The presentation by Simon Jackson discusses the integration of technology and business through Microsoft Dynamics CRM and XRM, highlighting its applications beyond traditional sales, service, and marketing roles. It covers real-world solutions for various industries, particularly in finance, demonstrating the benefits and improvements possible with XRM solutions. The talk encourages exploration of Microsoft Dynamics CRM, offering a free trial for participants.

1. Presentation to BCS 23.03.2011
Prosperity 24.7
Integrating Technology and Business with Simplicity
Presenter: Simon Jackson - CRM Practice lead
Did you know that many of the deployments of Microsoft Dynamics CRM
today are in industries not usually associated with Sales, Service and
Marketing?
Microsoft XRM is a powerful concept and in this talk we will hear from
Simon Jackson a Microsoft Dynamics CRM ISV who will take us through
understanding Microsoft Dynamics xRM and how it can be used to
develop solutions for many vertical markets.

2. Presentation to BCS 23.03.2011
Agenda for the next 10
Background
What is CRM?
What is xRM?
Real World xRM Vertical Solutions
xRM Challenge
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3. Presentation to BCS 23.03.2011
Background
Itex - 7 Years
Business Solutions Senior Developer
C5 - 7 Years
Business Solutions / Business Processes
Senior Consultant
Prosperity 24.7 - Present
CRM Practice Lead
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4. Presentation to BCS 23.03.2011
What is CRM?
Traditionally used to manage
Sales
Marketing
Customer services
CRM can be used to track your customers every
interaction with your organisation.
Activities, Tasks, Documents
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5. Presentation to BCS 23.03.2011
What is xRM?
xRM accelerates the development of relationship-oriented applications

6. Presentation to BCS 23.03.2011
What is xRM?

7. Presentation to BCS 23.03.2011
xRM: Financial Organisation
Pain:
Regulatory matter with a pending immovable deadline
Needed in depth client / intermediary visibility
Previous quote in excess of £250k, 6 month Dev time + UAT
Opportunity:
To also improve client due diligence processes
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8. Presentation to BCS 23.03.2011
xRM: Financial Organisation
Solution with CRM delivering:
Rich relationship explorer
Tracking interrelated parties / accounts / intermediaries
Daily ‘Local’ sanction matching from external feeds
Event driven client processes
Multi Jurisdictional security
Dashboard reporting / BI / Exception reporting (sanctions)
Timescale?
6 weeks including Analysis / Development / Testing and Training
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9. Presentation to BCS 23.03.2011
xRM: Financial Regulator
Pain:
Bespoke (legacy system)
Long iterations of change in legacy tech
Locked in with one supplier
Opportunity:
Improve Application process
Improve Invoicing process
Improve client contact visibility
Supplier portability
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10. Presentation to BCS 23.03.2011
xRM: Financial Regulator
Solution with CRM delivering organisation wide:
Common Application process
Common Invoicing processes
Summary of client applications
Integrated, visible shared Calendar’s
Data synchronisation - migration
Alerting
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11. Presentation to BCS 23.03.2011
xRM Challenge
One Lunch-break workshop
Design an xRM Virtual Solution
And start the implementation
All in one hour.
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12. Presentation to BCS 23.03.2011
Try it for free
Free 30 day Microsoft Dynamics CRM trail at:
http://crm.dynamics.com/
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13. Presentation to BCS 23.03.2011
Questions?
Presenter: Simon Jackson - CRM Practice lead
e-mail: simon.jackson@prosperity247.com
blog: www.simonjackson.info
twitter: @_simon_jackson