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A better way to know your customers and grow your business
Speaker nameSpeaker org
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 yoursales
Get the most out of your
technology
Adapt to change
Be prepared for the
unexpected
Protect and control your data
Work together
easily
Get yourwork doneanywhere
Understand your
customer
ModernBiz
Connect with customers
Grow efficiently
Safeguard your business
Business anywhere
Increase yoursales
Get the most out of your
technology
Adapt to change
Be prepared for the
unexpected
Protect and control your data
Work together
easily
Get yourwork doneanywhere
Understand your
customer
ModernBiz
ModernBiz
Connect with customers
Understand your
customer
Increase yoursales
“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 yourwork doneanywhere
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 forwardeven when you’refar 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 or Video
Next steps
Learn more about CRM or ModernBiz
Take a guided tour of CRM Online
Sign up for your free trial
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
