1 / 17

Boosting Sales Productivity with Microsoft Dynamics CRM

Boosting Sales Productivity with Microsoft Dynamics CRM. Agenda. Overview of Microsoft Dynamics CRM The Power of Productivity Familiar Intelligent Connected Business Productivity – Business Scenarios & Demos Sales Marketing Final Q&A. Microsoft Dynamics CRM Momentum.

lada
Download Presentation

Boosting Sales Productivity with Microsoft Dynamics CRM

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Boosting Sales Productivity with Microsoft Dynamics CRM

  2. Agenda • Overview of Microsoft Dynamics CRM • The Power of Productivity • Familiar • Intelligent • Connected • Business Productivity – Business Scenarios & Demos • Sales • Marketing • Final Q&A

  3. Microsoft Dynamics CRM Momentum • Over 1,200 software and services partners with newCRM competency • Over 1,400,000 users in more than 80 countries with 40+ languages • Over 100 service providers hosting Dynamics CRM solutions • Over 23,000 customers from small to enterprise • Regional datacenters in the Americas, EMEA, and APAC

  4. The Complete CRM Solution Browser Phone PC Customer Care Sales & Marketing Productivity Extended CRM Applications On-Premises Cloud

  5. The Power of Productivity FAMILIARNatural & Personal INTELLIGENTInsightful & Actionable CONNECTEDCollaborative & Integrated

  6. Familiar Experiences • Office Fluent User Interface • Next-gen Outlook experience • RoleTailored forms and views • Advanced personalization

  7. Microsoft CRM for Outlook

  8. Intelligent Experiences • Real-time dashboards • Guided processes • Visual analysis & navigation • Goal Management

  9. Driving Sales Productivity - Video Video Summary • Dashboards • Track Sales Opportunities • Sales Process Workflow • Update Customer Quotes – Word Merge • Reach Quarterly Goals • SharePoint and Lync Server

  10. Sales Productivity Video Summary • Dashboards • Track Sales Opportunities • Sales Process Workflow • Update Customer Quotes – Word Merge • Reach Quarterly Goals • SharePoint and Lync Server Supplemental Demo • Dashboard Wizard • Establishing Sales Goals • Competitor Tracking

  11. Sales XRM – MapPoint Integration

  12. Maximizing your Marketing Impact Video Summary • Manage Campaign Activities • Marketing Lists • Dashboards • Generate Leads • Qualify Leads using Dialogs • Assign Leads for follow-up using Workflow

  13. Marketing Productivity Video Summary • Manage Campaign Activities • Marketing Lists • Dashboards • Generate Leads • Qualify Leads using Dialogs • Assign Leads for follow-up using Workflow Supplemental Demo • Campaign Responses and Measuring Campaign Performance

  14. Marketing XRM

  15. Questions? Julinda Prekop jprekop@ledgeviewpartners.com 920-560-6897 Microsoft CRM Software Promotions Ledgeview Partners’ Service Promotions CRM Online $34/user/month Since the release of CRM 2011, Microsoft is running a promotion that saves you $10/user/month savings over normal pricing Promotion ends June 30th Terms & Conditions apply CRM for Less $200 cash back As an incentive to switch to Dynamics CRM, Microsoft is offering $200 cash back for each user license when you switch from another CRM Promotion ends May 28th Terms & Conditions apply • Engage us in May regarding CRM for your organization and receive a FREE scoping session 30-day Trial www.crm.dynamics.com

  16. About Ledgeview Partners • Microsoft Partner focused on Microsoft DynamicsTM CRM • Consulting • Implementation • Support • Recipient of the Microsoft Dynamics President’s Club Award for excellence in sales & service two consecutive years • One of eleven “managed” partners in the 18-state Central Region • All consultants are Microsoft Certified Business Management Solutions Specialists / Professionals

  17. CRM Software Services • Consulting • Strategy development • Implementation planning • Business process definition • Implementation • License acquisition • Installation: On-premise, partner-hosted or ‘online’ in the cloud • Data migration • Integration with other information systems • Customization: Tailoring CRM to your business • Business Intelligence: Turning the information in your CRM into actionable analytics • Training: Customized classes and training materials • Support • Formalized support contracts and case resolution

More Related