Microsoft Dynamics CRM
Positioning & overview
Agenda
Microsoft Dynamics CRM - Positioning
Microsoft Dynamics CRM - Functions at a glance
Benefits and references
Microsoft Dynamics CRM -
Positioning
Microsoft Dynamics CRM - Positioning
Simplicity
“We need a solution which enables us to complete our tasks more easily.”
Flexibility
“We need a solution that can be adapted flexibly to suit our
requirements.”
Profitability
“We need a solution which can be easily managed and controlled economically by the IT department.”
Comprehensive analyses
xRM framework (extensibility)
Performance & scalability
Microsoft Dynamics CRM is tailored...
Easy operation for every user role Perfect Outlook integration
Offline use with no extra costs
Simple adaptation to your specific needs
Effective workflows and processes Informative reports
Quick and easy provisioning and maintenance
Modern web service architecture Integrates into other Microsoft and
third-party systems
1
2
3
… to your work processes
… to your company
… to your IT requirements
Simplicity Flexibility
Profita- bility
Comprehensive analyses
Performance & scalability
xRM framework (extensibility)
Flexible selection options in the use and operation of the solution
Microsoft Dynamics CRM - Positioning
Hosting operation
from service provider
Owner-operator
Microsoft Dynamics CRM Mobile:
Provision of Microsoft Dynamics CRM in your users’ preferred environment
Online and offline availability
Highlights of Microsoft Dynamics CRM
Microsoft Dynamics CRM - Positioning
Close Microsoft Office integration
Native Outlook client
Seamless integration into MS Office applications Stable workflow functions
User guidance tailored to business users
Flexibility for use across departments and systems Seamless remote functions
Stable offline solution
Standardised user interface and technology, both online and offline
Many access options via mobile devices Simple adaptation and integration
Web services-based open API for simple integration
Simple adaptation and configuration thanks to flexible architecture Flexible installation options
Standardised codebase for on-premise, on-demand and hybrid installations
Internal hosting for maximum flexibility and control
Features of Microsoft Dynamics CRM
Over 2 million users in over 80 countries and using over 40 languages Over 30,000 clients, from small businesses to enterprises
Over 1,200 software and service partners with Microsoft Dynamics CRM expertise Over 100 service providers for hosted Microsoft Dynamics CRM solutions
Regional data centres in the USA, EMEA and APAC for CRM Online Multi-tenant architecture for Cloud and on-premise installations
Standardised development basis for Cloud and on-premise offers for integration and extension High ROI helps clients to achieve higher benefits
Microsoft Dynamics CRM -
Functions at a glance
Authorisations, categorisations, notifications, escalations, workflow management, analyses
Campaign planning and management
Selection and list management Campaign templates
Campaign implementation Response management Lead management
Marketing
Sales opportunity management Distribution area management Sales processes & sales planning Drawing up quotations & order
management Product catalogue Sales literature Competitor info
Sales
Support requests Problem-solving (knowledge database) Queue E-mail management (Auto response e-mail) Service contracts Deployment planningService
Company & contact management, search function Activity & task management
Calendar function
Correspondence, mail merge, serial emails Notes & attachments
Day-to-day business
Appointment management and task allotment, contact and activity management
Client
Lead Sales
opportunity Loyal customer
Campaign/trade fair Qualif- ication Sales process Service & support Enquiry/call for tenders
Example: Perfect Outlook integration
Microsoft Dynamics CRM 2011 – Screenshot
Example: Analysis dashboard
Microsoft Dynamics CRM - Screenshot
Microsoft Dynamics CRM -
Benefits and references
The benefits of Microsoft Dynamics CRM
Microsoft Dynamics CRM - Benefits
1
360 view of
your customers
2
More productivity
4
Successful projects
Create comprehensive transparency throughout the company.Enable your users to work more productively, by allowing them to
concentrate on your customers.
Achieve project goals
faster and with fewer additional costs – a CRM solution with a positive ROI.
Use technology as an accelerator for change and new developments.
3
More flexibility
maihiro provides extensions for your project which offer added value and act as project
accelerators.
Microsoft Dynamics CRM – maihiro add-ons
Complete (process) integration of eC-messenger into Microsoft Dynamics CRM for universal email processing incl. data recovery.
1
Integration of the Net Promoter® Score (NPS ®) to map relational or
transactional customer satisfaction ratings based on a scientific method.
2
Geographical tour planning for route optimisation for planned customer visits
3
4
maiConnect SAP - The pre-configured integration of Microsoft Dynamics CRM and SAP ERPMicrosoft Dynamics CRM -
Summary
Summary
Microsoft Dynamics CRM is an easy-to-use, flexible, adaptable CRM solution that can be operated cost-effectively and which combines comprehensive analysis options, opportunities for mapping processes, performance and scalability, and simple extensibility for customer-specific requirements.
The solution can be operated both within your own company (onPremise) and in the Cloud (onDemand / “Microsoft CRM Online”), and offers access options via Internet Explorer, mobile devices and via the Outlook client
Thank you for your attention!
10.10.2012, # 20The essence of CRM
Technologies
Processes
People
maihiro
Imprint
10.10.2012, # 22
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