WELCOME TO BKD’S WEBINAR SERIES · WELCOME TO BKD’S WEBINAR SERIES ... Using Microsoft Dynamics...
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8/24/2016 1 WELCOME TO BKD’S WEBINAR SERIES We will be starting shortly. While you wait, please familiarize yourself with the webinar tools we will be using presented in this attendee help guide Using Microsoft Dynamics CRM in Project Management August 24, 2016 Woody Davis BKD Technologies Marketing & Business Development Curt Yager SummitStream LLC Managing Partner 2 TODAY’S AGENDA Introductions Intelligent Customer Engagement Sales, Marketing, Customer Service & Project Solutions ProjectStream Features Demo of ProjectStream Questions & Answers
Transcript of WELCOME TO BKD’S WEBINAR SERIES · WELCOME TO BKD’S WEBINAR SERIES ... Using Microsoft Dynamics...
8/24/2016
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WELCOME TO BKD’S WEBINAR SERIES
We will be starting shortly. While you wait, please familiarize yourself with the webinar tools we will be using presented in this attendee help guide
Using Microsoft Dynamics CRM in Project Management August 24, 2016
Woody Davis
BKD TechnologiesMarketing & Business Development
Curt Yager
SummitStream LLCManaging Partner
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TODAY’S AGENDA
Introductions
Intelligent Customer Engagement
Sales, Marketing, Customer Service & Project Solutions
ProjectStream Features
Demo of ProjectStream
Questions & Answers
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Personalized | Proactive | Predictive
Intelligent Customer Engagement
INTELLIGENT CUSTOMER ENGAGEMENT
CRM SOLUTIONS – SCENARIO
• International Client Base
• Marketing
• Sales
• Customer Service
• Field Project Management & Scheduling
• Project Accounting
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WELCOME TO BKD’S WEBINAR SERIES
We will be starting shortly. While you wait, please familiarize yourself with the webinar tools we will be using presented in this attendee help guide
Using Microsoft Dynamics CRM in Project Management August 24, 2016
Woody Davis
BKD TechnologiesMarketing & Business Development
Curt Yager
SummitStream LLCManaging Partner
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PROJECTSTREAM FEATURES
• Built on Microsoft Dynamics CRM Platform
• Project Estimating & Proposals
• Project & Resource Management
• Project Purchasing
• Project Timesheets
• Project Expenses
• Project Manufacturing
• Project Inventory Management
• Project Billing
• Project Portfolio Mgmt / Reporting
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INDUSTRY FOCUS
• Professional Services
Accounting
Advertising, PR & MarCom Agencies
Legal Services
Management & IT Consulting
Research
• Architecture, Engineering & Construction
• Specialty Construction
• Project Manufacturing
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DEMO
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PROJECT ESTIMATING & PROPOSALS
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PROJECT / RESOURCE MANAGEMENT
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PROJECT PURCHASING
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PROJECT TIMESHEETS
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PROJECT EXPENSES
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PROJECT INVENTORY MANAGEMENT
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PROJECT BILLING
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PROJECT PORTFOLIO MGMT & REPORTING
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PROJECTSTREAM MOBILE
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PROJECTSTREAMwww.summitstream.com
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