Dynamics of Microsoft Dynamics CRM Ways to Leverage PSA for increased Leverages

Size: px
Start display at page:

Download "Dynamics of Microsoft Dynamics CRM 2011 - 10 Ways to Leverage PSA for increased Leverages"

Transcription

1

2 Do you face the challenge of prioritizing business prospects and growing profitable clients? Are you struggling with increased competition for your client s wallet share? These are a couple of the top challenges 2011 will bring for professional services organizations in the coming year. Challenges for 2011 in Professional Services Organizations 1. Prioritizing business prospects and growing profitable clients Firms not only need to identify new opportunities but must also be able to have a easy way to view and evaluate each to make sure firm resources are utilized most effectively and efficiently. Clients must be appropriately nurtured with relevant and timely information. 2. Increasing competition for client wallet share The best business is repeat business and with the increased competition for every dollar, this needs to be accomplished through the intelligent development and nurturing of existing client relationships. 3. Insight into clients Improved client satisfaction can be achieved by developing and sharing deeper knowledge regarding a client and the current challenges they are facing across your organization. 4. Connecting the right professional A firms greatest asset is its people. Engaging the best suited individual is a key differentiator for any firm. Quickly and easily understanding what resources are available, when, and where is often a significant challenge. 5. Complex and hard to use tools Most systems in use today were built in the 1980 s and have had features bolted on over time creating a bloated, inflexible, and difficult system to use and understand. Often this system places significant roadblocks to allowing the firm to address the challenges of one through four. See a complete 360 view of your relationship with a client - marketing touches, customer service activities, open opportunities, contracts or other documents, and project status all within Microsoft CRM 2011 or from Outlook!

3 The answer is Microsoft Dynamics CRM PSA for Dynamics. Here are 10 ways this Dynamic duo can help you with your challenges: #1 Organize, manage & evaluate multiple projects with a 360 degree overview of your work. PSA for Microsoft Dynamics CRM 2011 is a tool that facilitates efficiency. With deep functionality and multiple out of the box features, you can manage your people and your projects in an easy and friendly way with project management and resource planning. The total overview of your projects and resources in PSA for Microsoft Dynamics CRM 2011 will enable you to empower your business. #2 Manage the entire project cycle from one single screen. PSA for Microsoft Dynamics CRM 2011 is a solution leveraging the powerful platform of Microsoft Dynamics CRM 2011 to add rich project management capabilities including project estimates, resource planning, project management, workflow and invoicing. #3 Store, share, and organize your documents to fit the way you work. SharePoint sites can be automatically generated for your projects by PSA for Microsoft Dynamics CRM Multiple versions of your shared documents can be saved in the database using the #4 Forecast project hours and cost with a complete breakdown structure. PSA for Microsoft Dynamics CRM 2011 adds project calculation to your planning. The heart of your project, the project breakdown structure, will foster the success of your project. It details the different phases and items of your project so you can determine the hours and/or cost related for each. Enter the type of financial agreement (each phase can optionally either be fixed fee or T&M!), budget and any additional information and PSA calculates the amounts. #5 Get a total overview from Account to Opportunity to Project with the integration of Microsoft CRM. See a complete 360 view of your relationship with a client - marketing touches, customer service activities, open opportunities, contracts or other documents, and project status all within Microsoft CRM 2011 or from Outlook!

4 #6 Connect project items to activities of Dynamics CRM Whether you need to schedule a kickoff meeting or set a due date on a specific document, PSA for Microsoft Dynamics CRM 2011will help manage project milestones and attach them to your project breakdown structure. Because of the full integration with Outlook, your activities will appear in your calendar and task lists. #7 Redefine time entry. With PSA for Microsoft Dynamics CRM 2011, integration with Outlook makes it possible to book time and expenses right from your Outlook calendar! Just a simple click of the Outlook retrieval button and all of your Outlook appointments are displayed in your timesheet. #8 Invoice your projects with a single mouse click. Invoicing your project is made easy with PSA for Microsoft Dynamics CRM Open your project and click the invoice button to bring up a list of all project billable items. Change the description of your invoice and select the appropriate items. Click ok and your invoice is generated. #9 Perform quick and easy project analysis to get critical business intelligence. PSA for Microsoft Dynamics CRM 2011, built on the powerful platform of CRM, is designed to support your data analysis with rich charting capability. You can create your own charts or use the ones delivered right out of the box! Execute drill downs, create multiple views, and create your own dashboards. #10 Stop margin erosion when work performed strays from the budgeted time for a task. Reverse Planning provides Project Managers with a view of the expected work well in advance so they can proactively manage billing. PSA utilizes the integration with Outlook to find appointments linked to the projects, map the financial impact and the timeline.

