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 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 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 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

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

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

18 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

19 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

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, MARCH 18 TH AT NOON GIBSONS IN CHICAGO Register at: SWC.com/events

21 Related Topics in Upcoming Luncheons Digital Marketing Strategy Sales & Marketing Analytics Deep Dive into CRM Sales

22 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

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