Microsoft Dynamics CRM Online Demonstration

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Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog Outlook Integration Marketing Sales Customer Service Analytics Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia From a presentation created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

description

The presentation will walk through the following topics demonstrating the seamless flow of application functionality and business data. Outlook Integration – Showcasing how Microsoft Dynamics CRM integrates into Microsoft Outlook Marketing – Review Bike Show Campaign details, discuss Planning tasks, marketing lists and how they get applied to campaign activities, the ability to send emails and track success and import data Sales – Review the lead details and the workflow generated activities, shows workflow generated activities and historic data retention, lead conversion wizard, Account, Contact and Opportunity Management how workflow can drive your pipeline and sales stage automatically Customer Service – Receive a call and log a support case, search the KB for a resolution, Send KB article, receive another call “cant resolve themselves” so schedule a service activity Analytics – Will showcase SQL Reporting Services during Sales as we run the Pipeline Report and Excel during Customer Service as we create a Case Summary pivot table report. For More Information: Ralph R. Zerbonia, In the United States (330)720-4525 [email protected] http://www.universecentral.com

Transcript of Microsoft Dynamics CRM Online Demonstration

Page 1: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

• Outlook Integration

• Marketing

• Sales

• Customer Service

• Analytics

Microsoft DynamicsCRM ONLINEPresented by

Ralph R. ZerboniaFrom a presentation created by Eric Boocock Technology SpecialistMicrosoft Dynamics CRM Online Blog

Page 2: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 3: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 4: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 5: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 6: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 7: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 8: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 9: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 10: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 11: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 12: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 13: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 14: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 15: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 16: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 17: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 18: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 19: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 20: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 21: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 22: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 23: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 24: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 25: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 26: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 27: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 28: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 29: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 30: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 31: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 32: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 33: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 34: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 35: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 36: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 37: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 38: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 39: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 40: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 41: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 42: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 43: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 44: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 45: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 46: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 47: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 48: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 49: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 50: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 51: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 52: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 53: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 54: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 55: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 56: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 57: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 58: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 59: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 60: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 61: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 62: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 63: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 64: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 65: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

[email protected]://www.universecentral.com

Page 66: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – For more information