Relationship ChartsFor Microsoft Dynamics CRM

Why Microsoft Dynamics CRM ?

Deliver an easier and more natural user experience

Deliver a system that matches the way you

do business

Works the way your business does

Deliver an affordable solution that fits

your business

Works the way technology should

Works the way you do

The Way Sales People Work

When planning or reviewing sales opportunities and relationships with key contacts and influencers, people tend to think in pictures

Challenges for CRM

Forrester Research

“Much of the software on the market... doesn’t necessarily provide incremental value back to the user.

Sales people often complain that CRM or SFA is just an administrative burden, and does little more than prove to their boss that they are doing their job. So adoption wanes, and users go back to using familiar tools like spreadsheets, databases or even just Rolodexes”

Rob Boise, Research Director

AMR

"You have to recognize that you can go through systems selection, buy a CRM system, implement it, integrate it and it still might not work right anyway.

If you haven't addressed end-user adoption or change management properly, you can fail.“

Joanie Rufo, Research Director

Providing exciting user adoption tools is critical to successful Phase One CRM implementations

Excite Users with a Powerful Graphical Interface

Intuitive charts and simple mouse movements, Relationship Charts helps sales people see and manage their customer and partner relationships

Benefits• Extend the power of

Dynamics CRM• Improve CRM user

experience, adoption and

productivity

Relationship Charts Components• CRM entities displayed as Actors on chart canvass• Chart content read from and saved to CRM

database• Microsoft Silverlight animation

Easy to ImplementOnce CRM has been configured, Relationship Charts can be fully implemented within a couple of hours

Benefits• Quick and easy to implement• Visualize relationships

between different CRM

entities • Specifically target key user

communities• Improve CRM data accuracy

Relationship Charts Administrator• Configure to display any CRM entity and attributes• Relationship Charts Administration modules• Certified for Dynamics CRM; adheres to CRM

security

Account ManagementEasily manage one-to-many and many-to-many CRM relationships. Display relationships between different CRM entities

Benefits• Improve global account

management• Easily navigate across

multiple related Accounts• Drag and drop to

reorganize Accounts and

Sub-Accounts and save to

CRM

Account Management Components• Display Accounts and Sub-Account• Drag and drop to change parent account

relationship• Bring related Sub-Accounts to the chart

Opportunity ManagementSee and manage relationships between decision makers and key influencers. Add Contacts, Users, Ghosts or any CRM entity

Benefits• Increase sales win rates• Improve sales forecast

accuracy• Cost justify CRM with

increased sales revenue

Opportunity Management Components• Group CRM information with multiple Actor cards• Display and update CRM attributes• Click Actor to open CRM Contact form

Example Financial Justification

Sales Revenue20,000,000 Average Sale 500,000 Close Rate 50%

CRM Budget 250,000

Improved Close Rate 55% Revenue Upside 2,000,000

Relationship Charts Business Benefits

• Excite users and increase CRM adoption rates

• Quickly configure into Dynamics CRM

• Extend the power of the Microsoft Dynamics CRM

Chief Information

Officer

VP of Sales• Achieve sales revenue objectives

• Better qualified sales opportunities and forecasts

• Increase sales with improved customer coverage

• Achieve revenue and profit goals

• Through improved sales force productivity

• With more accurate and reliable sales forecasts

Chief ExecutiveOfficer

• Improve customer contact data

• Drive new leads and revenue opportunities

• Improve marketing ROI

VP ofMarketing

Summary

Improve financial justification of CRM

Through increase sales revenue

Quick and easy to implement

Once CRM has been configured, Relationship Charts can be fully implemented within a couple of hours

Position Relationship Charts as Phase One user adoption tool

Excite users with a graphical interface rather than just forms based CRM

Particularly to key client facing users

Presentations, Videos and Help

Call for customer demos or help configuring Relationship Charts

http://www.slideshare.net/matthewcrook/relationship-charts-for-microsoft-dynamics-crm www.salescentric.com

Relationship Charts TrainingJoe Stuckey, CTO