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Melanie Gass Melanie Gass CenterPoint Solution CenterPoint Solution CRM SOLUTIONS

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Page 1: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

Melanie GassMelanie GassCenterPoint SolutionCenterPoint Solution

CRM SOLUTIONS

Page 2: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

Microsoft Dynamics CRM | Microsoft Dynamics CRM | At A GlanceAt A Glance

• Over Over 10,000 customers10,000 customers• Over Over 500,000 users500,000 users • Over Over 1,500 partners1,500 partners• Full suiteFull suite of marketing, of marketing,

sales, and servicesales, and service• Native OfficeNative Office experience experience• Web servicesWeb services architecture architecture• Fast, flexible,Fast, flexible,

and and affordableaffordable• Available in Available in 22 languages22 languages**

Microsoft Dynamics CRMMicrosoft Dynamics CRMCustomer Growth WorldwideCustomer Growth Worldwide

FY 03 FY 04 FY 05

+100%+100%

+100%+100%

* Version 3.0 through mid-2006* Version 3.0 through mid-2006

Information current as of March 2006Information current as of March 2006

Page 3: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

What What IsIs CRM? CRM?

• Customer-facingCustomer-facing– Sales, service, and marketing activitiesSales, service, and marketing activities

• Process-focusedProcess-focused– Workflow drives consistent executionWorkflow drives consistent execution

• Team-orientedTeam-oriented– Collaborate with others inside and outsideCollaborate with others inside and outside

of the organizationof the organization

How does it differ from simpleHow does it differ from simple“contact management”?“contact management”?

Page 4: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

What Do Businesses Need From A CRM System?What Do Businesses Need From A CRM System?

• Reliable user adoptionReliable user adoption– If people won’t use it, it has no valueIf people won’t use it, it has no value

• Great business fitGreat business fit– Consistent processes and real-time visibilityConsistent processes and real-time visibility

• Fast, flexible, and affordable technologyFast, flexible, and affordable technology– Quick to deploy and easy to manageQuick to deploy and easy to manage

Page 5: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

Works the Way Your Business Works the Way Your Business DoesDoes

• Easily adapts to each company’s Easily adapts to each company’s needsneeds

• Powerful workflow and analyticsPowerful workflow and analyticsWorks the Way Technology Works the Way Technology ShouldShould

• Fast to deploy and easy to Fast to deploy and easy to managemanage

• Powerful Web services Powerful Web services architecturearchitecture

Works the Way You DoWorks the Way You Do• Native Office and Outlook Native Office and Outlook

experienceexperience• Full range of mobile solutionsFull range of mobile solutions

Microsoft Dynamics CRM | Microsoft Dynamics CRM | The Next The Next WaveWave

A A completecomplete CRM suite that CRM suite that leverages the power and leverages the power and

productivity of the Microsoft productivity of the Microsoft platformplatform

SalesSales ServiceService

MarketingMarketing

Microsoft Dynamics

CRM

Page 6: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

Microsoft Dynamics CRM | Microsoft Dynamics CRM | Works The Way You Works The Way You DoDo

• Native Microsoft Native Microsoft Outlook FoldersOutlook Foldersand Command Barand Command Bar

• AutomaticAutomaticcalendar, contact, task calendar, contact, task and email and email synchronizationsynchronization

• Quick viewsQuick viewsof relevant informationof relevant information

Page 7: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

Microsoft Dynamics CRM | Microsoft Dynamics CRM | Works The Way Your Business Works The Way Your Business DoesDoes

• Powerful reporting viaPowerful reporting via SRSSRS

• Take data into Take data into ExcelExcel while while maintaining a live data maintaining a live data linklink

• SecureSecure, , roles-basedroles-based access at the database access at the database levellevel

• Create Create workflowworkflow based on based on standard and custom standard and custom entitiesentities

• Evaluate conditions and Evaluate conditions and actions actions across systemsacross systems

New LeadReceived

ExistingAccount?

CreateNew Acct

CreateNew Oppty

Assign toTelesales

AlertSales Rep

Y

N

Page 8: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

Microsoft Dynamics CRM | Microsoft Dynamics CRM | Works The Way Technology Works The Way Technology ShouldShould

Roles-BasedUser Experience

Roles-BasedUser Experience

Business Workflowand Visibility

Business Workflowand Visibility

Integration andExtensibility

Integration andExtensibility

• Use Outlook, browser, or mobile Use Outlook, browser, or mobile devicedevice

• Get Get just the right tasksjust the right tasks to each user to each user

• Intelligent links to Microsoft OfficeIntelligent links to Microsoft Office

• Drive more consistent process Drive more consistent process executionexecution

• Tailor the system to Tailor the system to fit your businessfit your business

• Get instant visibility and alertsGet instant visibility and alerts

• Web services architectureWeb services architecture

• Connect Connect multiple systemsmultiple systems in real-time in real-time

• Easily import and export dataEasily import and export data

Page 9: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

What’s NewWhat’s New

Page 10: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

Microsoft Dynamics CRM | Microsoft Dynamics CRM | What’s NewWhat’s New

Hundreds of new features, including:Hundreds of new features, including:Native Outlook ExperienceNative Outlook Experience

