CRM & ERP Better Together

Transcription

1 CRM & ERP Better Tgether Bret Rhdus, MBA, MCP, PMP Supervising Cnsultant BKD Technlgies Evan Paris Partner Manager Scribe Sftware

2 CRM + ERP = Everyne knws that Custmer Relatinship Management (CRM) helps sales, marketing, and client service prfessinals serve custmers better But hw can CRM help accunting and finance teams imprve their perfrmance as well? CRM + ERP = = 3! 2

3 The Bttm Line By integrating prcesses that invlve bth sales and accunting, yu can increase the speed f sales receive cash faster spend less time sending data between departments s yu can all spend mre time imprving the bttm line. 3

4 Cntinuus Innvatin "Cntinuus, timely, and relevant innvatin is the hallmark f an rganizatin "Any transfrmatinal CRM visin requires a prtfli f applicatins that wrk seamlessly tgether t enable anyne in cntact with the custmer t deliver cntext-aware relevant infrmatin. - Jeremy Cx, Principal Analyst at Ovum, zdnet.cm 4

5 Flexible. Simple. Cnnected. In a recent reprt, Micrsft Dynamics CRM, had mved ahead f thers in the CRM market, due t its flexibility in including new applicatins, and simplifying wrkflw capability which cnnects peple within an rganizatin tgether, Cx further explained. - Organizatins Increasingly Integrating CRM, ERP Prducts, zdnet.cm, by Ellyne Phneah 5

6 One Cmplete Business Slutin Tw business applicatins ne cmplete slutin. When cupled tgether, Micrsft Dynamics CRM and a Micrsft Dynamics ERP helps streamline sales and fulfillment prcesses, imprve infrmatin access, and can help autmate many f the manual activities prefrmed tday. Prvide visibility and access t custmer infrmatin, pricing, and sales item data acrss yur entire system Autmate yur credit applicatin and apprval prcesses Seamlessly manage yur sales activities and autmate fulfillment prcess f rders and invices in ne slutin.

7 Scribe Overview ERP & CRM Integratin

8 Scribe Overview Pacesetting Capabilities We bring custmer data anywhere it s needed Leadership in majr custmer applicatin markets MS Dynamics, Salesfrce.cm Partner-Centric G T Market; it s in ur DNA Extensive ISV netwrk Exact Target, Market, Silverpp, On24, znde Key Offerings Scribe Online Platfrm Scribe Online Replicatin Services, Integratin Services Scribe Insight Established Glbal Cmpany Awards Headquarters; Manchester, NH USA EMEA ffice: Den Haag, Netherlands 2012 SIIA Cdie Award Winner AlwaysOnDemand Glbal 250 Award Winner 8

9 Representative Partners Enterprise Mid Market Small Business ISV 9

10 Representative Custmers Financial Services Educatin & Public Sectr Manufacturing Services Sprts, Media & Entertainment 10

11 Fast Facts 4.5 Hurs per week average emplyee spends tracking dwn infrmatin they need t d their jb 1 70% Percent f businesses that plan t spend mre n data-related marketing initiatives in % Percentage f businesses that cnsider data integratin t be a critical cmpnent f their infrmatin management strategy accrding t Ventana Research 15% Percent f businesses that have fully integrated their custmerfacing systems 3 $14B Size f CRM market in 2013 accrding t Gartner, December Data Grwth and Prtectin Survey, March 2012, Symfrm & StrageCraft 2 Infgrup, January State f Data Integratin Survey, Scribe Sftware, March CRM Revenue Frecast, Wrldwide , Gartner, Dec 2012

12 Data Challenge 12

13 Integratin is Changing Multipint Crss functinal vs. Interdepartmental Cllabrative Multiple participants invlved Partner Flexible Emerging endpints Clud applicatins, hybrid envirnments End User IT 13

14 Scribe Believes Custmer Data Fuels Everything Anywhere, Nw Easy Matters 14

15 Scribe Slutins 15

16 Scribe Insight 16

17 Adaptability Dynamics CRM Dynamics CRM n-premise Dynamics CRM Online Dynamics CRM Partner Hsted Micrsft SQL Server Oracle Micrsft Outlk Dynamics GP Dynamics GP Dynamics GP Partner Hsted Dynamics AX Dynamics AX Dynamics AX Partner Hsted Salesfrce.cm Dynamics NAV Dynamics NAV Dynamics NAV Partner Hsted Dynamics SL Dynamics SL Dynamics SL Partner Hsted Salesfrce Enterprise Prfessinal Unlimited SalesLgix 17 Micrsft Dynamics XML Gldmine Web Services Custm Web Services Cmmercial Web Services Applicatin Web Services Applicatins JD Edwards SAP Lawsn PepleSft Siebel Webtrends MAS 90/200 MAS 500 Epicr Pivtal CRM Onyx CRM SalesLgix ACT! Sage Line 50 Databases ODBC SQL Server Oracle IBM DB2 Pervasive MySQL Infrmix File Data TEXT/CSV File EXCEL XML

18 Back t Basics Cnfiguratin Fr simple, many & cmplex integratins Designer Templates Administratr Wrkbench Server Cnsle Adapter Adapter Adapter 18 Applicatin/DB Server 1 Applicatin/DB Server 2 On Demand Applicatin

19 Scribe Online 19

20 Scribe Online Architecture Brwser Client Scribe Online Scribe Online Clud Agent Scribe Online On-Premise Agent On-Premise App r Database 20

