dynamics crm online training presentation for itel

Microsoft Dynamics CRM

Lucy Bourne, Account Manager, Expressware in Partnership with Vispera

ITEL

Overview of Dynamics

CRM Online

Managing records and campaigns

Viewing what’s

relevant to you

Agenda

The art of the possible

with Dynamics

CRM

Higher Return on

InvestmentMore Value

Industry Leading CRM

Capabilities

Power of ChoiceDeployment, access and

pricing options

Familiar and Natural

User Experience

Why Customers Choose Microsoft Dynamics CRM

FlexibilityEase of customization,

integration & development

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Overview

Web browser

version

Outlook Client

What’s What in Dynamics CRM Online

Marketing

Our strategy and approach to Social CRM

Settings

Company

Resource Centre

Sales

Service

• Das

•Dashboards•What’s new•Entities•Duplicate

•Opportunities•Sales Literature•Quick Campaigns

•Entire Campaigns from scratch

•Customer service•Staffing and resource management

• In-depth setting control•Document management•Data import

•Where to get help•Knowledge base

CasesLeads and Opportunities

Accounts:Parent and Sub Accounts

EntitiesManagement and Relationships

Contacts

Activities

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ManagingAccounts and contacts

Creating records

Editing a existing record

Associating and connecting

records

Changing the status or a

record

Other possibilities

Finding records

SelectTHE RECORD YOU WANT TO SEARCHSearch USING THE QUICK SEARCH FEATUREShare / AddYOUR SEARCH RESULTSChange your viewNARROW YOUR SEARCH

Searching for Accounts and Contacts

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Managing Leads

How are they different to contacts?

Creating leads

Importing a list of leads

Deleting a lead

Searching Leads

Qualifying Leads

Finding leads

SelectLEADSSearch USING THE QUICK SEARCH FEATUREDetect DuplicatesYOUR SEARCH RESULTSAdd a personal viewNARROW YOUR SEARCH

Searching for Accounts and Contacts

PHOTO PLACEHOLDERSee only what you need

Views

Dashboards

Reach the right people Creating a Campaign

PLANNING ACTIVITIES

Creating the perfect campaignA collection of tasks and activities related to marketing effort

A Single Quick Campaign

PLANNING ACTIVITIES

CAMPAIGN ACTIVITIES

ADDING MARKETING

LISTS

CAMPAIGN RESOPONSES

Or

PHOTO PLACEHOLDERFuture Training

Creating:

Teams

Products and Pricelists

Contacts and Cases

Time Management Logs

User Settings

Basic Customisation

PC Browser Mobile

Managing contracts/proje

cts

Service scheduling activities/

workflows

Bulk mailing and mail merges

Creating an articles library /

Knowledge base

RELATIONSHIPS | INTERACTIONS | PROCESS | INSIGHTS

Future training topics

PHOTO PLACEHOLDEROther Possibilities

Views

Dashboards

The art of the possibleSet of Productivity Tools from Microsoft

COLLABORATION AND

KNOWLEDGE SHARING

RICH DATA AND DOCUMENT

MANAGEMENT

SEAMLESS COMMUNICATION & TRACKING

REAL-TIME IM AND PRESENCE

MARKETING EFFECTIVENESS

SALES PRODUCTIVITY

CUSTOMER CARE

EXTENDED CRM (XRM)

Relationships

Interactions

Pro

cesses

Insig

hts

Docu

men

ts

eMails

Real-T

ime

Com

ms.

Knowledge Sharing

The Skype plug in gives you the power to call all contacts from with Dynamics

Skype

Directly access valuable client information all from Dynamics.

LinkedIn

Powerful integrated e-mailmarketing. Create formsand dynamic web content.

ClickDimensions

Market to your marketing lists using the most effective tool around.

Express SMS

Microsoft Dynamics Add-ons available

Thank you

Any Questions?

(01453) 827899

Via A Commitment to Simplicity and Agility With:

lucy.bourne@expressware.co.uk @lucy_bourne

Microsoft Confidential 20