5 Why BCG Systems? At BCG Systems, we deliver results, not surprises. We provide pragmatic, integrated solutions that enable our clients to improve their cash flow, profitability and productivity while reducing technology-related duplication to drive costs down. With over 25 years of experience implementing our business management solutions, we customize solutions that support your long-term business strategy and drive a lasting competitive advantage for your organization. BCG Systems. Sensible Technology. Total Solutions. BCG SYSTEMS, INC 735 Merriman Road Akron, OH

Increase your Performance with the PSA Suite for Microsoft Dynamics CRM

Increase your Performance with the PSA Suite for Microsoft Dynamics CRM Increase your Performance with the PSA Suite for Microsoft Dynamics CRM With the PSA Suite you will increase your Performance and you will have insight in all the major Key Performance Indicators of your

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

PSA 2015 Step by Step Guide is published by Assistance Software. All rights reserved. No part of this publication may be Projects reproduced.

PSA 2015 Step by Step Guide is published by Assistance Software. All rights reserved. No part of this publication may be Projects reproduced. Step by Step Guide PSA 2015 Module 4 4.1 BAFPA Methodology 4.2 & Budget 4.3 Project sales forecast 4.4 Project & Resource planning 4.5 Utilization Sheet 4.6 CRM Appointments and Group calendar 4.7 Programs

More information

Release Notes Assistance PSA 2015 Summer Release

Release Notes Assistance PSA 2015 Summer Release Release Notes Assistance PSA 2015 Summer Release (August 2015) Advanced Opportunity Management The Microsoft Dynamics CRM Opportunity functionality has been extended with Assistance PSA functionality.

More information

CRM: Retaining Your Customers: Preventing Your Competitors

CRM: Retaining Your Customers: Preventing Your Competitors CRM: Retaining Your Customers: Preventing Your Competitors Krittapon Victor Indarakris Founder & CEO Blue Intelligence (Thailand) Co., Ltd. October 30, 2007 Microsoft CRM October 30 th, 2007 1 Core Microsoft

More information

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012 What s New Maximizer CRM 12 Features New Mobile Access User Interface Enhanced Mobile Access Appointment Management Enhanced Web Access User Interface Improved Web Access Speed & Navigation LinkedIn Integration

More information

PSA Suite for Microsoft Dynamics CRM License Matrix

PSA Suite for Microsoft Dynamics CRM License Matrix In the following license matrix you will find the user capabilities divided by license type. This new License structure is applicable from July 2015. Overview Capabilities by License Type * All prices

More information

WennSoft Evolution CONNECTED Business. REMARKABLE Field Service.

WennSoft Evolution CONNECTED Business. REMARKABLE Field Service. WennSoft Evolution CONNECTED Business. REMARKABLE Field Service. REMARKABLE FIELD Service TAKE the leading CRM platform. Add WennSoft Evolution, a standardsetting field service solution built for a wide

More information

Project Management. In this Guide

Project Management. In this Guide A GUIDE TO MINDMANAGER Project Management Project success depends on both the effective management of information and the efficient coordination of resources and schedules. MindManager can help. In this

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

CA Clarity PPM for Professional Services Automation

CA Clarity PPM for Professional Services Automation PRODUCT BRIEF: CA CLARITY PPM FOR PROFESSIONAL SERVICES AUTOMATION CA Clarity PPM for Professional Services Automation CA CLARITY PPM FOR PROFESSIONAL SERVICES AUTOMATION (PSA) HELPS STREAMLINE THE PROFESSIONAL

More information

Marketing Automation with Microsoft Dynamics

Marketing Automation with Microsoft Dynamics Marketing Automation with Microsoft Dynamics Deliver impactful marketing campaigns and consistent communications with Microsoft Dynamics CRM for Marketing Provide marketing professionals with robust data

More information

35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM

35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM 35 Examples How Sales Teams Benefit from Microsoft Dynamics CRM Achieving Growth Targets 1. Managing Sales Goals Sales teams need to know how they re performing in comparison to their sales goals. Are

More information

Managing Your Consulting Firm for Growth. Worldwide Survey

Managing Your Consulting Firm for Growth. Worldwide Survey Managing Your Consulting Firm for Growth Worldwide Survey An IDC InfoDoc, sponsored by Deltek July 2014 Managing Your Consulting Firm for Growth Executive Summary Consulting firms report a bullish outlook

More information

Webvantage blue Sapphire: Release Notice

Webvantage blue Sapphire: Release Notice Webvantage blue Sapphire: Release Notice New in this Release Desktop Agency Settings Agency Settings is enhanced to improve the workflow and usability. The controls are more intuitive and additional options

