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Increase Sales Effectiveness – New Mobile Offerings for Microsoft Dynamics CRM 2013
Brief disclaimer…
We are very excited to share Microsoft Dynamics CRM 2013 with you…
• Microsoft Dynamics CRM 2013 is a pre-release product and subject to change
• Microsoft provides no license, express or implied, in this presentation
• Please review and respect the full disclaimer included in all printed and electronically distributed versions of this deck
Session agenda
Mobile Sales Enablement
Learning Objectives
Staying Productive on the go
Microsoft Dynamics CRM for Tablets
Q&A
Microsoft Dynamics CRM for Phones
Calls to Action
Recap
At the end of this session, you should be able to:
Understand the challenges that organizations face today and how that drives mobility needs for their sales people
Articulate how the Microsoft Dynamics CRM 2013 mobile offerings help make sales people more effective
Know how to use and demonstrate the Microsoft Dynamics CRM 2013 tablet and phone apps
Learning objectives
Mobile sales enablement
Sales people need mobile sales tools to help them better understand their customer, focus on the right activities and connect in a meaningful way with people inside and outside their organization.
Sales people today:
• Carry 2+ devices
• Are on the move
• Are short on time
• Need key information at critical moments
Stay productive on the go
Microsoft Dynamics CRM on devices that sales people want to use:
Windows 8 tablets and iPad Windows Phone, iPhone, and Android
phone
Included with each CRM license at no additional license fee
Adopt Microsoft Dynamics CRM on touch devices to:• Quickly mobilize your sales force• Create a competitive differentiator• Attract and retain sales talent
CRM for Tablets
Microsoft Dynamics CRM for tablets
Designed to support key sales scenarios Modern, process-centric experience for Windows 8 and
iPad Dashboard is the information hub Configurable and extensible
A personalized experience
Quickly locate any record – search across entities Pin tiles to Windows 8 Start and dashboard Change grid column widths
Rich customer information at your fingertips Forms show detailed information Sales process embedded in experience Standard web form definitions are leveraged Dynamics CRM optimizes forms for touch devices
Easily interact using a communication card Quickly engage with your network of people Contacts and Users will have a communication card Displayed for: Opportunity, Account, Lead, Contact,
User Also shown when pinned contact tiles are expanded
Sales analysis on the go Charts to help businesses visualize performance Get a snapshot by viewing charts on dashboard See underlying data on grid by clicking into chart Filter data by clicking on sections within the chart
Access to key data when connectivity is lost Recently viewed records are cached and
may be viewed offline
Data is read-only
Offline alert for user
Timestamp displayed
Demo
CRM for Phones
Microsoft Dynamics CRM for phones
Anytime, anywhere access to key CRM data Touch-optimized experience across modern devices
including Windows Phone, iPhone and Android Create, update and delete records Customizable experience Offline access on Windows Phone
Recapping what we’ve talked about:
The way sales people work today has changed and mobility is a major driver of that change.
Microsoft Dynamics CRM mobile offerings help sales people engage in a more meaningful way with their customers
The benefits of the tablet and phone apps are best featured through product demonstration
Key takeaways
Calls to action for Microsoft Partners
Visit the CRM Launch Portal to find the latest news and information on Microsoft Dynamics CRM
Launch Updates
Additional Materials
View Recording
s
Use the Microsoft Dynamics CRM Partner Readiness Planning Guide and role-based learning plans to plan your learning• Sales & Marketing track• Technical track
Microsoft Dynamics CRM 2013:• Additional Deeper Training• Operational Readiness Training (15
August)
Take more Training
Calls to action for Microsoft Employees
Product Roadmap
View CRM Product Roadmap here.
Do the Role Guide Training: Dynamics CRM 2013 Pricing and Licensing Updates (Aug 2013) & Dynamics CRM 2013 Customer Conversations (August 2013)
View the internal launch announcement Recording and Presentation
Internal Launch
Info
View the MGX and WPC recordings Events
View Blitz Recording
s
• Sales & Marketing track• Technical track
Q&A
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista 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.