Microsoft Dynamics CRM. Salesforce.com. 8 Reasons Microsoft is the Better Investment. versus

Size: px
Start display at page:

Download "Microsoft Dynamics CRM. Salesforce.com. 8 Reasons Microsoft is the Better Investment. versus"

Transcription

1 versus 8 Reasons Microsoft is the Better Investment

2 2015 versus : The Choice is Clear When you choose a business management system, the last thing you want is to be surprised once you ve gone through the implementation. No matter how smoothly data migration and training go, a business system implementation takes time away from your primary work. You want to make sure that you cover all the bases and know that they system will deliver as promised. Business leaders like you, having whittled down the list to the market leaders, have a tough choice. and are formidable competitors, both have a history of excellence and plenty of reference accounts that will sing their praises. But your business is unique, with different challenges than other companies. At AbleBridge, we ve been implementing CRM (Customer Relationships Management) for a long time. After seeing too many companies make unfortunate mistakes, we want to share the lessons learned so that you can make a more informed decision. We ve posed some questions below and will help you sort through the facts with practical, real-world answers. 1. Does the real Office experience matter? 2. Is cloud always the best choice? 3. What is the cost/benefit trade-off? 4. What are the potential hidden costs? 5. A dashboard is a dashboard, right? 6. Is there value in keeping salespeople focused? 7. How important is digging into the detail? 8. Users don t want to adjust the interface to suit them, do they? When it comes down to it, is often selected over Microsoft Dynamics CRM because of the name recognition. We ve seen some of the results of that choice and want to make sure companies go in with their eyes open. Ryan Plourde, CEO AbleBridge With the information that follows, you can feel more confident in whatever decision that you make. Let s get started.

3 Does the real Office experience matter? Your sales and marketing people likely spend a big part of every day in Microsoft Outlook. It s the hub of communication with customers, prospects, and fellow employees. When your team uses, they don t have to change the way they work. As opposed to, which only has an Outlook plug-in, is fully integrated, is a true which means workers don t leave Outlook, they can add leads or Microsoft Outlook application, not complete tasks while they are there. just a plug-in. While Outlook has long been the hub of our daily lives, the has removed collaboration and social tools like Lync, Skype, Yammer, Outlook features like the ability to SharePoint are becoming more ingrained. With Lync, chat and manage opportunities and leads. presence allows employees to have conversations instead of strings. Yammer connects everyone in the business to the announcements, documents, and discussions. As business processes evolve, will always be in the center of activity. The real Office experience does matter and will become even more important. Technology hasn t finished changing the way we do business, it s just begun. Is cloud always the best choice? is offered through the Software-as-a-Service (SaaS) which means you pay a monthly fee to rent access to the application. There is no option for you to bring the application on-premises or into a hosted environment if your business requirements change. can be With the power of choice in deployment, deployed in the cloud, on-premises allows you to implement in the cloud, on-premises, or have your or hosted. solution privately hosted. And, allows you to transition between deployment models as business needs is only available dictate. in the cloud. Your business is unique and circumstances change over time. Having the option to change could save you considerable time and expense.

4 What is the cost/benefit trade-off? When comparing the costs of versus, it s critical to evaluate the functionality to make sure that your organization receives the expected value. Salesforce automation: does not provide visibility into customer lead history, competitors, credit status, payment terms, and other key account management data. Microsoft Dynamics supports all of the above, plus more. Marketing automation: limits users to 250 messages per campaign in Professional Edition, and 500 messages per campaign in Enterprise Edition. Microsoft Dynamics does not impose these limits. Online Basic Edition: $30/user/month Professional Edition: $65/user/month Professional: $65/user/month Enterprise: $125/user/month Unfortunately, these limitations are just the start. The bottom line is that costs as much or more than and delivers less. What are the potential hidden costs? In addition to missing functionality, customers often find their business requirements change as the business grows and technology changes. Since the Salesforce. com Professional Edition has a very limited set of functionality, they have to move to the very expensive Enterprise Edition. Online In contrast, Online Professional Knowledge base: included Edition is a complete CRM solution, recognized as a leader by Offline access: included numerous analysts. Storage: $9.99/gigabyte/month To make sure you get the functionality you need, ask about additional functionality, including: Knowledge base:$50/user/month Visual workflow Offline access: $25/user/month Partner and community portals Storage: $250/gigabyte/month Mobile support Outlook integration Data migration and de-duplication.

5 A dashboard is a dashboard, right? While provides a basic set of tools to create reports and dashboards, there are significant limitations. Users must go back to the home or specialized pages to access dashboards. There is no automatic notification that a dashboard needs to be refreshed, so users can be looking at old data without knowing it. Perhaps most importantly, the combinations of data that can be compared or tracked are Inherits security and data privileges limited by the design of the database. Allows charts, lists, iframes display Real-time data Data visualization is one of s real strengths. Dashboards are easy to create on any combination of fields to provide individualized insight. It doesn t matter if No security or data inheritance it is a campaign, understanding your customers, analyzing Only reports can be displayed sales, or driving results. You can bring all the data you want Lag of minutes into a single view to fit the business and the viewer. Not all dashboards are created equal. Data is the new currency of business and you better have a crystal clear window into every aspect of your information to remain competitive in a fast changing world. Is there value in keeping salespeople focused? A recent study found that the typical sales person spends as little as 22% of their time actually selling. Imagine the sales results you could get if you cut back on the distractions and focus your sales team s efforts. Mobile apps across devices with offline With, sales people have to flip between apps access to recently viewed records at no and the social experience, Chatter. (In addition to having a additional charge. Social for everyone separate license.) Without an Outlook plug-in, they need to included in user price. leave just to send an . With, sales people can spend their entire day in the application, even if they are on the road. Users can t manage opportunities and leads in Outlook. No access to Outlook, Lync, Skype, and Yammer for social collaboration opportunities, cases, or contracts from are all part of the Dynamics CRM experience. For productivity, Chatter. the centralized user experience changes the game.

