MICROSOFT DYNAMICS CRM 2015 LUNCHEON Will Robinson Wally Seliga
Agenda SWC Overview Demonstration Questions & Next Steps
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.
About SWC Technology Partners Microsoft Dynamics CRM & Salesforce Collaboration Business Intelligence Custom Development
About SWC Technology Partners Digital Strategy & Analytics Design & Creative Services Email & Marketing Automation SEO/SEM Social Media Marketing Website Development
About SWC Technology Partners IT Architecture & Strategy Security Advisory & Engineering Unified Communications & Messaging Datacenter & Systems Management Core Infrastructure Azure Cloud
About SWC Technology Partners Monitor & Manage Service Desk Remote & Onsite Support Enhanced Managed Services Zephyr EDI & Data Solutions
Awards
SWC Customers
The Dynamics CRM Ecosystem USER CRM Professional ($65) Parature Enterprise ($125) Marketing ($125) Social Listening ($100) SALES SERVICE MARKETING SOCIAL
Modern, Mobile Web Clients Mobile experiences designed for the device!
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
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
SALES REP SALES Navigation & Themes Outlook Integration Excel Integration OneNote Integration
Digital Marketing Automation Plan Iterate Segment Measure DIGITAL MARKETING AUTOMATION Create Send To Sales Response Test Execute Retarget
MARKETING REP MARKETING Segment Audience Author Messages Test Messages Execute Messages Call Audience to Action Re-Target
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
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
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
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
Thank You For Joining Us! To learn more, please contact: Will Robinson Wally Seliga 630.286.8129 630.286.8101 Will.Robinson@swc.com Wally.Seliga@swc.com