microsoftdynamicscrm tdm deck - turnkey technologies | erp, crm · 2016-08-12 · sales dashboards...

Introductions:

Discussion:

Turnkey Demonstration

Moving forward

Agenda

What is a Portal?

S i m p l e : W e b F o r m

o n a w e b s i t e• Gather basic information and act on it

• Contact Us form on your standard website linked to your CRM

F u l l F e a t u r e d P o r t a l

C o l l a b o r a t i v e T o o l s

u s i n g D y n a m i c s 3 6 5

• Customer Self Service portals where customers come to interact with your

business

• Partner Portals used to collaborate with business partners

• Manage Events, offer

• Collaborate with partners and clients using all the tools that come with Groups!

• Stop managing complex tasks from your email!!!

The Central Hub is CRM

Why a Portal?

E x t e n d y o u r C R M a n d

E n g a g e w i t h

C u s t o m e r s

S c a l e y o u r C u s t o m e r

S e r v i c e

C o l l a b o r a t e w i t h

P a r t n e r s

• Meet your growth objectives while managing costs by allowing your customer to

access the information they need themselves

• And allow your customers to interact with your data WHERE they want to

• Stop managing your work by email!!!

• Dynamically give individuals access to the information they need

• Extend your business processes to the Internet and expand your reach

• It’s an expectation

Features of Portal

F e d e r a t e d S e c u r i t y

D I Y P o r t a l

C o n f i g u r a t i o n s• Make changes to layouts from right inside CRM

• Manage content and brand your site yourself!

• Remove the roadblocks to Portal adoption by allowing people to use the

accounts they already have to login to your portal

• Familiar, trusted identity providers promote portal usage

Secure Configurable Portal Foundation

Account & Contact

AUTHENTICATION AUTHORIZATION

Other Benefits and Next Steps

U n e x p e c t e d B e n e f i t s

E v a l u a t e• What are your competitors doing? Does your vision involve growth?

• Is CRM a line of business application for your business?

• Data cleanup

• Process Improvement

FIELD SERVICE BUSINESS DRIVERS

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Management

Dashboards

Sales Dashboards Marketing Dashboards Customer Service

Dashboards

•Account Analysis

Dashboard

•Sales Performance

Dashboard

•Microsoft Dynamics

CRM Overview

Dashboard

•Sales Activity Dashboard

•Sales Activity Social

Dashboard

•Sales Dashboard

•Sales Performance

Dashboard

•Marketing Dashboard

•Marketing Social

Dashboard

•Marketing Website

Analysis Dashboard

•Customer Service

Manager Dashboard

•Customer Service

Representative Social

Dashboard

•Customer Service

Performance Dashboard

•Customer Service

Operations Dashboard

•Customer Service

Representative

Dashboard

Please let us know if we can provide more detailed information about

what you saw today

Your business is unique and we are happy to tailor a demo based on

your needs

Let us know, we are happy to talk about Reporting, Portals, Marketing,

Integrations, custom processes

We are here to help you plan your CRM vision. Contact:Rokas Varanaviciusrokasv@turnkeytec.com

This Dynamics CRM User Group Meeting was recorded via GoToWebinar and will be archived on www.turnkeytec.com shortly.

The PowerPoint presentation will be emailed to you within the next week. If youwould like to learn more about today’s topics, you can contact us through our website, your Account Manager, or reach out to Rokas!

www.turnkeytec.com

888-876-5393