6 How important is analytics to your business? If analytics are important in guiding your business strategy, it s critical that you understand the limitations that imposes on the export of data to Excel. Based on a proprietary platform, s database architecture restricts the ability to search and export data without expert assistance. Not only are the dashboards and reporting within Microsoft Inline analytics Dynamics CRM flexible and easy-to-use, the ability to connect Easy one-click drill down with directly to Power BI for sales and marketing is a must-have for inherited access and security organizations that want to combine the power of their data for predictive analytics. No inline analytics With Power BI, you can integrate data from all sources to turn Drill down from static image them into rich information that can predict what your customers takes 7 to 15 clicks. will buy, spot trends in buying patterns and match data from outside sources for even bigger insights. The future of business strategy lies with data consolidation and analysis. Users don t want to adjust the interface to suit them, do they? In the end, user adoption determines whether a CRM implementation is successful or not. If users start working outside the system because it s easier, data gets separated and productivity goes down. limits personalization to power users and administrators, forcing most users to work with screens that may Drag and drop customization not fit their business priorities. capability for end users With, end users seamlessly work in the tools they know and love including Outlook, Excel, Word, Yammer, and SharePoint. The Navigation Bar conforms to the way users work as they progress through sales, service, or business processes. Automated workflows supporting business processes that match your business requirements makes it easier, not harder, for users to do their work. Personalization features reserved for power users and admins No reversion of personalizations

7 Next steps We hope that you have found this information helpful as you compare and. The decision will impact your business for years to come. As you continue your evaluation, let us know if there is any additional information that we can provide. How we can help At AbleBridge, our belief that is the better choice is based on over a decade of CRM experience. We understand how businesses use CRM and we know the common pitfalls that undermine user adoption and expected outcomes. We can help your organization get the optimum value from. We bring the experience and personal commitment of a very special group of CRM functional and technical professionals. We love our work and take pride in the outcomes that we deliver to our clients. We ve helped hundreds of companies streamline their sales, marketing and service operations by implementing. We re a trusted resource for Microsoft and the technology service providers alike when they need specialized knowledge of. Let s talk about your business success. Call us today at or send an to 69 Milk Street, Suite 222 Westborough, MA www.

Microsoft Dynamics CRM

Microsoft Dynamics CRM Use Microsoft Dynamics CRM to reduce costs and be a real enabler of business growth. By managing your current customers as well as new sales leads effectively from a cloud-based environment that works

More information

32 Benefits of Pipeliner CRM

32 Benefits of Pipeliner CRM SLIDE DECK: 32 Benefits of r CRM www.pipelinersales.com 32 Benefits of r CRM r originally was designed as a tool for sales empowerment. With its newest release r meets the highest requirements for enterprise

More information

A New Age of Selling. Deliver amazing customer experiences EXECUTIVE SUMMARY TODAY TO-BUSINESS BUYER USINESS-TO

A New Age of Selling. Deliver amazing customer experiences EXECUTIVE SUMMARY TODAY TO-BUSINESS BUYER USINESS-TO A New Age of Selling Deliver amazing customer experiences EXECUTIVE SUMMARY Technology has turned the sales function upside down. On the one hand, it has made selling more difficult because customers can

More information

HubSpot CRM & Salesforce:

HubSpot CRM & Salesforce: HubSpot CRM & What is the best solution for your company? Credits To BluLeadz inbound Marketing Company As a marketing agency, we are always speaking with business owners, marketing managers and sales

More information

Pivotal CRM for Small and Mid-Sized Business. Big Benefits. Small Price.

Pivotal CRM for Small and Mid-Sized Business. Big Benefits. Small Price. Pivotal CRM for Small and Mid-Sized Business Big Benefits. Small Price. Before Pivotal CRM, we were like an eight-cylinder car that was operating on only two cylinders. When we jumped into Pivotal CRM,

More information

Izenda & SQL Server Reporting Services

Izenda & SQL Server Reporting Services Izenda & SQL Server Reporting Services Comparing an IT-Centric Reporting Tool and a Self-Service Embedded BI Platform vv Izenda & SQL Server Reporting Services The reporting tools that come with the relational

More information

ShowMe Dynamics CRM 2013 Total Count: 148 Videos

ShowMe Dynamics CRM 2013 Total Count: 148 Videos Dynamics CRM 2013 Dashboards How to: Create Dashboards Dynamics CRM 2013 Dashboards How to: Follow or Unfollow Colleagues Dynamics CRM 2013 Dashboards How to: Follow or Unfollow Leads, Contacts or Accounts

More information

How Secure Is Your Salesforce Org?

