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A better way to know your customers and grow your business
Helping your team be more successful
Focus on what matters most.
Have the relevant information at your
fingertips to better serve your current
customers as well as find new ones.
Create personal, targeted experiences.
Increase sales velocity and customer
response with immediate access to the
right people and information.
Zero In Win Faster
Work like a network, grow your business.
Connect with your customers, prospects,
business partners and team to service your
customers better and grow your business.
Sell More
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Connect with customers
Grow efficiently
Safeguard your business
Business anywhere
Increase
your
sales
Get the
most out
of your
technology
Adapt to
change
Be prepared
for the
unexpected
Protect
and control
your data
Work
together
easily
Get your
work done
anywhere
Understand
your
customer
ModernBiz
Connect with customers
Grow efficiently
Safeguard your business
Business anywhere
Increase
your
sales
Get the
most out
of your
technology
Adapt to
change
Be prepared
for the
unexpected
Protect
and control
your data
Work
together
easily
Get your
work done
anywhere
Understand
your
customer
ModernBiz
ModernBiz
Connect with customers
Understand
your
customer
Increase
your
sales
“All of a sudden it was like, BOOM—all of this information is all
in the open, transparent, things were getting done because
everyone had a new kind of awareness.”
Steve Novoselac, BI and .NET development manager, Trek Bicycles
BeforeWhen outside sales reps
left, it took years to
rebuild the depth of
knowledge they had
established with local bike
shops.
TacticsMicrosoft Dynamics
CRM Online plus Office
365 helps sales reps
communicate and
connect to key data like
previous retailer
interactions.
Results• Provides complete view into
customer and account
information.
• Sales reps save time gathering
info for customer meetings.
• 95% employee adoption of
Yammer drives idea sharing.
Sales reps ride into new eraIntegrated CRM solution supports customer relationships for Trek Bicycles
Watch
#modernbiz
Customer relationships are about more than
customer satisfaction. They’re about really
knowing your customer so you can personalize
their experiences. Microsoft Dynamics CRM
Online helps you bring your customers closer.
Understand your customer.Win their hearts and minds
Get a complete view of your customer.
Use customer data to enable
more engaging interactions
Find and combine data from
internal and external sources
with familiar tools. Capture
customer details and
interactions and share this
information across both sales
and service teams.
Customers Sales and Service Teams
A consolidated view for
customer sales teams,
service teams, and
executives
Multiple channels of
customer interactions • Buying history
• Service calls
• Communications
• Sales efforts
• Social interactions
Reach out to customers.
Staying connected to
your customers inspires
loyalty and uncovers
opportunities
Easily contact your customers
the way they want – choose
from email, IM, phone, video –
all in a single click from within
your CRM solution.
#modernbiz
Having a strong connection with your
current customers and prioritizing the
right leads makes your sales teams more
effective. Provide the power of enterprise
capabilities to help grow your business.
Increase your sales.See what happens when the world’s most powerful business apps come together
Connect with customers
Reach your goals.
Role-specific business
processes help your
sales and service teams
stay on track
Follow a guided sales and
service experience with built-in
best practices.
Drive toward successful
outcomes, ensure consistency,
and easily adapt when changes
are needed.
Drive sales and service best practices across your organization
Connect with customers
Connect with customers
Focus on what matters.
Get control of your
business by
prioritizing
opportunities
Create rich, interactive dashboards, data visualizations, and presentations so you can track and monitor opportunities and focus on what is important.
Make your team more effective at prioritizing and driving leads to close.
Connect with customers
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All activities
Zero in on the customers and opportunities
that will help grow the company
ModernBiz
#modernbiz
Business anywhere
Get your
work done
anywhere
Work
together
easily
#modernbiz
Get your work done anywhere.
You’re just a few simple clicks away from
accessing your sales and service data,
holding meetings, and collaborating with
anyone from anywhere. CRM and Office 365
provide a complete customer relations
solution to move your business forward.
Because sales and customer service happen wherever you are
Business anywhereBusiness anywhere
Always be in touch.
Get your teams up and
running quickly with a
solution that is easy to
adopt
Provide a familiar experience
across your PC, phone, tablet,
and laptop, allowing you to be
productive at home, in the
office, or on the road.
Access your customer information and all the data you need
with the same seamless experience on a variety of devices,
including PCs, phones, tablets, and laptops.
Business anywhere
Work from the device you love.
Save costs by letting
your workers use the
devices they already own
Microsoft Dynamics CRM Online
works across phones and tablets
(Windows, Android, iOS).
Business anywhere
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#modernbiz
Work together easily.
Bring together the right people wherever they
are to take advantage of the combined
knowledge of the experts in your organization.
Help your sales and service teams work like a network
Business anywhere
Work with the right people, in the context of what you are doing.
Get work done faster by
making collaboration
easy
Instantly view contacts’ online
status to quickly set up or join
meetings.
Access your team for help on
sales proposals and customer
inquiries right away.
Business anywhere
Yammer embedded in Microsoft Dynamics CRM Online
Business anywhere
Working together on documents is a snap.
Keep moving forward
even when you’re
far apart
Co-author documents and quickly
collaborate with others with
Office 365.
Document co-authoring and version control
Business anywhere
EDITING THIS DOC
Susan Kim
Mitch Fuller
Michael Scott
EDITING THIS DOC
Grow with CRM
“Microsoft
Dynamics CRM
Online allows us
to manage,
monitor, and
support our sales
teams remotely.”
Nick Cassidy,
Managing Director,
Core Cost Management
“[Microsoft Dynamics CRM
Online] allows me as chief
executive, when I'm out in the
field visiting clients, to get a
sense of the overall
relationship with the client.
That's something I couldn't do
before."
Bob Gogel, CEO, Integreon
“The insight we’re now able to gather [from Microsoft
Dynamics CRM Online] is helping us identify changing
market trends and spot new opportunities.“James Fleming, Group IT Director, Victrex
“It’s all about integration.
Dynamics CRM caps the stack,
but behind the scenes we make
sure that Yammer drives the
conversations within the
business; we use SharePoint to
drive our knowledge-
management systems; we use
Lync to surface the presence of
our colleagues — Office 365 is
the backbone of our office
infrastructure.”
Paul Marriott-Clarke,
Commercial Director, Metro Bank
Demo
Next steps
Learn more about [email protected] x5001
Take a guided tour of CRM Online
Free trial from Atidan
