Silverbear Membership Solution

Transcription

1 Silverbear Membership Solution

2 Microsoft Dynamics CRM 2016 Patch release: Solution Segmentation Reduces deployment overheads Allows configuration to be maintained Reduces risk in updates Improved Navigation Global Most Recently Used: A recently viewed icon has also been added to the top navigation bar enabling you to quickly find your most recently viewed or pinned items throughout CRM. Streamlined Navigation: An updated Navigation Bar UI increases usability for large number of tiles, making it easier and quicker to find entities with less scrolling and clicking

3 Improved Outlook Syncronisation Contact Phone Number and Address Sync Improvements. Sync Outlook Assigned Task (Outlook task assigned to another user that is also in CRM). Sync Appointment Attachments. Configurable Field Level Sync. Outlook Client Enhancements. Folder-level Tracking CRM App for Outlook Preview

4 Business Process Flows Business Process Flows have been significantly improved in CRM Business Process Flows can appear on the top of any form and can guide users through a series of steps. The blue tabs across the top of the page represent the different stages of a process. The fields below the tabs represent the steps that need to be taken during the current stage. Some of the advantages of Business Process Flows Gives the user an easy guide to walk them through a process - without having to navigate all over a form to find the fields relevant to the stage that they are in. Ensures that all the critical information for a process is captured. Ensures that the most important best practice steps are followed consistently. Provides a "guide" rather than a strict "process" - providing the flexibility for your team to have their own personal work styles and to work with the changing demands of your customers. Very easy to setup - no programming required.

5 Visual Hierarchies The visual hierarchies allows you to view the parent/child relationship between virtually any records. You can interact with these views to open sub-records, share records, view important information or to show the social view of a record. For organizations that have to manage complex relationships with large businesses, this new way to visualize the relationship will be a boon. Global Search Bar You can search your accounts, contacts, leads, s, opportunities - at once without having to navigate to a separate area to do it - it's built into the navigation bar that appears no matter where you are in CRM 2016.

6 Dashboard Updates Each area of CRM has its own dashboard group. So, for example, dashboards appear under Sales, Service, Marketing and any other groups you establish. The default dashboard can be different in each of these areas. Dashboards can be based on security role, this means that you can make dashboards visible only to the users that they are relevant to. Businesses with hundreds or thousands of CRM users can quickly develop dozens of dashboards - making it confusing for a user to find the dashboard that they need. The security roles improve this significantly. Dashboards can now "drill into" fields from a parent entity. For example, an opportunity dashboard can include the industry field from the account entity. When displaying lists (or grids) in dashboards, the ability to add/delete records and to "zoom into" the full list view has been vastly improved.

7 Microsoft Dynamics Marketing 2016 Released in December 2014, Microsoft s latest addition to the Dynamics CRM product family is Microsoft Dynamics Marketing. Providing and integrated marketing platform into Dynamics CRM. Lead Management and Scoring Increase sales-ready leads with advanced lead management and lead scoring. Boost prospect interest through multistage, trigger-based nurture programs that deliver personalized content and offers. Combine your sales and marketing funnel to better serve sales. Marketing resource management Streamline marketing operations. Integrate planning, budgeting, and tracking across all channels, including , digital, social, and traditional. Manage projects, digital assets, workflows, and approval processes across your team and other departments and agencies all from a single platform. Multi-channel campaigns Engage customers with personalized, multichannel campaigns. Microsoft Dynamics Marketing visual campaign designer lets you drag content to create and manage campaigns in a single window across , social media, events, and direct mail. Build automated campaigns Create a campaign by dragging and dropping activities to a canvas and arranging them in the order you want them to execute.

8 Microsoft Social Engagement Social Listening Microsoft Social Engagement helps you harness the social web by analyzing what people are saying on social media and in the news. Social Listening supports 19 languages and covers a broad range of sources Twitter, Facebook, videos, blogs, and news syndication. Spot trends and receive alerts about how people are feeling about your products or brand so that you can shape your messaging and sales conversations more effectively. You can even identify your key influencers. Social Analytics The robust social analytics of Microsoft Social Engagement give you more insightful and interactive analytics with richer data to gain a true understanding of your business on topics that matter most. Visual filters allow you segment your data by source, sentiment, location, or author. Social Engagement Empower teams across sales, marketing, and service to collaborate with customizable streams from a combination of sources. Build deeper relationships with customers by empowering them to engage with social communities on Facebook and Twitter. Social CRM You can add social data in Microsoft Dynamics CRM or Microsoft Dynamics Marketing on dashboards or on any forms. Integrate social interactions into an end-to-end customer journey, with the ability to create leads, opportunities, or cases from social posts, right within Microsoft Dynamics CRM. Help your front-line sales, marketing, and service teams deliver amazing member experiences.

9 Silverbear Membership Self Service Portal (DNN) Silverbear has invested many years of development in building a suite of modules for DNN the Silverbear portal, the portal modules that service your members currently exceed 100 modules, making for a very compelling comprehensive platform. We are pleased to announce that Silverbear Membership supports DNN platform 7.x and above, including the new Evoq Content and Engage platforms from DNN. Simple content editing and creation Whether you are a team of one or a team of managers, editors, and writers, DNN gives its users a robust rich text editor and many options to create great content. For larger teams, content workflows can be put into place for permission setting and approval management. Advanced features The features of DNN, whether out of the box or with third party modules, can be extremely powerful for businesses of all sizes. User management, advertisement management, marketing, document management, multilingual ability, blog management, and more are included to help marketing and IT teams manage their website. Unmatched security DNN provides extremely thorough security. Each user group is provided its own permissions, and all users can be sorted into these groups based upon what the operations require. As opposed to other CMSs that may require you to install a third party (and probably weak) application, DNN has a security model built into the CMS architecture. This makes DNN one of the most secure platforms for websites on the market. Ultimate platform flexibility DNN, because it is based on ASP.NET, is extremely extensible with pre-made or custom modules. Website speed DNN s efficient code base ensures that websites run quickly to provide a great user experience for all of your site visitors. Well supported DNN is open source, there are many partners that support it all over the world. This makes your investment in DNN a safe one for many years to come.

10 Silverbear Online Training Platform With the latest release of Silverbear Membership were are pleased to announce our Online learning portal. The platform is lauchned from within Microsoft Dynamics CRM, with how-to guides and videos the portal it allows users to self serve and refresh their knowledge on the Silverbear Membership Solution. The videos are broken down into bite sized training resources incorporating handy transcripts so they can be watched with the sound muted if required.