What's New in Microsoft Dynamics CRM 2013
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Transcript of What's New in Microsoft Dynamics CRM 2013
What’s new in Microsoft Dynamics CRM 2013
Microsoft Dynamics CRM makes business personal
INTUITIVE DESIGN
ACTIONABLE INTELLIGENCE
PERVASIVELY CONNECTED
• Simple and immersive interface that salespeople love to use
• Personalized, efficient and familiar experiences
• Embedded process, based on proven best selling practices
• Agile processes that can be tailored to each business
• Deep insight into market conditions, prospects and customers
• Navigate the customer’s buying chain effectively through social prospecting
• Data visualization gives sales leaders visibility into key metrics and trends
• Anywhere access to the people and resources needed for success
• Real-time internal and external collaboration with rich communication tools
• Content and expertise sharing to help teams win together
• Social networking tools in business context
New User Experience
Experience designed for salespeople
CRM Adoption continues to be a challenge for sales organizations
Microsoft Dynamics CRM 2013 delivers an experience that is: Easy to use Seamless across devices Outcome-driven Valuable to sales people"Out of all the CRM project problems reported, we found
the most significant threat to be slow user adoption (49 percent)“
- Bill Band, Vice President, Principal Analyst, Forrester
Optimized for analysis, search, and engagement
New navigation model
Streamlined flow Valuable space on screen
reserved for information display
Recently viewed records at your fingertips
Enter data “on-the-fly” with Quick Create
New command bar
Business Process
Business Process – standardize on best practicesStep-by-step guidance on what you need to do to get a verifiable outcome.
Benefits for sales organizations: Increase win rates Increase revenue and profit margins Shorten sales cycle Promote consistent, high-quality
engagement Improve measurement of sales stage
progression Increase forecast accuracy Create competitive differentiators Align sales people with company goals Shorten ramp up time for new-hires
According to CSO Insights,
companies that adopt a
dynamic sales process
show a 19% increase in
quota attainment over
companies that do not.
Business process-centric experience
Embedded in CRM, making it easy to identify: Where you are in process What you need to do
next
Business process can span multiple record types, guiding user through: Application navigation Field updates New record creation
Personalized sales process
Users can select the process that best fits the scenario
Business rules can be enforced through process
Stages can be categorized for better reporting
Support for closed-loop processes
Sales Analysis & Insight
Turn action into insight
Powerful dashboards and real-time visualizations
Time-phased graphical analytics with PowerView
Understand your prospects more than they understand you.
Stay on top of influencers and changes that affect your most important deals
Mobile Sales Enablement
Designed for you• Simplified navigation• Inline quick create• Click to contact• Layout fits your device
Easy adoptionEverything in one page Touch friendly
Stay productive on the go
Microsoft Dynamics CRM on devices that sales people want to use:
Windows 8 tablets and iPad Windows Phone, iPhone, and Android
phone
Included with each CRM license at no additional license fee
Adopt Microsoft Dynamics CRM on touch devices to:• Quickly mobilize your sales force• Create a competitive differentiator• Attract and retain sales talent
CRM for Tablets
Microsoft Dynamics CRM for tablets
Designed to support key sales scenarios Modern, process-centric experience for Windows 8 and
iPad Dashboard is the information hub Configurable and extensible
A personalized experience
Quickly locate any record – search across entities Pin tiles to Windows 8 Start and dashboard Change grid column widths
Rich customer information at your fingertips Forms show detailed information Sales process embedded in experience Standard web form definitions are leveraged Dynamics CRM optimizes forms for touch devices
Easily interact using a communication card Quickly engage with your network of people Contacts and Users will have a communication card Displayed for: Opportunity, Account, Lead, Contact,
User Also shown when pinned contact tiles are expanded
Sales analysis on the go Charts to help businesses visualize performance Get a snapshot by viewing charts on dashboard See underlying data on grid by clicking into chart Filter data by clicking on sections within the chart
Access to key data when connectivity is lost Recently viewed records are cached and
may be viewed offline
Data is read-only
Offline alert for user
Timestamp displayed
CRM for Phones
Microsoft Dynamics CRM for phones
Anytime, anywhere access to key CRM data Touch-optimized experience across modern devices
including Windows Phone, iPhone and Android Create, update and delete records Customizable experience Offline access on Windows Phone
Mobile sales effectiveness
• Communication card• Guided processes• Team selling• Mobile analytics
Easy adoptionSeamless Experience Designed for Touch
Social Selling
Social when it matters
External communicationInternal collaborationReal-time access to
people / data
• Lync presence• Yammer in context• Effortless collaboration• Organization-wide
Team selling through social connections
• Social conversations in business context
• Find experts and collaborate on deals
• Generate referrals and introductions
Sales Scenario
Sale
s D
ash
board
Opport
unitie
s
Quote
s
Ord
ers