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. Sales Marketing Service CRM
Esri Maps for Salesforce and Microsoft Dynamics CRM

6. Efficient Operations Happy Customers 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 It’s a match made in heaven… Or the cloud Or on-premises…
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. CRM Apps ArcGIS Platform Microsoft Dynamics Salesforce 1 Salesforce
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
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. Workflows
Dashboards
Views
Esri Maps For CRM
ArcGIS
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 Visualization Fresh 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 Analysis For 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. Select views to filter records displayed on the map
Bi-Directional Interaction From 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 Organization Through 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
Esri Maps for Dynamics CRM v1.0.1
Esri Maps for Dynamics CRM v.1.1
Feb 2014
Q4 2014
Esri Maps for Salesforce and Microsoft Dynamics CRM

40. Roadmap – Esri Maps for Salesforce
Esri Maps for Salesforce (Web)
Beta
v.1
Esri Maps for Salesforce (Mobile)
v.Next
Q2 2014
Q3 2014
Q4 2014
Q3 2014
Esri Maps for Salesforce and Microsoft Dynamics CRM

41. Offering ID: 1289 Please fill out the session survey:
Thank you…
Please fill out the session survey:
Offering ID: 1289
Online –
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