Positioning CRM Online with Office 365
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Transcript of Positioning CRM Online with Office 365
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April 13, 2016
Positioning CRM Online with Office 365
SherWeb Webinar Series
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Ron ChangSenior Product Marketing Manager, Dynamics CRM at Microsoft
Speakers
Sasha KalevarProduct Technician, CRM at SherWeb
Cigdem AygunNational Partner Technology Strategist, Dynamics CRM at Microsoft
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• The CRM Online Opportunity
• CRM Online with Office 365
• CRM Online Live Demo
• SherWeb’s CRM Online Value Prop
• Becoming a SherWeb Partner &
CRM Online Promo
• Q&A
Agenda
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The CRM Online Opportunity
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Some Key Stats…
• 87% of CRM deployments are in the cloud
• CRM usage has increased by 20% in the past 2 years
• 53% of businesses have invested in CRM systems
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Why Add CRM to Your Cloud Portfolio?
• Add services revenue on top of your recurring license margin
• Retention of your current customer base
• Position yourself in a growing market
• Natural extension of Office 365
• Build new MRR and increase ARPU
• Low churn rate
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CRM Online & Office 365
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Why should a smaller business care? Because customer experience matters now more than ever
…and in an increasingly connected world, your reputation is more important than ever.
It’s what differentiates you
It’s how you win and keep customers
It’s how you grow your business
of all internet usersare now active on
social media
72%
of internet users trust consumer opinions posted
online
68%
of consumers are willing to pay more
for a better customer experience
86%
of customers have left a brand due to
bad customer service
65%
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Microsoft Dynamics CRM Online
Get visibility into your organization to make informed decisions and grow your business
Business Insight
Empower your sales and service employees to do their best work every time from virtually anywhere
Team Productivity
Make it easy for everyone in your organization to get the information needed to deliver great customer experiences
Customer Engagement
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DemoOverview
Veronica QuekSales
Representative
CONTOSO
An experienced sales executive
This demonstration provides a high-level overview about Dynamics CRM Online.
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Dynamics CRM Online and Office 365A comprehensive solution
Get CRM that works seamlessly with familiar tools, like Outlook and Excel
Access customer history, set up meetings, and connect with anyone in a few clicks
Rely on an affordable enterprise-class cloud infrastructure from Microsoft
MicrosoftDynamics CRM
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Qualify Develop Propose Close
Follow-up call with lead
Take notes while visiting a customer
Collaborate across organization
Generate quote and share with customer
Discover relevant documentsTrack incoming
Deal updates
Create proposal Managepipeline
SALES PRODUCTIVITY WITH OFFICE 365
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DemoSales Productivity
Veronica QuekSales
Representative
CONTOSO
An experienced sales executive
Alex WuCustomer
NORTHWIND TRADERS
Decision-maker from Northwind Traders driving
3D printer purchase.
This demonstration highlights how CRM Online and Office 365 guide sellers to engage better with their customers and close more deals.
Jamie RedingCustomer Service
Representative
CONTOSO
An experienced customer service
center agent
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An easy path with Microsoft Dynamics CRM Online
Partners can help customers define their
own path
Social Media InsightMarketing
AutomationCustomer Service
Opportunity Management
Easy for business of any size Uses familiar tools Work at your own pace
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I N T E G R A T E D C R M S O L U T I O N H E L P S B I K E B U I L D E R S U P P O R T L O C A L S A L E S R E P S• “All of a sudden it was like, boom—all of this information is all in the open, transparent. Things were getting done because everyone had a new kind of awareness of what was going on in the group.”
• Steve Novoselac• Business Intelligence and .NET
Development Manager
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CRM Online Licenses
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4 Different SKUs Available to Partners
You can see a full comparison table at www.sherweb.com/crm-online/licenses
Essentials Basic Professional Professional Office 365 Add-On
For entry-level users All features available except Admin functionalities
Full capabilitiesfor power users
Best value
Bundle with O365 Business Premium or Enterprise E3 or E5
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Why CRM Online with SherWeb?
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• One-Stop shop Experience with Partner Portal
• Minimal investments required to build internal capabilities around: Sales and tech pre-sales Ongoing technical support
• Leverage SherWeb’s sales & professional services capabilities
• Industry-leading margins– An average of 18% margins for CRM
plans• Focus on selling!
CRM OnlinePartner Benefits
with SherWeb
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• Still benefit from Microsoft’s revenue recognition (with your MPN ID)– Keep ownership of your CRM Online sales– Maintain MS access, competencies,
certifications and incentives
• Seamlessly transfer your existing MS Advisor and Open subscriptions– Multi-channel existing subscription move – Co-existing options
CRM OnlinePartner Benefits
with SherWeb
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Unbeatable Tech Support
How much is this support really worth?A minimum of 5 techs (ideally 11) is required to cover a 24/7 support shift.
At $40K/year, this means an annual investment of $200K-$400K just to get started.
VIP Help Desk
Senior & Certified Technicians
40SECONDS
70+NET
PROMOTERSCORE
Average Response Time
Outstanding Customer Support
24/7/365BILINGUA
LSUPPORT
SherWeb CanadianCall Center
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CRM Online Promotion
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Partner Enablement
• Dedicated Account Executive
• 1:1 Partner training sessions (sales/tech)
• Training videos, guides and webinars (sales and technical)
• Partner toolbox with sales, technical and marketing tools
Sign up on our website: there’s no commitment!
www.sherweb.com/partners
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CRM Online Promotion
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SIGN UP TODAY! No obligation, training or certification required.
Contact your Account Executive!Website: www.sherweb.com/partnersEmail: [email protected]: 1-855-253-3213/
Q&A
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