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Overview of Microsoft Dynamics CRM The Power of Productivity – Familiar – Intelligent – Connected Business Productivity – Business Scenarios & Demos –

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Presentation on theme: "Overview of Microsoft Dynamics CRM The Power of Productivity – Familiar – Intelligent – Connected Business Productivity – Business Scenarios & Demos –"— Presentation transcript:

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

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

4 PC Browser Phone The Complete CRM Solution

5 The Power of Productivity

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

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

9 Sales Rep Source: CSO Insights Sales VP Source: CSO Insights Sales Manager Source: IDC Research Sales Challenges

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

11 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 Sales Productivity

12 Sales XRM – MapPoint Integration

13 Marketing VP Marketing Manager Marketing Professional Customers Source: Peppers and Rogers Group Source: CMO Survey Source: DM News Source: Gartner Marketing Challenges

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

15 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 Marketing Productivity

16 Marketing XRM

17 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 30 th Terms & Conditions apply Engage us in May regarding CRM for your organization and receive a FREE scoping session 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 28 th Terms & Conditions apply

18 Microsoft Partner focused on Microsoft Dynamics TM CRM – Consulting – Implementation – Support Recipient of the Microsoft Dynamics Presidents 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 About Ledgeview Partners

19 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 CRM Software Services


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