How Secure Is Your Salesforce Org? How Secure Is Your Salesforce Org? Fortifying Salesforce With SnapShot Org Intelligence Reporting DreamFactory White Paper The Challenges of Securing Your Salesforce Org As an on-demand SaaS application,

More information

end to end marketing automation

end to end marketing automation end to end marketing automation C O N S U L T I N G I M P L E M E N T A T I O N D E V E L O P M E N T O P T I M I S A T I O N T R A I N I N G S U P P O R T Act-On Marketing MARKETING MADE EASIER. MORE

More information

ElegantJ BI. White Paper. The Enterprise Option Reporting Tools vs. Business Intelligence

ElegantJ BI. White Paper. The Enterprise Option Reporting Tools vs. Business Intelligence ElegantJ BI White Paper The Enterprise Option Integrated Business Intelligence and Reporting for Performance Management, Operational Business Intelligence and Data Management www.elegantjbi.com ELEGANTJ

More information

Student Lifecycle Journey

Student Lifecycle Journey Student Lifecycle Journey Richard Green richard.green@microsoft.com @rich_jg Higher Education Lead, Microsoft UK Universities must adapt to the new student journey Prospect Applicant Student Alumni Your

More information

Overall Solutions and Features

Overall Solutions and Features Overall Solutions and Features 9201 Corporate Blvd., Suite 470 Rockville, MD 20850 1-800-350-8656 www.3clogic.com Table of Contents 3CLogic Overview... 2 About 3CLogic... 2 3CLogic Cloud-Based Contact

More information

IBM Coremetrics Web Analytics

IBM Coremetrics Web Analytics IBM Coremetrics Web Analytics Analytics to power digital marketing optimization and execution Highlights Real-time Key Performance Indicators (KPIs) suitable for marketers from finance, retail, content

More information

CRM and Salesforce Product Comparison

CRM and Salesforce Product Comparison CRM and Salesforce Product Comparison VERSION 1.0 DATE PREPARED: 1/1/2013 DEVELOPMENT: BRITE GLOBAL, INC. 2013 Brite Global, Incorporated. All rights reserved. The information contained in this document

More information

Oncontact CRM 7 The CRM software that does it all.

Oncontact CRM 7 The CRM software that does it all. The CRM software that does it all. Oncontact CRM 7 The CRM software that does it all. Oncontact CRM 7 is the answer. CRM 7 gives your company the competitive edge it needs with a flexible and effective

More information

Optimize Business Productivity Evolve Your Business with the Cloud. Slide 1

Optimize Business Productivity Evolve Your Business with the Cloud. Slide 1 Optimize Business Productivity Evolve Your Business with the Cloud Slide 1 Agenda A changing landscape for sales and customer service Top business challenges for achieving sales and service excellence

More information

Sage CRM I White Paper. Enhance Your Business Relationships With Sage CRM

Sage CRM I White Paper. Enhance Your Business Relationships With Sage CRM I White Paper Enhance Your Business Relationships With Accelerate Your Performance With True 360 Business Visibility Imagine: Your top sales professional calls your best customer to sell him a new product.

More information

SAP Digital CRM. Getting Started Guide. All-in-one customer engagement built for teams. Run Simple

SAP Digital CRM. Getting Started Guide. All-in-one customer engagement built for teams. Run Simple SAP Digital CRM Getting Started Guide All-in-one customer engagement built for teams Run Simple 3 Powerful Tools at Your Fingertips 4 Get Started Now Log on Choose your features Explore your home page

More information

SugarCRM for Law Firms A Whitepaper

SugarCRM for Law Firms A Whitepaper SugarCRM for Law Firms A Whitepaper Summer 2010 Prepared by David Gilroy (Sales & Marketing Director) Conscious Solutions Limited Royal London Buildings, Baldwin Street, Bristol, BS1 1PN Tel: 0117 325

More information

Customizing and Integrating

Customizing and Integrating Customizing and Integrating Microsoft Dynamics CRM The Essential Guide 1 INTRODUCTION What s in this Guide Ease of Use and System Design: How easy is the system to use for your company s users? What are

More information

Business Intelligence

Business Intelligence Microsoft Dynamics NAV 2009 Business Intelligence Driving insight for more confident results White Paper November 2008 www.microsoft.com/dynamics/nav Table of Contents Overview... 3 What Is Business Intelligence?...

More information

Business Intelligence

Business Intelligence Microsoft Dynamics NAV 2009 Business Intelligence Driving insight for more confident results White Paper November 2008 www.microsoft.com/dynamics/nav Table of Contents Overview... 3 What Is Business Intelligence?...

More information

Release Preview Guide

Release Preview Guide Release Preview Guide Microsoft Dynamics CRM 2013 & Microsoft Dynamics CRM Online Fall 13 NOTE: The guidance included in this document reflects current release objectives as of August 2013. This document

More information

Enterprise Solutions IT Services 4132 Heartleaf Ln Naperville, IL 60564

Enterprise Solutions IT Services 4132 Heartleaf Ln Naperville, IL 60564 Who we are Ensar Solutions Inc. is a Microsoft focused IT Services company. Our business is built around an exclusive focus on Microsoft SharePoint, Dynamics CRM, AX, Social, Azure and Mobile solutions.

