MICROSOFT DYNAMICS CRM 2015

Transcription

1 MICROSOFT DYNAMICS CRM 2015 LUNCHEON Jeff Hoffmann Wally Seliga

2

3 Agenda SWC Overview Demonstration Questions & Next Steps

4 About SWC Technology Partners SWC is a leading provider of innovative IT solutions for the mid-market. For more than 35 years, SWC has excelled at providing strategic guidance and delivering best-in-class solutions tailored to fit growing organizations.

5 About SWC Technology Partners CRM Collaboration Business Intelligence Custom Development

6 About SWC Technology Partners Digital Marketing Strategy Digital Creative & Web Design SEO/SEM Social Media Content Services

7 About SWC Technology Partners IT Architecture & Strategy Security Advisory & Engineering Unified Communications & Messaging Datacenter & Systems Management Core Infrastructure

8 About SWC Technology Partners Monitor & Manage Service Desk Remote & Onsite Support Enhanced Managed Services Zephyr EDI & Data Solutions

9 Awards

10 SWC Customers

11

12 The Dynamics CRM Ecosystem USER PRODUCTS SALES SERVICE CRM Professional ($65) CRM Professional ($65) Parature Enterprise ($125) MARKETING Marketing ($125) SOCIAL Social Listening ($100)

13 2015 Enhancements For Users Quick Find Quick find across record types from top navigation Enhanced Process Enhanced sales process with branching features Hierarchies Sales hierarchies and visualizations for Account, Users or Products Quick Create Quick create enhancements add two related records at the same time Service Enhancements Flexible SLAs track adherence to metrics such as first response and case resolution Bundles Product families, price lists by regions and localization of product catalog Outlook Sync Outlook client field level syncing setup included Device Compatibility Improvements including responsive, Safari on Mac and all major browsers

14 2015 Enhancements for Administrators Field level security for all fields Security based off of new user hierarchy functionality Rollup fields Summarize information from child records Business rules now support if/else and/or operators Sandbox environments % 80% 60% 40% 20% 0%

15 Social Listening HOW DOES IT WORK? Purchase Social Listening & Analysis product Setup trend timelines for the social media sources you want Add any corporate pages you want to track Platform stores social media posts for analysis in dashboards Social profile records are stored against CRM contacts CRM contacts can be created based on authors WHAT DOES IT DO? Analytics Dashboards Buzz, share, trend, history, language & sentiment Across Many Providers Twitter, Facebook, blogs, news & videos Drill down to the post level to Identify influencers Gain competitive insights React to sentiment

16 Digital Marketing Automation Plan Iterate Segment Measure DIGITAL MARKETING AUTOMATION Create Send To Sales Response Test Execute Retarget

17 SALES REP SALES Quick find across record types from top navigation Enhanced sales processes with branching Sales hierarchies and visualizations for Account, Users or Products MARKETING REP MARKETING Segment Audience Author Messages Test Messages Execute Messages Call Audience to Action Re-Target

18 Modern, Mobile Web Clients Mobile experiences designed for the device!

19 Related Topics in Upcoming Luncheons Digital Marketing Strategy Marketing Analytics Social Listening Service Capabilities Deep Dive into CRM Sales

20 Want to Learn More About Digital Marketing? WEB DESIGN, SEO & DIGITAL MARKETING STRATEGY LUNCHEON Driving awareness, demand and revenue is the mission of any marketing department. Join SWC as we showcase "best-in-class" examples of web design, SEO and digital marketing strategy. This event is a great opportunity to pause, step out of the business and see what is actually working for today's market leaders. WEDNESDAY, FEBRUARY 4 TH AT NOON SEASONS 52 IN OAK BROOK Register at: SWC.com/events

21 Ways to Engage ONE-DAY DIGITAL MARKETING ASSESSMENT Digital Marketing Strategy Session Technical Readiness Assessment ONE-DAY 2015 UPGRADE ASSESSMENT Identify and Quantify Value Understand Effort & Costs Prepare Plan Forward

22 Thank You For Joining Us! To learn more, please contact: Jeff Hoffmann Wally Seliga