More information

Stephanie Smith Inside Sales Brittenford Systems. Cynthia West VP, Sales and Marketing Project Insight

Stephanie Smith Inside Sales Brittenford Systems. Cynthia West VP, Sales and Marketing Project Insight Stephanie Smith Inside Sales Brittenford Systems Cynthia West VP, Sales and Marketing Project Insight Natalie Solomon Divney Project and Portfolio Management Consultant ERP/Financial Management Enterprise

More information

Module A2 Item Activities, Gantt Chart and Utilization Sheet. A2.1 Project item activities A2.2 Gantt chart A2.3 Utilization sheet

Module A2 Item Activities, Gantt Chart and Utilization Sheet. A2.1 Project item activities A2.2 Gantt chart A2.3 Utilization sheet Module A2 Item Activities, Gantt Chart and Utilization Sheet A2.1 Project item activities A2.2 Gantt chart A2.3 Utilization sheet 1 Assistance PSA: Advanced Functionalities Welcome to the Advanced Functionalities

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

CRM Usage and Satisfaction: Microsoft Dynamics CRM users found to be more satisified than Salesforce.com users

CRM Usage and Satisfaction: Microsoft Dynamics CRM users found to be more satisified than Salesforce.com users white paper: microsoft dynamics CRM CRM Usage and Satisfaction: Microsoft Dynamics CRM users found to be more satisified than Salesforce.com users A Crimson Consulting Group CRM Usage and Satisfaction:

More information

INTRODUCTION... 4 MODULE 5. TIMESHEET... 5. Overview... 5 5.1 TIMESHEET CALENDAR VIEW... 7 INTRODUCTION... 7. What you will learn in this section...

INTRODUCTION... 4 MODULE 5. TIMESHEET... 5. Overview... 5 5.1 TIMESHEET CALENDAR VIEW... 7 INTRODUCTION... 7. What you will learn in this section... Step by Step Guide PSA 2015 Module 5 5.1 calendar view 5.2 by line 5.3 Instant Time Entry PSA 2015 (Release 2.3.0.243) PSA 2015 Step by Step Guide is published by Assistance Software. All rights reserved.

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

Introduction: CRM and Service Management

Introduction: CRM and Service Management Introduction: CRM and Service Management Do you find that your sales team spends more time talking to project managers than prospects? Perhaps you have implemented, or are thinking about implementing,

More information

QAD Customer Relationship Management Demonstration Guide. May 2015 EE2015 / CRM 6.7

QAD Customer Relationship Management Demonstration Guide. May 2015 EE2015 / CRM 6.7 QAD Customer Relationship Management Demonstration Guide May 2015 EE2015 / CRM 6.7 Overview This demonstration shows how QAD Customer Relationship Management supports the vision of the Effective Enterprise;

More information

CRM-Project 2011. The 4th Module. Benefits. Functions. Project Management in Microsoft Dynamics CRM. Microsoft Dynamics CRM

CRM-Project 2011. The 4th Module. Benefits. Functions. Project Management in Microsoft Dynamics CRM. Microsoft Dynamics CRM Functions Project Generation Generation and structuring of projects directly within Microsoft CRM Import Projects from Microsoft Project Projects can be generated directly from Orders A ny depth and width

More information

IBM Global Business Services Microsoft Dynamics CRM solutions from IBM

IBM Global Business Services Microsoft Dynamics CRM solutions from IBM IBM Global Business Services Microsoft Dynamics CRM solutions from IBM Power your productivity 2 Microsoft Dynamics CRM solutions from IBM Highlights Win more deals by spending more time on selling and

More information

CRM Customer Relationship Management

CRM Customer Relationship Management July 2011 What is CRM? CRM Customer Relationship Management CRM is a widely implemented strategy for managing a company s interactions with customers, clients and sales prospects. CRM involves using technology

More information

Extend the value of Microsoft Dynamics ERP with other technology innovations from Microsoft

Extend the value of Microsoft Dynamics ERP with other technology innovations from Microsoft Extend the value of Microsoft Dynamics ERP with other technology innovations from Microsoft Combined with these products and technologies, Microsoft Dynamics ERP solutions can help you gain momentum in

More information

Easy To Use. Easy To Own.

Easy To Use. Easy To Own. Easy To Use. Easy To Own. YOU DESERVE EASY. Modern dentistry is certainly complex, but your practice management software doesn t have to be. Henry Schein Easy Dental gives you everything you need to make

More information

SERENIC NAVIGATOR. Customizable ERP Solution for Advanced Nonprofit and Public Sector Requirements.

