adapting a CRM system to my business needs?
What do I need help with?
10. Know your options
Quick to deploy
Infrastructure considerations
Low, per user monthly fee
Control and ownership
Technology investments
Customization, compliance
11. Why Microsoft Dynamics CRM ?
Deliver an easier
and more natural
user experience
Deliver a system that
matches the way you
do business
Works the way
your business does
Deliver an affordable
solution that fits
your business
Works the way
technology should
Works the way
you do
12. What is Microsoft Dynamics CRM Online?
• Full functionality of Microsoft Dynamics CRM - over the Internet
• Technology managed by Microsoft on your behalf
• Monthly fee model for reduced up-front technology investment
• Secure, on-line access anywhere with web access
13. When to consider Microsoft Dynamics CRM Online
• Organizations wishing to deploy a solution rapidly on-line
• Companies with limited or no IT availability
• Rapid-start evaluation projects before larger deployment
• Organizations with limited technology infrastructure in place
• From 5 to 250 potential CRM users
• Prefer a monthly fee model
14. Drive Fast and Productive Sales
A lead is
automatically
created with
the appropriate
sales workflow.
The lead is
automatically
routed to inside sales
to qualify and assign.
The lead is passed to the
right sales person to
close the opportunity.
A prospect requests
more information.
15. Drive Fast and Effective Marketing
A new campaign is
budgeted, approved,
targeted, and executed to
your target audience
Campaign responses
are captured;
performance is measured
for evaluation
16. Drive Fast and Consistent Customer Service
Service requests come
in via phone, web,
or other channels.
The service request
is automatically
routed to the
best available agent.
The knowledge
base
is searched and
solutions are
suggested.
The service case is
created with an
appropriate
service workflow.
18. Why Choose Microsoft CRM?
““Buyers also like Microsoft Dynamics CRM’s
usability and its quick time-to-value
compared with traditional CRM applications.”
- Forrester Research, February 2007
““Buyers also like Microsoft Dynamics CRM’s
usability and its quick time-to-value
compared with traditional CRM applications.”
- Forrester Research, February 2007
“If you know how to use any of Microsoft’s desktop
tools, you know how to use Microsoft’s CRM
product.”
- AMR Research, November 2007
“If you know how to use any of Microsoft’s desktop
tools, you know how to use Microsoft’s CRM
product.”
- AMR Research, November 2007
19. Try Microsoft Dynamics CRM Online for Yourself
• Full functionality of Microsoft Dynamics CRM - over the Internet
• Technology managed by Microsoft on your behalf
• Monthly fee model
• Secure, on-line access anywhere with web access
21. Action!
For more information contact
Ralph R. Zerbonia
ralph@universecentral.com
Universe Central Corporation
www.UniverseCentral.com
330-720-4525
Editor's Notes
“CRM is just too complex for my business”
It can be if you make it that way
“Only the big companies use CRM”
But all companies need to understand their customers
“It’ll cost me way too much”
Certain options allow you to minimize costs while getting power of CRM
“You go through all this trouble and no one uses it anyway”
Biggest concern – many CRM systems don’t work like people do day-to-day
“I’ll have to change everything about my business”
A good system should be flexible to adapt to you, not require the reverse
“I don’t have the technology or the team to make CRM work”
Often heard issue event with the big companies – options exist to help you here
Slides following this slide will go into each bullet. The talking points below will repeat on these individual slides.
Know your desired outcomes
Am I looking to:
Increase sales?
Get better information about my customers buying patterns?
Track pipeline or opportunities?
Measure performance – sales, marketing, service?
Know your business and processes
Critical to understand and document what makes your business tick…what are your critical processes that drive your sales, marketing and service functions? How are leads routed – or how should they be? What are the three steps that should follow an initial positive sales call with a prospect? The CRM software should be able to adapt to your processes; not vice-versa.
Know when to connect with a partner
Not all processes are GOOD processes. Sometimes it helps to have a third party in to provide valuable insight from years of broad experience to provide an objective view of your world. While NOT required to use a partner, it can significantly improve your deployment to connect with one of our Microsoft Dynamics CRM partners.
Emphasize that partners should be added value by helping get the foundation built:
Document sales, marketing and service processes AND ensure MS CRM works the way their business does
Bring in experience of other CRM deployments and apply best practices to all engagements
Determine needs for “personalization” or deeper customization
Training – staff, management
Hosting if applicable
Help decide about deployment method best for them
We’d like to dive deeper into the subject of “deployment choices” and introduce you to our newest CRM offering, Microsoft Dynamics CRM Online
Know your deployment options
Slides following this slide will go into each bullet. The talking points below will repeat on these individual slides.
