microsoft dynamics crm: the holistic crm...

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Microsoft Dynamics CRM: The Holistic CRM Solution

360º View of

Customer

Cross-selling

Profitability

Share of wallet

Propensity to

buy

Sales

Customer

acquisition

Customer retention

Segmentation

Market share

Marketing

Customer

satisfaction

Relationship length

Channel preference

Service

Profitability

Wallet Share

Credit analysis & rating

Portfolio risk mgmt

Insight

Process automation

Fraud detection

Privacy preferences

Auditing

Compliance

Tablet Desktop Phone

Cloud On-Premises

“Work with customer data and business processes on a device and in the location of your choice”

PC Phone & Tablet

Stay productive on the go

Adopt Microsoft Dynamics CRM on touch devices to:

• Quickly mobilize your sales force

• Create a competitive differentiator

• Attract and retain sales talent

Microsoft Dynamics CRM for tablets

A personalized experience

Team selling through social connections

Introducing Netbreeze social listening & insights

Monitor brand presence

Global sentiment analysisGain a true understanding of your customers and your business on a global scale across the social web.

Share of voiceTrack your brand, products, and influence in 28 languages across Twitter, Facebook, YouTube, news channels, blogs, and forums.

Competitive intelligenceSee how you measure up against the competition. Identify differentiators, strengths, and weaknesses.

Track strategic initiatives for sales, service, and marketing

Custom dashboardsTrack posts across all social channels in a single feed.

TrendScoutGet notified when posts and publications differ from statistical expectations.

Campaign managementMeasure social impact on marketing, sales, and service campaigns. Gain insight on what’s working and what isn’t.

Early warning systemGain early insight on problematic issues and stay on top of hot topics in your industry.

Top influencersIdentify and connect with the most influential voices in your community.

WatchdogGet notified on custom key words, competitive conversations, and industry questions.

Create alerts and generate leads

MarketingPilot is Integrated Marketing Management

EFFECTIVEMARKETING MANAGEMENT

PLAN &CREATE

Digital Asset Management

Workflow & Collaboration

MULTI-CHANNEL ENGAGEMENT EXECUTE

CRM Integration & Closed Loop ROI

Advertising &

Social Media

NURTURE & MEASURE

DATA DRIVEN,CUSTOMER FOCUSED

CustomerSegmentation

Behavioral Analysis

EXTERNALCHANNELS

MediaBuying& Planning Spend Management Resource Management Campaign Management

INTEGRATED MARKETING MANAGEMENT

User Autonomy

Governance SocialCloud

Natural Interfaces

Business Agility

Devices and HTML5

Economic Reality

xRM is an application framework that uses the full power of the Microsoft

Application Platform to accelerate the development and delivery of enterprise-

class, relational business applications.

XRM Application Services rapidly adapt to fit your

application requirements

ууущщйццззййз

360O View

ууущщйццззййз

Microsoft

Technologies(Outlook, Office,

SQL Server, .NET)

The xRM Ripple Effect increases IT responsiveness to business requests, increases productivity and provides

low TCO

New field is dynamically made available to: All application UI’s

Forms Designer (UI)

Client-side Jscript

Workflow Engine (triggers, data…)

Security

Advanced Find & Query

Analytics

Wizards (Workflow/Reporting)

Offline Synchronization

Web-Services (Data/Metadata API)

Mail Merge

Data Import, Mapping & Deduplication

110101

101010

110101

Service-Oriented Architecture

Integration

Services

Extensibility

Services

User Experience Services

Business Logic

Services

Metadata

Services

Database

Services

Analytical

Services

Granular role-

based Security

Business

Process

Modeling

Windows

Workflow

Foundation

Application

Definition

Portable

Application

Model

Release &

Upgrade Mgmt

Declarative

Data Modeling

Referential

integrity /

relationship

Dynamic

Ripple Effect

Dashboards

KPIsReporting/

OLAP

Data Mining/

Predictive

Enterprise scalability &

performance

Platform Management

Tools Developer ToolsMulti-tenancy, lingual

and currency

Online/

Offline

Mobile/

Portal/Custom Custom User FeaturesMicrosoft Office/

Outlook

Granular role-

based

Security

Business

Process

Modeling

Windows

Workflow

Foundation

Application

Definition

Portable

Application

Model

Release &

Upgrade Mgmt

Declarative

Data

Modeling

Referential

integrity /

relationship

Dynamic

Ripple Effect

Dashboards

KPIsReporting/

OLAP

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