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Ralph R. Zerbonia President Universe Central Corporation

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1 Ralph R. Zerbonia President Universe Central Corporation
SALES Overview Ralph R. Zerbonia President Universe Central Corporation

2 Sales Tools Drive Company Value
“Firms enjoying Best-in-Class (BIC) performance enable several key process, performance and organizational capabilities, including a structured approach to competitive, market and sales intelligence (91%), creating a central repository of account, contact, and opportunity information (96%) and utilizing formal and documented sales processes (95%).” Aberdeen Research “Companies that use lead management automation tools to connect sales and marketing will see an increase in conversion rates by 50%.” Gartner Group

3 Typical Business Challenges in Sales
Poor adoption by sales staff Lack of consistent execution in sales process Poor productivity (limited time for actual selling) Unreliable prospect/customer information Limited collaboration with other groups Adoption Adoption by sale reps. been a problem over the years (look at Siebel’s failed implementations) Sales people traditionally don’t like inputting data Often feel CRM systems are of limited value Productivity is key (related to above point) to increase adoption Execution and Collaboration Faster and more efficient sales processes are critical to increasing revenue Ned to get rid of paper based processes Better qualification reduces wasted cycles Unreliable Information Key issues are data accuracy and insight into the business (pipeline, forecasting) Traditionally been a problem and can have grave consequences Need to have tools that minimize duplications and ensure data accuracy Need to have dashboards and other intuitive info. geared for management that keeps them abreast of key KPIs real-time Productivity At the end of the day sales people need to sell Biggest value of CRM is reducing time spent on daily tasks And giving the sales person more time to close deals

4 Industry Views “When we asked sales executives to rate their performance, we found that 60% sought improvement in forecasting, 50% wanted to improve their ability to adapt their sales process to marketplace change, and 49% rated their ability to identify and share best practices across the sales force as ‘subpar’.” CSO Insights According to Gartner Research, sales people spend only 45% of their time selling. The other 55% is spent on meetings, administrative tasks, account service,training, travel, research and intra-company communications.” Gartner Group “Leading firms embrace mobile CRM to improve productivity, increase system adoption and enhance the customer experience. Mobile CRM is now a must-do for many fields sales organizations.” Liz Herbert - Forrester Research

5 Change the Game in Sales
Improve the other 80% of sales staff Convert every sales interaction into a sales opportunity Break down physical boundaries, eliminate down time

6 SOLUTION

7 Microsoft Dynamics CRM Sales Solution
Sales Capabilities Full feature set Sales Workflow Designed for Users Managers Executives Total customer management is an regular operational process, and if it is as critical to your company strategy as I think it is, refining and tweaking your CRM should be done about as often you review your financials or sales funnel. The five steps above basically describe a typical implementation process. You align your organization and get everyone on the same page from a strategic and directional perspective. Then you look at every customer touchpoint you have across your organization, and you define how those touchpoints will work together to create the overall customer experience. Next, you find a CRM solution that is adaptable and flexible enough to support everything you’ve defined. Once this solution is implemented, you also go through the process of refining and adapting – both processes and technology – to get where you need to be. Now, here’s the kicker. Most companies stop after step 5. They don’t allocate people and dollars to total customer management on an annual basis. They forget that businesses, markets and customers change. The fact of the matter is, great companies – the ones whose customers love them – follow this process on a regular basis. They take responsibility for total customer management by partnering with a CRM vendor, rather than by relying on one. I’m here today to talk to you about why Consona is the ideal partner for your total customer management initiative.

8 Territory Management and Planning
Complete set of features/tools for sales planning, territory management and resource allocation Lead Management Components Territory definition Territory association Groups and permissions Quota capabilities Task assignment and routing Resource Manager Microsoft Advantage Resource Center ideal for sharing best practices Robust role and group-based permission management Strong global capabilities for team selling

9 Lead Management Components
From capture to tracking to evaluation to qualification to conversion and automatic distribution. Lead Management Components Lead capture and import Monitoring of leads Prospecting Qualification and Scoring Routing and Assignment Conversion Microsoft Advantage Automatic association of incoming s to leads Effortless conversion of leads/responses to opportunities Seamlessly integrated with marketing capabilities

