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© 2015 Indusa
3
Indusa
7
Business Anywhere
4
Agenda
What is CRM?
1
Implementation Next Steps
6
Why Microsoft Dynamics CRM
3
Business Cases
5
Why do companies need
it?
2
Q&A
8
© 2015 Indusa
Customer relationship management—often called CRM, CRM system, or CRM software—is a business solution that helps companies improve marketing, sales, and service engagement with their customers to drive organizational efficiency, while helping to
improve customer experience.
What is CRM?
CRMSales
Streamline and automate sales
process
Marketing
Transform customer information into
actionable knowledge
Customer Service
Boost service effectiveness
© 2015 Indusa
Audience Poll 1
© 2015 Indusa
What use of CRM would benefit
your business the most?
Sales
Marketing
Customer Service
Social engagement user
All of the above
Q & A
Send your Questions to - [email protected]
“The insight we’re now able to gather from Microsoft Dynamics CRM is helping us identify changing market trends and spot new opportunities.“
James Fleming, Group IT Director, Victrex
Q & A
Send your Questions to - [email protected]
“The insight we’re now able to gather from Microsoft Dynamics CRM is helping us identify changing market trends and spot new opportunities.“
James Fleming, Group IT Director, Victrex
© 2015 Indusa
Dynamics CRM for Sales
Your sales office,
wherever, whenever
Win faster by creating personal, targeted
experiences
Deepen customer
relationships with
relevance
Sell more when you
work like a network
See your sales data in a whole new way
© 2015 Indusa
Dynamics CRM for Marketing
Design your customer journey
Build sales pipeline.
Drive revenue.
Streamline planning
and execution
Listen and engage
customers on social
Demonstrate your
marketing impact
© 2015 Indusa
Dynamics CRM for Service
Offer service
anytime, anywhere
Empower agents.
Wow customers.
Manage cases faster
Find the right
answers at the right
time
Engage on your
customers' terms
© 2015 Indusa
Dynamics CRM for Social
Turn sentiment
into opportunity
Personalize every
interaction
Move faster as a team
Engage on your
customers' terms
Q & A
Send your Questions to - [email protected]
“The insight we’re now able to gather from Microsoft Dynamics CRM is helping us identify changing market trends and spot new opportunities.“
James Fleming, Group IT Director, Victrex
Q & A
Send your Questions to - [email protected]
“The insight we’re now able to gather from Microsoft Dynamics CRM is helping us identify changing market trends and spot new opportunities.“
James Fleming, Group IT Director, Victrex
Q & A
Send your Questions to - [email protected]
“The insight we’re now able to gather from Microsoft Dynamics CRM is helping us identify changing market trends and spot new opportunities.“
James Fleming, Group IT Director, Victrex
Q & A
Send your Questions to - [email protected]
“The insight we’re now able to gather from Microsoft Dynamics CRM is helping us identify changing market trends and spot new opportunities.“
James Fleming, Group IT Director, Victrex
© 2015 Indusa
Audience Poll 2
© 2015 Indusa
Please describe your current CRM
status -
We use CRM and happy with our
system
We use CRM but are looking for
an upgrade
We are evaluating the features
and benefits of CRM
We are interested in learning
more about CRM
We are not using any CRM
system
Q & A
Send your Questions to - [email protected]
“The insight we’re now able to gather from Microsoft Dynamics CRM is helping us identify changing market trends and spot new opportunities.“
James Fleming, Group IT Director, Victrex
© 2015 Indusa
• Manufacturing• Retail• Distribution• Professional services• Education• Healthcare
Industries
• CRM• ERP• Enterprise Mobility• SharePoint• Custom Development• Business Intelligence• Application Support and Maintenance• Quality Assurance and Testing
Practices
Technology ConsultingSystem Integrator
IT Services
Headquarters: Chicago, USDev Center: Ahmedabad & Pune,
IndiaSales Office: London, UK
SEI CMM Level 4 (process maturity)
ISO 27001:2005 (security)
80% of client relationships last over 8 years
In business since 1989 – Over 26 years
Indusa Overview
Q & A
Send your Questions to - [email protected]
“The insight we’re now able to gather from Microsoft Dynamics CRM is helping us identify changing market trends and spot new opportunities.“
James Fleming, Group IT Director, Victrex
Q & A
Send your Questions to - [email protected]
“The insight we’re now able to gather from Microsoft Dynamics CRM is helping us identify changing market trends and spot new opportunities.“
James Fleming, Group IT Director, Victrex