overview of microsoft dynamics crm the power of productivity – familiar – intelligent –...
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Ledgeview Partners, LLC.
Lisa Benson, President
Doug Fissell, VP-Soft ware Services
Boosting Sales Productivity with
Microsoft Dynamics CRM
• Overview of Microsoft Dynamics CRM• The Power of Productivity
– Familiar– Intelligent– Connected
• Business Productivity – Business Scenarios & Demos– Sales– Marketing
• Final Q&A
Agenda
Microsoft Dynamics CRM Momentum
Over 100 service providers hosting Dynamics CRM solutions
Over 1,400,000 users in more than 80 countries with 40+ languages
Over 23,000 customers from small to enterprise
Over 1,200 software and services partners with new CRM competency
Regional datacenters in the Americas, EMEA, and APAC
On-Premises
Cloud
Sales & Marketing Productivity
Customer Care Extended CRM
Applications
PCBrowser
Phone
The Complete CRM Solution
INTELLIGENTInsightful & Actionable
CONNECTEDCollaborative &
Integrated
FAMILIARNatural & Personal
The Power of Productivity
• Office Fluent User Interface
• Next-gen Outlook experience
• RoleTailored forms and views
• Advanced personalization
Familiar Experiences
Ledgeview Partners, LLC.
Lisa Benson, President
Doug Fissell, VP-Soft ware Services
Microsoft CRM for Outlook
• Real-time dashboards
• Guided processes
• Visual analysis & navigation
• Goal Management
Intelligent Experiences
Video Summary• Dashboards• Track Sales Opportunities• Sales Process Workflow• Update Customer Quotes – Word Merge• Reach Quarterly Goals• SharePoint and Lync Server
Driving Sales Productivity - Video
Video Summary• Dashboards• Track Sales Opportunities• Sales Process Workflow• Update Customer Quotes – Word Merge• Reach Quarterly Goals• SharePoint and Lync Server
Supplemental Demo• Dashboard Wizard• Establishing Sales Goals• Competitor Tracking
Sales Productivity
Sales XRM – MapPoint Integration
Video Summary• Manage Campaign Activities• Marketing Lists• Dashboards• Generate Leads• Qualify Leads using Dialogs• Assign Leads for follow-up using Workflow
Maximizing your Marketing Impact
Video Summary• Manage Campaign Activities• Marketing Lists• Dashboards• Generate Leads• Qualify Leads using Dialogs• Assign Leads for follow-up using Workflow
Supplemental Demo• Campaign Responses and Measuring Campaign Performance
Marketing Productivity
Marketing XRM
Ledgeview Partners, LLC.
Lisa Benson, President
Doug Fissell, VP-Soft ware Services
Microsoft CRM Software
PromotionsCRM Online$34/user/
monthSince the release of
CRM 2011, Microsoft is running a promotion
that saves you $10/user/month
savings over normal pricing
Promotion ends June 30th
Terms & Conditions apply
Ledgeview Partners’ Service
PromotionsEngage us in May regarding CRM for your organization and receive a FREE scoping session
CRM for Less$200 cash
backAs an incentive to
switch to Dynamics CRM, Microsoft is
offering $200 cash back for each user license when you
switch from another CRM
Promotion ends May 28th
Terms & Conditions apply
Questions?
Julinda Prekop
920-560-6897
30-day Trial
www.crm.dynamics.com
• Microsoft Partner focused on Microsoft DynamicsTM CRM– Consulting– Implementation– Support
• Recipient of the Microsoft Dynamics President’sClub Award for excellence in sales & servicetwo consecutive years
• One of eleven “managed” partners in the 18-state Central Region
• All consultants are Microsoft Certified Business Management Solutions Specialists / Professionals
About Ledgeview Partners
• Consulting– Strategy development– Implementation planning– Business process definition
• Implementation– License acquisition– Installation: On-premise, partner-hosted or ‘online’ in the cloud– Data migration– Integration with other information systems– Customization: Tailoring CRM to your business– Business Intelligence: Turning the information in your CRM into actionable
analytics– Training: Customized classes and training materials
• Support– Formalized support contracts and case resolution
CRM Software Services