10 Opportunity Management
Lead Management Components Deal tracking Competitive intelligence Task management End-to-end management of opportunities with seamless integration to MS Office and strong workflow helps sales reps. close the deal Products and pricing Workflow and rules Quote to Order Microsoft Advantage Seamless tracking of all associated communications Robust workflow for repeatable best practices Comprehensive Quote/Invoice/Order functionality

11 Lead Management Components
Account Management Lead Management Components Data quality controls Contact management Relationship tracking A focused and coordinated approach to the management of existing customers and the additional revenue opportunities they afford Activity management Query and Search Contract management Microsoft Advantage Complete view of all products and interactions Easy access to contracts and renewal dates Complex relationship mapping and tracking

12 Lead Management Components
Sales Analytics Full spectrum of sales analysis capabilities ranging from basic reporting to OLAP/data mining and dashboards Lead Management Components Forecast and pipeline reports Other OOB sales reports Report Wizard Trending and historical analysis OLAP and data mining Microsoft Advantage Broad capabilities from dashboards to OLAP analysis New reports just “Next” button away Easy report sharing and editing

13 Improved Sales Productivity
360° View of the Customer Repeatable Sales Process Consistent Online/ Offline Experience Effortless Forecast and Pipeline Analysis Maximizing Customer Value Enables rapid and relevant response and tailored sales activities Drives greater efficiencies, lower cost of sale and better team selling Increases consistency, productivity and provides more time to sell Delivers better forecast information and financial planning Enables effective proactive cross-selling and up-selling Storyline Large Conglomerates and Public Sector (national governments, agencies, etc…) Spin up new departments – think of SonyEricsson Customer Proofpoint Maccabi Health Services, H&R Block, Microsoft Statistics Fred Reichheld, The Loyalty Effect

14 Powered By Microsoft Robust Workflow Tools – Designed for the business user Native Outlook Client – Familiar and intuitive interface Powerful Remote Capabilities – Consistent offline/mobile Point & Click Customization – Easily adapts to fit business Comprehensive Business Intelligence – Easy access and use

15 BENEFITS

16 Key Benefits of Microsoft Dynamics CRM
True 360° Visibility Higher Productivity Greater Sales Efficiency Improved Close Rates Improve decision-making with 360° visibility into accounts, leads, opportunities and cases across the organization Spend more time for selling with better collaboration and consistency across the sale organization Shorten sales cycles via enforceable workflows and more accurate customer data Increase revenue by optimizing sales resources and processes via repeatable best practices SQL Pass Summit 2006

17 Key Benefits for Sales VP of Sales Sales Manager Sales Rep
Reach customer satisfaction goals Drive new revenue opportunities Achieve true business insight and visibility Manage key sales KPIs Increase sales staff empowerment and morale Enforce a consistent sales process Sales Manager In the Contact Center, the key business leaders are: VP of Customer Service (or Chief Customer Officer in some cases)’ Contact Center Manager Agents and Supervisors VP-level (BDM) employees care about the strategic business impact that CRM can bring them. They care about market share gained, stock price increase, contact center as strategic tool, revenue earned, expense items reduced. Because MS is a recognized strategic vendor to these firms, their risk is reduced. Also, we can provide them a world-class platform to build their contact center that provides them flexibility, cost savings and ability to scale the business. Contact Center Managers care about operational issues like adhering to budget, meeting KPIs, keeping employees employed and not leaving the business, ramping up new agents, etc… These will most likely be your hardest constituency to sell because they want everything to be ready to go. Consider appealing to them from the top down (i.e. use VP to coach you) and from the bottom up (i.e. using Agents/Supervisors that work with them). Agents and Supervisors care mostly about the User Experience. Usually, they will like MS CRM and become advocates. Their voice is listened to because they have to use it everyday. Leverage them in the process of making a sale. Sales Rep Improve personal productivity Achieve holistic view of customer needs Seamlessly track customer comms. and interactions