More information

How to Combine Jive and SharePoint to Create an Enterprise Social Collaboration Solution

How to Combine Jive and SharePoint to Create an Enterprise Social Collaboration Solution } How to Combine Jive and SharePoint to Create an Enterprise Social Collaboration Solution { Whitepaper: How to Combine Jive and SharePoint to Create an Enterprise Social Collaboration Solution Page 1

More information

HOW A CRM HELPS YOUR BUSINESS GROW

HOW A CRM HELPS YOUR BUSINESS GROW Book 1 of 4 HOW A CRM HELPS YOUR BUSINESS GROW PART OF THE CRM SUCCESS SERIES Introduction BEYOND THE HANDSHAKE You ve likely heard the saying, Business begins with a handshake It sounds so simple. But

More information

Product Overview & Quick Start Guide

Product Overview & Quick Start Guide Product Overview & Quick Start Guide Table of Contents Dynamics CRM CloudCall Plugin Overview 2 Company Overview 2 Product Overview 2 How to order CloudCall Click 3 Product Screenshots and descriptions

More information

Enhance Your. Business Relationships. SageCRM. with. www.sagesoftware.co.in

Enhance Your. Business Relationships. SageCRM. with. www.sagesoftware.co.in Enhance Your Business Relationships with SageCRM www.sagesoftware.co.in Accelerate Your Performance with True 360 Business Visibility Imagine: Your top sales professional calls your best customer to sell

More information

Create or customize CRM system dashboards

Create or customize CRM system dashboards Create or customize CRM system dashboards Make the data that matters easily accessible to your teams in Microsoft Dynamics CRM For admins For admins Information is the oil of the 21st century, and analytics

More information

Partner Facing Business Intelligence (PFBI) Online Services Dashboard User Guide

Partner Facing Business Intelligence (PFBI) Online Services Dashboard User Guide Partner Facing Business Intelligence (PFBI) Online Services Dashboard User Guide GMO Partner Insights Created by: Brent Starace v-brenst 6/9/2015 Table of Contents 1. Navigation... 4 1.1 MPN Portal...

More information

Kenandy TM Cloud ERP White Paper. Kenandy Cloud ERP Overview

Kenandy TM Cloud ERP White Paper. Kenandy Cloud ERP Overview White Paper Kenandy Cloud ERP Overview Kenandy TM Cloud ERP Key Benefits Easy to use Global Social Mobile Real-time visibility Fast deployment Users can tailor Add fields Change workflows Create reports

More information

MIGRATING SHAREPOINT TO THE CLOUD

MIGRATING SHAREPOINT TO THE CLOUD MIGRATING SHAREPOINT TO THE CLOUD Our Lessons Learned February 2015 www.reisystems.com TABLE OF CONTENTS Introduction... 2 What is Office 365 and what are the models of installation available?... 2 When

More information

IBM Cognos Insight. Independently explore, visualize, model and share insights without IT assistance. Highlights. IBM Software Business Analytics

IBM Cognos Insight. Independently explore, visualize, model and share insights without IT assistance. Highlights. IBM Software Business Analytics Independently explore, visualize, model and share insights without IT assistance Highlights Explore, analyze, visualize and share your insights independently, without relying on IT for assistance. Work

More information

Market Research Business Collaboration Tools

Market Research Business Collaboration Tools Market Research Business Collaboration Tools This document has been designed to provide you with a snapshot of the best business collaboration tools available in the market as of date. We have evaluated

More information

Visual Scoring the 360 View: 5 Steps for Getting Started with Easier, Faster and More Effective Lead Scoring

Visual Scoring the 360 View: 5 Steps for Getting Started with Easier, Faster and More Effective Lead Scoring Visual Scoring the 360 View: 5 Steps for Getting Started with Easier, Faster and More Effective Lead Scoring Authors: Elissa Fink Wade Tibke Tableau Software p2 Lead Scoring For Most a Great Idea in Concept,

More information

Elevate Customer Experience and Engagement in the New Digital World

Elevate Customer Experience and Engagement in the New Digital World Elevate Customer Experience and Engagement in the New Digital World John Chan CRM Solutions Lead, Microsoft Business Solutions Microsoft Asia Customer buying behavior has fundamentally changed therefore,

More information

Microsoft Dynamics CRM Online Microsoft Dynamics CRM 2013 or 2015 (on-premises) Get up and running quickly with common tasks

Microsoft Dynamics CRM Online Microsoft Dynamics CRM 2013 or 2015 (on-premises) Get up and running quickly with common tasks Microsoft Dynamics CRM Online Microsoft Dynamics CRM 2013 or 2015 (on-premises) Get up and running quickly with common tasks check out our CRM Basics ebook If your screen looks like this (latest version):

More information

Benefits For You. CRM 2013 Cloud Delivery Pack. -Billing per hour not per day

Benefits For You. CRM 2013 Cloud Delivery Pack. -Billing per hour not per day CRM 2013 Cloud Delivery Pack What is it? Many of our clients use our consultancy services to de-risk their CRM projects. Often this involves customising the CRM system to fit their exact needs, migrating

More information

Wohin geht die Reise? SharePoint 2016 Was ist neu? Intro. Office 365 Dienste im Überblick. Fragen & Diskussion

