Survey
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
Download Microsoft Dynamics CRM
Document related concepts
Transcript
SOLUTIONS Microsoft Dynamics CRM Making the Most of your CRM implementation Reuben Krippner Microsoft CRM Product Technical Specialist Microsoft Corporation Agenda – – – – – – – – – – What are you currently using MS-CRM for? What’s Next for your MS-CRM deployment? Outlook Client capabilities Service Scheduling Marketing Workflow Informed Business Decision Making Extending your Investment Multi-Channel Support Useful Links Microsoft CRM | Your current use of MS-CRM? • Primary use? – – – – Sales Management? Marketing? Customer Service? Other? • Industry? • Number of Users? • Client Deployed? – Outlook? – Web? Microsoft CRM | What Next for your MS-CRM Deployment? • Leverage your investment in Microsoft CRM! Fully utilise the technology and platform to drive CRM success for your business – Are you using the full sales, service and marketing capabilities to manage your business better? – Are you leveraging all the capabilities of the Outlook client? – There is potentially a wealth of fantastic data stored within your CRM deployment, are you turning that into information to make better business decisions? • Define a complete CRM solution and plan that includes people, process, and technology – Microsoft and its global network of partners are committed to your success Microsoft CRM | Existing 3.0 Features • Outlook Clients: – Track Outlook contacts, emails, appointments and tasks in CRM – Mail Merge – Excel Export and Analysis • Service Scheduling: – Defining the service and required resources – Scheduling a service • Marketing: – Quick Campaigns – Full Campaign Management • Workflow: – Automating business processes through CRM system triggers – .NET Assembly support Microsoft CRM | Informed Business Decision Making • Sharepoint: – Track Outlook contacts, emails, appointments and tasks in CRM – Mail Merge – Excel Export and Analysis • Office Integration: – MS-Excel dynamic worksheets/pivot tables – Business Scorecard Manager 2005 • Analytics/Data Mining: – SQL Server 2005 Reporting Services – SQL Server 2005 Analysis Services Microsoft CRM | Informed Business Decision Making • Sharepoint: – Track Outlook contacts, emails, appointments and tasks in CRM – Mail Merge – Excel Export and Analysis • Office Integration: – MS-Excel dynamic worksheets/pivot tables – Office Snap-ins – Business Scorecard Manager 2005 • Analytics/Data Mining: – SQL Server 2005 Reporting Services – SQL Server 2005 Analysis Services Microsoft CRM | Extending your Investment • Common Customisations: – Integrate with MapPoint (GIS) – Integrate with key back-office systems (BizTalk, MSMQ) • Useful Customisations: – Alerts – Work with MS Desktop Search – RSS Feeds Microsoft CRM | Multi-Channel Support • Web Lead Registration • Customer Self-Service Microsoft CRM | Useful Links • Official site: www.microsoft.com/crm • CRM Sandbox: http://www.gotdotnet.com/codegallery/codegallery.aspx?id =b6499eb0-0eae-4597-b38e-ee9cbc71a404 • Microsoft Dynamics CRM Team blog: http://blogs.msdn.com/crm/ • CRM Whitepapers: http://www.microsoft.com/dynamics/crm/using/whitepapers /default.mspx • CRM Downloads (Including latest SDK): http://www.microsoft.com/dynamics/crm/using/downloads/d efault.mspx • Customersource: http://www.microsoft.com/dynamics/customersource.mspx © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
