1. Show & Tell: Marketing Automation with PowerPacks and Microsoft Dynamics

2. Alex Fagundes, Director/Chief Architect
A CRM MVP , Alex has over 10 years of Dynamics CRM and Dynamics 365 experience, including enterprise implementations, architecture, migrations, and security. With a wealth of knowledge, and skills in application and infrastructure architecture and design, Alex’s primary role is to provide the day-to-day technical direction and leadership for PowerObjects development, cloud infrastructure and support teams.

3. Dean Jones, SVP & Founder, PowerObjects
Dean has been helping organizations leverage technology to solve business problems for more than 20 years. A true technical visionary at heart, Dean’s career has been focused on designing and implementing solutions to support a vast array of business processes and challenges.

4. Agenda Easy to add value to your CRM implementation
Start small / phased approach
We’ll focus on marketing addon
Can demo any addon
Ask questions
Agenda
About PowerObjects
PowerPack Add-ons
Driving Value Back into CRM
Marketing Add-ons
Productivity Add-ons

5. About PowerObjects
Founded in 1993 and acquired by HCL in 2015, PowerObjects, an HCL Technologies Company is a leader for providing exceptional offerings of Service, Support, Education and Add- ons for Microsoft Dynamics 365.
Microsoft Partner of the Year multiple years running.
One of the most widely visited Dynamics 365 websites and blog in the world.
Experts in delivering digital transformation solutions for Manufacturing, Financial Services, Healthcare, Retail/CPG, and more.

6. PowerObjects is 100% focused on Microsoft Dynamics 365
PowerObjects is 100% focused on Microsoft Dynamics 365. Driving success for your end-to- end journey with our four pillars of service, support, education and add-ons.

7. 4 Pillars
SERVICE
SUPPORT
EDUCATION
ADD-ONS

8. 2017 Microsoft Worldwide Partner of the Year Award for Dynamics 365 Consulting and Systems Integration
2017 Microsoft Cloud Customer Relationship Management Award Finalist
2016 Microsoft Modern Marketer Partner of the Year
2015 Cloud Customer Relationship Management Partner of the Year
2014 Microsoft Customer Relationship Management Award Finalist
2014 Customer Excellence Award for Cloud Transformation
2013 Microsoft Dynamics CRM Partner of the Year
2012 Microsoft Dynamics CRM Partner of the Year

9. PowerPacks

10. What are PowerPacks?
Usability enhancements
Many marketing-add-ons
Very quick to install and begin using
Subscription-based ($1- $2/user/month
Customer gets a credit

11. What are PowerPacks?
All require registration – free 30 day trial
Download from AppSource or
A few require a ‘cloud component’.
All inclusive – you pick the geo

12. How PowerPacks Drive More Value
PowerPacks allow you to extend CRM with:
Web Forms
Web Traffic
Surveys
Bulk via MailChimp
SMS
Chat

13. Lead Capture

14. Why does it take so long to follow up with leads?
Build web forms in CRM, deploy on your website, and pull data directly back into CRM
Collect web form submissions and map them back to leads, contacts, or accounts in CRM – no need to import from a third party solution
Get instant notifications when someone fills out a form
Detect duplicates automatically to ensure you are not replicating data
Use hidden form fields to fill CRM fields in with static values

15. PowerWebForm

16. PowerWebForm Activities

17. iPad Offline PowerWebForm

18. Demo Web Forms text: D365 to: 99322

19. Surveys

20. If only I knew how my customers felt…(ASK ‘EM!)
Build surveys in CRM, send surveys to contacts, leads or accounts, and pull survey data directly back into CRM.
Collect survey submissions directly back into CRM, and see the feedback from surveys instanteously
Get instant notification when someone submits a suvey
Connect survey responses to records in CRM or keep them anonymous depending on your needs
Create workflows in CRM to build surveying processes, such as when a case closes or for incoming surveys

21. PowerSurveyPlus

22. Bulk Email / Newsletters

23. You Say Newsletter—We Say MailChimp
Send bulk s from CRM and track statistics data directly back into CRM accounts, contacts, and leads.
Collect all data related to bulk campaigns in CRM instead of a separate database
Send beautiful and professional HTML s
Send bulk s off of MailChimp’s servers, instead of using the CRM router
Allow MailChimp to keep track of SPAM laws and regulations

24. PowerMailChimp Statistics

25. SMS / Texts

26. A Phone Call? LOL – Just Text Me Please ;)
Send SMS (text messages) from CRM and receive SMS messages directly back into CRM.
Send a text message as confirmation, or with a URL to help
Send promotional texts
Automate appointment reminder texts
Receive text messages and trigger workflows

27. A Phone Call? LOL – Just Text Me Please ;)
Send SMS (text messages) from CRM and receive SMS messages directly back into CRM.
Support for
Twillio –Inbound and Outbound
Long codes - $1/phone number/month
$ per message
CallFire –Outbound only

28. Demo Power SMS Please text: D365 to 99322

29. Chat

30. What’s Wrong with the Phone?
Chat directly with your customers or leads through your website and track data back in CRM
Provide customers with an easy, quick way to engage with your sales team
Offer quick, remote, one-to-many support
Deliver a channel preferred by the customer
Percent of customers ‘happy’ with outcome/engagement:
73% for chat
61% for
44% for phone

31. PowerChat Why PowerChat? Deploy chat in 10 minutes Pick your agents
Pick your topics
Define short cut snippets
Define widgets
Get short cut and add to website

32. Maps

33. Your Data on Bing Maps!
Plot a visual representation of any record in CRM with an address related to it on a map in CRM
Map any CRM entity—maps are based off of entity views
Users can choose multiple pins to represent different entities or views
Navigate straight to a record from the map with one click
Save map configurations
Get directions
Add records to marketing lists directly from the map

34. Your Data on Bing Maps!

35. More Add-ons

36. Productivity Add-ons

37. Marketing Automation Add-ons

38. Search Add-ons: Comparison

39. PowerGlobalSearch

40. PowerOneView

41. PowerGrid

42. What Did We Learn?
Successful CRM starts with service, involves education and ongoing support, and includes some cool add-ons.
Extend your CRM for your users, customers, vendors, and partners
Give users some cool features like visualizations and mobile access

43. Questions

44. Thank You

45. Icons for use

46. Logos for use

48. - Matt Kresch, Microsoft, Director of CRM Product Development
“Businesses are looking for solutions that enable them to more intelligently engage with their customers. Providing these businesses with the most personal, proactive and predictive solutions is the focus of our strategic alignment with PowerObjects. Together, we are committed to drive transformation in the Field Service, Customer Care, and Mobility and Portals industry through the combination of Dynamics CRM and PowerObjects’ thought- leading innovation and product capabilities.”
- Matt Kresch, Microsoft, Director of CRM Product Development