Know your desired outcomes
Am I looking to:
Increase sales?
Get better information about my customers buying patterns?
Track pipeline or opportunities?
Measure performance – sales, marketing, service?
Know your business and processes
Critical to understand and document what makes your business tick…what are your critical processes that drive your sales, marketing and service functions? How are leads routed – or how should they be? What are the three steps that should follow an initial positive sales call with a prospect? The CRM software should be able to adapt to your processes; not vice-versa.
Know when to connect with a partner
Not all processes are GOOD processes. Sometimes it helps to have a third party in to provide valuable insight from years of broad experience to provide an objective view of your world. While NOT required to use a partner, it can significantly improve your deployment to connect with one of our Microsoft Dynamics CRM partners.
Emphasize that partners should be added value by helping get the foundation built:
Document sales, marketing and service processes AND ensure MS CRM works the way their business does
Bring in experience of other CRM deployments and apply best practices to all engagements
Determine needs for “personalization” or deeper customization
Training – staff, management
Hosting if applicable
Help decide about deployment method best for them
We’d like to dive deeper into the subject of “deployment choices” and introduce you to our newest CRM offering, Microsoft Dynamics CRM Online
Know your deployment options
Know your business and processes
What makes your business tick?
Document customer-facing functions & roles
Expose unnecessary, redundant processes
What can be (or should be) automated?
CRM system should adapt to your business not vice-versa
Workflows, field names, reports should match your business requirements
WHAT MAKES YOUR BUSINESS TICK? Critical to understand and document what makes your business tick…what are your critical processes that drive your sales, marketing and service functions?
Examples: How are leads routed – or how should they be? What are the three steps that should follow an initial positive sales call with a prospect? Do you have a way of knowing where deals might be “stuck”? Why are our sales team always missing repeat business opportunities?
WHAT CAN BE AUTOMATED? The CRM software should be able to adapt to your processes; not require you to adapt to it.
It should help you bring consistency to your processes to help ensure repeatability among your team members, new hires, etc.
But, not all processes are GOOD processes transition to “partner” topic/slide
Know when to connect with a partner
Not all processes are GOOD processes. Sometimes it helps to have a third party in to provide valuable insight from years of broad experience to provide an objective view of your world. While NOT required to use a partner, it can significantly improve your deployment to connect with one of our Microsoft Dynamics CRM partners.
Emphasize that partners should be added value by helping get the foundation built:
- Document sales, marketing and service processes AND ensure MS CRM works the way their business does
- Bring in experience of other CRM deployments and apply best practices to all engagements
- Determine needs for “personalization” or deeper customization
- Training – staff, management
- Hosting if applicable
- Help decide about deployment method best for them
We’d like to dive deeper into the subject of “deployment choices” and introduce you to our newest CRM offering, Microsoft Dynamics CRM Online
Thousands of Microsoft Dynamics CRM experts with years of experience deploying CRM
Not required, typically results in more successful CRM deployment
There are many ways partners can help:
Assistance with project planning and scoping
Leveraging the partner CRM experiences and applying them to you
Personalizing software to meet your business processes and requirements
Developing and delivering training services to ensure adoption
Analysis of technical infrastructure and deployment choices
Know your deployment options
The “Power of Choice” gives you common functionality and the flexibility to choose your deployment method
On-premise – manage the IT yourself
Most people are familiar with the traditional way:
MS CRM On- premise housed within your own IT organization – often in use when:
Application and IT control and ownership of application needs to stay within organization
Technology investments often in place or willing to make needed capital investments
Advance integration needs, usually with multiple business applications (Accounting, ERP, reporting)
Needs for significant customizability or organization personalization (specific industry, customized look-and-feel)
On-Line – can be further broken down between:
- Partner hosted – a third-party manages your specific IT needs
Often used where:
Organization has outsourced or wants to outsource IT to third party
Often a complex, specialized application (e.g. financial management, specific manufacturing area, membership management)
Usually comprised of packaged solutions – tailored application, service, support
- Microsoft hosted – Microsoft Dynamics CRM Online our newest offering
Microsoft Dynamics CRM Online delivers a fast, flexible, and familiar customer relationship management solution for businesses looking to combine the power of online services with the richness of their everyday productivity applications. Let’s have a deeper look at Microsoft Dynamics CRM Online
Microsoft Dynamics CRM Online delivers a fast, flexible, and familiar customer relationship management solution for businesses looking to combine the power of online services with the richness of their everyday productivity applications. You don’t have to give up functionality based on the deployment method you choose.
