Extending Your CRM Solution with O365, Power BI …...Because this customer is tracked in CRM...
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Extending Your CRM Solution with O365, Power BI and Marketing Automation Tools
Extending Your CRM Solution with O365, Power BI …...Because this customer is tracked in CRM Online, the detailed information about the customer is able to be presented\ഠright where
Extending Your CRM Solution with O365, Power BI and Marketing Automation Tools
• Dynamics CRM Application Consultant for Socius
• Ohio State Graduate
• Microsoft Certified Professional
• Passion for blending CRM with Marketing and
Web Engagement Experience
Chad Weiner
What is Office 365for Business?
Presenter
Presentation Notes
Owners of businesses talk about the need to compete with their competitors. What makes an organization really stand out from their competitors is the depth of the relationship they have with their customers. To remain competitive, businesses must provide tools so anyone with a customer-facing role in their organization can present the best image of the company to their current and prospective customers. Anyone talking to customers – sales people, field support people, office staff, etc. - needs to have access to detailed knowledge of the customer interactions. And they all need to be looking at the same information so they are all singing from the same song sheet. It’s also becoming more and more important for this information to be available from wherever they are working – the office, on the road, at a client’s location or even from home. Providing a combination of tools that deliver on this need allows businesses of any size to personalize the conversation…a way to distinguish your business from everyone else. Today we’ll look at how CRM and Office 365 can help your business from three perspectives: a sales person on the go; the head of sales managing a team; and, you the business owner trying to grow your business efficiently. We’ll also see how we can extend the marketing and service modules within Dynamics CRM to better build a 360 degree view of our customer --------------------------------------
Socius Cloud Deployment with O365
Security in the Socius Cloud
Access applications (CRM & ERP) in the cloud on mobile devices, securely and reliably.
Enhance the Office 365 experience with Socius Cloud Services
• No future or ongoing hardware investment
• All updates and hot fixes applied as necessary
• Current & compliant on all required licensing
Why the Socius Cloud
• Data compliance• Named user- authentication• SSAAE-16• HIPPA• SOX• EU Safe Harbor
• Greater Reliability• Off-premise• Data center redundancy & internet
connectivity• 24/7/365 monitoring & resolution
• Improved mobility / productivity• Access via RDP / web client• Access via reliable internet connection
• Hotspots, hotels, coffee shops, home
It’s Easier in the Socius Cloud
+ =CLOUD SERVICES
Learn more about Socius Cloud Services by visiting the SOCIUS booth in the Expo area
Presenter
Presentation Notes
If this presentation and discussion regarding upgrades and migrating to the cloud resonates with you, we invite you to contact your Account Manager to discuss further. We remind you to also visit our website, and use the calculator tool to identify potential cost savings by migrating to the Socius Cloud. We know that, when it comes to Cloud applications, you expect that providers will be both knowledgeable and have solutions readily available. At Socius, we combine more than 30 years of ERP experience with proven cloud solutions that deliver real-world business benefits. Discover how Socius Cloud Services can further empower your organization to achieve better growth, increased productivity, and reliable services in the cloud.
Microsoft and Office 365 all about interoperability. These are the products I use in my daily work and I'll be showing you all them today.
CRM with Office 365
• Today we’ll look at how CRM coupled with office 365 can help your business from three perspectives:
• a sales person on the go• the head of sales managing
a team• business owner trying to
grow your business efficiently.
IntelligentSales
TeamSelling
MobileProductivity
SalesAnalytics
Presenter
Presentation Notes
You'll get 3 perspectives on how CRM and Office 365 are used in the field today. 1. a sales person on the go 2. the head of sales managing a team 3. business owner trying to grow your business efficiently.
Perspective: a sales person on the go
Dynamics CRMApp forOutlook
MobileApplication
Presenter
Presentation Notes
In order to make a tool like Dynamics CRM Online mesh seamlessly into the day-to-day activities of your employees, it should be a natural extension of other tools that are in use within your organization. The new Dynamics CRM for Web App helps your employees use Deepen Customer Knowledge by using familiar tools like Outlook.
DEMO
Presenter
Presentation Notes
Open Outlook & Open Email from Alex Wu Here we see something very familiar to everyone – Microsoft Outlook email in Office 365. Since the first thing most people do to start their day is to check email, we built an app that provides a snapshot of Dynamics CRM customer information right from inside of Outlook. Track Email to Opportunity "Northwind Traders" Because Office 365 and Dynamics CRM Online are built to work together, here we see much more information about this contact than kept in Outlook alone. Because this customer is tracked in CRM Online, the detailed information about the customer is able to be presented right where the sales person is working –within the context of the email they just received. To make it easy for you to provide tools to help your team be productive anywhere and on any device, we have created several ways in which customer information can be managed. Included in the core subscription price to Microsoft Dynamics CRM Online is access to CRM via a web browser – but, we feel you shouldn’t have to pay extra to access your customer data in other ways – it’s your data! We have an add-in to Outlook - like we just showed – to access CRM data from within your email. We offer an app designed specifically to take advantage of the touch experience of virtually any tablet AND you can access your Dynamics CRM data with an app for the wide array of mobile phones available today. Access needs to be seamless and, with our solution, it is! Having this kind of freedom provides the ultimate flexibility to team members. In this example, we’ll show you the view of a sales person using a Dynamics CRM for Tablets. Notice the simple interface with rich information about their customers, literally, at their fingertips! Open CRM for Tablet App and Open Northwind Traders Account Here we see the account Northwind Traders. I'm currently working an opportunity with them and Alex is one of the stakeholders in the deal. Within Dynamics CRM Online for Tablets, we see things like notes that anyone made during past interactions, a history of service cases and other important details about the customer. Click to the and Open the “Northwind Printers” opportunity Everything is linked together. Open Associated Documents We can use Dynamics CRM Online in conjunction with Microsoft SharePoint or OneDrive to allow us to capture all our related shared documents and link them to the CRM records. Everything in one place! View Activities (My Activities) You can even use Dynamics CRM Online to keep focused on the important tasks. Here we see a personalized view of an activities list that will ensure your team members stay on track. Click to Call/Email Actions Allowing sales people and service personnel this level of organization to their day-to-day customer activities allows them to really focus on personalizing the experience with their customers.
