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Microsoft Dynamics CRM Solution Overview

SOLUTIONS. Microsoft Dynamics CRM Solution Overview. Name Title Microsoft Corporation. Microsoft CRM | At A Glance. Microsoft CRM Customer Growth Worldwide. Over 6,000 customers Over 150,000 users Over 1,500 partners Full suite of marketing, sales, and service

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Microsoft Dynamics CRM Solution Overview

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  1. SOLUTIONS Microsoft Dynamics CRM Solution Overview NameTitleMicrosoft Corporation

  2. Microsoft CRM | At A Glance Microsoft CRMCustomer Growth Worldwide • Over 6,000 customers • Over 150,000 users • Over 1,500 partners • Full suite of marketing,sales, and service • Native Office experience • Web services architecture • Fast, flexible,and affordable • Available in 22 languages* +100% +100% * Version 3.0 through mid-2006 Information current as of March 2006

  3. What Is CRM? How does it differ from simple“contact management”? • Customer-facing • Sales, service, and marketing activities • Process-focused • Workflow drives consistent execution • Team-oriented • Collaborate with others inside and outsideof the organization

  4. Major Problems With “First-generation” CRM A 2004 AMR Research study found that • 28 percent of CRM projects failed to go live • 33 percent had serious user adoption problems A 2005 Forrester Research study found that • Two-thirds of respondents were unhappy withthe ease of use of their CRM system • More than half of respondents were not satisfiedwith their CRM system's return on investment (ROI)

  5. What Do Businesses Need From A CRM System? • Reliable user adoption • If people won’t use it, it has no value • Great business fit • Consistent processes and real-time visibility • Fast, flexible, and affordable technology • Quick to deploy and easy to manage

  6. Sales Service Marketing Microsoft CRM | The Next Wave A complete CRM suite that leverages the power and productivity of the Microsoft platform Works the Way You Do • Native Office and Outlook experience • Full range of mobile solutions Works the Way Your Business Does • Easily adapts to each company’s needs • Powerful workflow and analytics Works the Way Technology Should • Fast to deploy and easy to manage • Powerful Web services architecture

  7. Native Microsoft Outlook Foldersand Command Bar Automaticcalendar, contact, task and email synchronization Quick viewsof relevant information Microsoft CRM | Works The Way You Do

  8. Microsoft CRM | Works The Way Your Business Does New LeadReceived • Create workflow based on standard and custom entities • Evaluate conditions and actions across systems Y ExistingAccount? CreateNew Oppty AlertSales Rep N CreateNew Acct Assign toTelesales • Powerful reporting viaSRS • Take data into Excel while maintaining a live data link • Secure, roles-based access at the database level

  9. Microsoft CRM | Works The Way Technology Should Roles-BasedUser Experience • Use Outlook, browser, or mobile device • Get just the right tasks to each user • Intelligent links to Microsoft Office Business Workflowand Visibility • Drive more consistent process execution • Tailor the system to fit your business • Get instant visibility and alerts Integration andExtensibility • Web services architecture • Connect multiple systems in real-time • Easily import and export data

  10. Small Businesses Midsized Companies Large Enterprises Microsoft CRM | Thousands Of Customers, Including…

  11. Microsoft CRM | Global Investment, Global Reach Worldwide availability in more than 20 languages CzechEnglish (international)GermanHungarianNorwegian(Brazilian)RussianTurkish Arabic Danish Finnish Greek Italian Polish Portuguese Spanish Chinese Dutch French Hebrew Japanese Portuguese (Iberian) Swedish Languages for version 3.0

  12. Microsoft CRM | Next Steps • Choose Microsoft CRM for the technology and platform to drive CRM success for your business • Outstanding user experience and user adoption • Great business fit and visibility into results • Scalable and secure platform with great extensibility • Define a complete CRM solution and plan that includes people, process, and technology • Microsoft and its global network of partners are committed to your success

  13. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

  14. What’s New

  15. Microsoft CRM | What’s New In Version 3.0? Hundreds of new features, including: • Native Outlook Experience • Roles-based user interface • Dynamic help and suggestions • Pervasive mobile capabilities • High performance sync • New CRM Modules • Marketing Automation,including Quick Campaigns • Service Automation • SQL Reporting Services • Platform Flexibility • Custom entities • Extensible workflow engine • Real-time app integration • Easy portal integration • Installation and Upgrade • Installation diagnostics • Automatic Web Services • New security model • Metadata import/export

  16. Segment Specific Slides –Insert As Needed

  17. Small Businesses Microsoft CRM | For Small Businesses • Microsoft CRM Small Business Edition (SBE)is optimized for small businesses • Complete CRM suite installs in 10 clicks or less • Quick customization to specific business needs through the “Consultant in a Box” wizard • Tightly integrated with Microsoft Small Business Server Premium 2003 capabilities • Fax server integration • Integrated system management • Built-in migration of data from Microsoft Office Business Contact Manager (BCM)

  18. Midsized Companies Microsoft CRM | For Midsized Companies • Microsoft CRM fits the business and technology needs of midsized companies • It delivers all of the power of an high-end CRM system through a familiar Microsoft Office and Outlook interface • Complete CRM suite with sales, service,and marketing • Flexible options for online, offline, andmobile access • Simplified installation and maintenance • Highly configurable without writing any code • Easy integration to external system and data

  19. Large Enterprises Microsoft CRM | For Large Enterprises • Microsoft CRM puts powerful CRM capabilities into a familiar Microsoft Office and Outlook experience • Complete CRM suite with sales, service,and marketing • Flexible options for online, offline, andmobile access • Powerful service-oriented platform basedon Web services and Microsoft technology • Highly configurable and extensible data model • High scalability for large user deployments • Easy integration to external apps and data • Highly secure environment to protect sensitive data

  20. Background Information For Customers On Logo Slide

  21. Backup Slides

  22. Works the WayYou Do Works the WayYour Business Does Works the WayTechnology Should More productivityIn day-to-dayCRM tasks Better managementcontrol andvisibility Reduced loadon IT implementersand operations Common user experiencewith Office and Outlook Reduced click countsfor every task Complete capabilitiesin the office and on the road Powerful workflow drivesconsistent processes Automated alerts andexception handling Closed-loop trackingand reporting Simplified installationand maintenance Common configurationand customization tools Integrates easilyvia Web services Microsoft CRM | Reinventing CRM To Drive Success

  23. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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