Upload File

dynamics business conference 2015: thinking about crm not sure where to start

  • Home
  • Software
  • Dynamics Business Conference 2015: Thinking about CRM not sure where to start
15
#DYNBC15 Thinking about CRM but not sure where to start? Paul Hasell Microsoft Dynamics CRM Pre-sales Consultant

Upload: m-hance

Post on 15-Apr-2017

169 views

Category:

Software


0 download

Report

TRANSCRIPT

Page 1: Dynamics Business Conference 2015: Thinking about CRM not sure where to start

#DYNBC15

Thinking about CRM but not sure where to start?

Paul HasellMicrosoft Dynamics CRMPre-sales Consultant

Page 2: Dynamics Business Conference 2015: Thinking about CRM not sure where to start

#DYNBC15

• What is CRM?• Life before CRM• Why CRM Matters• CRM in a Modern World• Arguments Against• Where to Start

Agenda

Page 3: Dynamics Business Conference 2015: Thinking about CRM not sure where to start

#DYNBC15

What is CRM?

Relationship ManagementCustomer

Page 4: Dynamics Business Conference 2015: Thinking about CRM not sure where to start

#DYNBC15

Account Contact

What is CRM?

RMCompanyOrganisationGroupIndividualMemberSupporterx

Page 5: Dynamics Business Conference 2015: Thinking about CRM not sure where to start

#DYNBC15

What is Microsoft Dynamics CRM?

SalesMarketing Service

Page 6: Dynamics Business Conference 2015: Thinking about CRM not sure where to start

#DYNBC15

Life before CRM

#DYNBC15

Page 7: Dynamics Business Conference 2015: Thinking about CRM not sure where to start

#DYNBC15

Life before CRM

Page 8: Dynamics Business Conference 2015: Thinking about CRM not sure where to start

#DYNBC15

Why CRM Matters

Page 9: Dynamics Business Conference 2015: Thinking about CRM not sure where to start

#DYNBC15

Why CRM matters

Increase Recurring Revenue

ImproveCross-Sell

Opportunities

ImproveClose Rate

Increase Customer

Satisfaction

Company Growth

Page 10: Dynamics Business Conference 2015: Thinking about CRM not sure where to start

#DYNBC15

Microsoft Dynamics CRM in a modern world

Mobile

Analytics

Social

Cloud

Page 11: Dynamics Business Conference 2015: Thinking about CRM not sure where to start

#DYNBC15

I’m not convinced

It’s too expensiveWe don’t have time

We’re fine without it It looks complicated

#DYNBC15

Page 12: Dynamics Business Conference 2015: Thinking about CRM not sure where to start

#DYNBC15

It won’t fit our business model

People won’t use it

We have remote workers

It won’t talk with other systemsI’m not

convinced

#DYNBC15

Page 13: Dynamics Business Conference 2015: Thinking about CRM not sure where to start

#DYNBC15

I’m sold but where do I start?

#DYNBC15

Plan

Be realistic Communicate

Integrate

Page 14: Dynamics Business Conference 2015: Thinking about CRM not sure where to start

#DYNBC15

Thank you for Listening!

Please find me at the CRM booth for any questions!

Page 15: Dynamics Business Conference 2015: Thinking about CRM not sure where to start

© m-hance ltd 2015 #DYNBC15

Thinking about CRM but not sure where to start?Paul HasellMicrosoft Dynamics CRMPre-sales Consultantm-hance

https://twitter.com/m_hanceSoftware
https://plus.google.com/114818745218930988322/posts
https://plus.google.com/114818745218930988322/posts
https://www.youtube.com/user/mhanceChannel
https://www.linkedin.com/company/m-hance
https://www.linkedin.com/company/m-hance
http://www.m-hance.com/

Filtered Views for Microsoft Dynamics CRM - Donaubauer AG Views.pdf · You need a license file to run the Filtered Views Add-On on a CRM server ... Please make sure that the file

