Microsoft Dynamics CRM Emir Sadiković Saga d.o.o Vrnjačka Banja

Microsoft’s Vision for CRM Deliver an easier and more natural user experience Deliver highly configurable workflow and analytics Works the way your business does Deliver a flexible platform that simplifies integration Works the way technology should Works the way you do

Mid-size Companies Small Businesses Large Enterprises Microsoft Dynamics CRM: Global Customer Base

Microsoft Dynamics CRM Suite Full CRM suite capabilities and application flexibility -Interactions -Marketing -Sales -Service -xRM -Business Process -SOA -Flexible Deployment

Fast, Productive Sales Management Familiar interface drives user adoption and increased productivity Workflow-driven sales processes ensure consistency and efficiency Full spectrum of sales intelligence capabilities provides insight and accurate forecasts

Typical Business Challenges in Sales Poor adoption by sales staff Lack of consistent execution in sales process Poor productivity (limited time for actual selling) Unreliable prospect/customer information Limited collaboration with other groups

Microsoft Dynamics CRM Sales Solution Sales Capabilities  Full feature set  Sales Workflow  Designed for  Users  Managers  Executives

Complete set of features/tools for sales planning, territory management and resource allocation Microsoft Advantage Resource Center ideal for sharing best practices Robust role and group- based permission management Strong global capabilities for team selling Quota capabilities Task assignment and routing Resource Manager Territory Management Components Territory definition Territory association Groups and permissions Territory Management and Planning

Lead Management From capture to tracking to evaluation to qualification to conversion and automatic distribution. Microsoft Advantage Automatic association of incoming s to leads Effortless conversion of leads/responses to opportunities Seamlessly integrated with marketing capabilities Qualification and Scoring Routing and Assignment Conversion Lead Management Components Lead capture and import Monitoring of leads Prospecting

Opportunity Management End-to-end management of opportunities with seamless integration to MS Office and strong workflow helps sales reps. close the deal Microsoft Advantage Seamless tracking of all associated communications Robust workflow for repeatable best practices Comprehensive Quote/Invoice/Order functionality Products and pricing Workflow and rules Quote to Order Opportunity Management Components Deal tracking Competitive intelligence Task management

Account Management A focused and coordinated approach to the management of existing customers and the additional revenue opportunities they afford Microsoft Advantage Complete view of all products and interactions Easy access to contracts and renewal dates Complex relationship mapping and tracking Activity management Query and Search Contract management Account Management Components Data quality controls Contact management Relationship tracking

Sales Analytics Full spectrum of sales analysis capabilities ranging from basic reporting to OLAP/data mining and dashboards Microsoft Advantage Broad capabilities from dashboards to OLAP analysis New reports just “Next” button away Easy report sharing and editing Trending and historical analysis OLAP and data mining Analytic Management Components Forecast and pipeline reports Other OOB sales reports Report Wizard

Fast, Consistent Customer Service Comprehensive customization and core platform capabilities ensures business agility Advanced workflow ensures consistency or service experience Complete range of service analytics from basic reporting to sophisticated OLAP and predictive modeling

Microsoft Dynamics CRM Customer Service Solution Service Capabilities  Full feature set  Service Workflow  Designed for  Users  Managers  Executives

Complete set of features that empower customer service representatives to better manage interactions. Microsoft Advantage Familiar user experience via Microsoft Outlook, agent desktop or web client Powerful productivity features like Auto Complete and Smart Search Import and de-duplication of records is seamless and easy to perform Fundamental technical agility to support core service interactions Account and Contact Management Components Acct, Contact & Case History Contact Management Account and Contact Management Discovery & Search Data Import & Quality Complex Relationships