21 Scribe Online Services Replicatin Service Replicate clud data t a lcal database Use yur data fr reprting, backup r archival Supprt fr Oracle, mysql & MS SQL Server Five-step wizard cnfigures in minutes. Set it & frget it Integratin Service Uncmplicated integratin fr simple business needs Synchrnize data frm ne bject t anther Excel-like mapping & frmula editr Integrate in minutes & days, nt weeks & mnths Applicatin integratin withut heavy learning curve Easy fr pwer users, pwerful fr IT engineers Prebuilt slutins fr ppular integratin needs 21 Cnnectr Develpment Kit Build nce, cnnect t many with Scribe CDK Package custm slutins t cut deply time Distribute slutin in Scribe Marketplace Develpment supprt, c-marketing fr g t market

22 Innvative, Intuitive Interface 22

23 ERP & CRM Integratin

24 Clse the Gap! 45% 39% 68% 55% 24

25 Why Marketing Integratin? Enable marketing t shw revenue-driven by activities Create ne view f custmer experience Measure & ptimize perfrmance acrss funnel Prvide critical prspect data t sales Prvide marketing with targeted campaigns created frm CRM system 25

26 Why Sales Integratin? Build strnger relatinships & create custmer intimacy Imprve management visibility int pipeline Increase accuracy & timeliness f frecasts Execute fcused initiatives t drive revenue 26

27 Why Finance Integratin? Streamline & synchrnize sales rder prcess Prvide fr timely revenue cllectin, accurate reprting & imprved renewal rates Increase accuracy & timeliness f frecasts Spend less time n administrative tasks, mre time n analyzing business 27

28 ERP & CRM Integratin With Scribe Insight

29 Hw D We D It? Templates Dynamics AX CRM Dynamics GP CRM Technlgy Cnnectrs 29 SQL Server Oracle ODBC OLE DB Text XML

30 Scribe Insight Slutins fr Dynamics AX Integratin Scribe Adapter fr Dynamics AX 2009 Leverages.NET BC t access entities GUI-based entity expsure Standard & custm AX 2009 entity Entity extensin des nt require dev. skills Scribe Web Services Adapter fr Dynamics AX 2012 Leverages AX 2012 web services GUI-based web service methds expsure Entity extensin will require dev. skills Frward cmpatibility 30

31 Dynamics AX 2009 Dynamics CRM CRM AX 31

32 Dynamics AX 2012 Dynamics CRM Custmer/Primary Address (C,U) Custmer/Additinal Address (C,U) CRM Cntact/Primary Address (C,U) Sales Order (C,U) AX Sales Order (C) Invice (C) Exchange Rate (C, U) Items (C, U) UOM (C) 32

33 Dynamics GP/CRM Template GP CRM 33

34 ERP & CRM Integratin With Scribe Online

35 Hw D We D It? Slutin Packs Dynamics GP t Dynamics CRM (Sept 2013) QuickBks t Dynamics CRM Cnnectrs Dynamics GP QuickBks Desktp FinancialFrce Epicr Znde Scribe Insight Cnnectr Develpment Kit (CDK) 35

36 GP SOL Slutin Pack CRM 36

37 Scribe Online Cnnectrs Applicatins Dynamics CRM 2011 & Online Dynamics GP 2013 (July 2013) E-cnmic Exact Glbe & Synergy (June 2013) ExactTarget GTWebinar Market ON24 QuickBks Desktp Salesfrce.cm & Frce.cm apps Silverpp Znde Technlgies MySQL ODBC OLE DB Oracle Scribe Insight SQL Server Text CDK fr Web Services r Custm Cnnectrs 37

38 Cnnectr Develpment Kit Online dcumentatin Cnnectr architecture Reference fr Scribe Online API at bject level Dwnladable sample cnnectrs Surce cde & prjects fr Replicatin Services surce & target cnnectrs Surce cde & prjects fr basic Integratin Services cnnectrs Unit test framewrk CDK Technical Training Web-based vide training presented by Scribe engineers Hw t set up a cnnectr prject Walk thrugh implementatin f a real wrld REST web services cnnectr 38

39 Cnnectr Develpment Kit Tls & technlgies Micrsft Visual Studi 2010.NET 4.0 Cnnectr UI Silverlight r Metadata-driven UI prvided with SDK Cnnectr lgic Samples & Examples in C# 39

40 Scribe Offering Summary Insight Online Licensing fits brad range f SMB t glbal Enterprise scenaris Enterprise capability & perfrmance withut enterprise cmplexity Pwerful cnnectivity t CRM & financial applicatins Supprts hsted, premise r hybrid envirnments Premise slutin fr ultimate IT cntrl & security Extensible with Scribe Online Replicate, migrate, integrate clud & hybrid applicatins Secure, lightweight agent technlgy prvides clud, hsted r premise install ptins Pre-built slutins & cnnectivity t ppular custmer data endpints Build, embed, distribute cnnectrs & integratin slutins Usage-based, subscriptin pricing Interperable with Insight 40

41 Next Steps 1. Determine where yur custmer data is & hw it s currently integrated 2. Ask users if they are getting cmplete custmer data fast enugh t d their jbs 3. Find ut hw much time is spent tracking dwn data, manually updating integratins & cnnecting data frm different surces Talk t Scribe abut hw we can quickly & easily cnnect yur applicatins as well as save yu time & mney

42 Additinal Resurces Visit Website Jin A Webinar Try It Free Questins evan.paris@scribesft.cm

43 15 1,000 12,000 years experience glbal partners custmers wrldwide 43

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45 BKD Technlgies Supprt Center CRM Supprt Center Mnday Friday, 8 a.m. - 5 p.m., Central time Supprt Center tll free

46 Bret Rhdus Supervising Cnsultant BKD Evan Paris Partner Manager Scribe Sftware