SERENIC NAVIGATOR. Customizable ERP Solution for Advanced Nonprofit and Public Sector Requirements. SERENIC NAVIGATOR Customizable ERP Solution for Advanced Nonprofit and Public Sector Requirements. Integrated Serenic Solutions: AwardVision Advanced Grant Management Solution BudgetVision Entire Budget

More information

c360 Product Catalog

c360 Product Catalog c360 Product Catalog Built on Microsoft Dynamics CRM 2011 c360 Solutions Inc 2002 Perimeter Summit Blvd Suite 700 Atlanta, GA 30319 Toll Free Product Sales 888.929.3670 E-mail sales@c360.com c360 PRODUCTS

More information

Customer Service in Microsoft Dynamics CRM 2013 80545A; 1 Day; Instructor-led

Customer Service in Microsoft Dynamics CRM 2013 80545A; 1 Day; Instructor-led Customer Service in Microsoft Dynamics CRM 2013 80545A; 1 Day; Instructor-led Course Description This course focuses on how an organization can nurture customer satisfaction through automation of business

More information

Business Process Alignment: Accelerating the Quote-to- Cash Cycle

Business Process Alignment: Accelerating the Quote-to- Cash Cycle A Service Performance Insight White Paper Sponsored by NetSuite Service Compass: Charting the Course to Professional Service Excellence Business Process Alignment: Accelerating the Quote-to- Cash Cycle

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 Dynamics AX 2012 R3, clear cut benefits for your Organisation

Microsoft Dynamics AX 2012 R3, clear cut benefits for your Organisation 2012 R3 Microsoft Dynamics AX 2012 R3, clear cut benefits for your Organisation Microsoft Dynamics AX is an enterprise resource planning (ERP) solution for midsize and larger organisations that helps people

More information

Flintfox Trade Relationship Management (TRM)

Flintfox Trade Relationship Management (TRM) Flintfox Trade Relationship Management (TRM) An Integrated Customer Relationship and Trade Promotion Management Solution for Consumer Goods Flintfox TRM transforms the complex challenges associated with

More information

Role-Based Solution Description

Role-Based Solution Description Role-Based Solution Description Role-Based Solution Description Sales Force Automation Business Intelligence Relationship Management & Core Components Marketing Customer Service C2CRM is a feature-rich,

More information

Mothernode CRM ENTERPRISE (ERP) EDITION

Mothernode CRM ENTERPRISE (ERP) EDITION Mothernode CRM ENTERPRISE (ERP) EDITION Everything you need to run your business from sales to order fulfillment, inventory management to invoicing, and much more. Mothernode CRM The easiest way to run

More information

MapleLeaf Projects MapleLeaf Projects

MapleLeaf Projects MapleLeaf Projects MapleLeafProjects Approach MapleLeafProjects is available as full fledged application which will meet major project and task management functionality. This is available with source code so that we can

More information

Integrated business intelligence solutions for your organization

Integrated business intelligence solutions for your organization Integrated business intelligence solutions for your organization In the business world, critical information influences individuals goals, affects how people work across teams and ultimately helps organizations

More information

Turnkey Hardware, Software and Cash Flow / Operational Analytics Framework

Turnkey Hardware, Software and Cash Flow / Operational Analytics Framework Turnkey Hardware, Software and Cash Flow / Operational Analytics Framework With relevant, up to date cash flow and operations optimization reporting at your fingertips, you re positioned to take advantage

More information

Project Management. For Microsoft Dynamics CRM

Project Management. For Microsoft Dynamics CRM Project Management For Microsoft Dynamics CRM Contents Solution Relationships... 3 Main Menu End User Navigation... 4 Main Menu - Administration Navigation... 5 Projects... 6 Creating a New Project...

More information

Sales Force Automation

Sales Force Automation Sales Force Automation Maximizer CRM helps sales managers, teams and individual contributors collaborate, access and share information across Sales, Marketing and Customer Service & Support. Key Benefits

More information

Better Together with Microsoft Dynamics CRM

Better Together with Microsoft Dynamics CRM Better Together with Microsoft Dynamics CRM Enhance the power and effectiveness of Microsoft Dynamics CRM business software with Microsoft products and technologies that work even better, together. Microsoft

More information

NetSuite OpenAir. The World s #1 Cloud Professional Services Automation Solution. Why NetSuite OpenAir?

