Becoming a Dynamic Sales Team

Microsoft Dynamics CRM

Andrew Winters CRM PowerUser and Evangelist Andrew.Winters@microsoft.com

Microsoft Dynamics CRM Momentum

Users

2,250,000

Customers

33,000

Double-digit growth quarters

31

Cloud choice

60%

*Gartner “Magic Quadrant for CRM Customer Service Contact Centers” by Michael Maoz, April 12, 2012. This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Microsoft. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Forrester CRM Wave Report

Gartner Magic Quadrant*

Empowered Customers Cloud

CRM is undergoing a shift from “internal” process efficiency to also delivering proactive insights and differentiated “external” customer interactions.

Key Trends Impacting Sales Productivity

Social and DigitalMobile

Big Data and Analytics

We help companies transform into dynamic businesses by inspiring and equipping the individuals in their organizations

Our Mission: Enabling the Dynamic Business

Sales Productivity

Marketing Effectiveness

Customer Care

Extended CRM Applications

RELATIONSHIPS | INTERACTIONS | PROCESS | INSIGHTS

PC Browser

Microsoft Dynamics CRMEnabling the Dynamic Business

Mobile Devices

Effective Sales Organizations are Equipped to Win

SalesManager

s

Sales Executives

Sales Managers

Sales Professionals

True business insight and

visibility

Armed with insights to outsmart and outpace the competition

Powerful tools to effectively plan and manage against key KPIs

Productive sales reps with high morale and retention, who win as a team

Able to act quickly to sales opportunities, with high conversion and win rates

More time selling, less busy work

Ability to spot new revenue

opportunities

Empowered to transform to a

modern, competitive,

customer-centric organization

Productive and inspired team

Modern social, mobile and

collaboration tools

Real-time insights to prepare and

close more deals fasterQualified

Leads! Powerful and easy to use tools to win

deals, gain recognition and exceed quota!

A holistic 360-degree view of

customers including

communications and interactions

Outsmart and outpace your competition

Close more deals faster

Win as a team

Compelling customer interactions

Our Vision: a Dynamics salesperson

Transform how you sell

Highly Productive

Prepared and Insightful

Collaborative and Connected

Quick and Mobile

The Dynamic Sales Team

Our Vision: a Dynamic Sales Organization

The 5 Keys to implementing CRM to drive sales:1.Your data model needs to be tuned for business. 2.Must be easy to use for all users. 3.Dashboards/reports should be the result of business

process. 4.Repeatable business action should standardized

and then automated 5.Best practices/great results should be shared.

Today’s Demo Content: Sales

Sales Analytics – Be prepared, be smart - Dashboards and InsideView Collaborative and connected – Lync, Yammer, SharePoint Quick and Mobile - Always On. Highly Productive – Speed to engagement and decision Accounts Management Leads Management

General Features Covered:

Integration with Outlook Integration with SharePoint Support for Mobile Devices Workflow automation End User Productivity Tools Collaboration Capabilities