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Relationship ChartsFor Microsoft Dynamics CRMMatthew Crook, CEO
Why Microsoft Dynamics CRM ? Deliver an easier and more natural user experience  Works the way you do 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
The Way Sales People Work When planning or reviewing sales opportunities and relationships with key contacts and influencers, people tend to think in pictures
Challenges for CRM Implementers AMR "You have to recognize that you can go through systems selection, buy a CRM system, implement it, integrate it and it still might not work right anyway.  If you haven't addressed end-user adoption or change management properly, you can fail.“ Joanie Rufo, Research Director Forrester Research “Much of the software on the market... doesn’t necessarily provide incremental value back to the user.  Sales people often complain that CRM or SFA is just an administrative burden, and does little more than prove to their boss that they are doing their job. So adoption wanes, and users go back to using familiar tools like spreadsheets, databases or even just Rolodexes” Rob Boise, Research Director Providing exciting user adoption tools is critical to successful Phase One CRM implementations
Excite Users with a Powerful Graphical Interface Relationship Charts Components ,[object Object]
 Chart content read from and saved to CRM database
Microsoft Silverlight animationIntuitive charts and simple mouse movements, Relationship Charts helps sales people see and manage their customer and partner relationships     Benefits ,[object Object],Dynamics CRM ,[object Object],[object Object]
Configure to display any CRM entity and attributes
Certified for Dynamics CRM; adheres to CRM securityOnce CRM has been configured, Relationship Charts can be fully implemented within a few hours Benefits ,[object Object]
Visualize relationships between different CRM entities
Specifically target key user communities
Improve CRM data accuracy,[object Object]

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Cost Justify Dynamics CRM (with audio)

  • 1. Relationship ChartsFor Microsoft Dynamics CRMMatthew Crook, CEO
  • 2. Why Microsoft Dynamics CRM ? Deliver an easier and more natural user experience Works the way you do 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
  • 3. The Way Sales People Work When planning or reviewing sales opportunities and relationships with key contacts and influencers, people tend to think in pictures
  • 4. Challenges for CRM Implementers AMR "You have to recognize that you can go through systems selection, buy a CRM system, implement it, integrate it and it still might not work right anyway. If you haven't addressed end-user adoption or change management properly, you can fail.“ Joanie Rufo, Research Director Forrester Research “Much of the software on the market... doesn’t necessarily provide incremental value back to the user. Sales people often complain that CRM or SFA is just an administrative burden, and does little more than prove to their boss that they are doing their job. So adoption wanes, and users go back to using familiar tools like spreadsheets, databases or even just Rolodexes” Rob Boise, Research Director Providing exciting user adoption tools is critical to successful Phase One CRM implementations
  • 5.
  • 6. Chart content read from and saved to CRM database
  • 7.
  • 8. Configure to display any CRM entity and attributes
  • 9.
  • 10. Visualize relationships between different CRM entities
  • 11. Specifically target key user communities
  • 12.
  • 13. Drag and drop to change parent account relationship
  • 14.
  • 15. Easily navigate across multiple related Accounts
  • 16.
  • 17. Display and update CRM attributes
  • 18.
  • 20.
  • 21.
  • 22. Better qualified sales opportunities and forecasts
  • 23.
  • 24. Through improved sales force productivity
  • 25.
  • 26. Drive new leads and revenue opportunities
  • 28. Excite users and increase CRM adoption rates
  • 29. Quickly configure into Dynamics CRM
  • 30. Extendthe power of the Microsoft Dynamics CRMChief Information Officer
  • 31. Summary Improve financial justification of CRM Through increase sales revenue Quick and easy to implement Once CRM has been configured, Relationship Charts can be fully implemented within a couple of hours Position Relationship Charts as Phase One user adoption tool Excite users with a graphical interface rather than just forms based CRM Particularly to key client facing users