Microsoft Dynamics CRM - Preact | CRM Partner · Microsoft Dynamics CRM Use Microsoft Dynamics CRM...
Transcript of Microsoft Dynamics CRM - Preact | CRM Partner · Microsoft Dynamics CRM Use Microsoft Dynamics CRM...
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Microsoft Dynamics CRM
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Microsoft Dynamics CRM
Use Microsoft Dynamics CRM to reduce costs
and be a real enabler of business growth.
By managing your current customers as well as new sales
leads effectively from a cloud-based environment that
works with the rest of your business applications, you’ll be
able to improve customer connections, manage growth,
protect your data, and conduct business whenever and
wherever you need.
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Microsoft Dynamics CRM
Get a Complete View
of Your Customer
Use customer data to enable
more engaging interactions
Gain visibility into past and planned
customer interactions and activities
across marketing, sales and service
teams
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Do Business
Anywhere
Work and connect with your
team from anywhere using the
device you love.
Free tablet and mobile apps are
available with every Dynamics
CRM licence to increase
productivity and make every
second count!
Get the benefits of a productive
mobile team that can work
together wherever they are.
Microsoft Dynamics CRM
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View Everything in 1
Interface
With Microsoft Dynamics
CRM use your data to help
you target and win customers
and then implement
processes to keep them for
the long-term.
Tel: 0800 381 1000 | [email protected]
Microsoft Dynamics CRM
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Work Together Easily
Microsoft Dynamics CRM Online makes it easy to access the people and resources
needed to service your customers and close more deals by connecting everyone to a
single data source that is accessible wherever people work.
Lead Management
Opportunity Manager
Pipeline Forecasting
Sales Automation
Quote Management
Sales Goal Tracking
Campaign Management
Email Marketing
Lead Scoring
Event Management
Marketing ROI Analysis
Contact Profiling
Case Management
SLA Support
Account Management
Service Automation
Customer Portals
Contract Management
Microsoft Dynamics CRM
Tel: 0800 381 1000 | [email protected]
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Zero In On What
Matters Quickly create personalised views
that dynamically list all the data
you need to work with
Real-time reporting insight across all
teams & CRM processes including
servicing, sales & marketing
Easily interpret data using contextual
charts & drill down for further analysis
Microsoft Dynamics CRM
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Reach Your Goals
Create individual CRM dashboards, or
share team views with other users
Personalise CRM dashboards that monitor
individual & team performance in real-time
Embed list views & charts in
user defined CRM dashboards
View insights about your
business performance and
track progress against key
performance indicators
Real-time actionable insight
Nimble decision-making
Drill-down dashboards
Microsoft Dynamics CRM
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Visualize Data in
New Ways
Transform your data into
rich visuals, so you can
focus on what matters to
you and your business.
Connect CRM with Power BI
to stay in the know, spot
trends as they happen and
explore your data further.
Microsoft Dynamics CRM
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Connect Marketing
Automation with CRM
Microsoft Dynamics CRM
Integrate Dynamics CRM with
leading marketing automation
tools like ClickDimensions to
empower marketers to
generate and qualify high
quality leads while enabling
sales to prioritise the best leads
and opportunities.
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Improve Process Efficiency
Automates
Routine Tasks
Send automated customer emails when actions occur, e.g. confirmation
messages when a new service case is created, updated & closed
Trigger automated team emails when important events happen, e.g. when a
new high value opportunity is created, or if case is likely to breach the SLA
Integrates with external data sources to automate the flow of data and
create a single customer view in CRM
Automated lead scoring & routing helps marketing teams identify the best
campaign leads & automatically promote ‘sales ready’ prospects
Process Control & Stage Gating guides users, increases data quality and
enforces your process rules
Microsoft Dynamics CRM
Tel: 0800 381 1000 | [email protected]
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Process Guidance & Agility Follow a guided sales and service experience with built-in best practices. Drive toward
successful outcomes, ensure consistency, and easily adapt when changes are needed.
Microsoft Dynamics CRM
Tel: 0800 381 1000 | [email protected]
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Outlook emails are automatically
attached to matching CRM records
Improve Productivity
Track emails with any CRM record including
contacts, leads, cases & opportunities
See how each Outlook email is tracked in
CRM and click to open these records
Microsoft Dynamics CRM
With CRM Online your
employees and teams are
empowered to work faster
and smarter using
familiar, easy to use tools
that work seamlessly with
Office 365.
