Microsoft Dynamics CRM and Office Integration

Microsoft Dynamics CRM 3.0 and Office Integration: 

Microsoft Dynamics CRM 3.0 and Office Integration Presented by: Karl Iuel

What is CRM?: 

What is CRM? Customer relationship management (CRM) is a business strategy to select and manage the most valuable customer relationships. CRM requires a customer-centric business philosophy and culture to support effective marketing, sales, and service processes.* *CRMGuru.com

What are the benefits of a CRM solution?: 

What are the benefits of a CRM solution?

CRM Projects Fail?!: 

CRM Projects Fail?! A 2004 AMR Research study found that: 28 percent of CRM projects failed to go live 33 percent had serious user adoption problems A 2005 Forrester Research study found that: Two-thirds of respondents were unhappy with the ease of use of their CRM system More than half of respondents were not satisfied with their CRM system's return on investment (ROI).

What are the reasons for project failure?: 

What are the reasons for project failure?

Why Microsoft CRM?: 

Why Microsoft CRM? Works the Way You Do Microsoft CRM is the easiest and most natural way for your people to use CRM Works the Way Your Business Does Microsoft CRM is the easiest and most natural way for your people to use CRM Works the Way Technology Should Microsoft CRM is the easiest and most natural way for your people to use CRM

Works the Way You Do: 

Works the Way You Do The easiest, most natural way to use CRM Track activities with a single click Use sales and marketing data right from within Outlook Share views across your organization

Works the Way You Do: 

Works the Way You Do Works with the 2007 Office system Track e-mail with the Outlook 2007 ribbon

Works the Way Your Business Does: 

Works the Way Your Business Does CRM that fits your exact needs

Works the Way Technology Should: 

Works the Way Technology Should Fast, flexible and affordable Choose Outlook, browser, or mobile device Choose to deploy as on-premise or hosted Relies on common IT tools and skills Office, SQL Server, Visual Studio, XML … Native Web services / service-oriented architecture (SOA) Connect multiple systems in real-time Flexible deployment Standard Toolsets Integration and Extensibility

Reasons customers have chosen Microsoft CRM: 

Reasons customers have chosen Microsoft CRM

Microsoft Dynamics™ CRM: 

Microsoft Dynamics™ CRM At a glance +100% +100% FY04 FY05 FY06 Microsoft CRM Worldwide Customer Growth

Microsoft CRM Customers: 

Microsoft CRM Customers Spanning market segments Small Businesses Mid-size Companies Large Enterprises

Analysts: 

Microsoft always has a hosted option through partners, but what they didn't have was a full-blown strategy on how to handle that. I think this is a great strategy. I fully endorse it. They're on the right path. Sheryl Kingstone, Yankee Group Analysts Quotes from the analysts This really rounds out the product. I think this new release will make the out-of-the-box product meet a wider range of needs. Liz Herbert Forrester Research, Inc.

Demonstration: 

Demonstration Integration with Outlook Email, Appointments, Tasks and Contacts Integration with Microsoft Excel Pivot Tables Integration with Microsoft Word Mail Merge Integration with SharePoint Microsoft CRM Webparts Microsoft Dynamics SNAP

Microsoft Dynamics SNAP: 

Microsoft Dynamics SNAP Realizing benefits is a snap!

Business Data Lookup: 

Business Data Lookup

Custom Report Generator: 

Custom Report Generator

Slide19: 

Thank You Q and A