NetSuite OpenAir. The World s #1 Cloud Professional Services Automation Solution. Why NetSuite OpenAir? NetSuite OpenAir The World s #1 Cloud Professional Services Automation Solution NetSuite OpenAir is the world s #1 professional services automation (PSA) solution. From resource management and project

More information

NetSuite OpenAir. The World s #1 Cloud Professional Services Automation Solution. Why NetSuite OpenAir? NETSUITE BENEFITS.

NetSuite OpenAir. The World s #1 Cloud Professional Services Automation Solution. Why NetSuite OpenAir? NETSUITE BENEFITS. NetSuite OpenAir The World s #1 Cloud Professional Services Automation Solution Data Sheet NETSUITE BENEFITS Benefits experienced by organizations using PSA include: 48% higher PS revenue growth over the

More information

Customer Success Platform Buyer s Guide

Customer Success Platform Buyer s Guide Customer Success Platform Buyer s Guide Table of Contents Customer Success Platform Overview 3 Getting Started 4 Making the case 4 Priorities and problems 5 Key Components of a Successful Customer Success

More information

DELIVERING EXCEPTIONAL CUSTOMER CARE

DELIVERING EXCEPTIONAL CUSTOMER CARE REAL WORLD SCENARIOS Volume 1 Cases 1-4 DELIVERING EXCEPTIONAL CUSTOMER CARE WINNING THE HEARTS OF YOUR CUSTOMERS BUILDing THE FOUNDATION STREAMLINing SUPPORT CASES GAINing A COMPETITIVE ADVANTAGE knowing

More information

Sage CRM Focused Sales Management

Sage CRM Focused Sales Management Sage CRM Focused Sales Management Equipping your sales team with the complete customer information and the necessary tools to enable them to do their job effectively is very important. Sage CRM empowers

More information

NetSuite OpenAir The World s #1 Cloud Professional Services Automation Solution

NetSuite OpenAir The World s #1 Cloud Professional Services Automation Solution NetSuite OpenAir The World s #1 Cloud Professional Services Automation Solution Data Sheet NETSUITE BENEFITS Benefits experienced by organizations using PSA include: 48% higher PS revenue growth over the

More information

Why Choose Microsoft Project Portfolio Management?

Why Choose Microsoft Project Portfolio Management? Why Choose Microsoft Project Portfolio Management? A comparison between the centralized server solution and Microsoft Project 2013 Client Definition of Microsoft Project Portfolio Management Microsoft

More information

Sage 200 v4.10 What s New At a Glance

Sage 200 v4.10 What s New At a Glance Sage Business Partner: IDL Systems Limited Sage 200 v4.10 What s New At a Glance Tel: 0845 092 0926 Email: sales@idlsystems.co.uk Web: www.idlsystems.co.uk Introducing the Sage 200 Platform The Sage 200

More information

Page 2. Business Success Business OS: The Cloud Operating System for Small Business SMBs know there is a better way to run their Businesses.

Page 2. Business Success Business OS: The Cloud Operating System for Small Business SMBs know there is a better way to run their Businesses. Page 2 Business Success Business OS: The Cloud Operating System for Small Business SMBs know there is a better way to run their Businesses. The cloud can help. But how? SMBs without IT departments and

More information

MICROSOFT DYNAMICS CRM Vision. Statement of Direction. Update: May, 2011

MICROSOFT DYNAMICS CRM Vision. Statement of Direction. Update: May, 2011 MICROSOFT DYNAMICS CRM Vision Statement of Direction Update: May, 2011 Microsoft Dynamics CRM - Statement of Direction, May 2011 EXECUTIVE SUMMARY Microsoft has delivered significant innovation and value

More information

Brochure. MS Dynamics CRM 4.0

Brochure. MS Dynamics CRM 4.0 Brochure MS Dynamics CRM 4.0 Microsoft Customer Relationship Management solution was designed to help your business develop more profitable customer relationships while working smarter. Microsoft CRM helps

More information

Sage CRM. Communicate, Collaborate, Compete with Sage CRM

Sage CRM. Communicate, Collaborate, Compete with Sage CRM Sage CRM Communicate, Collaborate, Compete with Sage CRM FEATURES AT-A-GLANCE FOR ALL USERS Easy to use with fresh look and feel Fully customisable interactive dashboard End-user personalisation of interface

More information

Don t simply manage work in your Professional Services business. Manage dollars and profits.