Re-emphasize: The “Power of Choice” gives you common functionality regardless of deployment method – what you’ve been hearing today about Microsoft Dynamics CRM is available regardless of how you deploy it. The same look-and-feel. You don’t have to compromise because of your deployment choice.
Managed data - Microsoft manages both the application (and the necessary infrastructure/overhead) plus securely manages your data so you don’t have to. Essentially, takes on the role of IT for this application and data.
Reduced up-front investment- By letting us take on this responsibility, it results in a lower “getting started” cost to you and your business. Monthly fee vs. up-front cash outlay. Usually an operational costs vs. capital investment.
On-line access - Microsoft CRM Online lets you get to the application and your data anywhere where you can get access to the web.
Move to examples of scenarios when CRM Online makes a great deal of sense to consider
Play off of the examples noted above for Microsoft Dynamics CRM Online. Many of these could go either on-line or on-premise, but that’s the power of choice at its best. Emphasize that we list these as simple examples to help stimulate your thinking.
First block: when to consider CRM Online
Looking for rapid, on-line deployment – could be departments with immediate need to automate processes for a handful of sales and marketing people, could be geographical based divisions with a need to communicate to “corporate” but desiring independence from technology
Limited/no IT staff - Smaller businesses without IT staff or constrained IT resources. This can be deployed with a person assigned to a CRM admin role to oversee compliance of the software with the business functions.
Evaluation projects that may be a proof-of-concept before broader deployment. Allows you to get started with minimal technology infrastructure.
Limited technology investments - Even larger organizations may have IT resource limitations or constraints or have not made the full array of technology investments to allow for the rapid adoption of Microsoft CRM.
Personalization = making the system work like your business – workflows, nomenclature (client vs. customer), reporting needs. Changes can be made from within the CRM system by CRM administrators.
Customization = typically thought of as being wholesale changes to the core application and often requires programming assistance and can be pricey. This is often found to be requested in larger organizations (whether really needed or not) or in very-specific industry segments (high net worth banking clients, insurance sales)
Monthly fee - Minimize up-front, hard dollar, asset investments in the form of hardware and software. For CRM Online, you are charged monthly per user.
Second block: when on-premise may be a better choice
Deep integration -While CRM Online can integrate with external business applications, there are times when deeper integration requiring tight programming connections are needed. You partner can help you here, but if you are trying to make some complex integrations, you might lean toward the on-premise version to allow for a more detailed customization
Four walls - Some companies prefer to house their records within their own IT infrastructure; some are willing to “outsource” that function to a secure organization. It’s a business decision. The beauty of Microsoft Dynamics CRM is that it doesn’t have to be a technology decision requiring compromise since you essentially get the same functionality regardless of deployment choice.
Infrastructure already in place - Many organizations have already made significant investments in hardware and software and the IT management goals align around maximizing those investments. Again, a business decision, not a technology-based choice.
IT staff available – looking to leverage the IT staff and are willing and have the business acumen and experience to manage a business application deployment.
Microsoft Dynamics CRM Online delivers a fast, flexible, and familiar customer relationship management solution for businesses looking to combine the power of online services with the richness of their everyday productivity applications. You don’t have to give up functionality based on the deployment method you choose.
Re-emphasize: The “Power of Choice” gives you common functionality regardless of deployment method – what you’ve been hearing today about Microsoft Dynamics CRM is available regardless of how you deploy it. The same look-and-feel. You don’t have to compromise because of your deployment choice.
Managed data - Microsoft manages both the application (and the necessary infrastructure/overhead) plus securely manages your data so you don’t have to. Essentially, takes on the role of IT for this application and data.
Reduced up-front investment- By letting us take on this responsibility, it results in a lower “getting started” cost to you and your business. Monthly fee vs. up-front cash outlay. Usually an operational costs vs. capital investment.
On-line access - Microsoft CRM Online lets you get to the application and your data anywhere where you can get access to the web.
Move to examples of scenarios when CRM Online makes a great deal of sense to consider