dynamics crm 2011 greatest hits slideshow for landing page

Dynamics CRM 2011 Greatest Hits

#11 Follow Me…

Activity Feeds Now you can collaborate better. Much like Facebook, you can follow opportunities, clients, users, etc. Available on mobile as well.

• Increased collaboration

• Increased productivity having CRM feed you details you are interested in

#10. Happy Together

Native SharePoint IntegrationNow you can store documents in SharePoint and have the benefit of contextual accessing them through CRM from the related record. Plus have document controls and process collaboration.

• Increased productivity

• Increased controls• Improved user

experience.

#9. Ain’t No Mountain High Enough

Goal ManagementNow you can develop goals in CRM and track progress against those goals through dashboards.Goals can be :• Individual or team• Monetary and activity

analysis• Hierarchical with roll-

up

More insight into the business performance.

#8. Talk to Me

Dialogs: Guided ProcessesNow you can standardize data gathering, customer dialogs and processes with this added feature.

1. Opportunity Close – need to gather specific details for it to get handed off

2. Inquiry Management – Intake desk needs to be guided through dialogs with inbound calls to you

• Increases productivity• Standardizes processes• Improve customer service

#7. In the Queue

Queue the QueuesNow you can manage inquiries and activities in work state queues• Queues against any

entity• User and team queues• Native workflow

support

i.e. Intake inbound inquiries and then a workflow rule can route it to a queue managed by a group of specialists.

#6. Custom Made for You

Custom ActivitiesNow you can configure “other custom” activity types to support your business better.

i.e. Credit Checks, Work Site Activities, Program Activities

#5. Split Personality

Multiple Forms…!Now you can Utilize Role-based forms to support various user roles.

i.e. sales will want a different view of a customer than service

• Improves the user experience

• Improves Productivity

#4. Just What I Needed

It’s Personal…Advanced PersonalizationNow your users can have personal views, charts and dashboards that they need to carry out their role in the organization.

You can also pin your favorite records/views.

• Increases user productivity

• Improves the user experience

#3. More Cowbell

More Outlook Now you have a richer Outlook experience where they have:1. Outlook functionality

on CRM records2. Preview panes

There is also enhanced performance & synchronization.

• Improved user experience

• Increased productivity

#2. I Can See Clearly Now

Inline VisualizationsNow you can visualize any data set in CRM through charts.

You can navigate visually through CRM data or a chart with drill-down capabilities. You can also take action on the data and all charts represent real time data.

• More insight into the business

• Increases productivity

• Less reliance on IT

#1. Dashboard Paradise

Real-Time Dashboards Now you can configure user, team or organizational dashboards.

You can navigate visually through CRM data or a chart with drill-down capabilities. You can also take action on the data and all charts represent real time data.

• More insight into the business

• Increases productivity

• Less reliance on IT

http://www.powerobjects.com/powerpack

Upgrading to Dynamics CRM 2011 Gives You the Opportunity to Leverage PowerPack

What is PowerPack?

• CRM add-ons that add specific functionality and fill specific gaps in CRM

• A-la-carte: pick and choose only the add-ons you need

• Easy & fast to import, easy to use

The PowerObjects PowerPack Add-ons

PowerMailChimp

• Send bulk emails from the CRM using existing CRM marketing lists

• Process:– Create template in MailChimp with help of easy

template editor– Create a CRM marketing list (static or dynamic) – Create & send your PowerMailChimp blast in CRM!– Send, open, click, bounce, ect. data synchs back to CRM

automatically– Statistics related to CRM contacts, leads and accounts

PowerMailChimp

• Unsubscribes are synched between MailChimp and CRM

• Connects with other PowerPack add-ons– PowerSurvey – send surveys in PowerMailChimp

blasts– PowerWebTraffic – track web traffic of

PowerMailChimp blast receivers– PowerWebForm – collect bulk email subscribers

inside CRM

PowerMailChimp

PowerMailChimp

PowerMailChimp

PowerMailChimp

PowerMailChimp

PowerMailChimp

PowerMailChimp

PowerMailChimp

PowerSurvey

• Build and send surveys from within CRM, and track survey responses back in CRM

• Process:– Create survey questions & upload survey

banner– Create survey– Send survey

PowerSurvey

PowerSurvey

PowerSurvey

PowerSurvey

PowerSurvey

PowerPhoto

• Add a photo to any entity –Automatically loaded to contact entity, but

can be put on any CRM entity• Easy drag and drop functionality• Photos are compressed and saved in CRM

PowerPhoto

PowerFind

• Searches across accounts, contacts, leads and campaign responses ONLY

• Configurable reading pane, fast searches• Sort based on status of record• Add activities (emails, tasks, ect.) to a record

with one click• Great tool for finding people in CRM

PowerFind

PowerGlobalSearch

• Search across ANY entity (even custom entities) – highly customizable search tool

• Customizable reading pane• Lightning fast searches• Add activities to records with one click• Filter based on type of record and status of

the record

PowerGlobalSearch

PowerCharge

• Charge credit cards in the CRM without having to store sensitive card information locally

• Charge cards manually by adding a credit card transaction activity, or by workflow

• Currently, ePN, BeanStream, and authorize.net payment gateways are supported

PowerCharge

PowerCharge

PowerCharge

PowerWebTraffic• Ability to track web traffic in CRM from one or

multiple domains• Relates that traffic to contacts / leads in your CRM

when they click on a link in an email sent from CRM

• Provides visual website analytics via a dashboard• Offers raw web traffic & web traffic summary by

day

PowerWebTraffic

PowerWebTraffic

PowerWebTraffic

PowerWebTraffic

PowerWebTraffic

PowerWebTraffic

PowerWebTraffic

PowerWebTraffic

PowerWebTraffic

PowerWebForm

• Build web form in CRM, post web forms on a website and, when submitted, data is automatically pulled back into CRM– Duplicate detection built in– Can create any CRM entity with web form data– Put on your own web page

PowerWebForm

PowerWebForm

PowerWebForm

PowerOneView

• Easily search, filter and read all information contained in standard activities without having to open the record

• Can include custom activities/entities• Configurable reading pane • Sort by type or status of record, created on and

modified on dates• Fast searching

PowerOneView

PowerAutoNumber

• Automatically insert numbers, letters, date, time or CRM field into any field of any record in CRM– Can have multiple fields per record type– Can concatenate auto-numbers (ex: random

letters & random number)

PowerAutoNumber

PowerEmail

• Track opens & clicks of emails sent from CRM

PowerEmail

Importing a PowerPack Add-on

1. Download file from website2. Go to Solutions area of CRM and Import

3. Wait a few minutes for download to complete4. Register the trial!

Coming Down the Line…

PowerZapEvent

• Online event registration management, pulled into CRM– Build events, set pricing, configure registrant

questions, set promotions/discount pricing, input waivers, allow registrants to see if they’re already registered

– Have multiple event activities for each event– Good for free or paid events– Easily post to Facebook, or add registration buttons to

any section of your website

Pow

erZa

pEve

nt

Pow

erZa

pEve

nt

Pow

erZa

pEve

nt

Pow

erZa

pEve

nt

PowerShare

• Create a web page with a “bundle” of documents– Instead of sending documents to someone via email,

you create this page, put the documents there & send the link to them

– Can also expire the page– Tracks opens and clicks so you can see if someone did

receive/open the documents• Works with on-prem w. IFD, hosted and online CRMs• Subscription will be $1/CRM user/month

PowerShare

Upgrade Today to Start Taking Advantage of These New Enhancements

Contact Mary AllenMary.allen@powerobjects.com

612-308-7223