Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central...

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Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation

Transcript of Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central...

Page 1: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

Microsoft Dynamics CRM Online

Choice Begins Today!

Ralph R. ZerboniaPresidentUniverse Central Corporation

Page 2: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

Why consider CRM at all?

Effectively managing the customer lifecycle – from marketing to sales to service – is critical to

every company’s profitability and growth.

“… companies with high customer satisfaction scores have blown the S&P 500 out of the water, especially over the last few years. Not only have they produced higher stock returns, but their stock values and cash flows have been less volatile.”- Harvard Business Review, March 2007

Because Customers Drive Business Success

Page 3: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

But…traditional CRM projects don’t always work out

“User adoption remains a challenge,with 33% to 47% of customer management

applications facing serious adoption issues.”

AMR Research, September 2007

“User adoption remains a challenge,with 33% to 47% of customer management

applications facing serious adoption issues.”

AMR Research, September 2007

“Spending has reached an all-time high, with expectations nearly as lofty. But implementationfailure rates have not improved, nor have ROI metrics.”

AMR Research, September 2007

“Spending has reached an all-time high, with expectations nearly as lofty. But implementationfailure rates have not improved, nor have ROI metrics.”

AMR Research, September 2007

Page 4: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

Perceptions of CRM for smaller organizations

• “CRM is just too complex for my business”

• “Only the big companies use CRM”

• “It’ll cost me way too much”

• “You go through all this trouble and no one uses it anyway”

• “I’ll have to change everything about my business”

• “I don’t have the technology or the team to make CRM work”

• “CRM is just too complex for my business”

• “Only the big companies use CRM”

• “It’ll cost me way too much”

• “You go through all this trouble and no one uses it anyway”

• “I’ll have to change everything about my business”

• “I don’t have the technology or the team to make CRM work”

Page 5: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

CRM that fits your people The right user experience for every user role

What to look for in a CRM system…

CRM that fits your businessConfigures easily to meet your specific organization size

CRM that fits your budget Deploys quickly and is affordable for your business

Page 6: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

How do you get started?

Be in the “Know”!

•Know your desired outcomes

•Know your business and your critical processes

•Know when to connect with an expert

•Know your options

Page 7: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

Know your desired outcome

• Increase revenues and profits?

• Get better information about my customers?

• Track sales opportunities?

• Measure performance of my teams?

• Gain consistency/repeatable processes across teams?

What do I want out of a CRM system?

Page 8: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

Know your business and critical processes

• Are we doing the same steps each time?

• Do we have redundant processes between teams?

• What can be – or shouldn’t be – automated with CRM?

• Will I have to change my business to use a CRM system?

What makes my business tick?

Page 9: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

Know when to connect with an expert

• Determining if CRM is a fit for my business?

• Documenting what makes my business really run?

• Learning from the experiences of other CRM projects?

• Adapting a CRM system to my business needs?

What do I need help with?

Page 10: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

Know your options

Quick to deploy

Infrastructure considerations

Low, per user monthly fee

Control and ownership

Technology investments

Customization, compliance

Page 11: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

Why Microsoft Dynamics CRM ?

Deliver an easier and more natural user experience

Deliver a system that matches the way you

do business

Works the way your business does

Deliver an affordable solution that fits

your business

Works the way technology should

Works the way you do

Page 12: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

What is Microsoft Dynamics CRM Online?

• Full functionality of Microsoft Dynamics CRM - over the Internet

• Technology managed by Microsoft on your behalf

• Monthly fee model for reduced up-front technology investment

• Secure, on-line access anywhere with web access

Page 13: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

When to consider Microsoft Dynamics CRM Online

• Organizations wishing to deploy a solution rapidly on-line

• Companies with limited or no IT availability

• Rapid-start evaluation projects before larger deployment

• Organizations with limited technology infrastructure in place

• From 5 to 250 potential CRM users

• Prefer a monthly fee model – as low as $39/user/month

Page 14: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

Drive Fast and Productive Sales

A lead is automatically created withthe appropriatesales workflow.

The lead is automaticallyrouted to inside salesto qualify and assign.

The lead is passed to the right sales person to

close the opportunity.

A prospect requestsmore information.

Page 15: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

Drive Fast and Effective Marketing

A new campaign is budgeted, approved,

targeted, and executed to your target audience

Campaign responsesare captured;

performance is measuredfor evaluation

Page 16: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

Drive Fast and Consistent Customer Service

Service requests comein via phone, web,or other channels.

The service request is automatically

routed to thebest available agent.

The knowledge base

is searched and solutions are suggested.

The service case is created with an

appropriate service workflow.

Page 17: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

Microsoft Dynamics CRM Online

Product demonstration

Page 18: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

Why Choose Microsoft CRM?

““Buyers also like Microsoft Dynamics CRM’s

usability and its quick time-to-value

compared with traditional CRM applications.”- Forrester Research, February 2007

““Buyers also like Microsoft Dynamics CRM’s

usability and its quick time-to-value

compared with traditional CRM applications.”- Forrester Research, February 2007

“If you know how to use any of Microsoft’s desktop tools, you know how to use Microsoft’s CRM

product.”- AMR Research, November 2007

“If you know how to use any of Microsoft’s desktop tools, you know how to use Microsoft’s CRM

product.”- AMR Research, November 2007

Page 19: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

Try Microsoft Dynamics CRM Online for Yourself

• Full functionality of Microsoft Dynamics CRM - over the Internet

• Technology managed by Microsoft on your behalf

• Monthly fee model – as low as $39/user/month

• Secure, on-line access anywhere with web access

Free 30 Day Trial available at: http://crm.dynamics.com

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© 2008 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.

Page 21: Microsoft Dynamics CRM Online Choice Begins Today! Ralph R. Zerbonia President Universe Central Corporation.

Action!Ralph R. ZerboniaUniverse Central [email protected]