Microsoft Dynamics CRM Online, the future is here
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Microsoft Dynamics CRM Online
the future is here!
Roberto Andreoli Dynamics CRM Marketing Manager
Microsoft Italia
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Più di 1.4M di utenti in più di 80
nazioni con più di 40 lingue. Il
CRM vendor più veloce a livello
mondiale a raggiungere 1 milione
di utenti
Più di 23.000 clienti in tutti i
segmenti (dalla PMI alla grande
organizzazione)
Più di 1.200 software & services
partner
Più di 100 service provider
Microsoft Dynamics CRM, leader a livello Mondiale
Datacenter distribuiti in America,
EMEA e APAC
Architettura Multi-tenant
Power of choice tra Cloud e
On-Premise
Developer symmetry tra Cloud e
On-Premise
More value for less
aiutiamo i Clienti ad ottenere il
meglio attraverso investimenti
mirati
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Leadership riconosciuta dagli analisti di mercato
Leader in Forrester
Wave ratings for
CRM Suites
(Large & Midsized)
Leader in Forrester
Wave rating for CRM
Suites, Customer
Service
Leader in the
Gartner Customer
Service MQ
Leader in Gartner
Sales Force MQ
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Launch Timeline
September 2010 CRM 2011 beta with
Marketplace
“Microsoft Dynamics CRM 2011 beta for Online & on-premises; Dynamics Marketplace debuts”
“Microsoft Dynamics CRM Online releases worldwide, with connectors to Dynamics GP & NAV”
January 2011 CRM Online RTW
“Microsoft Dynamics CRM 2011 release to manufacturing (RTM) for on-premises and partner hosters”
2011 CRM 2011 RTM
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THE POWER OF PRODUCTIVITY
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I tre Pilastri della Soluzione
SOURCE: GARTNER (June and July 2009)
FAMILIAR
natural & personal
CONNECTED
collaborative & integrated
INTELLIGENT
insightful & actionable
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Un’unica soluzione, più canali di accesso
PC Browser Phone
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Un’unica soluzione flessibile, adattabile e modulare
Sales
Productivity Customer
Care Marketing
Effectiveness
Extended CRM
Applications
Relationships • Interactions • Process • Insights
xRM Framework
PC Browser Phone
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Microsoft Dynamics CRM, leader a livello Modiale
We have the Broadest Offering for Cloud Services!
TV/HOME PC MOBILE
Connecting The Digital Work Style And Life Style
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Servizi Cloud per le Aziende
Piattaforma Strumenti per la Produttività Business Applications
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Sfruttare al meglio i servizi Microsoft per la
realizzazione di scenari di CRM Collaborativo ... un esempio
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LA AREE APPLICATIVE DELLA
SOLUZIONE
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Area Marketing
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Area Vendite
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Area Servizio Clienti
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Extended CRM Capabilities
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I PILASTRI DELLA SOLUZIONE
FAMILIAR NATURAL AND PERSONAL
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Lavorare come all’interno di Microsoft Office
• Introduzione dell’interfaccia a
Ribbon
• Navigazione visuale
• Interfaccia adattabile secondo i
task da eseguire
• Personalizzazione One-click
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Lavorare all’interno di Microsoft Outlook
• Navigazione processi e dati
come per Email, Appuntamenti, …
• Supporto Online e Offline
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Accesso personalizzato a processi e informazioni
sulla base del ruolo utente
• Interfaccia Role-based
• Interfaccia multipla per ogni
oggetto
• Interfaccia multipla in base al
canale di fruizione
(es. Web, Mobile)
• Personalizzazione Drag n‟ Drop
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L’utente può personalizzare l’utilizzo
dell’applicazione
• Viste personali
• Gestione Favoriti
• Gestione dei “Più recenti”
• Gestione delle Preferenze di
navigazione
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Gestione centralizzata delle sicurezza, facilmente
personalizzabile fino a livello di singolo campo
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Reportistica, utilizzare Excel ... ma non solo
• Reporting Statico e Dinamico
• Real-time export verso Excel
• Aggiunta o Modifica dati,
direttamente da Excel
• Supporto pieno funzionalità di
PowerPivot
• Modifiche attraverso le Office Web
Apps
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I PILASTRI DELLA SOLUZIONE
INTELLIGENT INSIGHTFUL AND ACTIONABLE
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Dashboard in Real-Time
• Aggiornamento in Real-time
• Personalizzazione semplice e
intuitiva attraverso funzionalità di
Drag „n Drop
• Massima estendibilità
(es. Web Resources)
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Gestione integrata dei Processi Guidati
• Personalizzazione semplice e
intuitiva attraverso Wizard
• Massima estendibilità attraverso
il motore di Workflow della
soluzione
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Integrazione report inline
• Personalizzazione semplice e
intuitiva attraverso Wizard
• Analisi contestuale delle
informazioni
• Funzionalità di drill-down sui
dati
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Massima personalizzazione del
client CRM in Outlook
• Personalizzazione semplice e
intuitiva attraverso Wizard
• Utilizzo Regole di Outlook
• Formattazione oggetti di
business come semplici oggetti
Outlook
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Funzionalità di Audit pervasive
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I PILASTRI DELLA SOLUZIONE
CONNECTED
COLLABORATIVE AND INTEGRATED
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Le Connessioni: oggetti configurabili e adattabili
ad ogni tipo di relazione
• Gestire ogni tipo di relazione
• Business
• Sociali
• Personali
• …
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Gestione integrata delle informazioni
de/semi-strutturate
• Massimo supporto ai processi di
CRM Collaborativo
• Integrazione nativa con
Microsoft Office Sharepoint
Server
• Gestione dei documenti
contestuali
• Check-in/check-out documenti
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Lavorare in team non è stato mai così facile
• Proprietà del dato non solo a
livello di singolo utente ma
anche di Team
• Sicurezza integrata
• Team reporting
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Personalizzare la soluzione senza sviluppare codice
• One click per personalizzare
• Personalizzare attraverso
Drag-and-Drop
• …
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Le Soluzioni: gestire in modo semplice
attività di sviluppo complesse
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BREVE RECAP DELLA SESSIONE
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Microsoft Dynamics CRM è la soluzione di Customer
Relationships Management di Microsoft leader di Mercato (sia
nel segmento PMI che Enterprise)
È una soluzione che:
Fornisce la massima flessibilità nella scelta dei Modelli di
Consumo (Cloud, On-premise, Hosted)
Permette di preservare al massimo gli investimenti dei
nostri Clienti
E’ una soluzione che permette di fruire in modo integrato,
semplice e collaborativo, di tutti i processi di Marketing,
Vendita e di Customer Service
Breve recap della sessione
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Microsoft Dynamics CRM @
Microsoft Dynamics CRM Online: aree applicative
21 ottobre (dalle 12.00 alle 13.00)
Microsoft Dynamics CRM Online: personalizzazione
della soluzione
22 ottobre (dalle 12.00 alle 13.00)
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Grazie per l’attenzione!