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Esri Maps for Salesforce and Microsoft Dynamics CRM

Esri Maps for Salesforce and Microsoft Dynamics CRM. Daniel Lee, Lucy Guerra. Agenda. CRM and Esri Esri Maps for… Demos Road Ahead. Agenda. CRM and Esri Esri Maps for… Demos Road Ahead. CRM Systems are at the heart of a business. CRM. Happy Customers. Efficient Operations.

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Esri Maps for Salesforce and Microsoft Dynamics CRM

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  1. Esri Maps for Salesforce and Microsoft Dynamics CRM Daniel Lee, Lucy Guerra

  2. Agenda CRM and Esri Esri Maps for… Demos Road Ahead Esri Maps for Salesforce and Microsoft Dynamics CRM

  3. Agenda CRM and Esri Esri Maps for… Demos Road Ahead Esri Maps for Salesforce and Microsoft Dynamics CRM

  4. CRM Systems are at the heart of a business Esri Maps for Salesforce and Microsoft Dynamics CRM

  5. CRM Esri Maps for Salesforce and Microsoft Dynamics CRM

  6. Happy Customers Efficient Operations Increased Profits Esri Maps for Salesforce and Microsoft Dynamics CRM

  7. CRM What happens when you add location to CRM? Esri Maps for Salesforce and Microsoft Dynamics CRM

  8. CRM Or the cloud Or on-premises… It’s a match made in heaven… Esri Maps for Salesforce and Microsoft Dynamics CRM

  9. Sales and Sales Managers Esri Maps for Salesforce and Microsoft Dynamics CRM

  10. Where are my Opportunities? What stage are they are in? • What other Accounts/Leads are nearby so I can plan additional meetings when I’m traveling? • How do I get to these locations? • Where are my Accounts with no activity in the last 60 days? • Where are my top performing accounts clustered? • Which sales regions are performing well? Or not? • Where are the gaps in coverage? • Where are my competitors in relation to my customers? Esri Maps for Salesforce and Microsoft Dynamics CRM

  11. Government Esri Maps for Salesforce and Microsoft Dynamics CRM

  12. What are the demographics around this park? • How much of the land is wooded? • Where are the permit applications? • To which district does an event belong? • Which parcels are in a hazard zone? • How many residents are affected by a natural disaster? • Which parts of the community are in need? Of services? Of resources? • Where are citizen service requests in relation to infrastructure services and project work? • Where should we distribute food and water in an emergency? Esri Maps for Salesforce and Microsoft Dynamics CRM

  13. Esri Maps for… CRM Systems Esri Maps for Salesforce and Microsoft Dynamics CRM

  14. Location Analytics | Core capabilities Esri Maps for Salesforce and Microsoft Dynamics CRM

  15. Work Together | Securely Share Your Maps Esri Maps for Salesforce and Microsoft Dynamics CRM

  16. Microsoft Dynamics Salesforce 1 ArcGIS Platform Salesforce CRM Apps Esri Maps for Salesforce and Microsoft Dynamics CRM

  17. Agenda CRM and Esri Esri Maps for… Demos Road Ahead Esri Maps for Salesforce and Microsoft Dynamics CRM

  18. Esri Maps for Dynamics CRM • Support for: • Dynamics CRM 2011 • Dynamics CRM 2013 • Dynamics CRM Online • Connect through ArcGIS Online or Portal • Map Charts, Dashboards and analytics • Locate Workflows • Delivered/Installed as a Solution Package Released to General Audience Esri Maps for Salesforce and Microsoft Dynamics CRM

  19. Esri Maps for Salesforce • Web Integration • Connect through ArcGIS Online • Dashboard maps and analytics • Locate Workflows • Delivered through the Salesforce AppExchange • Mobile • Salesforce1 ready • View Salesforce Objects • Check-in • Delivered through the Salesforce AppExchange Beta; Release to General Audience in Q3 Esri Maps for Salesforce and Microsoft Dynamics CRM

  20. Agenda CRM and Esri Esri Maps for… Demos Road Ahead Esri Maps for Salesforce and Microsoft Dynamics CRM

  21. Demo Install and Configuration, Components, Overview Esri Maps for Salesforce and Microsoft Dynamics CRM

  22. Esri Maps For CRM ArcGIS Views Workflows Dashboards Bring Esri to Your World | Access Maps from inside your business systems Esri Maps for Salesforce and Microsoft Dynamics CRM

  23. Components • Settings • Map Gallery • Locate Workflow • Configuration • Data Templates (Salesforce only) • Map Chart Esri Maps for Salesforce and Microsoft Dynamics CRM

  24. Demo Workflows & Data Enrichment Esri Maps for Salesforce and Microsoft Dynamics CRM

  25. Spatially Enable Your Data • Add location to your CRM records • Use address info or place names • Enrich your Dynamics CRM data with location-based information Esri Maps for Salesforce and Microsoft Dynamics CRM

  26. Spatially Enable and Enrich | Bring location into your data Esri Maps for Salesforce and Microsoft Dynamics CRM

  27. Demo Data Templates & Creating Maps Esri Maps for Salesforce and Microsoft Dynamics CRM

  28. Map VisualizationFresh Insight on your data • Style and group based on attributes values • Overlay your data on maps showing demographic and other location-based content • Infographics that display rich contextual information on your locations Esri Maps for Salesforce and Microsoft Dynamics CRM

  29. Map Visualization | Fresh insight on your data Esri Maps for Salesforce and Microsoft Dynamics CRM

  30. Spatially enable objects with Data Templates Esri Maps for Salesforce and Microsoft Dynamics CRM

  31. Deep AnalysisFor Better Decision-Making • Create reports on your location with rich demographic, lifestyle and other location based information • Find statistically significant hot and cold spots • Select and find nearby locations • Heat maps to show point distribution • Cluster location to find patterns • Get routes between your locations Esri Maps for Salesforce and Microsoft Dynamics CRM

  32. Deep Analysis | For better decision-making Esri Maps for Salesforce and Microsoft Dynamics CRM

  33. Bi-Directional InteractionFrom the business system to the map and back • Select views to filter records displayed on the map • Select records on the map to create personal views • Select records on the map and view details • Interact with records pane Esri Maps for Salesforce and Microsoft Dynamics CRM

  34. Bi-directional Interaction Esri Maps for Salesforce and Microsoft Dynamics CRM

  35. Tight Integration with Your OrganizationThrough ArcGIS online or Portal • Use your organization’s base maps and default map • Use custom geocoder • Create custom locator • Integrate with ArcGIS Server Feature & Map services • Share maps and layers Esri Maps for Salesforce and Microsoft Dynamics CRM

  36. Integration with existing GIS Infrastructure Esri Maps for Salesforce and Microsoft Dynamics CRM

  37. Demo AGOL Layer & Sharing Maps Esri Maps for Salesforce and Microsoft Dynamics CRM

  38. Agenda CRM and Esri Esri Maps for… Demos Road Ahead Esri Maps for Salesforce and Microsoft Dynamics CRM

  39. Roadmap – Esri Maps for Dynamics CRM Feb 2014 Q4 2014 Esri Maps for Salesforce and Microsoft Dynamics CRM

  40. Roadmap – Esri Maps for Salesforce Q2 2014 Q3 2014 Q4 2014 Q3 2014 Esri Maps for Salesforce and Microsoft Dynamics CRM

  41. Thank you… Please fill out the session survey: Offering ID: 1289 Online – www.esri.com/ucsessionsurveys Paper – pick up and put in drop box Esri Maps for Salesforce and Microsoft Dynamics CRM

  42. Esri Maps for Salesforce and Microsoft Dynamics CRM

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