Why CRM Fails: How thinking data-first can accelerate sales transformation

SAP CRM Training | SAP CRM Online Training | SAP CRM Course

Sage CRM Social CRM Datasheet

CRM@Oracle: CRM Analytics

CRITICAL THINKING: SCIENTIFIC SKEPTICISM · critical thinking, recognizing biases, and the search for truth If you are sure that you know the absolute truth, the causes, or the reasons

PowerMailChimp User Guide - Microsoft Dynamics CRM · Dynamics CRM Marketing Lists and MailChimp Groups ... 2015 1. Within the CRM Marketing List record, make sure you are viewing

Get More From Your CRM€¦ · VPVI-20: How to Apply Design Thinking to Your Vantagepoint Configuration VPVI-06: Get Ready for CRM in Vantagepoint VPVI-41: Preparing for Deltek Vantagepoint

Solution from mcaConnect · PDF fileWe allow CRM to query SAP for accurate pricing. To make sure that you quote customers the same price in CRM and SAP. ... billing and shipping terms

CRM - How to make sure YOUR implementation is in the 30% that succeed!

Social crm - the latest thinking

CRM & Social CRM

CRM Journal, CRM, CRM Bulletin | National Park Service

Experience Thinking · 2020. 11. 26. · Customer Experience Design Thinking Discover Define Develop Deliver ge ge Make sure you solve the right problem. Time s Research Ideation

LE - MS DYNAMICS Integration Guide...LE - MS DYNAMICS Integration Guide 2. Make sure you choose the right CRM within the "CRM Integration" drop-down 3. Once you’ve signed up and

Online CRM systems|Best online CRM Software|CRM software online

Thinking of deploying Office 365 and SharePoint? Introducing NfP 360 for Microsoft Dynamics CRM - Microsoft for Charities Event Ireland

peoplesoft crm training | peoplesoft crm training online | peolplesoft crm course

CHAPTER 4: CREATING CUSTOM MICROSOFT DYNAMICS SURE … · Microsoft Dynamics CRM implementation. New projects contain writable copies of all the Microsoft Dynamics Sure Step documents

User Guide - Microsoft Azure · 2015-10-01 · Microsoft Dynamics CRM / XRM Platform User Guide CRM Versions Supported: CRM 2011, CRM 2013, CRM 2015 & CRM 2016 CRM Notes Rollup for

Rogers State University Emerging Technologies …...MetaSolv Workflow Management CRM CRM Sales Force Management CRM CRM Contract Negotiation CRM Sales Forecast CRM Revenue Projections

Sage Crm & Sage Crm

GDPR and Your CRM System: Making Sure You’re Compliant · 2019-01-04 · your business. The CRM system is a central place to store customer and prospect contact information that

Coaching for Life aka "Agile Coaching? Sure thing! What about Life Coaching in Agile Thinking?"

The Portal Connector has your Back! · The Portal Connector Dynamics 365 Portals Dynamics CRM Version Support • CRM 2011 • CRM 2013 • CRM 2015 • CRM 2016 • CRM Online •

Leveraging Your CRM - smps.org · PDF fileWhen thinking about your business objectives related to CRM, ... Top clients can be identified in your CRM system by project frequency and

Aligning Teams & Driving Growth Using CRM...CRM Analysis & Design CRM Implementation CRM Support All Consultants CRM Certified 350+ Customers 1,000+ CRM Projects 98% Customer Retention

Middleware Technologies - Study Mafia · Management Workflow Mgt MetaSolv Workflow Management Middleware Data Integration CRM 1 CRM CRM rce CRM CRM Contract Negotiation CRM Sales

CRM and Social CRM

real estate crm software | mobile crm | kapture CRM

CRM Software, Cloud CRM, CRM Solutions, CRM Services, Sales CRM by bsquare

3. crm & e crm

CRM and CRM Phases

What is CRM? Odyssey CRM

CRM On Demand, Web Based CRM, Hosted CRM, Small Business CRM Software