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Salesforce.com Migration Assessment with Microsoft Services Assess whether your current CRM implementation is the right solution for your current and future.

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Presentation on theme: "Salesforce.com Migration Assessment with Microsoft Services Assess whether your current CRM implementation is the right solution for your current and future."— Presentation transcript:

1 Salesforce.com Migration Assessment with Microsoft Services Assess whether your current CRM implementation is the right solution for your current and future business needs The age of the customer Enterprises are facing multiple challenges—from increased competition and the need to improve customer satisfaction and loyalty to the need to increase operational efficiencies, allowing to improve profitability and margins. Customer expectations around customer service, access to information, and experience across all channels including social media are driving new buying behavior and have a direct impact on customer loyalty. Today’s customers are well informed, well connected, and more selective—and they expect more for less! It is no surprise to find that customers are almost 60 percent down a sales cycle before they actually make contact with the company that they are researching. Customer experience has become a market differentiator. Our approach Microsoft Services is uniquely positioned to help enterprises to reduce costs, fuel innovation and sell more effectively. We have a wealth of knowledge that comes from working with thousands of customers around the world in virtually every industry. We help our customers by creating a strategy for adopting and deploying Microsoft technologies efficiently and cost- effectively, reducing the time and risks it takes customers to realize value from their Microsoft investments. Microsoft Dynamics CRM 2015 As the world grows smaller and more complicated, technology plays an important role in helping a business to understand and effectively engage with customers. Microsoft Dynamics CRM products help companies unite their marketing, sales, and service teams with the insights that they need to deliver amazing customer experiences. Microsoft Dynamics Marketing allows your marketing team to seamlessly go from planning to implementation, using the power of Microsoft Excel and Power BI to help measure campaigns across channels from start to finish, so that you can bring your marketing vision to life. Guide sellers toward desired outcomes with enhanced branching logic and increase impact with automation of business processes and enforcement of business rules across all devices. Innovative hierarchical visualizations and roll-ups bring real-time territory and forecasting data to your fingertips. Microsoft Dynamics CRM can help companies to build customer loyalty, empower agents, and drive resolution by providing relevant, proactive, and personalized service across all channels. “Microsoft Dynamics CRM has the potential to provide a solid ROI through quantifiable productivity benefits for people and processes.” –The Total Economic Impact of Microsoft Dynamics CRM 2011 (Forrester Research) Duration: 5 to 10 days

2 Salesforce.com migration assessment Contact The Salesforce.com Migration Assessment by Microsoft Consulting Services helps customers analyze the functional and technical gaps of their current customer relationship management (CRM) system and help them migrate to Microsoft Dynamics CRM 2015—the latest release of Microsoft Dynamics CRM—to drive productivity, improve business agility, and realize cost savings. Value proposition The Salesforce.com Migration Assessment provides customers with the ability to: Gain an understanding of whether the current system is supporting their business and functional requirements effectively. Obtain a technical analysis of the complexity of their current system to assess how it might be limiting business growth and the ability to be agile in a global market. Get a detailed technical and business assessment of the current CRM implementation. Migration assessment approach Typically, a Migration Assessment is a 5 to 10 days engagement. Dedicated Microsoft Services specialists in Microsoft Dynamics CRM 2015, industry, and technical knowledge will work with you to determine the gaps between your current system and your business objectives. Technical assessment Conduct an assessment of your current CRM implementation by using Microsoft technical assets to understand the technical gaps. Analyze the complexity of your system customizations and integrations by using Microsoft Services Assessment tool. Functional and business assessment Conduct an assessment of the business and functional capabilities of your current CRM system using a targeted questionnaire that provides a heat map of system gaps. Helps understand the business and functional fit of your current CRM system. Findings summary Develop a findings summary report that outlines the business and technical gaps of your current CRM system. Migration plan and next steps Discuss the next steps for migrating to a future solution based on Microsoft Dynamics CRM. Microsoft Dynamics CRM 2015 For more information about consulting and support solutions from Microsoft, contact your Microsoft Services representative or visit www.microsoft.com/services.www.microsoft.com/services


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