Interaction and Knowledge Management Complete interaction management capabilities including Knowledge Management and Service Level Agreements. Microsoft Advantage Customizable agent desktop surfacing Microsoft Dynamics CRM through browser, Microsoft Office Outlook, Sharepoint or custom UI Fully integrated Knowledge Base including authoring and publishing capabilities. Robust support including auto-response and auto promotion of s to cases. Interaction and Knowledge Management Components Flexible Interaction Framework Contextual User Experience Knowledge Base KB Article Authoring, Review and Publishing SLA and Support Contracts

Case Management and Scheduling Sophisticated set of features to create, manage and resolve cases via multiple channels as well as schedule field service. Microsoft Advantage Easy-to-use case management functionality including creation, editing, dispatch, tracking and resolution. Optimize usage of field personnel, fleet, tools, parts and resources Case Management and Scheduling Components Multi-channel Incident Mngmt. Communications & Activities Management Routing & Escalation Services & Resources Management Global Scheduling & Optimization

Real-Time Insight, Reporting and Analytics Full spectrum of business intelligence capabilities ranging from historical reporting predictive behavior insight to basic reporting to OLAP and performance dashboards. Microsoft Advantage Predictive behavior analytics, like cross-sell/upsell, and historical analytics Critical service reports are provided standard with fully customized reports available easily to any user Seamlessly integrated to SQL Server Analytic Services & SQL Server Reporting Service for robust OLAP, data mining and reporting. Real-Time Insight, Reporting and Analytics Components Customer Analytics Standard Service Reports Custom Reports OLAP & Data Mining Dashboards & Scorecards

Proactive Sales and Support Transform the contact center from purely reactionary service into a proactive, strategic arm of the business. Microsoft Advantage Seamlessly integrated, holistic service processes that drive positive behavior Easy-to-Enable “Presence” and click-to-dial functionality through integration to Microsoft Office Communications Server Proactive Sales and Support Components Account & Contact Analysis Upsell & Cross-sell Evaluation Product Recommendation Proactive Communications Service Campaigns

Fast, Effective Marketing Management Intuitive segmentation tools drive superior target selection Workflow-driven processes increase reach and relevancy Seamless tracking of cross-channel communications saves time and money

Microsoft Dynamics CRM Marketing Solution Marketing Capabilities  Full feature set  Marketing Workflow  Designed for  Users  Managers  Executives

Comprehensive capabilities for designing, defining and re-using of marketing campaigns and programs Microsoft Advantage Campaign templates for easy re-use Intuitive tracking of estimated vs. actual costs for easy ROI analysis Product catalogs and price lists allow for offer customization Planning and Budgeting Components Campaign definition Campaign templates Product catalogs Planning and Budgeting Target list Campaign budget management Workflow based approvals

Data and List Management Seamless management of customer data and lists and the intuitive segmentation of that data Microsoft Advantage Data cleansing tools geared for the business user Easy manipulation of lists and views for better segmentation Workflow for triggers on external data sources Data and List Management Components Data import/export Data cleansing Query tools Data views List management Activity association

Campaign Management Easy execution of campaigns and seamless tracking of all related communications, and tasks for increased follow-up and results Microsoft Advantage Closed-loop campaign management Seamless tracking of communications between Outlook and Microsoft Dynamics CRM New campaigns just a “Next” button away Campaign Management Components Quick Campaign Wizard Bulk operation support Offer management Collateral management templates Outlook integration

Response and Lead Management End-to-end management of responses via guided wizards and automated conversion and follow-up of those responses Microsoft Advantage Response conversion one click away Seamless connection to lead management enables appropriate follow-up Powerful rules for response and lead scoring Response & Lead Management Components Response tracking Multi channel comms support Workflow (i.e. response scoring) tracking Response conversion Lead management

Marketing Analytics Full spectrum of sales analysis capabilities ranging from basic reporting to OLAP/data mining and dashboards Microsoft Advantage Custom reports just “Next” button away Easy report sharing and editing Collaboration with SharePoint for audience specific portals Marketing Analytics Components Dashboards Report Wizard Standard and Custom reports Trending and historical comparisons Drill-through capabilities

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