Office 365 – Interoperability
• Exchange Online (Outlook)• Dynamics CRM (CRM Online)• Server Side Synchronization
Q/A
Perspective: a sales person on the go
PipelineManagement Office 365
Groups
CRMDashboards
Presenter
Presentation Notes
We’ve already seen how teams can use Dynamics CRM Online from virtually anywhere and on any device. Providing that level of flexibility to your team members is a huge step toward employee productivity and customer satisfaction. Now, let’s dive into some additional ways that Dynamics CRM Online can help streamline their work and how leaders within your organization can leverage the product to help their teams be the best that they can be.
DEMO
Presenter
Presentation Notes
Search for “Northwinds” in the Opportunity list using CRM (WEB) Check out the multi-entity search We’ve already seen Microsoft Dynamics CRM Online working on a tablets and with a phone. Now we will access Microsoft Dynamics CRM Online from the web as if we are back in the office. Regardless of how you access Dynamics CRM Online, of course, the information is the same. One way to drive productivity is to bring consistency into the equation. It’s often the case in businesses of any size that people with the same role do the work in very different ways. Inevitably, one person stands out as the most efficient of the team and, consequently, the most effective. The trick is to capture this “best practice” business process and make it a part of everyone’s job. The Business Process Flow in CRM is a great tool for scenarios like this. This is where organization, consistency and productivity is born.
Office 365 Groups
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Presentation Notes
Office 365 groups enables teams to come together and get work done, by establishing a single hub (CRM Record) so teams can simplify collaboration and increase productivity. Office 365 groups also allows collaboration in OneNote, Power BI and Dynamics CRM. When a user joins the group, they immediately gain access to all of the work of the team and project.
Microsoft and Office 365 all about interoperability. These are the products I use in my daily work and I'll be showing you all them today.
DEMO
Presenter
Presentation Notes
Click on the different stages of the business process flow and display different related tasks. We see a very simple set of stages in a sales process – Qualify, Develop, Propose, and Close. These stages - and the tasks beneath them - can be tailored to exactly what processes you want your teams to follow. For example, if you are selling cars, maybe you have found that if you send a personalized thank you note and run a credit report after the prospect takes a test drive, they are 20% more likely to buy from you. You can make these steps part the Business Process Flow within Dynamics CRM Online that everyone follows. You can even create “branching” – if “A” happens, then do these tasks; if “B” happens, follow these steps instead. Repeated tasks like these can be easily automated within Dynamics CRM Online. Automating and organizing processes for your business is a way to simplify the day-to-day lives of your teams. They can help your teams move thru the sales process more quickly with a high degree of organization and consistency. And, perhaps most importantly, bringing this level of organization can allow your team more time to focus on customer interactions. Open the Sales Activity Social dashboard (Sales > Dashboards) to review a pipeline by stage graph Organizing your business in this way also helps you and your managers/supervisors get an immediate snap shot of where things stand. Let’s take a look at some of the tools that can help you better manage your teams and deals. This is an example of a dashboard within Dynamics CRM Online that can be used to help you keep a pulse on your business and on your teams. We talked about the different stages of the sales process before; here is how Dynamics CRM Online organizes that information into a view of your pipeline by each stage. Click to view records of the pipeline graph and then click on one stage to show list of opportunities within that stage Of course, any of these dashboard elements are easily configurable to show what’s important to your business including views of the performance of our sales people. (Sales Management Dashboard is a good example.) You can even drill down and get the details of any of these stages or of any individual’s activity– really useful to help coach your staff and take actions on specific deals to help close more business.
PowerBI
Presenter
Presentation Notes
Open PowerBI as if you are presenting information to the business owner As a business owner, you want to drive growth. But you need insights into your business that can help you make decisions about the direction you need to take. For example, do you have the information easily available to determine what products are selling the best? How about where your sales are concentrated Let’s take a look at another tool that works in conjunction with Dynamics CRM that helps you bring your data to life – Microsoft Power BI. You’ve already seen the dashboards from within Dynamics CRM Online that help visualize customer and business data. Power BI is designed to allow you to drill even deeper with natural language queries to help you make informed decisions about your business. Ask using Q&A from Power BI: average deal size average deal size by region as pie average deal size by region We focused on the sales module within CRM, let's talk briefly about how you can extend the out of the box capabilities with Click Dimensions to really have a 360 degree view of the customer.
Office 365 – Interoperability
• PowerBI
Presenter
Presentation Notes
Microsoft and Office 365 all about interoperability. These are the products I use in my daily work and I'll be showing you all them today.