Don t simply manage work in your Professional Services business. Manage dollars and profits. INCREASE PROFITABILITY THROUGH END-TO-END INTEGRATION OF CRM, PROJECT MANAGEMENT, AND BILLING SYSTEMS Don t simply manage work in your Professional Services business. Manage dollars and profits. Through

More information

Statement of Direction

Statement of Direction Microsoft Dynamics NAV Statement of Direction Product strategy and roadmap for Microsoft Dynamics NAV Date: May 2012 www.microsoft.com/dynamics/nav Page 1 CONTENTS Welcome... 3 Overview of Microsoft Dynamics

More information

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) 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

More information

Deltek First Vision Essentials CRM

Deltek First Vision Essentials CRM Deltek First Vision Essentials CRM Aligning Business Development with Project and Financial Management Vision has brought our marketing, accounting and project management departments together. For the

More information

Effectively Leveraging Project 2010 with SharePoint 2010 for Project Management Success. Dux Raymond Sy, PMP

Effectively Leveraging Project 2010 with SharePoint 2010 for Project Management Success. Dux Raymond Sy, PMP Effectively Leveraging Project 2010 with SharePoint 2010 for Project Management Success Dux Raymond Sy, PMP Presentation Objectives In this presentation, you will learn how to Effectively create a Microsoft

More information

Maximize Sales and Margins with Comprehensive Customer Analytics

Maximize Sales and Margins with Comprehensive Customer Analytics Q Customer Maximize Sales and Margins with Comprehensive Customer Analytics Struggling to connect the dots between Marketing, Merchandising and Store Ops? With the explosion of customer interaction systems,

More information

EXECUTIVE INSIGHT. The Unique Challenges of Professional Services for Small and Medium Sized Businesses

EXECUTIVE INSIGHT. The Unique Challenges of Professional Services for Small and Medium Sized Businesses EXECUTIVE INSIGHT The Unique Challenges of Professional Services for Small and Medium Sized Businesses Effective SMB Automation Requires a New Breed of Professional Services Automation Technology June

More information

Module 7 Invoicing. Step by Step Guide PSA 2015. 7.1 Single project invoicing 7.2 Batch invoicing projects 7.3 Program invoicing 7.

Module 7 Invoicing. Step by Step Guide PSA 2015. 7.1 Single project invoicing 7.2 Batch invoicing projects 7.3 Program invoicing 7. Step by Step Guide PSA 2015 Module 7 7.1 Single project invoicing 7.2 Batch invoicing projects 7.3 Program invoicing 7.4 Invoice approval PSA 2015 (Release 2.3.0.243) PSA 2015 Step by Step Guide is published

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

Report: Salesforce and Microsoft Dynamics CRM Outlook Integration Compared

Report: Salesforce and Microsoft Dynamics CRM Outlook Integration Compared Report: Salesforce and Microsoft Dynamics CRM Outlook Integration Compared CRM Switch CRM Assessment & Selection Services www.crmswitch.com 800 799 4539 Page 1 Table of Contents Introduction Functional

More information

Products CRM and Business Intelligence for DNA

Products CRM and Business Intelligence for DNA Products CRM and Business Intelligence for DNA Leverage Your Financial Institution s Rich, Robust Data to Analyze Performance and Build Stronger Accountholder Relationships Products Knowledge is power.

More information

Microsoft Project 2010 builds on the Microsoft Project 2007 foundation with flexible work management solutions and the right collaboration tools for

Microsoft Project 2010 builds on the Microsoft Project 2007 foundation with flexible work management solutions and the right collaboration tools for Microsoft Project 2010 builds on the Microsoft Project 2007 foundation with flexible work management solutions and the right collaboration tools for occasional and professional project managers. Project

More information

Chapter 1 Concept & Navigation

Chapter 1 Concept & Navigation Financials The Manual Chapter 1 Concept & Navigation 1.1 Vision and Concept 1.2 Navigation FINANCIALS (Release 1.0.0.7) Financials The Manual is published by Assistance Software. All rights reserved. No

More information

WTM IT Limited http://wtmit.com. WTM SalesGrow CRM Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably

WTM IT Limited http://wtmit.com. WTM SalesGrow CRM Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably WTM SalesGrow CRM Grow your Sales & Business An Essential CRM Solution delivery quickly and affordably SalesGrow CRM WTM SalesGrow CRM helps organizations differentiate their businesses to achieve maximum

More information

Are Your Business Processes Holding You Back?