Wohin geht die Reise? SharePoint 2016 Was ist neu? Intro. Office 365 Dienste im Überblick. Fragen & Diskussion SharePoint 2016 Was ist neu? Wohin geht die Reise? Intro Office 365 Dienste im Überblick Fragen & Diskussion https://www.youtube.com/watch?v=bvepmiwwkny A clear spoken Commitment to SharePoint Server (OnPrem)

More information

WORK SMART. Microsoft Dynamics NAV 2009 Simple. Smart. Innovative

WORK SMART. Microsoft Dynamics NAV 2009 Simple. Smart. Innovative WORK SMART Microsoft Dynamics NAV 2009 Simple. Smart. Innovative SIMPLICITY The business management solution for more than one million users worldwide Fast to implement, easy to configure, and simple to

More information

Making the Most of Microsoft Cloud Technology: CRM, Azure, Office365, SSRS, Power BI and More

Making the Most of Microsoft Cloud Technology: CRM, Azure, Office365, SSRS, Power BI and More Making the Most of Microsoft Cloud Technology: CRM, Azure, Office365, SSRS, Power BI and More Solution Showcase 2015 Client Conference About the Presenters Larry Betz Director, Dynamics CRM, Armanino Larry

More information

Office 365 Fall Updates FAQ: New Office 365 Plans for SMBs and more!

Office 365 Fall Updates FAQ: New Office 365 Plans for SMBs and more! Office 365 Fall Updates FAQ: New Office 365 Plans for SMBs and more! Table of Contents Overview... 1 Overview of new Office 365 Business plans... 4 Implications for existing customers Open, Advisor, Direct...

More information

Enhancing productivity, enabling. Success. Sage CRM

Enhancing productivity, enabling. Success. Sage CRM Enhancing productivity, enabling Success. Sage CRM Customer Relationship Management Customer Relationship Management (CRM) is far more than just a software application. It is a business solution that gives

More information

Transforming business through technology. Service Definition Document SharePoint. G-Cloud Framework SCS

Transforming business through technology. Service Definition Document SharePoint. G-Cloud Framework SCS Service Definition Document SharePoint G-Cloud Framework SCS 4 September 2015 Contents 1 Overview...2 1.1 Why Core?...2 2 Microsoft Office 365...3 2.1 Microsoft Office 365 SharePoint Online...3 2.2 Microsoft

More information

HOW A CRM SOLUTION HELPS SMALL BUSINESSES

HOW A CRM SOLUTION HELPS SMALL BUSINESSES Book 3 of 4 HOW A CRM SOLUTION HELPS SMALL BUSINESSES PART OF THE CRM SUCCESS SERIES Introduction LEARNING ABOUT CRM Technology has changed the game for small businesses. Where department size was once

More information

Delivering Field Service Management... on the Microsoft Dynamics Platform

Delivering Field Service Management... on the Microsoft Dynamics Platform Delivering Field Service Management... on the Microsoft Dynamics Platform How to address the challenges and expectations of a customer as they evaluate Field Service solutions. Growing Challenges and Expectations

More information

Turbo-Charge Salesforce CRM with Dell Integration Services

Turbo-Charge Salesforce CRM with Dell Integration Services Introduction Turbo-Charge Salesforce CRM with Dell Integration Services By Chandar Pattabhiram January 2010 Fueled by today s fiercely competitive business environment, IT managers must deliver rapid,

More information

The Benefits of Equip-Soft CRM, an Industry- Specific Software Provider

The Benefits of Equip-Soft CRM, an Industry- Specific Software Provider Equip-Soft Whitepaper Series: REPORTING IN THE EQUIPMENT DISTRIBUTOR SPACE: The Benefits of Equip-Soft CRM, an Industry- Specific Software Provider The bottom line is when companies work with Equip-Soft

More information

Sales Force Automation with Microsoft Dynamics

Sales Force Automation with Microsoft Dynamics Sales Force Automation with Microsoft Dynamics Drive sales productivity, user adoption and consistent best practices with Microsoft Dynamics CRM for Sales Streamline and automate your sales processes and

More information

Cincom Business Intelligence Solutions

Cincom Business Intelligence Solutions CincomBI Cincom Business Intelligence Solutions Business Users Overview Find the perfect answers to your strategic business questions. SIMPLIFICATION THROUGH INNOVATION Introduction Being able to make

More information

Module 1 Concept & Navigation

Module 1 Concept & Navigation PSA 2015 Step by Step Guide Module 1 Concept & Navigation 1.1 Vision and Concept 1.2 Navigation PSA 2015 (Release 2.3.0.243) PSA 2015 Step by Step Guide is published by Assistance Software. All rights

More information

PIVOTAL CRM. CRM that does what you want it to do BROCHURE

PIVOTAL CRM. CRM that does what you want it to do BROCHURE PIVOTAL CRM CRM that does what you want it to do BROCHURE THE PIVOTAL CRM PHILOSOPHY THE PIVOTAL ADVANTAGE Today s business world is a fast moving and dynamic environment one in which your teams expect

More information

INSIGHT NAV. White Paper

INSIGHT NAV. White Paper INSIGHT Microsoft DynamicsTM NAV Business Intelligence Driving business performance for companies with changing needs White Paper January 2008 www.microsoft.com/dynamics/nav/ Table of Contents 1. Introduction...

