Customer Relationship Management (CRM)

Transcription

1 Customer Relationship Management (CRM) Improve your sales, marketing, and customer service performance with an Integrated CRM System The Integrated Solution Model (ISM) Organizational Benefits of Customer Relationship Management (CRM)* Key Performance Indicator No CRM Non- Integrated CRM Integrated CRM Revenue Growth -1.6% 2.4% 24.8% Bid/Win Ratio Pipeline-to-Book 147% 199.2% Source: Service Performance Insight, Feb Microsoft Dynamics NAV - Accounting, operations, logistics, and shop floor control. Microsoft Dynamics CRM - Customer Relationship Management has evolved to allow you to have a single view of customers, prospects, employees, partners, suppliers, distributors, and projects. Microsoft CRM is fully integrated to Microsoft NAV via web services with 211 common data elements. That means you only have to enter the information once, and everyone sees the same information from one screen. Microsoft Family of Products - Integrates with the Microsoft family of office products you already know and use - (Outlook, Word, Excel, and SharePoint). Business Intelligence - Real time information from your Dashboards, Analysis, Reports, and KPI s & score cards. Making it easier for your staff to use and learn. Presented by: Fall 2010

2 Microsoft Outlook Integration Runs out of Microsoft Outlook Microsoft SharePoint Document Management You can view all your key documents at the account, project, or department level in Microsoft CRM or Microsoft Outlook. Document management controls the life cycle of documents in your organization, including how they are created, reviewed, and published. Web Services Integration from Microsoft NAV to Microsoft CRM & back. Includes 232 integration points. For example, when a sales representative enters a new customer, it will transfer to accounting. Accounting will be responsible for entering credit; future invoices, & orders that the sales representative will be able to see in Microsoft CRM. The benefit is, you only need to enter information once, and on the screen you can see all the information about a customer. 2

3 Sales Manager Portal Interactive Dashboards Dashboards are used to gain a fast and visual overview of your department s or company s performance. They can be sliced and filtered to help you determine exactly what is affecting your performance. Key Performance Indicators (KPI s) KPI s are used to set goals, and make them visible, and provide alerts when performance is low. Analysis When a problem occurs, adhoc analysis can be done instantly using Microsoft Excel 2010 linked to the ERP data to identify where the problem is occurring. 3

4 Microsoft Excel 2010 Integrates with Microsoft Excel 2010 Microsoft Excel Integration The data in Microsoft CRM and Microsoft Dynamics NAV has been directly integrated to Microsoft Excel. This allows you to easily create your own reports in Microsoft Excel with real-time each time you call up a spreadsheet. Microsoft Excel 2010 Slicer The Slicer feature provides you with a rich visualization of your Pivot Table and Pivot Chart views so you can dynamically segment and filter the data to display precisely what you need. Microsoft Excel 2010 PowerPivot The PowerPivot for Excel 2010 add-in provides the integration of data from multiple sources and lightning-fast manipulation of large data sets with up to millions of rows. Business users can publish and share analysis through Microsoft SharePoint Server 2010, and have other users enjoy the same Slicer, Pivot Table, and fast-query capabilities when working on their Excel Services report. Organizational Benefits of Business Intelligence (BI) Key Performance Indicator No BI Non- Integrated BI Integrated BI EBITDA 20.3% 22.6% 24.8% Pipeline-to-Book 172% 196% 230% Bid/Win Ratio Utilization 70.6% 73.7% 74.2% Source: Service Performance Insight, Feb

5 Microsoft Excel 2010 Slicer Drill Downs Country View Province View Slicer Drill Downs The Slicer feature provides you with a rich visualization of your PivotTable view so you can dynamically segment and filter the data to display just what you need. With the search filter, you can spend less time sifting through large data sets in your tables and PivotTable views, and more time analyzing. Excel 2010 Slicer Detailed View 5

6 Vox 50/50 Implementation What is different with 50% of the cost, in 50% of the time Vox provides the tools to allow you to implement in half the time, and with half the cost. Starter Database & Configuration The Vox starter database provides pre-configured functionality, customizations and reports designed specifically for Canadian Manufacturers and Distributors. Easily Share Data Data tools quickly import data from standard excel templates to avoid days of manual effort. Implementation Tools Online training videos, training documents and standard operating procedures provide best practices on how you can best implement the software. Online project tasks, issues and status reports keep the project on time and on budget and gives your executive team and ours full visibility of the progress of the project. 6

7 Executive Summary Vox & Microsoft What is new with: Vox Integrated Solutions Model 2006 CRM World Wide Partner of the year (3,500 Partners) 2007 Sales and Marketing World Wide Partner of the year (12,500+ Partners) 2008 Canadian Launch Partner for NAV 2009 (1 of 900) 2009 Canadian Partner of the Year 50+ staff, 750+ customers, decades of Manufacturing & Distribution experience We are thrilled to have as a partner. We have a lot of confidence in their capabilities... and just a leading partner organization in developing solutions on our platform, helping customers achieve their objectives, helping customers do it in an on-time on-budget way, & bringing superior solutions. I could not be happier to have Vox as a partner, and I think you will see the same thing as well. Phil Sorgen President of Microsoft Canada Microsoft 90% of business desktops use Microsoft (Your people know it already) $ 8 billion dollars in R&D annually $62 billion in annual sales, net income $24 billion Local Support Across Canada Vox Integrated Solutions Model A winning combination, Microsoft products and Vox ISM s local industry support across Canada This document is for informational purposes only. VOX ISM MAKES NO WARRANTIES, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT All rights reserved. The logo and Integrated Solution Model are trademarks of. Microsoft, Dynamics CRM, Dynamics NAV, Excel, SharePoint, and Office are either registered trademarks or trademarks of Microsoft Corporation. CRM-002-AUG