Are Your Business Processes Holding You Back? Are Your Business Processes Holding You Back? 5 REASONS FOR PROFESSIONAL SERVICES FIRMS TO INTEGRATE SALES, SERVICE AND FINANCE INTO A SINGLE CLOUD SOLUTION Contents INTEGRATING BUSINESS APPLICATIONS INTO

More information

Community Health Care Software. Overview for Executives

Community Health Care Software. Overview for Executives Community Health Care Software Overview for Executives Programs CCAC OHIP NSHA PRIVATE CLINIC Program Type Billing CCAC Public Public Private Private Billing File, Billing Reconciliation MOH file Billing

More information

Benefits to you. Account & Contact Management. Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management

Benefits to you. Account & Contact Management. Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management Account & Contact Management Sales & Quotations Marketing & Campaigns Customer Service & Support Project & Event Management Benefits to you Work as a team see a unified view of each customer accessible

More information

Statement of Direction

Statement of Direction Statement of Direction Product strategy and roadmap for Microsoft Dynamics NAV February 2015 CONTENTS Welcome Welcome.... 2 Overview of Microsoft Dynamics NAV.... 3 Priorities....4 Microsoft Dynamics NAV

More information

Introduction to CRM4Legal Winning and Retaining Clients and Managing Matters with Dynamics CRM and CRM4Legal

Introduction to CRM4Legal Winning and Retaining Clients and Managing Matters with Dynamics CRM and CRM4Legal Client Profiles Introduction to CRM4Legal Winning and Retaining Clients and Managing Matters with Dynamics CRM and CRM4Legal CRM4Legal. Powered by Microsoft CRM. Developed by Client Profiles. New York

More information

Gain a competitive advantage.

Gain a competitive advantage. Fully Integrated, End-to-End Business Management Provide a higher level of customer service. Improve internal business process. Improve bottom line. Gain a competitive advantage. End-to-End Business management

More information

Perfect Customer Relationship Management (CRM) System

Perfect Customer Relationship Management (CRM) System Al-Andalus Software Development & Technology Co. Perfect Customer Relationship Management (CRM) System Product Overview Overview Perfect Customer Relationship Management (CRM) System empowers your sales,

More information

Focused Sales Management

Focused Sales Management Focused Sales Management Make the most of every sales opportunity. directs your sales efforts towards the most profitable, most winnable deals, and helps you make the most of cross-selling and upselling

More information

Transforming Financial Services Sector with Dynamic CRM

Transforming Financial Services Sector with Dynamic CRM Transforming Financial Services Sector with Dynamic CRM Financial Services industry sector is in the midst of paradigm shift. Since the financial crisis, traditionally, revenue challenges have been a cyclical

More information

Web access for real-time convenience online

Web access for real-time convenience online All access options Access Maximizer CRM when and where you need it Optimise productivity and increase profitability To work effectively and stay ahead of your competitors in today s demanding business

More information

Practice Management. ...clear thinking. Information. Fee Protection. Software. Magazines. Professional Development

Practice Management. ...clear thinking. Information. Fee Protection. Software. Magazines. Professional Development Practice Management Information Fee Protection Software Magazines Professional Development...clear thinking Practice Management the challenges Increased regulation, growing client expectations and lower

More information

Gain deeper insight into your business with Sage 300 Construction and Real Estate

Gain deeper insight into your business with Sage 300 Construction and Real Estate Gain deeper insight into your business with Sage 300 Construction and Real Estate Your employees face issues that impact your company s profitability on a daily basis. These issues include controlling

More information

CUSTOMER RELATIONSHIP MANAGEMENT FOR MANUFACTURING

CUSTOMER RELATIONSHIP MANAGEMENT FOR MANUFACTURING WWW.HSO.COM The rise of CRM and how it s transforming business interactions CUSTOMER RELATIONSHIP MANAGEMENT FOR MANUFACTURING Why customer loyalty pays dividends Delivering a personal experience Unsurprisingly,

More information

Market Landscape Report

Market Landscape Report Market Landscape Report Navigating the PM & PPM Software Sector DIANA ESKANDER Abstract The project management software market is understatedly crowded, with over 300 available options. And it is of utmost

More information

Physician Relationship Management System

Physician Relationship Management System Physician Relationship Management System Guided Tour pg. What is Physician Relationship Management? Consumers vs. Physicians At a high level, most hospitals target their marketing efforts at primarily

More information

Sample Reports. A tour of Sage 100 Contractor reports that help you gain visibility into your business

Sample Reports. A tour of Sage 100 Contractor reports that help you gain visibility into your business Sample Reports A tour of Sage 100 Contractor reports that help you gain visibility into your business Contents 4 Information at a Glance 4 User Dashboard 6 Dashboard Change Order View See clearly. Respond

More information

Aerie Help Desk App. User Guide. Aerie Consulting, LLC 110 West Canal Street Winooski, VT 05404. September 14, 2015 Version 1.0.1

Aerie Help Desk App. User Guide. Aerie Consulting, LLC 110 West Canal Street Winooski, VT 05404. September 14, 2015 Version 1.0.1 Aerie Help Desk App User Guide Aerie Consulting, LLC 110 West Canal Street Winooski, VT 05404 September 14, 2015 Version 1.0.1 Table of Contents Introduction... 3 Scope & Purpose... 3 Process Overview...