18 Key Benefits for IT Chief Information Officer IT Team Lead Business
Achieve rapid time to value Realize low total cost of ownership (TCO) Leverage consistent IT architecture & standards IT Team Lead Adapt to the company as it evolves and changes Easily integrate existing applications and data Extend the power of the Microsoft Dynamics CRM CIOs care about driving down their costs, providing agility to the business and generally keeping to consistent architecture. CIOs are in the business of risk mitigation and providing service. If MS is a standard in their business, building their contact center with MS CRM is a great opportunity. IT Project team can win by providing the users with ability to meet the exact specifications that users provide. Business Analysts will often report to the business-side of the house but be more IT-oriented. Focus on workflow and reporting. The key to winning them over is to focus on the fact that they can design workflows & business processes in Microsoft Dynamics CRM easily and effectively. Secondarily, with Microsoft Dynamics CRM, the business analyst can use canned reports, build sophisticated customer reports or even use advanced analytics to measure the business performance. Business Analyst Adapt to the ever-changing business requirements Track key KPIs and cross-team workflows Improve relevancy via point & click customization

19 EVIDENCE

20 Global Customer Base Small Businesses Mid-size Companies
4/19/2017 7:19 AM Global Customer Base Small Businesses Mid-size Companies Large Enterprises

21 Customers in Action Raymond James Best Buy For Business CH2MHill
Wealth Management 3,300 users Uses Microsoft Dynamics CRM for consultative selling Helps them focus on building stronger relationships with financial advisors Technology Retail 225 users Uses Microsoft Dynamics CRM to empower B2B sales consultants Helps them focus on improving productivity of sales representatives Engineering Services 2,500 users Uses Microsoft Dynamics CRM as enterprise-wide CRM system Helps them focus on back-end system integration and complex CRM Raymond James One of the leading wealth management company Using MS CRM to build stronger relationship with financial advisors See CRM as an way to differentiate amongst companies offering similar services (i.e. hard to differentiate on products) Very much focused on 1:1 relationships Sales process is not cookie-cutter, consultative selling Best Buy B2B side of BestBuy, work with consultants who service SOHO/Small Biz Internal retail system not flexible enough to work for B2B side Aimed at giving sales force more data, info. about customers Improving productivity (MS Office integration) Fast implementation was key Benefits include expanded service portfolio ability to support complex sales cycle CH2M Selected Dynamics over Siebel and SalesForce.com Used across sales, marketing and service but focus is on SFA View MS CRM as enterprise-class product Unifying and integrating disparate back-end systems was key Much lower TCO than other solutions in market

22 Ready For a New Day Launch Tour 2007
4/19/2017 7:19 AM Customer Perspective “It’s given our advisors a daily discipline for pursuing leads and more time for personal relationships with people. We can identify our best sales people and leverage their best practices” Equinox “One of the things that really attracted us to Microsoft [Dynamics] CRM is that, combined with Microsoft Outlook, it’s just like one product. In anything else, you’d be duplicating efforts in two separate products.” Whistler Tourism “As the CEO of a global company, Microsoft Dynamics CRM allows me to log in to all of our remote sites to get a snapshot of what’s going on. I can get a real-time snapshot of what any of my business units are doing, any day of the week.” Commtech Wireless © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

23 Customer ROI 95% reduction in access time to customer data
10% improvement in time-to-customer quote 184% ROI achieved in 8 months 8% increase in staff productivity, 5% reduction in sales staff turnover $2.3 million ROI 85% reduction in time for processing big certifications 8% increase in 1st year of number of largest gift donors 27% growth and additional $1 million in Membership of Emerging Leaders Program

24 Partnering for Success
Software and Services Partners for Sales Miller Heiman: Leading Sales Methodology Company Experlogix: Advanced Proposal and Quotes Solutions (NYC Sponsor) Protech: Member Management Solutions Aspire (QuoteWerks): Sales Quotes Solutions MyConfiGate.com: Product Configurator SPI: Owner of “Solution Selling” Methodology C360: Advanced Forecasting Tools, Vertical Solutions SalesCentric: Relationship Charts/Org. Chart Solutions Pitney Bowes (Group 1): Address and Validation Solutions Axonom Inc.: Enterprise-wide Relationship Automation (Inner Circle Partner in 06) Smart Catalog: Guided Selling Solutions s