More information

Got CRM? WHY YOU NEED MARKETING AUTOMATION, TOO. AN ACT-ON ebook

Got CRM? WHY YOU NEED MARKETING AUTOMATION, TOO. AN ACT-ON ebook Got CRM? WHY YOU NEED MARKETING AUTOMATION, TOO AN ACT-ON ebook MARKETING AUTOMATION IS THE MARKETING COUNTERPART TO YOUR CRM SALES SYSTEM. CRM SUPPORTS SALES... Your established customer relationship

More information

SOFTWAREFIT. *Subscription fee's apply

SOFTWAREFIT. *Subscription fee's apply Overview ACT! Pro ACT! Premium ACT! Premium SQL Salesforce Group Salesforce Pro Salesforce Enterprise On-Demand (cloud) Deployment On-Site (own the product) Concurrent User License Custom Reporting Web

More information

Silverbear Membership Solution

Silverbear Membership Solution Silverbear Membership Solution Microsoft Dynamics CRM 2016 Patch release: Solution Segmentation Reduces deployment overheads Allows configuration to be maintained Reduces risk in updates Improved Navigation

More information

Ernesto Ongaro BI Consultant February 19, 2013. The 5 Levels of Embedded BI

Ernesto Ongaro BI Consultant February 19, 2013. The 5 Levels of Embedded BI Ernesto Ongaro BI Consultant February 19, 2013 The 5 Levels of Embedded BI Saleforce.com CRM 2013 Jaspersoft Corporation. 2 Blogger 2013 Jaspersoft Corporation. 3 Linked In 2013 Jaspersoft Corporation.

More information

Sage 300 ERP 2014 Get more done.

Sage 300 ERP 2014 Get more done. Sage 300 ERP 2014 Get more done. Get more done by connecting your business, providing a better customer experience, and increasing revenue. New web and mobile functionality: driving better customer experiences

More information

Organise Your Business

Organise Your Business Organise Your Business Second CRM On Demand Customer Relationships A Functional Introduction Presentation January, 2013 Organise Your Business Second CRM On Demand Customer Relationships Designed for Small

More information

MICROSOFT DYNAMICS CRM. Comparing the xrm Application Framework and Force.com: A Guide for Technical Decision Makers

MICROSOFT DYNAMICS CRM. Comparing the xrm Application Framework and Force.com: A Guide for Technical Decision Makers MICROSOFT DYNAMICS CRM Comparing the xrm Application Framework and Force.com: A Guide for Technical Decision Makers January 2011 CONTENTS Foundations for Business Applications: xrm and Force.com... 3 Why

More information

Optymyze Sales Performance Software

Optymyze Sales Performance Software Optymyze Sales Performance Software Optymyze provides a complete set of sales performance management applications that are designed to help enterprises improve the alignment, efficiency, productivity,

More information

A Comprehensive Review of Self-Service Data Visualization in MicroStrategy. Vijay Anand January 28, 2014

A Comprehensive Review of Self-Service Data Visualization in MicroStrategy. Vijay Anand January 28, 2014 A Comprehensive Review of Self-Service Data Visualization in MicroStrategy Vijay Anand January 28, 2014 Speaker Bio Vijay Anand Product Manager Vijay Anand is a Product Manager for Self-Service and High

More information

Turn Your Business Vision into Reality with Microsoft Dynamics SL

Turn Your Business Vision into Reality with Microsoft Dynamics SL Turn Your Business Vision into Reality with Microsoft Dynamics SL You have worked hard to build a vision for your business. With Microsoft Dynamics SL, you can turn that vision into reality with a solution

More information

Digital Marketplace - G-Cloud

Digital Marketplace - G-Cloud Digital Marketplace - G-Cloud SharePoint Services Core offer 22 services in this area: 1. SharePoint Forms SharePoint comes with out-of-the-box web-based forms that allow for data to be captured for your

More information

Microsoft Customer Engagement Solutions

Microsoft Customer Engagement Solutions Microsoft Customer Engagement Solutions Customer engagement Personalized Proactive Predictive MS Dynamics CRM Functional Areas Sales Marketing Customer Care Leads Opportunities Communication Quotation

More information

Quick Introductions Dynamic CRM 2011 Overview xrm Overview Amplify Dynamic CRM 2011 with Cloud Today and Tomorrow FAQ

Quick Introductions Dynamic CRM 2011 Overview xrm Overview Amplify Dynamic CRM 2011 with Cloud Today and Tomorrow FAQ Quick Introductions Dynamic CRM 2011 Overview xrm Overview Amplify Dynamic CRM 2011 with Cloud Today and Tomorrow FAQ "The purpose of business is to create and keep a customer. Peter Drucker The role of

More information

7 things to ask when upgrading your ERP solution

7 things to ask when upgrading your ERP solution Industrial Manufacturing 7 things to ask when upgrading your ERP solution The capabilities gap between older versions of ERP designs and current designs can create a problem that many organizations are

More information

Ellucian CRM: platform overview

Ellucian CRM: platform overview Ellucian CRM: platform overview Enterprise-class, higher education-specific Built for higher education Ellucian CRM is designed for colleges and universities and provides higher education-specific business

More information

Customer Relationship Management - a strategic approach

Customer Relationship Management - a strategic approach Sage CRM Solutions Customer Relationship Management - a strategic approach Managing interactions with prospects and customers effectively and profitably is a fundamental part of business. Success depends

