Post on 17-Jan-2016
Microsoft CRM 3.0Microsoft CRM 3.0Overall InfosOverall InfosSeptember 2005September 2005
Stephane PaschePartner Account Manager Microsoft Switzerland GmbH
The CRM Software Market Today
0
500
1,000
1,500
2,000
North America EMEA
Asia/Pacific Japan
Latin America
Source: Gartner Inc.
North America and EMEA are growingat 6.2% per year in 2005-2009;
LATAM, Japan, and Asia/Pacific aregrowing at 9.3% per year.
40%
13%47%
Small Midsize Enterprise
Small business is ~$500M today andgrowing at 28% per year through 2008
$4B in 2006
Microsoft CRM | Fast Growth Worldwide
Extremelyfast growth inpartner and
customer base.
100%+100%+
FY03FY03
Microsoft CRM Customer Growth Microsoft CRM Customer Growth
FY03FY03FY04FY04
FY04FY04
100%+100%+
53 countries, 16 languages53 countries, 16 languages
1,700 Certified Partners1,700 Certified Partners
Hundreds of Global ISVsHundreds of Global ISVs
Solid capabilities for sales and service today (v1.2)Solid capabilities for sales and service today (v1.2)
4,000 + Customers4,000 + Customers
100,000+ Users100,000+ Users
Microsoft CRM | Our Value to Customers
Works the WayYou Do
Works the WayYou Do
More productivityIn day-to-day
CRM tasks
Common user experiencewith Office & Outlook
Reduced click countsfor every task
Complete capabilitiesin the office & on the road
Works the WayYour Business Does
Works the WayYour Business Does
Better managementcontrol and
visibility
Powerful workflow drivesconsistent processes
Automated alerts andexception handling
Closed-loop trackingand reporting
Works the WayIT Wants It To
Works the WayIT Wants It To
Reduced loadon IT implementers
and operations
Simplified installationand maintenance
Common configurationand customization tools
Integrates easilyvia Web services
Microsoft CRM | Different Market Segments
SmallBusinesses
MidsizeCompanies
LargeEnterprises
“Complete”
• use “out of the box” application with limited changes
• zero IT resources
• classic VARs/resellers
“Configurable”
• want some degree of specific fit, e.g.,
workflow, reporting
• limited IT resources
• midmarket ISVs/resellers
“Customizable”
• want IT flexibility and platform fit;
may be a “spoke”
• more IT resources
• SIs & internal dev.
Partners provide pre-packaged templates or vertical applications.
1.2 to 3.0 Incentive
Any customer that purchasesany module of CRM 1.2 Professional todaywill get full-suite rights tothe next release of Microsoft CRM
That means “buy one and get three”.
This policy also applies to any prior customer of CRM 1.0 or 1.2 that has purchased any module of CRM Professional & has an active SA.
Story for standard SKU is “equal or better”.
Microsoft CRM 3.0Microsoft CRM 3.0Product OverviewProduct OverviewSeptember 2005September 2005
Stephane PaschePartner Account Manager Microsoft Switzerland GmbH
AgendaAgenda
Microsoft CRM 3.0 preview
Release timeline
Discussion
Microsoft CRMMicrosoft CRMIntelligent and easy business solutions that enable extraordinary customer experiences
Works the way your business does
Affordable adaptability & process automation
Works the way your IT expects it to
Simplified management, increased performance & reliability
Works the way you doNatural fit for business users
Works the way you doWorks the way you do
Customer and Partner FeedbackWant a solution that is easy to use, easy to learn and easy to understand
Want control in managing how to work inside of a business application
Want access to customer information when working away from the office
Our key takeaway:Our key takeaway:Microsoft CRM 3.0 is an easy to use, easy to adopt Microsoft CRM 3.0 is an easy to use, easy to adopt business application that builds on familiar Microsoft business application that builds on familiar Microsoft applicationsapplications
Works the way you doWorks the way you doEmpower users through the tools they use today
Natural fit for users of Microsoft Office
Work away from the office without missing a beat
Easy to find and manage personal work
MicrosoftMicrosoft CRM 3.0CRM 3.0Native Outlook ExperienceMicrosoft CRM for Outlook includes sales, service and marketing functionalityAutomatic Outlook e-mail routing & Contact, Calendar and Task synchronization
Personalize your work environmentConfigure your workplace to access the information needed most oftenPersonalize customer views, search queries and communication templates
Take your customers everywhereManage your sales, service and marketing activities while working away from the officeSynchronize Microsoft CRM appointments, contacts and tasks across your laptop and devices
Works the way you doWorks the way you doNative Outlook Experience
Manage your entire workday from a single application
Instantly track business e-mail and correspondence
Automatic update to Outlook Calendar, Contacts and Tasks
Microsoft CRM Microsoft CRM for Outlookfor Outlook
My work, My My work, My wayway
Works the way you doWorks the way you doPersonalize your work environment
Personalized workspaces for each user
Customized by job role & business function
Share views and queries across colleagues or teams
Works the way you doWorks the way you doTake your customers everywhere
Manage relationships when away from the office
Synchronize only the data that you need
Keep your laptop and devices up to date
Work anywhereWork anywhere
CRM that works the way you CRM that works the way you do.do.
