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Dynamics CRM 2011 Greatest Hits
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#11 Follow Me…
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Activity Feeds Now you can collaborate better. Much like Facebook, you can follow opportunities, clients, users, etc. Available on mobile as well.
• Increased collaboration
• Increased productivity having CRM feed you details you are interested in
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#10. Happy Together
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Native SharePoint IntegrationNow you can store documents in SharePoint and have the benefit of contextual accessing them through CRM from the related record. Plus have document controls and process collaboration.
• Increased productivity
• Increased controls• Improved user
experience.
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#9. Ain’t No Mountain High Enough
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Goal ManagementNow you can develop goals in CRM and track progress against those goals through dashboards.Goals can be :• Individual or team• Monetary and activity
analysis• Hierarchical with roll-
up
More insight into the business performance.
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#8. Talk to Me
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Dialogs: Guided ProcessesNow you can standardize data gathering, customer dialogs and processes with this added feature.
1. Opportunity Close – need to gather specific details for it to get handed off
2. Inquiry Management – Intake desk needs to be guided through dialogs with inbound calls to you
• Increases productivity• Standardizes processes• Improve customer service
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#7. In the Queue
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Queue the QueuesNow you can manage inquiries and activities in work state queues• Queues against any
entity• User and team queues• Native workflow
support
i.e. Intake inbound inquiries and then a workflow rule can route it to a queue managed by a group of specialists.
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#6. Custom Made for You
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Custom ActivitiesNow you can configure “other custom” activity types to support your business better.
i.e. Credit Checks, Work Site Activities, Program Activities
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#5. Split Personality
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Multiple Forms…!Now you can Utilize Role-based forms to support various user roles.
i.e. sales will want a different view of a customer than service
• Improves the user experience
• Improves Productivity
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#4. Just What I Needed
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It’s Personal…Advanced PersonalizationNow your users can have personal views, charts and dashboards that they need to carry out their role in the organization.
You can also pin your favorite records/views.
• Increases user productivity
• Improves the user experience
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#3. More Cowbell
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More Outlook Now you have a richer Outlook experience where they have:1. Outlook functionality
on CRM records2. Preview panes
There is also enhanced performance & synchronization.
• Improved user experience
• Increased productivity
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#2. I Can See Clearly Now
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Inline VisualizationsNow you can visualize any data set in CRM through charts.
You can navigate visually through CRM data or a chart with drill-down capabilities. You can also take action on the data and all charts represent real time data.
• More insight into the business
• Increases productivity
• Less reliance on IT
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#1. Dashboard Paradise
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Real-Time Dashboards Now you can configure user, team or organizational dashboards.
You can navigate visually through CRM data or a chart with drill-down capabilities. You can also take action on the data and all charts represent real time data.
• More insight into the business
• Increases productivity
• Less reliance on IT
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http://www.powerobjects.com/powerpack
Upgrading to Dynamics CRM 2011 Gives You the Opportunity to Leverage PowerPack
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What is PowerPack?
• CRM add-ons that add specific functionality and fill specific gaps in CRM
• A-la-carte: pick and choose only the add-ons you need
• Easy & fast to import, easy to use
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The PowerObjects PowerPack Add-ons
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PowerMailChimp
• Send bulk emails from the CRM using existing CRM marketing lists
• Process:– Create template in MailChimp with help of easy
template editor– Create a CRM marketing list (static or dynamic) – Create & send your PowerMailChimp blast in CRM!– Send, open, click, bounce, ect. data synchs back to CRM
automatically– Statistics related to CRM contacts, leads and accounts
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PowerMailChimp
• Unsubscribes are synched between MailChimp and CRM
• Connects with other PowerPack add-ons– PowerSurvey – send surveys in PowerMailChimp
blasts– PowerWebTraffic – track web traffic of
PowerMailChimp blast receivers– PowerWebForm – collect bulk email subscribers
inside CRM
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PowerMailChimp
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PowerMailChimp
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PowerMailChimp
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PowerMailChimp
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PowerMailChimp
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PowerMailChimp
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PowerMailChimp
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PowerMailChimp
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PowerSurvey
• Build and send surveys from within CRM, and track survey responses back in CRM
• Process:– Create survey questions & upload survey
banner– Create survey– Send survey
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PowerSurvey
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PowerSurvey
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PowerSurvey
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PowerSurvey
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PowerSurvey
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PowerPhoto
• Add a photo to any entity –Automatically loaded to contact entity, but
can be put on any CRM entity• Easy drag and drop functionality• Photos are compressed and saved in CRM
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PowerPhoto
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PowerFind
• Searches across accounts, contacts, leads and campaign responses ONLY
• Configurable reading pane, fast searches• Sort based on status of record• Add activities (emails, tasks, ect.) to a record
with one click• Great tool for finding people in CRM
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PowerFind
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PowerGlobalSearch
• Search across ANY entity (even custom entities) – highly customizable search tool
• Customizable reading pane• Lightning fast searches• Add activities to records with one click• Filter based on type of record and status of
the record
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PowerGlobalSearch
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PowerCharge
• Charge credit cards in the CRM without having to store sensitive card information locally
• Charge cards manually by adding a credit card transaction activity, or by workflow
• Currently, ePN, BeanStream, and authorize.net payment gateways are supported
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PowerCharge
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PowerCharge
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PowerCharge
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PowerWebTraffic• Ability to track web traffic in CRM from one or
multiple domains• Relates that traffic to contacts / leads in your CRM
when they click on a link in an email sent from CRM
• Provides visual website analytics via a dashboard• Offers raw web traffic & web traffic summary by
day
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PowerWebTraffic
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PowerWebTraffic
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PowerWebTraffic
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PowerWebTraffic
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PowerWebTraffic
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PowerWebTraffic
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PowerWebTraffic
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PowerWebTraffic
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PowerWebTraffic
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PowerWebForm
• Build web form in CRM, post web forms on a website and, when submitted, data is automatically pulled back into CRM– Duplicate detection built in– Can create any CRM entity with web form data– Put on your own web page
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PowerWebForm
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PowerWebForm
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PowerWebForm
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PowerOneView
• Easily search, filter and read all information contained in standard activities without having to open the record
• Can include custom activities/entities• Configurable reading pane • Sort by type or status of record, created on and
modified on dates• Fast searching
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PowerOneView
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PowerAutoNumber
• Automatically insert numbers, letters, date, time or CRM field into any field of any record in CRM– Can have multiple fields per record type– Can concatenate auto-numbers (ex: random
letters & random number)
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PowerAutoNumber
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PowerEmail
• Track opens & clicks of emails sent from CRM
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PowerEmail
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Importing a PowerPack Add-on
1. Download file from website2. Go to Solutions area of CRM and Import
3. Wait a few minutes for download to complete4. Register the trial!
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Coming Down the Line…
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PowerZapEvent
• Online event registration management, pulled into CRM– Build events, set pricing, configure registrant
questions, set promotions/discount pricing, input waivers, allow registrants to see if they’re already registered
– Have multiple event activities for each event– Good for free or paid events– Easily post to Facebook, or add registration buttons to
any section of your website
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Pow
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Pow
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PowerShare
• Create a web page with a “bundle” of documents– Instead of sending documents to someone via email,
you create this page, put the documents there & send the link to them
– Can also expire the page– Tracks opens and clicks so you can see if someone did
receive/open the documents• Works with on-prem w. IFD, hosted and online CRMs• Subscription will be $1/CRM user/month
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PowerShare
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Upgrade Today to Start Taking Advantage of These New Enhancements
Contact Mary [email protected]
612-308-7223