More information

Digital Marketplace - G-Cloud

Digital Marketplace - G-Cloud Digital Marketplace - G-Cloud CRM Services Core offer 9 services in this area: 1. Dynamics CRM Upgrade Services Utilising this service, Core will undertake an evaluation of your current CRM platform. We

More information

Microsoft Dynamics CRM 2013 Applications Introduction Training Material Version 2.0

Microsoft Dynamics CRM 2013 Applications Introduction Training Material Version 2.0 Microsoft Dynamics CRM 2013 Applications Introduction Training Material Version 2.0 www.firebrandtraining.com Course content Module 0 Course Content and Plan... 4 Objectives... 4 Course Plan... 4 Course

More information

BI360 Modules & License Descriptions

BI360 Modules & License Descriptions BI360 Modules & License Descriptions BI360 is a Business Intelligence Suite with four integrated modules. Below you will find explanations of the modules as well as user licenses and add-on components

More information

The Brave New World of Power BI and Hybrid Cloud

The Brave New World of Power BI and Hybrid Cloud The Brave New World of Power BI and Hybrid Cloud Bhavik.Merchant@nec.com.au 27 th August 2015 Agenda Intro Session Goals Short History Lesson Overview of Power BI Components + Demos Transitioning and Future

More information

Fueling ISV Success with Sharepoint Integration

Fueling ISV Success with Sharepoint Integration 3SHARP TECHNOLOGY BUSINESS BRIEF Fueling ISV Success with Sharepoint Integration Promote Widespread User Adoption of Your App It s counterintuitive, but for most software publishers some of the biggest

More information

HOW A CRM SOLUTION CAN HELP YOUR BUSINESS Zyprr E-Book Series. www.zyprr.com 1

HOW A CRM SOLUTION CAN HELP YOUR BUSINESS Zyprr E-Book Series. www.zyprr.com 1 HOW A CRM SOLUTION CAN HELP YOUR BUSINESS Zyprr E-Book Series www.zyprr.com 1 Contents 1. Introduction: 1. What is CRM 2. Adoption: How to Succeed 1. Executive Buy-in 2. Establish Measurable Goals 3. Understanding

More information

Collaboration. Michael McCabe Information Architect mmccabe@gig-werks.com. black and white solutions for a grey world

Collaboration. Michael McCabe Information Architect mmccabe@gig-werks.com. black and white solutions for a grey world Collaboration Michael McCabe Information Architect mmccabe@gig-werks.com black and white solutions for a grey world Slide Deck & Webcast Recording links Questions and Answers We will answer questions at

More information

Turn Your Business Vision into Reality with Microsoft Dynamics GP

Turn Your Business Vision into Reality with Microsoft Dynamics GP Turn Your Business Vision into Reality with Microsoft Dynamics GP You have worked hard to build a vision for your business. With a business solution from Microsoft, you can turn that vision into reality.

More information

Looking for a fast, easy and effective way to create your company website? Look no further. Kentico CMS

Looking for a fast, easy and effective way to create your company website? Look no further. Kentico CMS Looking for a fast, easy and effective way to create your company website? Look no further. Kentico CMS for ASP.NET Complete Website Creation and Management Solution Helping create successful websites

More information

7 keys to unlocking a modern Business Continuity Management approach

7 keys to unlocking a modern Business Continuity Management approach 1 / 10 7 keys to unlocking a modern Business Continuity Management approach CONSIDERATIONS CHECKLIST 2 / 10 Executive summary Are you still using home-grown, Microsoft Word or Excel to document and manage

More information

Managing Customer Relationships with SAP Business One

Managing Customer Relationships with SAP Business One SAP Brief SAP s for Small Businesses and Midsize Companies SAP Business One Objectives Managing Customer Relationships with SAP Business One Win new customers and forge better relationships Win new customers

More information

Datamation. 5 Reasons to Consider SaaS for Your Business Applications. Executive Brief. In This Paper

Datamation. 5 Reasons to Consider SaaS for Your Business Applications. Executive Brief. In This Paper 5 Reasons to Consider SaaS for Your Business Applications In This Paper SaaS-based business applications offer a number of advantages for line-of-business managers Oracle offers a suite of SaaS business

More information

CRM Solutions. Banking Sector

CRM Solutions. Banking Sector CRM Solutions Banking Sector BY COMMUNICATION PROGRESS Agenda Changing Sales/Marketing Trends Distinct Markets Banks Strategic Goals Introduction to CRM CRM as a Business Strategy Design an effective segmentation

More information

RESEARCH NOTE NETSUITE S IMPACT ON MANUFACTURING COMPANY PERFORMANCE

RESEARCH NOTE NETSUITE S IMPACT ON MANUFACTURING COMPANY PERFORMANCE Document K59 RESEARCH NOTE NETSUITE S IMPACT ON MANUFACTURING COMPANY PERFORMANCE THE BOTTOM LINE When Nucleus analysts investigated the use of NetSuite by manufacturers, they found these companies were

More information

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM

YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM Introduction WHAT IS CRM? CRM is much more than a buzzy acronym that s been tossed around the business and sales world for

More information

White Paper. An itelligence White Paper SAP Cloud for Sales: An Innovative Approach to Navigating a New Era of Sales Challenges

