top 5 + 1 reasons and examples of why companies use microsoft crm
TRANSCRIPT
www.eSavvy.com.au
Top 5 + 1 Reasons and Examples of Why Companies Use Microsoft Dynamics CRM
David Goad Managing Director, eSavvy
eSMasterClass Webinars
Agenda INTRODUCTIONS THE CHALLENGEBACKGROUND ON DYNAMICS CRM TOP 5 REASONS AND EXAMPLES OF WHY COMPANIES USE DYNAMICS CRM ABOUT ESAVVYQUESTIONS
Introductions
David Goad Managing Director in eSavvy
Satisfied Customers is our goal. 100% of our customers surveyed said they would refer us.
Leaders in CRM deployment methodology. We teach other partners in it’s use.
Recognised for our expertise. We won 2012 APAC partner of the year
Experienced in more than 150 plus Deployments. eSavvy has worked with a number of major accounts.
A Specialist in Microsoft Dynamics CRM. We are a Gold Certified partner.
The Challenge – The Business Environment has changed
Business in the 1960’s…Time to relaxCocktails in the afternoonA mini bar in your officeDinner parties every nightNo internet or FacebookThe most complex piece of technology you had to use was a typewriter
The Challenge – The Business Environment has changed
Business in 2012…Shrinking budgetsIncreasing targetsIncreasingly sophisticated target audiences who use a multitude of technologies to take a decisionInternet and Social Networking Complex multi-modal buying behaviourBring Your Own (BYO) Mobile Device means data on the go in any form factor
…..Finding and Retaining Customers is more important and more complex than ever.Hence why having a good CRM system has become more important.
WHAT IS MICROSOFT DYNAMICS CRM?
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Microsoft Dynamics CRM is ...
Over 2,500,000 users in more than 80 countries with 40+ languages
Over 40,000 customers from small to enterprise
Over 1,200 partners delivering CRM Solutions
Deployments as large as 40,000 users in Australia
A Full Suite relationship management solution in it’s 5th release
Certified scalable to 150,000 concurrent users
Microsoft Dynamics CRM is a LEADER ...
According to the Analysts Microsoft Dynamics CRM is a Leader in….
Sales Force AutomationContact CentreCustomer Service
Source: “Magic Quadrant for CRM Customer Service Contact Centers,” Gartner., April 2010.
Microsoft Dynamics CRM provides “The Power of Choice”…
MAIN REASONS AND EXAMPLES OF WHY COMPANIES USE
MICROSOFT DYNAMICS CRM?
www.eSavvy.com.au
CUSTOMER RELATIONSHIP TOOL THAT WORKS COMPLETELY
FROM WITHIN OUTLOOK
Reason #1
Next-Generation Outlook ClientThe Dynamics CRM Outlook Client was written by the Outlook Development Team. So you wont get a Better integrationOne Click Integration of …
Emails
Activities and Tasks
Meetings
With Enhanced Navigation and User InterfaceThat puts information at your figure tips… – Personal views– Record pinning– Most-Recently
Used lists– Real-time record
filtering– User configurable
layout
Customer Relationship Tool that works completely from within Outlook
Easy end user adoption as the product has an “Office” look and feel and extensive “help” functionality. Users can configure the system to their needs allowing them to only see the information they want to seeEasy to use Dashboards, In-line Analytics and ReportingEase of access (Online vs. On-premise; Mobile vs. Outlook vs. Laptop client)Easy to configure CRM to your specific needs. Easy to change your system as you change your business processes
CUSTOMER RELATIONSHIP TOOL THAT WORKS COMPLETELY
FROM WITHIN OUTLOOK
Example #1
eSavvy Sales Literature
MICROSOFT DYNAMCS CRM IMPROVES CUSTOMER SERVICE
Reason #2
Understand your Customers (360 Degree View)
• Everything about your customer in one screen…
– All internal data such as Contacts, Orders, Invoices, Activities, Documents, Relationship, Notes, Comments
– External data such as Social Networking Feeds, Industry Buzz, Location Maps
Enhance Your Process Mgmt. through Workflows and Queues
• Queues against any entity
• User and team queues
• Check-in/Check-out
• Queue routing
Improve your Call Processes through Guided Dialogs
• Improved Customer Services Processes…
• Guided flow and prompts
• Embeddable tips, queues and hyperlinks
• Dynamic and static response support
• Inline queries of CRM data
Dynamics CRM Improving Customer Service Through
