Driving Organisational Efficiencies - Microsoft Dynamics CRM
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Transcript of Driving Organisational Efficiencies - Microsoft Dynamics CRM
Nathan Small 29th March 2012
Microsoft Dynamics CRM
Introduction
Dynamics CRM Roadmap – Q2 2012 Update
Dynamics CRM – Diving into the Sales Pipeline
Agenda
Nathan Small: Business Solutions - Dynamics CRM
I am a senior consultant based out of our Perth office and am ultimately responsible for the delivery of Dynamics CRM based projects.
I’ve been leading Dynamics CRM implementations for over 5 years ranging from 30 users to 4,500 users.
Customer Interactions Sales & Marketing, Service and other customer-facing activities
Business Processes Driving consistent execution across business units and systems
Collaboration Enabling teams to work together inside and outside of your organization
Actionable Analytics
Microsoft Dynamics CRM Manageability Flexibility Usability
“We need a solution that is easily managed by our already
constrained IT resources.”
“We need a solution that adapts to fit our unique
business needs.”
“We need a solution that helps make our jobs easier – not
harder.”
Performance and Scalability
Lots of Features ...
Business Process Management
• Business org. modeling
• Tree based designer
• Hyperlink support in prompts
• Static & dynamic response types for prompts
• Custom workflow activity
• Import/export process definition
• AppFabric integration
• Interactive workflow
Content Management
• Track changes
• Version control
• Automatic folder creation
• Secure file sharing
• Quick preview
• Simultaneous editing
• Single sign-in
• Text search with documents
User Experience
• Native Outlook search experience
• Column filters
• email template support
• Outlook Social Connector
• Record counts
• Re-occurring meetings
• Meetings bi-directional synch
• Context menus
• Accessibility compliance
• Voice recognition tools support
• Outlook follow-up/reminders
• Outlook categories on CRM records
• Data cleansing enhancements
• Data mapping
Personalization
• Multiple application use/switching
• Intelligent choice controls
• Dynamic forms
• Navigation shortcuts
• Flexible filtering and search
• View selection persistence
• Personalized synch folders
• Personalized reading pane
Customer Care
• Custom activities
• Customer care dashboard
• Case modeling
• KB article customization
• Workload management
• Flexible queues
• Business/contact center goals
• System-wide auditing
Sales
• Quota management
• Team selling capabilities
• Connections
• Custom currency
• Sales dashboard
• Write-in products
• Negative price support
Marketing
• Marketing dashboard
• Dynamic Marketing Lists
• Bulk update
• Rich CRM emails
• Improved Data Import Wizard
Customization and Extensibility
• Forms designer
• System views
• Visualization Designer
• Customizable dashboards
• “Any to Any” relationships
• Multi-factor authentication
• Interactive override for Field Level Security
• Global Jscript libraries
• HIPAA certifiable
Management and Administration
• Multi-nation setup
• Claims based set-up configuration
• Server admin automation
• Organization management automation
• Simple Internet-facing deployment
• MUI upgrades
• Org. update/upgrade
• Tenant by tenant upgrade migration
• Server farm updates
• Deployment Web-Services
Integration
• Azure Service Bus integration
• Firewall tunneling
• Bulk data load
Solution Management
• Solutions hosting
• Solution lifecycle management
• Managed properties
• Community rankings
• Listings details and management
• Search and navigation
Over 500 enhancements
Dynamics CRM Roadmap Q2 2012 Update
The focus…
The focus…
Mobility
Mobility…
Browser Flexibility
Enhanced Social
Enhanced Social…
Enhanced Social
Industry Specific Templates
Industry Specific Templates
Industry Specific Templates…
Microsoft SQL Server 2012
Microsoft SQL Server 2012…
Microsoft SQL Server 2012…
Microsoft SQL Server 2012
Certifications
Summary
Looking towards the next release of Microsoft Dynamics CRM and over the longer term, Microsoft is committed to delivering a solution that:
Drives maximum user productivity
Delivers business insight and collaboration
Provides a flexible and scalable business solution framework
Enriches the core capabilities of your organization
Summary
Dynamics CRM Diving into the Sales Pipeline
Pain points
Struggle to split time across current running
projects
No time for focusing on existing customers
Cannot provide a single customer view for multiple people in multiple locations
Dynamics CRM
Automating everyday tasks for marketing, sales, and service
Keeping track of engagement progress by providing access to dashboard views of customer
and practice management information
Integrating customer-relationship-management
tools with proposals, contracts, and billing
Helping multiple personnel in many locations interact with a customer while maintaining a
consistent customer view
Providing easy-to-understand, simplified reports that are conducive to quick action
Provides collaborative work spaces for CRM and marketing activities
Dynamics CRM
Automating everyday tasks for marketing, sales, and service
Keeping track of engagement progress by providing access to dashboard views of customer
and practice management information
Integrating customer-relationship-management
tools with proposals, contracts, and billing
Helping multiple personnel in many locations interact with a customer while maintaining a
consistent customer view
Providing easy-to-understand, simplified reports that are conducive to quick action
Provides collaborative work spaces for CRM and marketing activities
Dynamics CRM
Automating everyday tasks for marketing, sales, and service
Keeping track of engagement progress by providing access to dashboard views of customer
and practice management information
Integrating customer-relationship-management
tools with proposals, contracts, and billing
Helping multiple personnel in many locations interact with a customer while maintaining a
consistent customer view
Providing easy-to-understand, simplified reports that are conducive to quick action
Provides collaborative work spaces for CRM and marketing activities
Sales Management in Dynamics CRM
Sales Management in Dynamics CRM
Sales Management in Dynamics CRM
A rating allows a sales person the ability to classify the
‘feeling’.
• Hot
• Warm
• Cold
Rating
Likelihood of closing a deal.
Probability (%)
Likelihood of closing a deal.
Probability (%)
The Probability Matrix
Lets have a look and see how this helps
us if we map this process to our CRM
system…
Dynamics NAV Connector
Dynamics NAV Connector
Questions