MICROSOFT DYNAMICS CRM 2015

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Jeff Hoffmann

Wally Seliga

LUNCHEON

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

SWC Overview



Demonstration



Questions & Next Steps

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About SWC Technology Partners

SWC is a leading provider of

innovative IT solutions for the

mid-market. For more than

35 years, SWC has excelled

at providing strategic

guidance and delivering

best-in-class solutions tailored

to fit growing organizations.

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About SWC Technology Partners



CRM



Collaboration



Business Intelligence

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About SWC Technology Partners



Digital Marketing Strategy



Digital Creative & Web Design



SEO/SEM



Social Media

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About SWC Technology Partners



IT Architecture & Strategy



Security Advisory &

Engineering



Unified Communications &

Messaging



Datacenter & Systems

Management

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About SWC Technology Partners



Monitor & Manage



Service Desk



Remote & Onsite Support



Enhanced Managed Services

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USER

PRODUCTS

SALES



CRM Professional ($65)

SERVICE



CRM Professional ($65)



Parature Enterprise ($125)

MARKETING



Marketing ($125)

SOCIAL



Social Listening ($100)

The Dynamics CRM Ecosystem

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Quick Find

Quick find across record types from top navigation

Enhanced Process

Enhanced sales process with branching features

Hierarchies

Sales hierarchies and visualizations for Account, Users or Products

Quick Create

2015 Enhancements For Users

Service Enhancements

Flexible SLAs track adherence to metrics such as first response and case resolution

Bundles

Product families, price lists by regions

and localization of product catalog

Outlook Sync

Outlook client field level syncing setup included

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2015 Enhancements for Administrators



Field level security for all

fields



Security based off of new

user hierarchy functionality



Rollup fields

Summarize

information from child

records



Business rules now support

if/else and/or operators



Sandbox environments

0 10000 20000 30000 40000 50000 60000 0% 20% 40% 60% 80% 100% 2009 2018 2020

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HOW DOES IT WORK?



Purchase Social Listening & Analysis product



Setup trend timelines for the social media sources you want



Add any corporate pages you want to track



Platform stores social media posts for analysis in dashboards



Social profile records are stored against CRM contacts



CRM contacts can be created based on authors

Social Listening

WHAT DOES IT DO?



Analytics Dashboards

 Buzz, share, trend, history, language & sentiment



Across Many Providers

 Twitter, Facebook, blogs, news & videos



Drill down to the post level to

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Plan

Segment

Create

Test

Execute

Response

Measure

Iterate

Digital Marketing Automation

Send To Sales

Retarget

DIGITAL

MARKETING

AUTOMATION

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SALES

MARKETING

REP

SALES

REP

 Quick find across record

types from top navigation

 Enhanced sales processes

with branching

 Sales hierarchies and

visualizations for Account,

Users or Products

 Segment Audience

 Author Messages

 Test Messages

 Execute Messages

 Call Audience to Action

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Modern, Mobile Web Clients

Mobile experiences designed for the

device!

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

Digital Marketing Strategy



Marketing Analytics

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Social Listening

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Service Capabilities



Deep Dive into CRM Sales

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Want to Learn More About Digital Marketing?

Driving awareness, demand and revenue is the mission of any

marketing department. Join SWC as we showcase "best-in-class"

examples of web design, SEO and digital marketing strategy. This

event is a great opportunity to pause, step out of the business

and see what is actually working for today's market leaders.

WEDNESDAY, FEBRUARY 4

TH

AT NOON

SEASONS 52 IN OAK BROOK

WEB DESIGN, SEO & DIGITAL MARKETING

STRATEGY LUNCHEON

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ONE-DAY DIGITAL MARKETING ASSESSMENT

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Digital Marketing Strategy Session

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Technical Readiness Assessment

ONE-DAY 2015 UPGRADE ASSESSMENT

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Identify and Quantify Value

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Understand Effort & Costs

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Thank You For Joining Us!

To learn more, please contact:

Jeff Hoffmann

Wally Seliga

630.286.8155

630.286.8101