運用 Microsoft Office SharePoint Server 2007 打造新世代的業務管理平台
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運用 Microsoft Office SharePoint Server 2007 打造新世代的業務管理平台. 陳昭蓉 Cathy Chen, PMP 業務顧問處 處長. Agenda. Sales dept. challenges Goals of a Sales Portal Sales Portal solution Demo How was it accomplished ? Benefits of the Sales Portal Construct enterprise portal progressively. - PowerPoint PPT Presentation
Transcript of 運用 Microsoft Office SharePoint Server 2007 打造新世代的業務管理平台
運用 運用 Microsoft Office SharePoint Microsoft Office SharePoint Server 2007 Server 2007 打造新世代的業務管理打造新世代的業務管理平台平台
陳昭蓉 陳昭蓉 Cathy Chen, PMPCathy Chen, PMP
業務顧問處 處長業務顧問處 處長
AgendaAgenda
Sales dept. challenges Goals of a Sales Portal Sales Portal solution Demo How was it accomplished ? Benefits of the Sales Portal Construct enterprise portal progressively
Situation ….Situation ….
Have you ever felt that your sales team Have you ever felt that your sales team doesn't have access to the most up to date doesn't have access to the most up to date information or lacks control when information or lacks control when communicating with its clients ?communicating with its clients ?
Sales dept. challengesSales dept. challenges
Sales team needs to organize document library and streamline document-sharing system
Sales team needs integrate information Sales team needs relevant news about their
customers Sales team needs more collaborate on
meetings, projects…. Sales teams leaders needs real-time
business performance measurements
Goals of a Sales PortalGoals of a Sales Portal
Flexible, role-based access to business information
Report publishing and distribution
At-a-glance access to key business metrics
Self-service portal applications
Sales Portal solutionSales Portal solution
ContractManagement
• Contract Renew• Customer Care
AccountReceivable
• AR Reminder• Sales Revenue
• Sale Plan• Presales
Assignment• Schedule• Material
Preparation
SalesSOP
• Event• Leads• ABC• Pipeline• Sales
Commitment
Leads Management
Sales Management
• Sale KPI• Sales Forecasting• Meeting Minutes• Document Library
How to do?How to do?
Unified ServicesUnified Services
Dynamically Responding
Workflow EngineWorkflow Engine
Sales Portal ComponentsSales Portal Components
Document Document ManagementManagement
Records Records ManagementManagement
Content Content ManagementManagement
Forms Forms ManagementManagement
CollaborationCollaboration Business Business IntelligenceIntelligence SearchSearch Action Plan Action Plan
ManagementManagement
Microsoft Office SharePoint Server 2007
CRMCRM ERPERP ProcurementProcurement
How was it accomplished ? How was it accomplished ?
Excel Services Pipeline Sales KPI 業績達成率 AR ( 應收帳款 )
How was it accomplished ?How was it accomplished ?
InfoPath 2007 + Workflow Foundation 合約審閱 請辦單流程
Visio + Page Viewer Web Part SOP
How was it accomplished ? How was it accomplished ?
Sites Customer Care
客戶資訊 Call Records 、規劃書、成本表、報價單、合約 行銷時程計畫
Sales Review Meeting 決議事項 追蹤與提醒
How was it accomplished ?How was it accomplished ?
Document Library + Search 產品專區 友商資訊 標準文件 訓練教材 客戶 / 案件 相關資料
Benefits of the Sales PortalBenefits of the Sales Portal
Faster and better informed decision-making
Increased productivity
Enhanced operational effectiveness
Low cost of building and deploying a new portal
Low operating costs
Construct enterprise portal progressivelyConstruct enterprise portal progressively
PartnerPartnerss
Supply Chain Retail Mgmt Partnership
Supply Chain Automation
Partner Portal
EmployeEmployeee
Enterprise Service Knowledge Pools Collaboration Personalizing
Employee Portal
CustomersCustomers
Customer Relationship Marketing Service e-Commerce
Public Web SiteB2C Portal
SalesSales PortalPortal KM PortalKM Portal Project Mgmt Project Mgmt BI PortalBI PortalEmployeeEmployee ServiceService
