PowerPoint Presentation

Enriching your CRM instance with the right add-ons

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Marc Hadley-SmithCRM Practice LeadTop UK Microsoft Dynamics partner 2015

Distinguished Dynamics ERP and CRM solution provider: with over 620 years of combined experience

Over 650 Dynamics implementations across multiple industry sectors

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QuantiQ Fast Facts

650 GLOBAL IMPLEMENTATIONS120 EMPLOYEES70% GROWTH IN 2015145 ACTIVE CLIENTS MID MARKET FOCUSED2015 PRESIDENTS CLUB FOR MICROSOFT DYNAMICSLIFE SCIENCES

MANUFACTURINGDISTRIBUTIONFULFILMENT

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MEDIAFINANCE

CLOUD SERVICE PROVIDER TIER 1

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Dynamics CRM Webinar SeriesCRM 101: An introduction to the fundamentals of Dynamics CRMWhat do I need to prepare for a CRM change?Enriching your CRM instance with the right add-onsBuy vs Build approach to Fit-GapAdd-on sourcesOverview of main solutions available

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Recap: Preparing for a CRM change

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RecapProject approachesMethodologyRequirements gatheringData preparationUser adoptionSupport vs self-sufficiency

Recap video available at: https://youtu.be/4tQDQfQhpaA

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Build vs BuyApproach to Fit-Gap

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StandardSolutionBespoke developmentISV add-on solutionWorkaroundSmall customisationChange business processes where possibleMinimise heavy developmentUse code vault of small customisationsUtilise tried and trusted ISV solutionsApproach to Fit-GapStandardSolutionBespoke developmentISV add-on solutionWorkaroundSmall customisationRequirement

QuantiQ exists to create a #connectedcompany. We build a solid technology platform on Microsoft Dynamics that provides visibility of performance across all departments and disciplines in your organisation without you having to spending endless hours digging through data.From the inception of your business idea where you are Sourcing resources to produce your product or service our technology allows you to track the origin of these components; build to spec or mass produce without losing track of the individual components, crucial in building a sustainable supply chain. Our Market module allows you to identify, segment and personalise marketing messages to your business our consumer targets.Building inventory, tracking the production process, buying in raw material and distributing your product or service is handled simply and intelligently giving you true line of sight across the Fulfil process.Sell more faster is a noble aim, made possible through our CRM enabled Sell module which provides opportunity management, forecasting, pipeline management.Making sure all your business fulfills on its regulatory accounting commitments is essential to any business exec, we deliver a fully auditable accounting function when we switch on the Account module.Delivering a smooth pleasurable customer experience is becoming vital to building a sustainable business, handle your customer queries, incidents and cases via one cohesive business platformQuantiQ powered by Microsoft Dynamics delivers a #connectedcompany.8

Add-on Sources

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SourcesMicrosoftAdditional modules for Dynamics CRMQuantiQCode vault of minor customisationsQTalentIntegrationISVsAsk your Partner

Visit our webpage at : www.quantiq.com

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Preferred Solutions from Microsoft

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Preferred Solutions

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Fantasy Sales Team - MicrosoftKey featuresGamification app encourage adoption Set your own sales metricsCreate prizesSelect scoring methodTrack leaderboardCurrently in Preview

Video available at: https://youtu.be/TwhR0L-gfNk

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Voice of the Customer - MicrosoftKey featuresSurveys and FeedbackDevice aware

LicensingDynamics CRM Enterprise Create and DesignDynamics CRM Professional Results

Video available at: https://youtu.be/tSef4zXkrPw

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Field Service - MicrosoftLicensesIncluded in Enterprise licenseField Service Add-On LicenseAdd to Basic or Professional

Previously known as FieldOne

Key featuresSchedule and dispatchService agreements and billingRoutingMobile and Tablet appIoT proactive service management

Video available at: https://youtu.be/egzJVmM3Z04

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Project Service - MicrosoftNew to Dynamics CRM 2016 Spring Wave

Key featuresPlan and manage customer projectsQuotationsWBSResource schedulingBillingTime and expenses

Video available at: https://youtu.be/uO1mwp-KonM

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QuantiQ Code Vault & QTalent

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QuantiQ Code Vault and QTalentCode VaultQuick code snippets for re-use in projectsAuto-numberingDueDil integrationLiveChat integration

QTalentTalent management solution in Dynamics CRMPositionsApplicantsApplication->Interview->Offer->Hire processAgency candidate tracking

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ISV add-on solutions

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ClickDimensionsKey featuresBulk email marketingCampaign automation and lead scoringWeb intelligenceSMSLanding pages

PricingUnlimited users from $375 a month 60,000 emails a year

Video available at: https://vimeo.com/87817539

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CQP - CincomKey featuresEnhanced functionality for Configure, Price, QuoteEmbedded into Dynamics CRMPowerful rules engine

Video available at: https://youtu.be/gmLPoFwvLMU

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Summary: Enriching CRM with Add-onsBuild vs Buy Fit-Gap approach

Choose the right add-onTrusted and certified

Partner advice

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Thank you

For a free diagnostic contact QuantiQ or your Softcat Account Manager

+44 (0)20 7451 1200

info@quantiq.com

QuantiQ Technology

@QuantiQTech

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