25 DISCUSSION

26 APPENDIX

27 Why Microsoft Dynamics CRM
Microsoft Dynamics CRM delivers: An unparalleled user experience for sales professionals Choice of user access and delivery method Easy integration to legacy systems and data Consistent, workflow-driven sales processes A full spectrum of sales intelligence capabilities from basic queries to predictive analytics #1 Intuitive navigation means less training and greater adoption Many sales reps. already use Outlook as their main business application Easier for people to pick up and leverage existing tools they already know #2 Only native Outlook client in the market means better adoption Browser client ideal for when in hotels, home-office Strong support for mobile devices means remote time becomes productive time With Yona Server coming out in 1H 2008, mobile story will be even be stronger #3 May not be sexy but integration is key to success of many CRM implementations Mainframe, proprietary, packaged apps. you name it there is a need to integrate Mortgage Company example (integrate to system for FICO score) Ability to easily import data key since customer data often in multiple systems #4 As mentioned earlier, Workflow is key Makes data more actionable and meaningful Allows company to extend reach of CRM Automates processes which lower costs (i.e. qualification process) #5 Have right level of analytics capabilities for each user level (staff, manager, executive) Report Wizard and out-of-box reports are strong BI templates for sales reps. Don’t have to wait for IT to produce/run reports

28 Positioning Statement
For sales staff that value productivity and empowerment and organizations that desire business agility, Microsoft Dynamics CRM provides the best mix of relevant functionality, unparalleled platform flexibility with the broadest choices of access and deployment.

29 Microsoft Dynamics CRM for Sales: Building a Sales Solution
Core components of a sales application include: Lead and Opportunity Management Account and Contact Management Territory Management Products, Pricing and Quotes Forecasting and Sales Analytics Key Benefit Areas Workflow across Teams and Groups Tight Microsoft Office Integration Offline and Mobile Device Access Commonly integrated components include: Sales Methodology Solutions Product Configurators  Operational  Analytical  Collaborative Lead Management Data Import and manual lead capture End-to-End monitoring of leads Prospecting (segmenting existing DB) Qualification and Assignment Lead conversion (into Opp., accounts, etc.) Opportunity Management Account Management Deal tracking and Info Contact Mngmt Deal size Relationship Tracking CI (SWOT analysis) Contract Mngmt Product and Pricing Activity Mngmt Territory management QOI Productivity Pipeline MS Office (Excel, Word) Pipeline tracking Mail Merge Forecasting (Roll-up or individual) Outlook Win/Loss Advanced Find Quota Tracking Scheduling OOB Reports Mobility Custom Reports and Drill-Through

30 Key Capabilities in Microsoft Dynamics CRM
Microsoft Dynamics CRM for Customer Service: Increased Personal Productivity Goal: Deliver a rich set of productivity features to allow sales reps to work more effectively Reduce time spent on data input and routine daily tasks Eliminate inaccurate/duplicated contact and account data Use the latest Office enhancements to drive sales effectiveness Key Capabilities in Microsoft Dynamics CRM Auto-correct on data entry for accounts, opportunities, and more Office and Outlook personal productivity enhancements Batch and real-time data de-duplication Improved mail-merge functionality 360° activity management and visibility Scenario Overview According to Gartner Research, sales people spend only 45% of their time selling. The other 55% is spent on daily tasks and travel What every salesperson wants is more time for selling. And the easiest way for sales people to have more time for selling is to increase the productivity in their daily tasks and reduce manual data input. And as noted earlier, the reason CRM has traditionally had low adoption rates is because it lacks tools that made the daily life of the sales rep. easier and more productive. Microsoft Dynamics CRM Link Once again, we listened to partners and customers and tried to address key areas that will improve the productivity of the sale rep and give them more time to sell. Details In Microsoft Dynamics CRM , we included some great new features that will save the sales rep. time. Things like Auto-Correct will lead to major time savings since it will automatically match the contact or account name to the closest text the sales person types in. A multitude of Outlook enhancements (Most commonly used ribbon, ability to synch all activities from MS CRM to Outlook and the ability to populate company field from master account) will save the sales user a lot of time especially since Outlook is often the key business application used by sales reps. Data duplication will ensure the sales rep. is spending time on the right accounts and contacts and also arm him/her with the right customer information. No more embarrassing interactions of calling the wrong person or company which is invaluable.

