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Microsoft Dynamics CRM
Lucy Bourne, Account Manager, Expressware in Partnership with Vispera
ITEL
Overview of Dynamics
CRM Online
Managing records and campaigns
Viewing what’s
relevant to you
Agenda
The art of the possible
with Dynamics
CRM
Higher Return on
InvestmentMore Value
Industry Leading CRM
Capabilities
Power of ChoiceDeployment, access and
pricing options
Familiar and Natural
User Experience
Why Customers Choose Microsoft Dynamics CRM
FlexibilityEase of customization,
integration & development
PHOTO PLACEHOLDER
Overview
Web browser
version
Outlook Client
What’s What in Dynamics CRM Online
Marketing
Our strategy and approach to Social CRM
Settings
Company
Resource Centre
Sales
Service
• Das
•Dashboards•What’s new•Entities•Duplicate
•Opportunities•Sales Literature•Quick Campaigns
•Entire Campaigns from scratch
•Customer service•Staffing and resource management
• In-depth setting control•Document management•Data import
•Where to get help•Knowledge base
CasesLeads and Opportunities
Accounts:Parent and Sub Accounts
EntitiesManagement and Relationships
Contacts
Activities
PHOTO PLACEHOLDER
ManagingAccounts and contacts
Creating records
Editing a existing record
Associating and connecting
records
Changing the status or a
record
Other possibilities
Finding records
SelectTHE RECORD YOU WANT TO SEARCHSearch USING THE QUICK SEARCH FEATUREShare / AddYOUR SEARCH RESULTSChange your viewNARROW YOUR SEARCH
Searching for Accounts and Contacts
PHOTO PLACEHOLDER
Managing Leads
How are they different to contacts?
Creating leads
Importing a list of leads
Deleting a lead
Searching Leads
Qualifying Leads
Finding leads
SelectLEADSSearch USING THE QUICK SEARCH FEATUREDetect DuplicatesYOUR SEARCH RESULTSAdd a personal viewNARROW YOUR SEARCH
Searching for Accounts and Contacts
PHOTO PLACEHOLDERSee only what you need
Views
Dashboards
Reach the right people Creating a Campaign
PLANNING ACTIVITIES
Creating the perfect campaignA collection of tasks and activities related to marketing effort
A Single Quick Campaign
PLANNING ACTIVITIES
CAMPAIGN ACTIVITIES
ADDING MARKETING
LISTS
CAMPAIGN RESOPONSES
Or
PHOTO PLACEHOLDERFuture Training
Creating:
Teams
Products and Pricelists
Contacts and Cases
Time Management Logs
User Settings
Basic Customisation
PC Browser Mobile
Managing contracts/proje
cts
Service scheduling activities/
workflows
Bulk mailing and mail merges
Creating an articles library /
Knowledge base
RELATIONSHIPS | INTERACTIONS | PROCESS | INSIGHTS
Future training topics
PHOTO PLACEHOLDEROther Possibilities
Views
Dashboards
The art of the possibleSet of Productivity Tools from Microsoft
COLLABORATION AND
KNOWLEDGE SHARING
RICH DATA AND DOCUMENT
MANAGEMENT
SEAMLESS COMMUNICATION & TRACKING
REAL-TIME IM AND PRESENCE
MARKETING EFFECTIVENESS
SALES PRODUCTIVITY
CUSTOMER CARE
EXTENDED CRM (XRM)
Relationships
Interactions
Pro
cesses
Insig
hts
Docu
men
ts
eMails
Real-T
ime
Com
ms.
Knowledge Sharing
The Skype plug in gives you the power to call all contacts from with Dynamics
Skype
Directly access valuable client information all from Dynamics.
Powerful integrated e-mailmarketing. Create formsand dynamic web content.
ClickDimensions
Market to your marketing lists using the most effective tool around.
Express SMS
Microsoft Dynamics Add-ons available
Thank you
Any Questions?
(01453) 827899
Via A Commitment to Simplicity and Agility With:
[email protected] @lucy_bourne
Microsoft Confidential 20
