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Why Upgrade from Microsoft CRM 2011 to CRM 2015?
The document outlines the necessity of upgrading to CRM 2015, highlighting the top 10 reasons including improved collaboration, enhanced dashboarding, and better integration with tools like SharePoint and Outlook. It emphasizes the importance of handling confidential information and the obligations of the recipient under a non-disclosure agreement. The overview also touches upon updates in CRM functionality and improvements over previous versions.
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Why Upgrade from Microsoft CRM 2011 to CRM 2015?
- 1. Why Upgrade toCRM 2015? The Top 10 Reasons Why Your Business Needs CRM 2015 LISTEN KNOW UNDERSTAND CONNECT
- 2. 2 Non Disclosure Agreement Forthe purposes of this document, and except as otherwise expressly provided in this document, "Confidential Information" means any information that C5 Insight, Inc. (“C5 Insight”) desires to protect against unrestricted disclosure by the receiving party (“Recipient”). The Recipient agrees that it will hold in confidence the Confidential Information disclosed within this document and any documents, presentations, software, methods or other information shared by C5 Insight in print, electronic, verbal or any other format. The Recipient shall exercise reasonable care to protect the Confidential Information from unauthorized disclosure, which care shall in no event be less than the Recipient takes to protect its own Confidential Information of a like nature. The Recipient may disclose Confidential Information only to its employees or agents who need to know such information for purposes of this agreement, and shall inform such employees and agents, by way of policy and agreement, that they are bound by obligations of confidentiality. The entire content of this statement of work is classified as Confidential Information and by reading any further content within this document, the recipient is bound by the terms of this non-disclosure agreement.
- 3. Upgrade Overview The Top 10 Reasonsto Upgrade The Perils of Upgrading What We’re Not Covering Cloud or On Premise Agenda
- 4. 4 CRM 2013 UI refresh CRM2015 Productivity enhancements CRM 2015 UR1 Collaborative customer platform CRM 2011 Old user interface Microsoft has accelerated the release cadence each year, at least two significant functional updates are released; bug fixes and incremental updates are released on a nearly monthly basis. Microsoft CRM Upgrade Overview Four Versions Covered Today
- 5. 5 What We’re NotCovering New Sales, Marketing and Service Features that Didn’t Make the Top 10 List Visuals Images for people photos, company logos; themes Less Lost Data Auto-saving records after initial record creation Voice and Mobile Cortana voice assistant; improved mobile experience Maps Maps directly on lead, contact and account forms Other Apps Dynamics Marketing, Unified Service Desk, Social Engagement, Parature Exceed Expectations Enforce time-based SLAs; set time goals on sales process Less Code Real time workflows and business rules Fewer Apps Better quote and order management; do more in CRM
- 6. #10 Improved Collaboration SharePoint Integration Office 365Groups Track Emails Using Folders in Outlook
- 7. #9 Deeper Dashboarding CRM DashboardFunctionality Drill to Parent Records Expanded Excel Exporting Simpler Excel Exporting Power BI (Multi-Sourced Dashboards)
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- 9. #7 Outlook Improvements CRM forOutlook CRM App for Outlook (2015 UR1)
- 10. #6 Shorter Learning Curve ProcessNavigation (Lead Qualification) Administrator Configuration of Outlook
- 11. #5 More Real Estate,Less Clicking, Fewer Popups Quick Create Forms Menus Embedded Grids Composite Fields In-Line Grids
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- 13. #3 Sales Intelligence Social Insights/ InsideView
- 14. #2 Faster Finding, andClosing the 360o Gap Global Search Quick Views Social Pane Calculated Fields Better/Faster Integration
- 15. #1 Business Process Flows FlowBar Guided Process Design Branching
- 16. CRM On Premisevs. CRM in the Cloud
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- 19. 19 5 Steps toBetter SharePoint Adoption Aug 25 events.c5insight.com Resource Links Blog Article Marketing for Dynamics CRM Aug 18 events.c5insight.com Self-Assessment Is our CRM initiative failing? Downloadable Tool coming soon ADDITIONAL RESOURCES TOOLS AND EVENTS http://c5in.co/CRM2015-UR1
- 20. 20 luck@c5insight.com 704.895.2500 www.c5insight.com C5Insight 9319 Robert D. Snyder Rd. PORTAL Building, Suite 348 Charlotte, NC 28223 CONTACT US /C5-Insight @C5Insight /C5Insight