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Seamless Outlook
Integration
Access CRM user modules &
processes in Microsoft Outlook
Pin frequently viewed CRM lists to the
Outlook bar & click to open each CRM record
Preview CRM record detail in Outlook &
click to call with Skype
Microsoft Dynamics CRM
Microsoft Dynamics is
aligned with Outlook by
embedding CRM
functionality seamlessly
into Outlook to maximize
user adoption
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Manage Any Relationship & Process
Dynamics CRM has the scalability to manage any process or relationship
that matters to your business
Asset
Management
Facilities
Management
Field
Service
Project
Management
Partner
Management
Human Resources
Management
Event
Management
+ Virtually Any Other
Relationship & Process
?
Microsoft Dynamics CRM
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Listen Everywhere. Analyse Sentiment. Drive Engagement.
Microsoft Social Engagement connects with Dynamics CRM putting powerful social tools in the
hands of sales, marketing and service teams - helping you to gain insight into how people feel
about your business and proactively engage with with customers, fans and critics.
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Connects Your Applications & Data Sources
with Accounting - access client order histories & financial details in
Dynamics CRM & send completed orders for processing
with Websites - import new enquiry forms & create new lead records
with Web Tracking - identify which companies visit your website & track
these clicks in CRM to uncover new prospects & increase online ROI
with Surveys - match customer satisfaction responses & other survey
replies to CRM contact records
with Sharepoint - connecting CRM with the document management
capabilities of Sharepoint
with Customer Portals - enabling clients to log service tasks online, check
cases and make updates
+ Dynamics CRM integrates with many more applications & data sources
Microsoft Dynamics CRM
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Scalable Database
Architecture
Simple tools to configure
CRM forms, views, reports,
workflow & security
Supports Managed Solutions
for Controlled Delivery
Scalable platform, minimal
need for custom coding
Microsoft Dynamics CRM
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Built on Microsoft’s enterprise-class cloud infrastructure that
keeps your CRM secure and reliable with minimal IT support
New updates released prior to the on-premise edition
99.9% financially backed up-time Service Level Agreement
Disaster Recovery Service
Manage Dynamics CRM on your own server & within your firewalls
Full autonomy to apply CRM releases & updates
Requires purchase of server licence & Client Access Licences
Server & CALs include Microsoft software assurance - renewable
every 3 years
No cloud CRM data storage limits
Choice of CRM Deployment
Microsoft Dynamics CRM
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Microsoft Dynamics CRM Presentations
Discover Microsoft Dynamics with Preact [2:59]
How Preact help businesses get ahead with Microsoft
Dynamics CRM
7 Reasons to Implement Dynamics CRM [17:57]
Highlighting 7 popular reasons why organisations
choose Dynamics CRM
Tel: 0800 381 1000 | [email protected]
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What Our Customers Say...
“Microsoft Dynamics CRM has quickly proved an
excellent resource to all our users because it
facilitates improved efficiency and visibility. Our
customer service operation is greatly improved by
using CRM.”
“Through Dynamics CRM we now have up to
date, accurate management information
that we’ve completely personalised to our
specific needs, and that’s enabling us to
make more informed strategic decisions.”
“Preact's sales engagement and delivery
processes were seamless. Our consultant
clearly had a good brief and his knowledge
and experience in applying CRM to businesses
in our industry was exceptional. His insight
and advice was of great value when making
critical decisions during our implementation.
We've enjoyed a fantastic experience
partnering with Preact I would recommend
them to any organisation implementing
Microsoft Dynamics CRM more informed
strategic decisions.”
“Preact have an experienced consultancy and support team that provide both
project management and technical assistance at the same time instead of
having to deal with different people. They provide excellent advice for our
organisation's changing needs with a wide range of support, both technical
and training, and they are always open to new ideas .”
“Preact supply us with
excellent CRM support.
There have been many
instances where they have gone above and
beyond what I expected, in particular sharing
their knowhow and extra insight. I have no
hesitation in recommending their services.”
“We realised we had the
right company as soon as
we walked in the door for
the first meeting. Your
planning and advice to
prepare us for the CRM implementation was
exceptional.“
“I'd 100% recommend Preact to any
organisation that is looking for a CRM partner.
It's really easy to pick up the phone to get
advice and bounce off ideas. Their support team
are very friendly and clearly know their stuff.”
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Preact is a specialist Customer
Relationship Management consultancy
and a Microsoft CRM Gold Partner.
Our business is built on helping
organisations achieve outstanding success
from CRM.
We would be delighted to discuss how
Preact can help you implement Microsoft
Dynamics CRM, or assist you in gaining
greater value from your existing system.
To get in touch please phone
+44(0) 1628 661 810
or email [email protected]