• Roles-based user interfaceRoles-based user interface

• Dynamic help and suggestionsDynamic help and suggestions

• Pervasive mobile capabilitiesPervasive mobile capabilities

• High performance syncHigh performance sync

New CRM ModulesNew CRM Modules

• Marketing Automation,Marketing Automation,including Quick Campaignsincluding Quick Campaigns

• Service Service AutomationAutomation

• SQL Reporting Services SQL Reporting Services

Platform FlexibilityPlatform Flexibility

• Custom entitiesCustom entities

• Extensible workflow engineExtensible workflow engine

• Real-time app integrationReal-time app integration

• Easy portal integrationEasy portal integration

Installation and UpgradeInstallation and Upgrade

• Installation diagnosticsInstallation diagnostics

• Automatic Web ServicesAutomatic Web Services

• New security modelNew security model

• Metadata import/exportMetadata import/export

Page 11: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

Microsoft Dynamics CRM | Microsoft Dynamics CRM | For Small For Small BusinessesBusinesses

• Microsoft Dynamics CRM Small Business Edition (SBE) is Microsoft Dynamics CRM Small Business Edition (SBE) is optimized optimized for small businessesfor small businesses

• Complete CRM suite installs in 10 clicks or lessComplete CRM suite installs in 10 clicks or less• Quick customization to specific business needs through the Quick customization to specific business needs through the

“Consultant in a Box” wizard“Consultant in a Box” wizard• Tightly integrated with Microsoft Small Business Server Premium Tightly integrated with Microsoft Small Business Server Premium

2003 capabilities2003 capabilities– Fax server integrationFax server integration– Integrated system managementIntegrated system management

• Built-in migration of data from Microsoft Office Business Contact Built-in migration of data from Microsoft Office Business Contact Manager (BCM)Manager (BCM)

Page 12: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

Microsoft Dynamics CRM | Microsoft Dynamics CRM | For Midsized For Midsized CompaniesCompanies

• Microsoft Dynamics CRM fits the business and technology needs of Microsoft Dynamics CRM fits the business and technology needs of midsized companiesmidsized companies

• It delivers all of the power of an high-end CRM system through a It delivers all of the power of an high-end CRM system through a familiar Microsoft Office and Outlook interfacefamiliar Microsoft Office and Outlook interface

• Complete CRM suite with sales, service,Complete CRM suite with sales, service,and marketingand marketing

• Flexible options for online, offline, andFlexible options for online, offline, andmobile accessmobile access

• Simplified installation and maintenanceSimplified installation and maintenance• Highly configurable without writing any codeHighly configurable without writing any code• Easy integration to external system and dataEasy integration to external system and data

Page 13: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

Microsoft Dynamics CRM | Microsoft Dynamics CRM | For Large For Large EnterprisesEnterprises

• Microsoft Dynamics CRM puts powerful CRM capabilities into a Microsoft Dynamics CRM puts powerful CRM capabilities into a familiar familiar Microsoft Office and Outlook experienceMicrosoft Office and Outlook experience– Complete CRM suite with sales, service,Complete CRM suite with sales, service,

and marketingand marketing– Flexible options for online, offline, andFlexible options for online, offline, and

mobile accessmobile access– Powerful service-oriented platform basedPowerful service-oriented platform based

on Web services and Microsoft technologyon Web services and Microsoft technology– Highly configurable and extensible data modelHighly configurable and extensible data model– High scalability for large user deploymentsHigh scalability for large user deployments– Easy integration to external apps and dataEasy integration to external apps and data– Highly secure environment to protect sensitive dataHighly secure environment to protect sensitive data

Page 14: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

Microsoft Dynamics CRM | Microsoft Dynamics CRM | Reinventing CRM To Drive Reinventing CRM To Drive SuccessSuccess

Works the WayYou Do

More productivityIn day-to-day

CRM tasks

Common user experiencewith Office and Outlook

Reduced click countsfor every task

Complete capabilitiesin the office and on the road

Works the WayYour Business Does

Better managementcontrol and

visibility

Powerful workflow drivesconsistent processes

Automated alerts andexception handling

Closed-loop trackingand reporting

Works the WayTechnology

Should

Reduced loadon IT implementers

and operations

Simplified installationand maintenance

Common configurationand customization tools

Integrates easilyvia Web services

Page 15: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

Microsoft Dynamics CRM | Microsoft Dynamics CRM | Next StepsNext Steps

• Choose Microsoft Dynamics CRM for the Choose Microsoft Dynamics CRM for the technology and platformtechnology and platform to to drive CRM success for your businessdrive CRM success for your business– Outstanding user experience and user adoptionOutstanding user experience and user adoption– Great business fit and visibility into resultsGreat business fit and visibility into results– Scalable and secure platform with great extensibilityScalable and secure platform with great extensibility

• Define a Define a complete CRM solution and plancomplete CRM solution and plan that includes people, that includes people, process, and technologyprocess, and technology– Microsoft and its global network of partners are committed to your successMicrosoft and its global network of partners are committed to your success

Page 16: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

Next StepsNext Steps

• Contact CenterPoint at 888-576-0334 for a Contact CenterPoint at 888-576-0334 for a live demonstrationlive demonstration

• We work with partners on integrations We work with partners on integrations should you need assistanceshould you need assistance

• We are here when it’s time for trainingWe are here when it’s time for training

Page 17: Melanie Gass CenterPoint Solution CRM SOLUTIONS Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver

© 2006 Microsoft Corporation. All rights reserved.© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Thank You.Thank You.