Customer Relationship
Management (CRM)
Improve your sales, marketing, and
customer service performance with an
Integrated CRM System
The Integrated Solution Model (ISM)
Microsoft Dynamics NAV
► - Accounting, operations, logistics, and shop
floor control.
Microsoft Dynamics CRM
► - Customer Relationship Management has
evolved to allow you to have a single view of customers, prospects, employees, partners, suppliers, distributors, and projects. Microsoft CRM is fully integrated to Microsoft NAV via web services with 211 common data elements. That means you only have to enter the information once, and everyone sees the same information from one screen.
Microsoft Family of Products
► - Integrates with the Microsoft family of
office products you already know and use - (Outlook, Word, Excel, and SharePoint).
Business Intelligence
► - Real time information from your Dashboards, Analysis, Reports, and KPI’s & score cards. Making it easier for your staff to use and learn.
Presented by:
Organizational Benefits of Customer Relationship Management (CRM)*
Key Performance
Indicator CRMNo Integrated CRMNon- Integrated CRM
Revenue Growth -1.6% 2.4% 24.8%
Bid/Win Ratio 5.14 5.64 6.08
Pipeline-to-Book 147% 199.2% 182.6
Source: Service Performance Insight, Feb. 2010
Microsoft Outlook Integration
Microsoft SharePoint Document Management
You can view all your key documents at the account, project, or department level in Microsoft CRM or Microsoft Outlook. Document management controls the life cycle of documents in your organization, including how they are created, reviewed, and published.
Web Services
Integration from Microsoft NAV to Microsoft CRM & back. Includes 232 integration points. For example, when a sales representative enters a new customer, it will transfer to accounting. Accounting will be responsible for entering credit; future invoices, & orders that the sales representative will be able to see in Microsoft CRM. The benefit is, you only need to enter information once, and on the screen you can see all the information about a customer.
Key Performance Indicators (KPI’s)
KPI’s are used to set goals, and make them visible, and provide alerts when performance is low.
Interactive Dashboards
Dashboards are used to gain a fast and visual overview of your department’s or company’s performance. They can be sliced and filtered to help you determine exactly what is affecting your performance.
Analysis
When a problem occurs, adhoc analysis can be done instantly using Microsoft Excel 2010 linked to the ERP data to identify where the problem is occurring.
Microsoft Excel Integration
The data in Microsoft CRM and Microsoft Dynamics NAV has been directly integrated to Microsoft Excel. This allows you to easily create your own reports in Microsoft Excel with real-time each time you call up a spreadsheet.
Microsoft Excel 2010 Slicer
The Slicer feature provides you with a rich visualization of your Pivot Table and Pivot Chart views so you can dynamically segment and filter the data to display precisely what you need.
Microsoft Excel 2010 PowerPivot
The PowerPivot for Excel 2010 add-in provides the integration of data from multiple sources and lightning-fast manipulation of large data sets with up to millions of rows. Business users can publish and share analysis through Microsoft SharePoint Server 2010, and have other users enjoy the same Slicer, Pivot Table, and fast-query capabilities when working on their Excel Services report.
Organizational Benefits of Business Intelligence (BI) Key Performance
Indicator No BI Integrated BINon- Integrated BI
EBITDA 20.3% 22.6% 24.8%
Pipeline-to-Book 172% 196% 230%
Bid/Win Ratio 5.34 5.29 5.76
Utilization 70.6% 73.7% 74.2%
Microsoft Excel 2010
Country
View
Province
View
Detailed
View
Slicer Drill Downs
The Slicer feature provides you with a rich visualization of your PivotTable view so you can dynamically segment and filter the data to display just what you need.
With the search filter, you can spend less time sifting through large data sets in your tables and PivotTable views, and more time analyzing.
Microsoft Excel 2010 Slicer Drill Downs
Vox 50/50 Implementation
What is different with
Vox ISM
50% of the cost, in 50% of the time
Vox provides the tools to allow you to implement in half the time, and with half the cost.
Starter Database & Configuration
The Vox starter database provides pre-configured functionality, customizations and reports designed specifically for Canadian Manufacturers and Distributors.
Easily Share Data
Data tools quickly import data from standard excel templates to avoid days of manual effort.
Implementation Tools
Online training videos, training documents and standard operating procedures provide best practices on how you can best implement the software. Online project tasks, issues and status reports keep the project on time and on budget and gives your executive team and ours full visibility of the progress of the project.
Executive Summary
What is new with:
Vox ISM
2006 CRM World Wide Partner of the year (3,500 Partners)
►
2007 Sales and Marketing World Wide Partner of the year (12,500+
►
Partners)
2008 Canadian Launch Partner for NAV 2009 (1 of 900)
►
2009 Canadian Partner of the Year
►
50+ staff, 750+ customers, decades of Manufacturing & Distribution
►
experience
“We are thrilled to have Vox ISM as a partner. We have a lot of
confidence in their capabilities... and just a leading partner organization
in developing solutions on our platform, helping customers achieve
their objectives, helping customers do it in an on-time on-budget way,
& bringing superior solutions. I could not be happier to have Vox as a
partner, and I think you will see the same thing as well.”
Phil Sorgen President of Microsoft Canada
Microsoft
90% of business desktops use Microsoft
►
(Your people know it already)
$ 8 billion dollars in R&D annually
►
$62 billion in annual sales, net income $24 billion
►
A winning combination, Microsoft products and Vox ISM’s local industry support across Canada.
Vox
ISM
Vox Integrated Solutions Model
Local Support Across Canada
www.voxISM-mfg.com
416-488-4899
CRM-002-AUG-2010
Vox
ISM
Vox Integrated Solutions Model
This document is for informational purposes only. VOX ISM MAKES NO WARRANTIES, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. © 2010 Vox ISM. All rights reserved. The Vox ISM logo and Inte-grated Solution Model are trademarks of Vox ISM. Microsoft, Dynamics CRM, Dynamics NAV, Excel, SharePoint, and Office are either registered trademarks or trademarks of Microsoft Corporation.