Providing a 360 Degree View of the Customer/ ContactAbility to manage high volumes of Complaints and Cases easilyImproved throughput and efficiency through Queue ManagementProcess Automation through Workflows and DialogsFull Integration with free Customer Portal
Knowledge Management
• Access to contextual Info• Streamlined KM activities• Pre-populated response
template
Service Excellence
• Improved bottom line by 20%
• Improved 1st issue resolution• Consolidated data /
applications
Agent Productivity
• Improved agent productivity• Increased 1st contact
resolution• Reduced call handling times
Customer Loyalty
• Improved customer satisfaction
• Reduced customer churn • Identified new opportunities
Process Automation
• 10x > single product sales• replaced manual processes• Increased service
productivity
Analytics
• Actionable insights• Real-time customer data
reports• Improved KPI monitoring
Case Management
• Multi-tier case management• Dealer self-service for cases• Improved service to dealers
Contract Management
• Ability to track compliance• Optimized contract
fulfillment• Accurate pricing and terms
“With Microsoft Dynamics CRM, we’ll be able to keep up with 20 percent annual increases in customer inquiry volume without having to increase staff on our
Customer Care team.”- Davonne Minshew, Customer Care Manager at Hard Rock International
Customer Service Success with Dynamics CRM
MICROSOFT DYNAMCS CRM IMPROVES CUSTOMER SERVICE
Example #2
eSavvy Service Workflows
MICROSOFT DYNAMICS CRMHELPS BOOST SALES CONVERSION RATES
Reason #3
Full Sales and Pipeline Management
Sales and Pipeline Management within Dynamics CRM allows you to…
• Improve Forecasting
• Understand Win/ Loss Ratios and their causes
• Configure Structured Sales Processes
Mapping Complex Relationships through Connections
Connections within Dynamics CRM allows you to…
• Map Complex Relationships
• Connect any entity
• Definable roles
• Easy association of roles to individuals
• Time based queries
Managing Sales and Customer Service Team Performance through Goals
Understand how your business is doing real time…
• Fiscal or custom time period
• User and team goals
• Amount, count or stretch based goals
• Hierarchical with roll-up
With Full Sales Activity Management and Flexible Activities
Manage your sales teams activity with …
• Custom activities support
• Bulk actions (complete, cancel, Set Regarding)
• Event driven activities (i.e. case resolution)
• Re-occurring appointments
Dynamics CRM Boosts Sales Performance by…
Full Sales and Pipeline Management ProcessesMapping and Managing Complex Customer RelationshipsGoal Management to help manage performance Full Sales Activity Management
Pipeline ManagementSales Collaboration Performance Management
• Customer management• Complex sales processes• Integrated to retail systems
Account Management
• Streamlined communications
• Centralized parts & pricing• 20% increase in
productivity
Opportunity Management
• Automated key processes• Pipeline reports 2 days > 2
min• Reduced sales costs by 20-
30%
Lead Management
• Real-time dashboards• Telephony integration• Saves $13K / month from
SFDC
Real-time Analytics
• 360-degree customer view• Sales agreements & contracts• Integrated with SAP R/3
Order Management
• Streamlined purchase orders• Real-time ERP Integration• Reduced delivery time 85%
“The notion that a lead is worked in the system until it becomes a viable contact, account, and/or opportunity, is a good way to drive positive results.”
- Thomas Doerr, Project Delivery Director, CH2MHill
• Time to create opportunity 30m→1m
• Cross-sell opportunities up by 210%
• “Friendly fire” incidents down by 90%
• Holistic customer view across org.
• Avg. contribution rate up by 43%
• Avg. problem resolution time 75%
Examples of Improved Sales Productivity…
MICROSOFT DYNAMICS CRMHELPS BOOST SALES CONVERSION RATES
Example #3
eSavvy Lead Management
MICROSOFT DYNAMICS CRMIMPROVES MARKETING ROI AND HELPS
GENERATE NEW PROSPECTS
Reason #4
Email Marketing at its bestAn Email Tool that allows your Marketing Team to quickly and easily create professional looking marketing emails themselves.
Target your communications to your prospects and customers with emails that have Dynamic Content.
Surveys with skip logic to Capture Market Intelligence
Gain Market Intelligence …
• Understand the demand for your offerings
• Use skip logic to ask relevant questions and can complete survey’s faster.
