Microsoft Dynamics CRM Live

Transcript

1 Microsoft Dynamics CRM Live Introduction Dott. Fulvio Giaccari Product Manager EMEA

2 Today s Discussion Product overview Product demonstration Product editions Features LiveGRID Discussion

3 Product overview Connect familiar Microsoft applications with online customer management Centralize customer information Standardize business processes Share relationships & insight

4 Centralize customer information Turn these Which list should we work from? Who last contacted this customer? Who s list is up to date? Who is buying our products? Does anyone have a contact there? Are our customers happy?

5 Centralize customer information Into this Single source of information Always available in real-time Shared across workgroups Date and time tracking of each activity Real-time access to sales data Instant-access to customer service

6 Share relationships & insight Jan updates her opportunities in the office Andrew updates his opportunities online Gail updates her opportunities from the road Michael has realtime access to the team s forecast Real-time visibility Accurate forecasts Sales coaching & training Increase sales effectiveness

7 The Right Choice for you We need to address existing business pain today. We need the system to adapt to our needs. We need a system that our people will use. Fast Business Benefit Flexible System Design Familiar User Experience

8 Fast Business Benefit Instant-on over the browser Best practices included in the Resource Center Remote assistance implementation

9 Familiar User Experience Enhanced Microsoft Office Experience Real time calendar, contact & task synchronization Microsoft Office Word integration and Excel analysis

10 Demonstration

11 Relazioni tra account e contatti Account principale Contatto primario Account secondario Account principale secondario Contatto Account principale secondario Contatto Account secondario Contatto Contatto 13 di 81

12 Ruoli relazione 15 di 81

13 Flusso di lavoro 16 di 81

14 Convertire i lead No Lead impostati come non qualificati Lead Bloccato Conversione Qualificato? Lead qualificato Sì Bloccato Opportunità Contatto Account

15 Product Editions Basic 25* / utente / mese Professional 50*/ utente / mese Advanced 65*/ utente / mese Sales Automation Marketing Automation Service Management Outlook Integration Report Services Dynamic Excel Link Microsoft Word Automation Aggancio Skype (30 gg free) System Customization Workflow Automation Web Services SDK Offline Synchronization Shared Server Virtual Server Private Server * Note: questo tipo di contratto è valido solo per il pagamento in anticipo di tutta la somma annuale

16 Linee di prodotto Basic 25* / utente / mese Professional 50* / utente / mese Enterprise 65* / utente / mese Data Storage per utente 2 GB 5 GB 10 GB Termini Contrattuali 12 months 12 months 12 months Numero minimo utenti 1 users 25 users 100 users Numero massimo utenti 24 users 99 users >100 users Fatturazione Monthly/Year Monthly/Year Monthly/Year Tipologia pagamento Carta Credito / Carta Credito / Carta Credito / Bonifico Bancario Bonifico Bancario Bonifico Bancario / RID / RID / RID valido solo per pagamento in advance dell intero periodo contrattuale ** Spazio definito dalla grandezza dell HD assegnato Attivazione entro 30 minuti dall acquisto

17 FEATURES Telemarketing Connettore VOIP Connettore Mobile (Mobile Microsoft e BlackBerry) Cliniche e Ospedali (CUP) Schedulatore Multiplo Configuratore di Prodotto Marketing Addon Integrazione con SharePoint Portal Server LiveGRID (Grid Computing)

18 LiveGRID Piattaforma Grid computing basata su piattaforma Microsoft Hyper-V Possibilità di poter usufruire di grande potenza di calcolo anche per solo 1 ora BackUp centralizzato su sistemi IBM DS4700 in fibra ottica Banda con oltre 50Mbps

19 Solving Complexities

20 Discussion

21 Grazie