dynamics crm 2011 greatest hits slideshow for landing page
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Dynamics CRM 2011 Greatest Hits
#11 Follow Me…
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
#10. Happy Together
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.
#9. Ain’t No Mountain High Enough
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.
#8. Talk to Me
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
#7. In the Queue
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.
#6. Custom Made for You
Custom ActivitiesNow you can configure “other custom” activity types to support your business better.
i.e. Credit Checks, Work Site Activities, Program Activities
#5. Split Personality
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
#4. Just What I Needed
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
#3. More Cowbell
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
#2. I Can See Clearly Now
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
#1. Dashboard Paradise
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
http://www.powerobjects.com/powerpack
Upgrading to Dynamics CRM 2011 Gives You the Opportunity to Leverage PowerPack
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
The PowerObjects PowerPack Add-ons
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
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
PowerMailChimp
PowerMailChimp
PowerMailChimp
PowerMailChimp
PowerMailChimp
PowerMailChimp
PowerMailChimp
PowerMailChimp
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
PowerSurvey
PowerSurvey
PowerSurvey
PowerSurvey
PowerSurvey
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
PowerPhoto
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
PowerFind
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
PowerGlobalSearch
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
PowerCharge
PowerCharge
PowerCharge
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
PowerWebTraffic
PowerWebTraffic
PowerWebTraffic
PowerWebTraffic
PowerWebTraffic
PowerWebTraffic
PowerWebTraffic
PowerWebTraffic
PowerWebTraffic
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
PowerWebForm
PowerWebForm
PowerWebForm
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
PowerOneView
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)
PowerAutoNumber
PowerEmail
• Track opens & clicks of emails sent from CRM
PowerEmail
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!
Coming Down the Line…
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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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
PowerShare
Upgrade Today to Start Taking Advantage of These New Enhancements
Contact Mary [email protected]
612-308-7223