White Paper. An itelligence White Paper SAP Cloud for Sales: An Innovative Approach to Navigating a New Era of Sales Challenges White Paper An itelligence White Paper SAP Cloud for Sales: An Innovative Approach to Navigating a New Era of Sales Challenges SAP Cloud for Sales: An Innovative Approach to Navigating a New Era of Sales

More information

Grow Sales Faster with Sales Cloud. Richard Doyle Senior Alliances Manger rdoyle@salesforce.com

Grow Sales Faster with Sales Cloud. Richard Doyle Senior Alliances Manger rdoyle@salesforce.com Grow Sales Faster with Sales Cloud Richard Doyle Senior Alliances Manger rdoyle@salesforce.com Connect With Your Customers in a Whole New Way Cloud LTE Mobile Server Mainframe SNA Terminal LAN // WAN Client

More information

Sink or Sell. Your Guide to Modern Sales Survival. Stay focused, win faster, and build trust with modern productivity tools.

Sink or Sell. Your Guide to Modern Sales Survival. Stay focused, win faster, and build trust with modern productivity tools. Sink or Sell Your Guide to Modern Sales Survival Stay focused, win faster, and build trust with modern productivity tools. Introduction Part 1 A sales world turned upside down Part 2 Change the way you

More information

Just FoodERP Whitepaper Series: BUYING VERSUS BUILDING SOFTWARE: A guide for food businesses that are experiencing growth

Just FoodERP Whitepaper Series: BUYING VERSUS BUILDING SOFTWARE: A guide for food businesses that are experiencing growth Just FoodERP Whitepaper Series: BUYING VERSUS BUILDING SOFTWARE: A guide for food businesses that are experiencing growth When making choices on whether to build or buy software tools, food companies must

More information

Mothernode CRM SALES & MARKETING EDITION

Mothernode CRM SALES & MARKETING EDITION Mothernode CRM SALES & MARKETING EDITION Increase lead acquisition and conversion, measure campaign revenue and integrate with popular marketing applications. Mothernode CRM The easiest way to run your

More information

Microsoft Cloud Services Partner Dashboard FAQ

Microsoft Cloud Services Partner Dashboard FAQ Microsoft Cloud Services Partner Dashboard FAQ Got questions about the new, enhanced Cloud Services Partner Dashboard? We ve got answers. Use this FAQ to find answers about trials, quotes, customer subscriptions,

More information

Banking Industry Performance Management

Banking Industry Performance Management A MICROSOFT WHITE PAPER Banking Industry Performance Management Using Business Intelligence to Increase Revenue and Profitability Software for the business. Overview Today, banks operate in a complex,

More information

EC ADVANCE Experts in Business Management Solutions and CRM

EC ADVANCE Experts in Business Management Solutions and CRM EC ADVANCE CORPORATE OVERVIEW EC ADVANCE Experts in Business Management Solutions and CRM At, our services and software solutions improve productivity, streamline business processes, and provide greater

More information

Microsoft Project Server 2013

Microsoft Project Server 2013 Project Server 2013 Project Server 2013 is a flexible on-premises solution for project portfolio management (PPM) and everyday work. Team members, project participants, and business decision makers can

More information

WHITE PAPER. CRM Evolved. Introducing the Era of Intelligent Engagement

WHITE PAPER. CRM Evolved. Introducing the Era of Intelligent Engagement WHITE PAPER CRM Evolved Introducing the Era of Intelligent Engagement November 2015 CRM Evolved Introduction Digital Transformation, a key focus of successful organizations, proves itself a business imperative,

More information

The Clear Path to Business Intelligence

The Clear Path to Business Intelligence SAP Solution in Detail SAP Solutions for Small Businesses and Midsize Companies SAP Crystal Solutions The Clear Path to Business Intelligence Table of Contents 3 Quick Facts 4 Optimize Decisions with SAP

More information

Why Cloud BI? of Software-as-a-Service Business Intelligence. Executive Summary. This white paper explores the 10 substantial

Why Cloud BI? of Software-as-a-Service Business Intelligence. Executive Summary. This white paper explores the 10 substantial of Software-as-a-Service Business Intelligence Executive Summary Smart businesses are pursuing every available opportunity to maximize performance and minimize costs. Business Intelligence tools used to

More information

RESEARCH NOTE NETSUITE S IMPACT ON E-COMMERCE COMPANIES

RESEARCH NOTE NETSUITE S IMPACT ON E-COMMERCE COMPANIES Document L17 RESEARCH NOTE NETSUITE S IMPACT ON E-COMMERCE COMPANIES THE BOTTOM LINE Nucleus Research analyzed the activities of online retailers using NetSuite to assess the impact of the software on

More information

Six Signs. you are ready for BI WHITE PAPER

Six Signs. you are ready for BI WHITE PAPER Six Signs you are ready for BI WHITE PAPER LET S TAKE A LOOK AT THE WAY YOU MIGHT BE MONITORING AND MEASURING YOUR COMPANY About the auther You re managing information from a number of different data sources.

More information

Project Management. For Microsoft Dynamics CRM WWW.ABLEBRIDGE.COM

Project Management. For Microsoft Dynamics CRM WWW.ABLEBRIDGE.COM Project Management For Microsoft Dynamics CRM Contents Solution Relationships... 3 Main Menu End User Navigation... 4 Projects... 4 Creating a New Project... 4 Shift Project... 5 Shift Project Task...

More information