More information

Booking a Meeting Room in Outlook 2010

Booking a Meeting Room in Outlook 2010 Introduction Booking for meeting rooms is now done in Outlook 2010 (hosted on Microsoft Exchange 2010). Meeting rooms can now be requested by using a Meeting Request, and selecting an available room in

More information

Task Management. JobTraQ Core Features

Task Management. JobTraQ Core Features Task Management JobTraQ automates human to human workflow and simplifies hierarchical team management of collaborative tasks. JobTraQ also ensures that the correct data is collected and displayed through

More information

Sales Management in Microsoft Dynamics CRM 2015 DYNA02; 1 Day; Instructor-led

Sales Management in Microsoft Dynamics CRM 2015 DYNA02; 1 Day; Instructor-led Sales Management in Microsoft Dynamics CRM 2015 DYNA02; 1 Day; Instructor-led Course Description This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM 2013 that allow you

More information

CRM Assessment. GoldMine Solutions CRM Assessment

CRM Assessment. GoldMine Solutions CRM Assessment CRM Assessment GoldMine Solutions CRM Assessment CRM Assessment Overview This Customer Relationship Management (CRM) Assessment was created to help companies understand how well they performing with customer

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

PIVOTAL CRM FOR HOME BUILDING

PIVOTAL CRM FOR HOME BUILDING PIVOTAL CRM FOR HOME BUILDING AND REAL CASE STUDY ESTATE Managing the total customer lifecycle gives homebuilders the ability to create long-lasting client relationships and success WHITEPAPER ATTRACT,

More information

... ... www.tracker-rms.com +44 (0) 8451 262 300 contact@tracker-rms.com PROJECT MANAGEMENT

... ... www.tracker-rms.com +44 (0) 8451 262 300 contact@tracker-rms.com PROJECT MANAGEMENT .. TrackerRMS Project Management TrackerRMS Project Management provides a fully integrate suite of tools for delivery teams to start, run and resource their projects successfully. TrackerRMS combines the

More information

Workflow Notifications

Workflow Notifications Workflow One of the components of workflow in PeopleSoft/NUFinancials is the ability to send email notifying users when there is an item in their Approval Inbox. Depending upon the number of emails received,

More information

Effectively Leveraging Project 2010 with SharePoint 2010 for Project Management Success. Dux Raymond Sy, PMP

Effectively Leveraging Project 2010 with SharePoint 2010 for Project Management Success. Dux Raymond Sy, PMP Effectively Leveraging Project 2010 with SharePoint 2010 for Project Management Success Dux Raymond Sy, PMP Presentation Objectives In this presentation, you will learn how to Effectively create a Microsoft

More information

release 240 Exact Synergy Enterprise CRM Implementation Manual

release 240 Exact Synergy Enterprise CRM Implementation Manual release 240 Exact Synergy Enterprise CRM Implementation Manual EXACT SYNERGY ENTERPRISE CRM IMPLEMENTATION MANUAL The information provided in this manual is intended for internal use by or within the organization

More information

ORACLE CRM ON DEMAND INSURANCE DISTRIBUTION MANAGEMENT SOLUTION

ORACLE CRM ON DEMAND INSURANCE DISTRIBUTION MANAGEMENT SOLUTION ORACLE CRM ON DEMAND INSURANCE DISTRIBUTION MANAGEMENT SOLUTION For many insurance carriers, sales through indirect channels form the largest proportion of their business. However, most carriers do not

More information

Microsoft CRM and DycoTrade

Microsoft CRM and DycoTrade Microsoft CRM and DycoTrade Why CRM in combination with DycoTrade? Streamline the Opportunity and Quotation Process Establish collaboration with and between Traders & Counterparties Deliver structured

More information

Customer Service in Microsoft Dynamics CRM 2013

Customer Service in Microsoft Dynamics CRM 2013 CÔNG TY CỔ PHẦN TRƯỜNG CNTT TÂN ĐỨC TAN DUC INFORMATION TECHNOLOGY SCHOOL JSC LEARN MORE WITH LESS! Course 80545: Customer Service in Microsoft Dynamics CRM 2013 Length: 1 Days Audience: Information Workers

More information

ORACLE PROJECT MANAGEMENT

ORACLE PROJECT MANAGEMENT ORACLE PROJECT MANAGEMENT KEY FEATURES Oracle Project Management provides project managers the WORK MANAGEMENT Define the workplan and associated resources; publish and maintain versions View your schedule,

More information