Port Manager. Microsoft Dynamics CRM for Ports

Transcription

1 Prt Manager Micrsft Dynamics CRM fr Prts February 2015

2 Overview Celedn Partners Prt Manager encapsulates the functinality f many prt related prcesses int an easy t learn and easy t use tl. The slutin leverages all the capabilities in the Dynamics CRM platfrm. Because f this fundatin, Prt Manager gets yur prject launched quickly and withut the need t pay fr the develpment f cmmn features. Celedn Partners has leveraged ur deep public sectr expertise as well as prt management knwledge t fcus n the key requirements cmmn t Prts. With Dynamics CRM as the fundatin system, Prt Manager is designed t be extended t fix yur exact needs and requirements. All features and prcesses were thughtfully designed t prvide value ut f the bx as well as be able t cnfigure and custmize t meet the unique needs f yur rganizatin. Celedn s Prt Manager prvides built in functinality t slve cmmn Prt needs, including: Lease Management Sales Management Case Management Cntact Management Custmer Management Data Management Marketing System Ntificatin Systems Reprts Mapping Offline Security External Prtal Extensible In additin, by leveraging Dynamics CRM, the slutin als prvides: Outlk Integratin Mbile Clients Data Management and Integratin Framewrk Wrkflw and Prcess Management Security Scial Integratin And mre

3 Celedn Prt Manager Features Lease Management Map lease space t custmers. Detailed lt searching based n key attributes. Quickly view available lts and lts becming available. Practive ntificatins f lease availability, r upcming penings. Turnkey lease extensins. Sales Details arund all types f custmers, tenants, vendrs, lessees etc. Mbile access t all accunt and cntacts. Tailred search t enable quick finding f key data. Cmplete cntact management and activity tracking including all phne and interactins. Case Management Open and rute cases based n typical r custmized rules. Enfrce SLAs and entitlements. Track similar cases with the same agents t ensure fast and reliable reslutin.

4 Cntact Management Tracks cntacts and cntact histry. Links cntacts t ntificatin lists fr quick cmmunicatins and sales effrts. Using Outlk s built in cntact creatin methds, yu can easily imprt cntacts via business cards r manual entry fr synchrnizing with CRM. Custmized search views and filters t easily find specific cntacts r accunts based n whatever data pints are desired. Cntacts and accunts can be created and synchrnized frm CRM r Outlk. Ntes are audited and time/date stamped as well as ntifying wh created them Custmer Management Details custmers with infrmatin frm numerus data surces. Tracks airlines, shipping lines as well as ther vendrs with specific data pints. Custmers and cntacts allw fr categrizing and classificatin based n type as well as custm ptins. Data Management All recrds are checked fr duplicates and rules can be added t define what a duplicate is. All fields are searchable, including cntents f ntes and s. All data can be shwn as My data where nly the recrds wned by the persn viewing them is displayed fr ease f use.

5 Marketing Dynamic marketing lists allw yu t create a list f all cntacts with a certain title, r in a certain vicinity and send them s based n their lcatins. Static marketing lists allw yu t create a list f just the cntacts r accunts yu want t cntact and edit the list as much as yu want as yur needs change. Wrkflws allw fr list creatin, apprval, and sign ff prcesses. Lists can grup cntacts and accunts in any number f ways desired. Ntificatins Lease expiratin ntificatins. New accunt ntificatins. Delay / disaster ntificatins. Cnfigurable ntificatins based n yur specific needs. Reprts TEU dashbard tracks cntainer space by lt, custmer and lease. Case management and activity reprts track KPIs f custmer satisfactin and verall accunt relatinships. Wrk with accunts r cntacts that have been neglected by leveraging the neglected cntact view.

6 Envirnmental Impact Easily track campaigns based arund envirnmental impact Mapping Offline use Track accunts and cntacts n a map. Easily lcate custmers in yur vicinity r see a heat map based n cnfigurable ptins. All functinality f Prt Manager is available n r ffline using the Outlk cnnectr fr Dynamics CRM. Security Ntes and all data are stred securely in Prt Manager. Cnfiguratins t security can cntrl wh has access t read, update r delete anything based n a wide array f cnstraints. Yu can cntrl wh sees each recrd and wh sees each field.

7 External Prtal Ability t expse data t ther state and lcal agencies, t custmers, ther prts r any ther grups that need access t yur data. Extensible Celedn Partners can extend Prt Manager t nly cver sme f these functins, r t add new functinality. Built t allw fr easy integratins int 3 rd party systems, ERP systems r ther external tls. Micrsft Dynamics CRM Features Outlk Integratin Mbile Track s, appintments and tasks with ne click All CRM tasks can be perfrmed in Outlk Mbile Phne applicatins fr iphnes, Windws Phnes and Andrid Phnes that update based n CRM, n need t manage a separate UI Leverages yur phne r tablets dictatin abilities t dictate ntes directly int CRM. Office Integratin Data Excel integratin, supprts dynamic spread sheets and pivt tables that update frm inside Excel. Wrd / Outlk full mail merge supprt ut f the bx. SharePint Integratin ut f the bx Supprts imprting data via xml, csv r text files. All recrds supprt auditing f wh created r updated each field and when the update ccurred.

8 Allws ad-hc relatinships, where yu can link any bjects tgether n the fly. Lcalizatin / Glbalizatin Security Reprting Scial Offline Wrkflw Marketing MSCRM is built t supprt multiple currencies, languages, and lcalized frmats and time znes t allw users access frm arund the glbe. Rle r Hierarchical based security mdels. Security can be enfrced at an rganizatin level, business unit level, recrd level r even field level. Pint and click charting and dash barding; simple UI allws any user t create their wn with minimal training. Charts can have many pivt pints, and dashbards can supprt many charts, many lists, and custm cmpnents as well as Iframes Out f the bx integratin with SSRS fr mre cmplex reprts Integrated with scial feeds, Facebk, LinkedIn etc. allws users t respnd and react t incming scial items Pulls in data frm many nline surces t enrich yur custmer data Full ffline supprt all custm cde and functinality wrks ffline in Outlk. Cncurrency checking is aut managed when user gets back nline Built n Windws Wrkflw Fundatin, Micrsft enterprise wrkflw engine, allws nn develpers t declaratively design cmplex wrkflws like When a field changes wait 2 weeks r until anther field changes then d sme actin Campaign management dynamic marketing lists (All custmers in WA State), static marketing list (All prspects frm a certain tradeshw), ability t bulk , manage respnses, and respect d nt cntact lists. End t end campaign management, track financials fr a campaign, and ROI n campaigns Sales Prcess Driven UI ability t guide users thrugh any prcess yu want withut cde

9 Abut Celedn Partners We prvide high quality prject leadership and technical resurces t mid-market and enterprise custmers withut the verhead, cmplexity, and high cst f large scale cnsulting firms. Celedn Partners team has an extensive track recrd f develping public sectr CRM exten-sins, prductins and custmizatins. Additinally, Celedn Partners prvides unique and highly adptable user experiences. Fr mre infrmatin cntact: BRETT CAMPBELL SR. DIRECTOR, BUSINESS DEVELOPMENT brettc@celednpartners.cm MARY LOTHARIUS SR. DIRECTOR, SOLUTION OFFERINGS mary.ltharius@celednpartners.cm