PowerObjects is 100% focused on Microsoft Dynamics 365. Driving success for your end-to-end journey with our four pillars of service, support,

Transcription

1 PowerObjects is 100% focused on Microsoft Dynamics 365. Driving success for your end-to-end journey with our four pillars of service, support, education and add-ons.

2 PowerObjects Presenter today Jon Saverton Account Manager

3 Agenda About CRM About Microsoft Dynamics 365 About PowerObjects Add-On Options QUESTIONS

4 What is CRM? FACT: 91% of companies with more than 11 employees now use CRM software. Customer Relationship Management (CRM) is a technology for managing all your company s relationships and interactions with customers and potential customers.

5 Why use CRM? Sales Marketing Using CRM helps you understand your relationships, their value, how to improve them and effective forecasting to enable you to plan your business operation better. Service

6 CRM for Sales FACT: Using a CRM can lead to sales conversation rate improvements of over 300%! (Source: Cloudswave) FACT: A CRM is widely used for nurturing leads and according to research, nurtured leads make a 47% bigger purchase than leads that aren t nurtured. (Source: The Annuitas Group) FACT: Using a CRM system can increase your revenue by as much as 41%! (Source: Trackvia) FACT: Sales people become more productive. With the addition of social networking and mobile access, sales reps were able to increase productivity by 26.4%, allowing them to turn more leads. (Source: Nucleus Research)

7 CRM for Marketing FACT: With the use of marketing automation, 80% reps said that their number of leads has definitely increased, and 77% said the number of conversions has increased. (Source: VB Insight) FACT: A CRM integrates great features for marketing. marketing also has 2X higher ROI than trade shows and networking. (Source: Marketing Sherpa) FACT: A CRM software can greatly help to reduced marketing costs by 23%. (Source: Cloudswave) FACT: The average ROI for a CRM system is $5.60 to $8.71 for every dollar spent. (Source: Nucleus Research)

8 CRM for Service FACT: 3 out of 4 consumers claim to have spent more money with a business because they had a positive customer experience. (Source: Global Customer Service study) FACT: 82% of clients stop purchasing from a company if they feel the company doesn t care about them. (Source: The Rockefeller Corporation) FACT: Selling to an existing customer is always easier than selling to a new one. (Source: Trackvia) FACT: 74% of CRM users have claimed that using a CRM system has given them better insight into customer data. (Source: Software Advice) FACT: 47% of companies that use a CRM platform claim to have better customer satisfaction since the adoption of the software. (Source: Capterra s CRM Infographic) FACT: With the use of a Customer Relationship Management software, companies can have an improved customer retention rate of as much as 27%. (Source: Trackvia)

9 CRM Trends? Software as a Service (SaaS) is King

10 CRM Trends? CRM is Mobile..VERY Mobile 65% of sales reps who use mobile CRM have successfully met their sales quotas. But on the other hand, only 22% of reps who use a nonmobile CRM platform could meet the same targets. (Source: Innoppl Technologies)

11 What Is Dynamics 365? Dynamics 365 is a cloud-based ERP and CRM enterprise system. It was built by Microsoft for maximum flexibility and extensibility. How you gather, manage, and use information will determine whether you win or lose. - BILL GATES

12 What Is Dynamics 365? End-to-end Journey

13 Sales Module Account, Contact, Lead, Opportunity, Quotes Orders and Activity Tracking. Relationships Action cards that remind you of the next steps related to activities, post meeting follow-ups, and opportunities. Process Flow Business Process Flow, Workflows, Dialogs, Updates and Rollups.

14 Outlook App Full access to Dynamics 365, Track s, Appointments, Tasks. Imported Templates, Sales Literature and Knowledge Articles Mobility Robust Dynamics 365 App for Phones/Tablets. Use PowerApps for logic and working with data. Office 365 Excel and Word Templates, SharePoint, Skype for Business, Power BI and LinkedIn. Use Flow to build workflows between products.

15 Services Module Cases, Queues, Knowledge Bases and Activity Tracking. Case Creation Microsoft Portals, Café X (live chat), Auto Ticket Creation from or Create a Case from Outlook. Case Management Case Resolved, Child Cases, Routing Rules, Workflows and Dialogs.

16 Security Roles Create user and team based security roles 99.9 Up Time Safety and reliability of Microsoft Cloud System Settings Application settings can be customized to business Anywhere Access Access Dynamics 365 through the web, Outlook or Phone.