31 Key Capabilities in Microsoft Dynamics CRM
Microsoft Dynamics CRM for Customer Service: Coordinated Sales Response Management Goal: Easily manage the process of each stage in responding to RFPs and other sales requests Define and manage specific tasks and signoffs for responses Coordinate contributions from multiple groups Optimize resources to maximize productivity Ensure high-quality in every response delivered Key Capabilities in Microsoft Dynamics CRM Intra-team and cross-team workflow Improved mail-merge 360° activity management and visibility Scenario Overview: The RFP process is one of the most important and often vexing parts of any sale (especially B2B). And while many people many think of an RFP as just a matter of filling out a big document with many questions, it is much more than that. In fact the RFP often becomes the sales process as defined by the prospect. And it is critical that companies are able to effectively manage the process, optimize resources and show a coordinated effort to the prospect. At the same time, because it is so resource intensive it is critical that the company has clean processes which dictates which RFPS they will chase and which ones they won’t. Microsoft Dynamics CRM Link Is it just me or did you also notice the use of the word “process” quite a bit. That is because a coordinated and structured process can lead to a more streamlined RFP process. And that is where Windows Workflow Manager and other Microsoft Dynamics CRM 4.0 feature enhancements come into play. Details: What if you could use the new workflow features to automatically score RFPs requests based on pre-defined criteria so that you could take the guessing out of whether it is worth it for the company to chase. Of course you could also have a manual override but think about the efficiencies gained but not having to have s, phone calls and meetings about each request that comes in. And once the company agrees to chase the RFP wouldn’t it be nice if everyone has visibility into the process and was aware who owned what, how action items were progressing and in general were aligned. Additionally, the Activity Manager would enable all involved to check on the level of activity for that opportunity/prospect.

32 Microsoft Dynamics CRM for Customer Service: Global Team Selling
Goal: Enable team-based opportunity management within or across regions Coordinate effectively on more complex deals Execute consistent processes across teams and roles Coordinate and track communications across teams Key Capabilities in Microsoft Dynamics CRM Multi-language, multi-currency, and multi-time zone support Presence integration for real-time communication 360° activity management and visibility Scenario Overview In today’s world of sales, there is often a great deal of collaboration and teamwork that needs to happen to close the deal. It is often referred to as “Team Selling”. This is especially important as boundaries have faded and companies are doing more business in multiple countries. And these global deals also tend to be the most lucrative deals. But in order to effectively compete for and win these complex deals, sales people and companies needs tools that let them take a more systematic and coordinated approach in the sale process. Let’s say you are an IT company that is trying to sell your products/services to a diversified real estate investment company. The real estate company has a wide variety of business interests (land acquisition, construction, financing, etc.) and has offices around the world. They want to make one central purchase but want buy-in from all their local offices. That in turn mandates local communication and local action while at the same time trying to have a holistic, coordinated sales process. Microsoft Dynamics CRM Link And that is exactly what the new features in Microsoft Dynamics CRM enable. Details The multi-language capabilities allow for local sales people to track interactions, view customer information and view reports in their native language. The currency capabilities allow them to easily track the global deal in their local currency as well as track local revenue opportunities (i.e. services) in there home currency. But with all that activity and interactions you need a way to track and analyze it. And that is exactly what Activity Manager and Report Wizard are aimed at. These tools are geared for business (sales) users who want to quickly and efficiently get relevant information.

