Microsoft Dynamics CRM

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2 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 with the rest of your business applications, you ll be able to improve customer connections, manage growth, protect your data, and conduct business whenever and wherever you need.

3 Get a Complete View of Your Customer Use customer data to enable more engaging interactions Gain visibility into past and planned customer interactions and activities across marketing, sales and service teams

4 Do Business Anywhere Microsoft Dynamics CRM Work and connect with your team from anywhere using the device you love. Free tablet and mobile apps are available with every Dynamics CRM licence to increase productivity and make every second count! Get the benefits of a productive mobile team that can work together wherever they are.

5 View Everything in 1 Interface With Microsoft Dynamics CRM use your data to help you target and win customers and then implement processes to keep them for the long-term. Tel: sales@preact.co.uk

6 Work Together Easily Microsoft Dynamics CRM Microsoft Dynamics CRM Online makes it easy to access the people and resources needed to service your customers and close more deals by connecting everyone to a single data source that is accessible wherever people work. Lead Management Opportunity Manager Pipeline Forecasting Sales Automation Quote Management Sales Goal Tracking Campaign Management Marketing Lead Scoring Event Management Marketing ROI Analysis Contact Profiling Case Management SLA Support Account Management Service Automation Customer Portals Contract Management Tel: sales@preact.co.uk

7 Zero In On What Matters Quickly create personalised views that dynamically list all the data you need to work with Microsoft Dynamics CRM Real-time reporting insight across all teams & CRM processes including servicing, sales & marketing Easily interpret data using contextual charts & drill down for further analysis

8 Reach Your Goals Microsoft Dynamics CRM Personalise CRM dashboards that monitor individual & team performance in real-time View insights about your business performance and track progress against key performance indicators Real-time actionable insight Nimble decision-making Drill-down dashboards Create individual CRM dashboards, or share team views with other users Embed list views & charts in user defined CRM dashboards

9 Visualize Data in New Ways Transform your data into rich visuals, so you can focus on what matters to you and your business. Connect CRM with Power BI to stay in the know, spot trends as they happen and explore your data further.

10 Connect Marketing Automation with CRM Integrate Dynamics CRM with leading marketing automation tools like ClickDimensions to empower marketers to generate and qualify high quality leads while enabling sales to prioritise the best leads and opportunities.

11 Improve Process Efficiency Send automated customer s when actions occur, e.g. confirmation messages when a new service case is created, updated & closed Automates Routine Tasks Trigger automated team s when important events happen, e.g. when a new high value opportunity is created, or if case is likely to breach the SLA Integrates with external data sources to automate the flow of data and create a single customer view in CRM Automated lead scoring & routing helps marketing teams identify the best campaign leads & automatically promote sales ready prospects Process Control & Stage Gating guides users, increases data quality and enforces your process rules Tel: sales@preact.co.uk

12 Process Guidance & Agility Microsoft Dynamics CRM Follow a guided sales and service experience with built-in best practices. Drive toward successful outcomes, ensure consistency, and easily adapt when changes are needed. Tel: sales@preact.co.uk

13 Improve Productivity Outlook s are automatically attached to matching CRM records With CRM Online your employees and teams are empowered to work faster and smarter using familiar, easy to use tools that work seamlessly with Office 365. Track s with any CRM record including contacts, leads, cases & opportunities See how each Outlook is tracked in CRM and click to open these records

14 Seamless Outlook Integration Pin frequently viewed CRM lists to the Outlook bar & click to open each CRM record Microsoft Dynamics is aligned with Outlook by embedding CRM functionality seamlessly into Outlook to maximize user adoption Access CRM user modules & processes in Microsoft Outlook Preview CRM record detail in Outlook & click to call with Skype

15 Manage Any Relationship & Process Dynamics CRM has the scalability to manage any process or relationship that matters to your business Asset Management Facilities Management Field Service Project Management? Partner Management Human Resources Management Event Management + Virtually Any Other Relationship & Process

16 Listen Everywhere. Analyse Sentiment. Drive Engagement. Microsoft Social Engagement connects with Dynamics CRM putting powerful social tools in the hands of sales, marketing and service teams - helping you to gain insight into how people feel about your business and proactively engage with with customers, fans and critics.

17 Connects Your Applications & Data Sources with Accounting - access client order histories & financial details in Dynamics CRM & send completed orders for processing with Websites - import new enquiry forms & create new lead records with Web Tracking - identify which companies visit your website & track these clicks in CRM to uncover new prospects & increase online ROI with Surveys - match customer satisfaction responses & other survey replies to CRM contact records with Sharepoint - connecting CRM with the document management capabilities of Sharepoint with Customer Portals - enabling clients to log service tasks online, check cases and make updates + Dynamics CRM integrates with many more applications & data sources

18 Scalable Database Architecture Microsoft Dynamics CRM Simple tools to configure CRM forms, views, reports, workflow & security Supports Managed Solutions for Controlled Delivery Scalable platform, minimal need for custom coding

19 Choice of CRM Deployment Built on Microsoft s enterprise-class cloud infrastructure that keeps your CRM secure and reliable with minimal IT support Manage Dynamics CRM on your own server & within your firewalls Full autonomy to apply CRM releases & updates New updates released prior to the on-premise edition Requires purchase of server licence & Client Access Licences 99.9% financially backed up-time Service Level Agreement Disaster Recovery Service Server & CALs include Microsoft software assurance - renewable every 3 years No cloud CRM data storage limits

20 Presentations Discover Microsoft Dynamics with Preact [2:59] How Preact help businesses get ahead with Microsoft Dynamics CRM 7 Reasons to Implement Dynamics CRM [17:57] Highlighting 7 popular reasons why organisations choose Dynamics CRM Tel: sales@preact.co.uk

21 What Our Customers Say... Through Dynamics CRM we now have up to Microsoft Dynamics CRM has quickly proved an date, accurate management information excellent resource to all our users because it that we ve completely personalised to our facilitates improved efficiency and visibility. Our specific needs, and that s enabling us to customer service operation is greatly improved by make more informed strategic decisions. using CRM. Preact have an experienced consultancy and support team that provide both project management and technical assistance at the same time instead of having to deal with different people. They provide excellent advice for our organisation's changing needs with a wide range of support, both technical and training, and they are always open to new ideas. Preact's sales engagement and delivery processes were seamless. Our consultant clearly had a good brief and his knowledge and experience in applying CRM to businesses in our industry was exceptional. His insight and advice was of great value when making critical decisions during our implementation. We've enjoyed a fantastic experience partnering with Preact I would recommend them to any organisation implementing Microsoft Dynamics CRM more informed strategic decisions. With Preact s help Microsoft Dynamics CRM has enabled us to take control of our business. Together we are markedly more efficient than we have been at any point previously. We realised we had the right company as soon as we walked in the door for the first meeting. Your planning and advice to prepare us for the CRM implementation was exceptional. Your consultants worked tirelessly to support our team. It's so refreshing to speak with people who genuinely understand our business and come up with really considered responses.

22 Preact is a specialist Customer Relationship Management consultancy and a Microsoft CRM Gold Partner. Our business is built on helping organisations achieve outstanding success from CRM. We would be delighted to discuss how Preact can help you implement Microsoft Dynamics CRM, or assist you in gaining greater value from your existing system. To get in touch please phone +44(0) or sales@preact.co.uk