MICROSOFT DYNAMICS CRM 2015

Transcription

1 MICROSOFT DYNAMICS CRM 2015 LUNCHEON Will Robinson Wally Seliga

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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 Microsoft Dynamics CRM & Salesforce Collaboration Business Intelligence Custom Development

6 About SWC Technology Partners Digital Strategy & Analytics Design & Creative Services & Marketing Automation SEO/SEM Social Media Marketing Website Development

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

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

9 Awards

10 SWC Customers

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

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

14 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

15 2015 Update 1 Enhancements Navigation easier to use Themes Embed your company logo & color schemes Outlook Integration Choose folders that will automatically synchronize Excel Integration improved export to excel experience OneNote Integration Link notebooks directly to CRM records in coordination with the OneNote mobile app Mobile Brand new mobile app experience for forms with more complete experience Knowledge Base Integration with Parature gives a robust KB article platform to leverage Performance Brand new form rending engine provides faster load times

16 SALES REP SALES Navigation & Themes Outlook Integration Excel Integration OneNote Integration

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

18 MARKETING REP MARKETING Segment Audience Author Messages Test Messages Execute Messages Call Audience to Action Re-Target

19 Tying It All Together Technology is Business Process Measure Marketing and Sales Alignment Marketing Automation provides one place to manage your campaigns SALES MARKETING SERVICE SOCIAL

20 Why SWC? Balance of Technical, Business and Process Trusted, Established Partner with Over 35 Years Experience Holistic Approach Practicality Few Companies Need All CRM Bells & Whistles Wide Range of Solutions

21 Ways to Engage DIGITAL MARKETING ASSESSMENT Digital Marketing Strategy Session Technical Readiness Assessment CRM STRATEGY ENGAGEMENT Identify and Quantify Value Understand Effort & Costs Prepare Plan Forward

22 SEPTEMBER EVENTS 9.17 Digital Marketing Strategies Luncheon in Chicago 9.23 Windows 10 & Office 365 Luncheon in Chicago 9.24 Windows 10 & Office 365 Luncheon in Oak Brook 9.30 Skype for Business Luncheon in Oak Brook Register at SWC.com/events

23 Thank You For Joining Us! To learn more, please contact: Will Robinson Wally Seliga