17 What is Dynamics 365? TRANSITION Who is PowerObjects?

18 Dynamics 365 Consulting & Systems Integration Partner of the Year 2017 PowerObjects is 100% focused on Microsoft Dynamics 365. Driving success for your end-toend journey with our four pillars of service, support, education and add-ons. SERVICE SUPPORT EDUCATION ADD-ONS

19 Guiding Principles Delete this box before presenting Always Add Value Think Team Love What You Do Live The Technology Do The Right Thing

20 Education Services EDUCATION

21 Our Education Services Business results depend on rapid adoption and effective usage. ROI Technical Enablement Train your technical teams to support the technology longterm. CRM Boot Camp Advanced Processes Becoming a BI Wizard CRM Developer Fast Track Advanced Developer Unified Service Desk (USD) Change Management Prepare the business teams for change in processes and technology. Sponsor and stakeholder alignment Governance planning Organizational messaging Employee engagement and garnering buy-in Communication planning Digital & Community The most widely visited Dynamics 365 website in the world. Webinars On demand, elearning, videos and self-paced content. CRMUG & CRM Saturday Sponsorships Measurement of proficiency and advanced learning

22 PowerPacks Add-ons

23 PowerPack Marketing Automation PowerChat Power PowerMailChimp PowerNurture PowerScore PowerShare PowerSMS PowerSocial PowerSurveyPlus PowerTrivia PowerWebForm PowerWebTraffic PowerZapEvent

24 PowerPack Productivity PowerAttachment PowerAutoNumber PowerCalendar PowerCharge PowerFind PowerGeoLog PowerGlobalSearch PowerGrid PowerHashtag PowerHierarchy PowerLastActivity PowerMap PowerMerge PowerOneView PowerPhone PowerPhoto PowerSchedule PowerSalesTax

25 PowerPack In Development Direct Debit Processing of Bank Account payments in the SEPA (Single European Payments Area) using GoCardLess. Data Quality PowerPack that evaluates data quality on the system based on rules and scores it, including dashboard and reports 04 PDF Generate PDF documents out of CRM Document Templates. 05 Subject Access Request Subject Access Request in line with GDPR Provide a PowerPack that allows to service 03 EventBrite Integration with EventBrite a very popular event management solution 06 Delete In line with right to erasure requirements from GDPR provide a tool to delete or anonymize PII data

26 PowerPacks What you need to know PowerPacks Extend Dynamics functionality, developed by Power Objects focused on achieving one specific goal Voice of our Customers All our Add Ons where designed based on feedback from our 500,000 users to solve real business problem. Support Dedicated support team responsible for our PowerPack customers, developing, supporting & taking care of compatibility Experience Power Objects have been developing our PowerPacks Add Ons since 2011 Click, Try & Subscribe All our Add Ons are available for you to download directly from our website with a try first option Simple Each Add On is a managed solution with an import and user guide, between 5 to 30 minutes to complete install and set up!

27 Who is PowerObjects? TRANSITION PowerObjects Support Options

28 PowerSuccess What is PS? PowerSuccess is a totally unique service-as-asubscription program that gives you access to a CRM administrator and long-term plan for success, for a predictable monthly fee. It s an affordable option if you are just starting out with Dynamics 365 or already use CRM but want to take your system to the next level. The PowerSuccess Guarantee PowerSuccess can transform how you use Microsoft Dynamics 365. With unlimited support and training, your success is guaranteed. See what PowerSuccess can do for your business download our PowerSuccess leaflet now. 03 PowerSuccess assigns your team a CRM engineer to help with the back end system settings. Dynamics 365 and CRM System Admin PowerSuccess for CRM Upgrades Your PowerSuccess Engineer will review your business processes and how you can apply it to Dynamic 365.

29 PowerSuccess Six Phases to Success 01 Foundation Set the foundation of what your CRM system will become. 04 Rendering Requirements Building out your requirements in Dynamics Envisioning Requirements Help you understand your requirements and how they will work with in Dynamics Engage Results Conversation as requirements are being built, check with you before moving on to the next requirement. 03 Ranking Priorities List out your requirements and rank them based on priority. 06 Ongoing Support/Education As project is being delivered there will be continuous maintenance support and education transferred on system.

30 PowerObjects Power Success UK.PowerObjects.com

31 Website Content powerobjects.com CRM Book Backend Dynamics 365 system settings digest Webinars on Demand Previously recorded and upcoming Dynamics 365 webinars Videos Quick Tips for Dynamics 365 and Customer Stories Blog Dynamics 365 focused blog since 2011 uk.powerobjects.com

32 PowerObjects Microsoft Dynamics 365 Questions? UK.PowerObjects.com

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