33 Key Capabilities in Microsoft Dynamics CRM
Microsoft Dynamics CRM for Customer Service: Complex Relationship Management Goal: Manage the complex real-world relationships between contacts, accounts, leads, territories, & more Easily extend the sales system to reflect the complex relationships that exists within your customer base and your sales organization Support complex business models and channels Analyze relationships across multiple data objects to determine emerging trends and opportunities Key Capabilities in Microsoft Dynamics CRM Support for complex many-to-many relationships Full reporting for custom entities and across multiple entities 360° activity management and visibility Scenario Overview Most people are aware that the “R” of “CRM” is for Relationship. And while CRM may be focused on tracking and managing relationships , many CRM vendors still have a hard time tracking and leveraging complex relationships. If fact, support for many-to-many relationships was something that Gartner called out as critical for enterprise caliber CRM and we are happy to say we have addressed it. Let’s say you are an institutional asset management company selling a wide variety of investment products (Pension plans, etc.) to businesses. As part of the sales process you have to interact with many financial advisors, tax experts, consultants and lawyers that often work with the companies to choose financial plans. Many lawyers may have relationships with many companies, many tax experts may have relationships with many financial advisors and many consultants may have many relationships with lawyers and tax experts. The key point is that there are a lot of relationships and that understanding, tracking and leverage those relationships is key to making the sale as well as uncovering new sales opportunities Microsoft Dynamics CRM Link That is what many-to-many relationships support in Microsoft Dynamics CRM is all about. Details: We actually had to make some changes in our data schema to support N:N so it was a substantial effort. And now with the improvements we made in our analytics capabilities you can now report on multiple and custom entities which will allow you to better report on and track the many relationships and the and revenue connected to them.

34 Key Capabilities in Microsoft Dynamics CRM
Microsoft Dynamics CRM for Customer Service: Consistent Experience for Mobile Sales Goal: Deliver a productive sales environment for mobile field sales organizations Keep sales synchronized in Outlook, ready for mobile use Full access to from Outlook or other clients Analyze sales data offline or online Key Capabilities in Microsoft Dynamics CRM Continuous background synchronization to Outlook Choice of mobile clients: Outlook, browser, or mobile devices Offline reporting and analysis Flexible options for sending and routing Full remote access without a VPN Scenario Overview According to Gartner and other business publications, sales people on average spend over 25% of their time on the road and some sales people as much as 50 % to 75% of their time. Hence the term “Road Warrior”. And what Road Warriors need the most are tools to be productive while on the road and the ability to easily communicate with their prospects and customers seamlessly. Let’s say you have a pharmaceutical salesman that is on the road over 50% of the time. He spends over half of working hours in airplanes, cars, trains, hotels, going to and from meetings. When he is in the office he barely has time to get caught up on his work let alone try to remember all the tasks, s, and other follow-up details. And his boss and bosses constantly need updated sales pipeline and forecast information. They can’t wait for him to be back at the office or have network access. This is exactly the scenario that the below new features in Microsoft Dynamics CRM 4.0 address. Microsoft Dynamics CRM Link The majority of the enhancements noted came from partner and customer requests and we are confident that they will be widely appreciated. Details They are geared at addressing two main areas: Giving the sales user a richer offline experience since there is a lot of down time during travel. This is especially critical for reporting and outlook usage. The second area that is critical is the ability to keep the communication flow going. In essence the ability to send s from any where, anytime. Sales people don’t want to mess around with VPNs and other login processes when on the road. Whether it is online or offline, they just want to write the and entrust it goes out.

35 Strong Momentum in Sales
Microsoft Dynamics CRM has emerged as a market leader in the sales management space, driven by its ease of use for sales professionals and by the flexibility of the underlying SOA platform. Amazing amount of progress in just one year. Very unusual to move up so much in such a short-time period. Really one of three vendors in the leader area (SFDC, Siebel and MS CRM). Shows that MS CRM is starting to get due recognition and being viewed as one of the key players in the market. Source: Gartner Magic Quadrant for CRM Customer Service Contact Centers, [emphasis added]

36 SFA Customer Quotes “This is the first time we are able to look at clients in a broader way and we will know exactly what is happening with a client throughout our network. It will definitely enable us to serve our global clients better.” ABN AMRO “We’ve embarked on building a world-class sales organization, and we couldn’t have done it without a world-class sales force automation tool. Microsoft [Dynamics] CRM is playing a central role in achieving this goal.” Best Buy “For the first time, we have handshaking between sales and operations. Microsoft [Dynamics CRM] gives us real-time intelligence from sales through fulfillment. Life is better for our sales people and for our customers.” The Virginian Pilot

37 Action! Ralph R. Zerbonia Universe Central Corporation 330-720-4525


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