Understanding the Strategy and Vision of Dynamics CRM. Sam DiSalvatore

Transcription

1 Understanding the Strategy and Vision of Dynamics CRM Sam DiSalvatore

2 Agenda Quick CRM Landscape CRM Platforms, Versions Dynamics CRM Roadmap CRM Features - Flow UX / Process Controls - Social (Skype/Yammer) - Marketing (NetBreeze/Marketing Pilot) - Mobility (Multi-Browser Support) Orion = CRM 2013 Learn More

3 Landscape Customers = 39, Countries / 40 Languages Users = 3,000,000 Nine years of Double-Digit Growth - Outpacing CRM Industry Growth Tremendous On-Line Interest CRM Re-Design Driver - The biggest design change from CRM 2011 to Polaris? The iphone. People expect software to be different now, and that s what caused it.

4 Platform Options XRM - a platform & toolkit with little applications - Change in Philosophy Needs to be more Application- Focused (think SmartPhones and Tablets) On-Line - This has been MS focus for some time (thx Salesforce.com) - It seems latest innovations are presented to On-Line FIRST o Little choice at time of Upgrade o Little chance of being unsupported (lack of direct access) On-Premise (On-Prem) - When dealing with business software, not being Leading Edge is not always such a bad thing

5 What s with the Astrology References? Polaris (On-Line ONLY) - CRM 2011 UR12 (February, 2013) - Flow UX - Process Control & Forms - Remove Ribbon - Collapsed Left-Nav Pane - Safari (ipad) Support - Bing Map Integration - Skype Integration Gemini (On-Line ONLY) - CRM 2011 UR13 (July, 2013) - Marketing Pilot - Pluggable Platform (for future ISV solutions) Orion (pulls feature set back together) - CRM 2013 (October, 2013) - Left Nav Removed - Single Pull-Down Navigation - Native App Support (HTML5 Compliant) o No Mobile Form Management (integrated) o Polaris & Gemini available for On-Prem Mira / Leo - CRM 2013 (UR?? &??) - SmartPhone /Android / etc. Support

6 Feature - Flow-UX Single Window Paradigm - The whole purpose of Orion is to get rid of that WINDOW problem we ve had for so long. All Records will Open in a Single CRM Window Driving Force - Tablet Interface - Gestures

7 Feature Process Control & Forms Process Control allows the Business to create their OWN Sales Processes

8 Microsoft Integrating Best-of-Breed Microsoft appreciates their clients Buying-Cycles are changing - A prospect will not even engage a Vendor until about 57% into the buying cycle - Marketing Departments are generally responsible for this First 57% of the buying cycle Marketing Pilot is a marketing automation system positioned for the mid market and up NetBreeze delivers cutting-edge native language analytics /data mining /transactional /text analysis capabilities Yammer is a leading provider of enterprise social networks and will be leveraged to help organizations collaborate on deals

9 Marketing Pilot Integrated marketing management (IMM) - Automate and systemize your marketing operations with dynamic, end-to-end management tools designed to help businesses plan and track their marketing efficiently Marketing Resource Mgmt. Budgeting Campaign management Media buying & planning

10 NetBreeze - Social Analytics In this world of the new customer you need to know what customers are saying and thinking. Ability to quickly respond to things, both positive and negative. NetBreeze gives us the ability to do that and be able to act on it.

11 Yammer Integration Yammer Pages Auto-Provisioned for each Page

12 Demo Microsoft Provides a Test Drive

13 CRM 2013 CRM 2013 On-line October First UR DECEMBER 2013 On-Prem Support More Comfortable (APP), vs. More Configurable (PLATFORM) - Popup-Driven Application to a Web Application Process Controls & Forms change the layout from a vertically scrolling list to a more widescreen with multiple sections Left Nav Pane (items) get moved into the top Navigation Bar DEFAULT Dashboard for EVERY Navigation Pane Navigation is Web & Tablet Focused - Large Swipe Buttons (display Groups of 7 at a time)

14 CRM 2013-Global Navigation Bar Versatile Navigation Pane (think Shade ) o Remember Single Window, Multi-Browser, Touch UI

15 CRM 2013-Global Navigation Bar Via Tablet - Remember Single Window, Multi-Browser, Touch UI

16 CRM 2013 Entity View Drill In Sales Module conveys Associated Entities

17 CRM 2013 Record View Still Further Recent Viewed, Pinned, etc.

18 CRM 2013 Record Quick Create From any entity

19 CRM 2013 Middle Pane Posts / Activities / Notes

20 CRM Outlook Interesting fact, all of this great functionality actually surpasses that of the Outlook client CRM for Outlook Client will actually look and feel much more like they do now as Outlook will not allow for the Single Window concept The Actual Record form will present normally

21 CRM 2013 CRM Anyway Arguably Microsoft s largest CRM bet Cross-Browser Support was delayed until Polaris (ipad Only) CWR Mobility Partnership Scrapped (MS Grown)

22 CRM 2013-Tablet Mobility Native App Support (Win8, ios) and Web Clients (Safari, Chrome, Firefox, etc.) HTML5 compliant SmartPhone Support - NOT included with CRM Targeted for CRM 2014

23 CRM 2013-Pricing Model Professional ($65*) - For the core CRM users, full capabilities including sales force automation as well as marketing and customer care - We believe most users will find this license best fits their needs Basic ($30*) - For sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications - For business analysts who require reporting capabilities Essential ($15*) - For light-weight users who need to access custom applications developed in house or by our vast network of partners NOTE No additional Fees for Mobile Access

24 CRM 2013-Planning Service Microsoft provides select CRM Gold Partners the ability to delivery Dynamics Planning Services Socius has branded our Offering CRM Strategy Review - Provide 3, 5, or 10 day Service Offerings - Deep Dive into our Clients and Prospects Business Processes - Craft a PathForward (roadmap and plan of attack) to assure a Successful Deployment

25 Where to Go Next Test Drive - Start Free Trial (30 day-25 users) - =E070C229-C45D-433d-874A- 6B5B3C54B291&dl=CRMSTANDARD&alo=1&lc=1033&ali=1 Convergence2013 Virtual (if you were not in New Orleans) - Client Licensing Model - 7/08/introducing-a-more-flexible-and-personal-way-to-buy-microsoftdynamics-crm-online.aspx#.UiEIpurD_IV Engaging the Social Customers - M_and_Social_Networks.pdf