Connect with Web Visitors
Anonymous Visitors Identified Organizations Identified Visitors Qualified Visitors
Automated Lead Nurturing and Scoring • Track interactions with each
of your contacts
• Automatically Qualify and Contact them when the need to be contacted
• When you contact them have more meaningful interactions
And full Social CRM Capabilities
Full Social Networking Integration with Twitter, Facebook and LinkedIn facilitates “Social Monitoring” and Lead Generation
Activity Feeds allows you to keep on top of those big issues and manage business complexity
It Improves Marketing Performance and Generates New Customers through
Dynamics Marketing Lists for targeted marketing
Full Closed Loop Marketing with ROI Measurement
Full Email Marketing with Inbox Preview and Dynamic Content
Lead Nurture and Lead Scoring
Web site Integration and Analytics
Automated, Contextual Emails and Texts
Easy to create Landing Pages, Forms and Questionnaires
Campaign Management
• Pinpoint campaigns and offers• 1,000 new customers in 1
campaign• 93% season ticket holder
renewal
Lead Management
• Holistic lead management process
• Reduced qualification time by 87%
• Increased lead quality by 75%
Performance Management
• Streamlined “Birthday Program”• Increased membership 7-fold• Reduced lead costs 80₵ to
pennies
Segmentation
• Integration to retail systems• In-depth
analysis/segmentation• Most profitable/costly
segments
Needs Analysis
• Needs analysis profile • Pinpoint segmentation• Tailored cross-sell campaigns
Marketing Planning
• Centralized marketing planning
• Local marketing execution• Proactive decision making
Real-time Analytics
• Real-time reports and analytics• Empowered marketing staff• Streamlined marketing ops.
Process Automation
• Integration to ext/internal systems
• Intelligent lead distribution• Streamlined sales matches by
25%
“ Microsoft Dynamics CRM provides us the ability to better serve our customers by delivering relevant communications and the innovative products they desire.”
- Heather Dorr, Senior Marketing of Marketing Information Systems, Cold Stone Creamery
Examples of Marketing Effectiveness
MICROSOFT DYNAMICS CRMIMPROVES MARKETING ROI AND HELPS GENERATE
NEW PROSPECTS
Example #4
eSavvy Email Management
MICROSOFT DYNAMICS CRM MAKES CUSTOMIZATION AND REPORTING
EASY
Reason #5
With Role Tailored Forms
• Role-based forms
• Multiple forms per entity
• Drag n’ Drop creation
• Web and Mobile support
Real-Time Dashboards and Inline Visualizations
• Real-time data
• Personal or system dashboards
• Point-and-click creation
• External data integration
• Contextual analytics
• Drill-down capability
And Easy to Configure Charts and Graphs
• Create your own charts through easy to use wizards
• Share them with other people
Advanced Customization and Configuration with Reporting at Your Finger Tips…
Dynamics CRM facilitates a Dynamic BusinessFields, Forms, Entities, Menus, Attributes and Dashboards are all configuration activities that a reasonably skilled business analyst can undertake……as are Workflows, Dialogs and Queues. Many reporting requirements can be handle through Advanced Find, Views and the Reporting WizardUser Configurable Dashboards and Views put information at your figure tips Advanced Find makes it easy to pull the data you need and do “what if’ analysis Full integration with Office (Excel) through Dynamic Pivot Tables and an Easy to User Reporting Wizard make it so the End User can do most of the reporting themselvesThrough SQL Reporting Services CRM support full Analytical Reporting and OLAP
MICROSOFT DYNAMICS CRM MAKES CUSTOMIZATION AND REPORTING
EASY
Example #5
eSavvy Project Management
MICROSOFT DYNAMICS CRM IS YOUR LOWEST TOTAL COST SOLUTION
Bonus Reason
Lowest Total Cost of Ownership
$0.00
$20.00
$40.00
$60.00
$80.00
$100.00
$120.00
$140.00
$44.40
$129 $125
Dynamics CRM Comp #1 Comp #2
With Dynamics CRM…
• Customer Portal is included• Integration with Office,
Outlook and SharePoint is native
Easy Financing with Microsoft Payment Solutions
Free up capitalCash flow solutionFixed repaymentsFlexible payment optionsAlign benefits with financial outlay Monthly payment capability for total solution (Cloud Customers)Lending process simple and easy
Microsoft Dynamics CRM In Summary
Easy to use with the Native Outlook/ Office interfaceFlexible (easy to configure to your needs)Lower Cost that most of the other solutions out in the marketEasier to pay for
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