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Becoming a Dynamic Sales Team
Microsoft Dynamics CRM
Andrew Winters CRM PowerUser and Evangelist [email protected]
Microsoft Dynamics CRM Momentum
Users
2,250,000
Customers
33,000
Double-digit growth quarters
31
Cloud choice
60%
*Gartner “Magic Quadrant for CRM Customer Service Contact Centers” by Michael Maoz, April 12, 2012. This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Microsoft. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
Forrester CRM Wave Report
Gartner Magic Quadrant*
Empowered Customers Cloud
CRM is undergoing a shift from “internal” process efficiency to also delivering proactive insights and differentiated “external” customer interactions.
Key Trends Impacting Sales Productivity
Social and DigitalMobile
Big Data and Analytics
We help companies transform into dynamic businesses by inspiring and equipping the individuals in their organizations
Our Mission: Enabling the Dynamic Business
Sales Productivity
Marketing Effectiveness
Customer Care
Extended CRM Applications
RELATIONSHIPS | INTERACTIONS | PROCESS | INSIGHTS
PC Browser
Microsoft Dynamics CRMEnabling the Dynamic Business
Mobile Devices
Effective Sales Organizations are Equipped to Win
SalesManager
s
Sales Executives
Sales Managers
Sales Professionals
True business insight and
visibility
Armed with insights to outsmart and outpace the competition
Powerful tools to effectively plan and manage against key KPIs
Productive sales reps with high morale and retention, who win as a team
Able to act quickly to sales opportunities, with high conversion and win rates
More time selling, less busy work
Ability to spot new revenue
opportunities
Empowered to transform to a
modern, competitive,
customer-centric organization
Productive and inspired team
Modern social, mobile and
collaboration tools
Real-time insights to prepare and
close more deals fasterQualified
Leads! Powerful and easy to use tools to win
deals, gain recognition and exceed quota!
A holistic 360-degree view of
customers including
communications and interactions
Outsmart and outpace your competition
Close more deals faster
Win as a team
Compelling customer interactions
Our Vision: a Dynamics salesperson
Transform how you sell
Highly Productive
Prepared and Insightful
Collaborative and Connected
Quick and Mobile
The Dynamic Sales Team
Our Vision: a Dynamic Sales Organization
The 5 Keys to implementing CRM to drive sales:1.Your data model needs to be tuned for business. 2.Must be easy to use for all users. 3.Dashboards/reports should be the result of business
process. 4.Repeatable business action should standardized
and then automated 5.Best practices/great results should be shared.
Today’s Demo Content: Sales
Sales Analytics – Be prepared, be smart - Dashboards and InsideView Collaborative and connected – Lync, Yammer, SharePoint Quick and Mobile - Always On. Highly Productive – Speed to engagement and decision Accounts Management Leads Management
General Features Covered:
Integration with Outlook Integration with SharePoint Support for Mobile Devices Workflow automation End User Productivity Tools Collaboration Capabilities