Works how your business Works how your business doesdoes
Customer and Partner FeedbackWant customization capabilities across activities
Want to create custom system entities
Want cross-system business workflow and process automation
Want powerful reporting and analysis tools
Our key takeaway:Our key takeaway:Microsoft CRM 3.0 is a flexible business platform Microsoft CRM 3.0 is a flexible business platform that can adapt to the changing needs of customersthat can adapt to the changing needs of customers
Works how your business Works how your business doesdoesAdapts to your unique business needs
Easy to customize with intuitive business design tools
Instantly analyze business performance and trends
Rapidly automate workflow across departments and systems
MicrosoftMicrosoft CRM 3.0CRM 3.0Customize quickly and easilyModify application forms, data fields and relationships without writing custom codeBuild new system objects and features with web-based design tools
Streamline business processesWork more efficiently with process automation Integrate business processes across application and system boundaries
Familiar and powerful data analysisGenerate dynamic Pivot tables and charts with native Microsoft Excel analysisShare reports across users and teams while maintaining data security
Works how your business Works how your business doesdoesCustomize quickly and easily
Design business forms and entities- without writing code.
Use your business terms across forms, views and reports
Synchronize custom entities to your offline database
Flexible Flexible business designbusiness design
Works how your business Works how your business doesdoesStreamline business processes
Create workflow on custom entities and activities
Expand workflow conditions and actions with custom plug-ins
Merge dynamic content into automated tasks and e-mails
Automate your Automate your businessbusiness
Works how your business Works how your business doesdoesFamiliar and powerful data analysis
Access powerful reports “in-context” of your current data view
Generate dynamic analysis tables and charts with Microsoft Excel
Schedule and distribute reports across users and teams
Instant Instant business business analysisanalysis
CRM that works the way your CRM that works the way your business does.business does.
Works the way IT expects it Works the way IT expects it toto
Customer and Partner FeedbackWant a simple installation experience across desktop clients and servers
Want a seamless upgrade experience
Want high performance and reliability
Want easy deployment and management
Our key takeaways:Our key takeaways:Microsoft CRM 3.0 - Rapid installation & upgrade. Microsoft CRM 3.0 - Rapid installation & upgrade. Simple deployment and management.Simple deployment and management.
Works the way IT expects it Works the way IT expects it totoSpend more time delivering business value
Reliable installation and upgrade
Easy to manage client access and installation
Easy to maintain without a disruption in service
MicrosoftMicrosoft CRM 3.0CRM 3.0Simple installation and upgradeFail-safe application installation and upgrade with server diagnosis and troubleshooting toolsUpgrade customized forms, schemas, process definitions and custom developmentHigh performance and reliabilityIncreased performance across search queries, page loads and offline synchronizationDeploy application server and components within fault-tolerant architectures
Simple deployment and manageabilityCustomization transport utility allows for easy deployment across test and production systemsZero touch and zero footprint clients provide flexible deployment options for your business users
Works the way IT expects it Works the way IT expects it totoEasy installation and upgrade
Validate required components and install required service packs
Upgrade custom forms, views, schemas and workflow
Express install for CRM Small Business Edition
Simple Simple installation & installation & upgradeupgrade
Works the way IT expects it Works the way IT expects it totoSimple deployment and manageability
Customization transport system for managing production and test configurations
Zero-footprint browser client for web access
Zero-touch client installation for CRM Small Business Edition
Rapid Rapid implementationimplementation
CRM that works the way IT CRM that works the way IT expects it to.expects it to.
New features and New features and functionalityfunctionality
Customer and Partner FeedbackWant to centralize relationships across sales, service and marketing teams
Want to increase the effectiveness of their marketing efforts and optimize spending
Want to find and dispatch the right resources to provide the right services for customers
Our key takeaways:Our key takeaways:Microsoft CRM 3.0 – the single source for managing Microsoft CRM 3.0 – the single source for managing your sales, marketing and customer service your sales, marketing and customer service activitiesactivities
New features and New features and functionalityfunctionalityComplete the full-suite of CRM functionality
Shared relationships across your business
Deliver excellent service for your customers
Market more effectively
MicrosoftMicrosoft CRM 3.0CRM 3.0Centralized roles and relationshipsManage relationships across business Accounts and ContactsTrack customer roles and influence within the sales function
Create demand and drive new businessDefine, plan, implement and measure multi-marketing campaigns to fill your sales pipelineFine tune your campaigns through powerful analysis- create templates of successful campaignsProvide value-added service for customers
Escalate service cases to meet desired your desired service levelsLocate and schedule qualified resources to deliver services for customers.
New features and functionalityNew features and functionality
Build, manage and maintain business relationships
Shared insight and relationships across your business users
Track business roles within your sales function
Manage “intra” and “inter” organization relationships
Centralized Centralized roles and roles and relationshipsrelationships
New features and functionalityNew features and functionality
Create demand and drive business results
Define, plan, implement and measure campaigns from a central application
Leverage your sales engine to perform campaign activities
E-mail the right customers with anti-spam protection
Market your Market your products & products & servicesservices
New features and functionalityNew features and functionality
Provide value-added service for customers
Find qualified resources across service locations
Schedule resources according work availability or customer preference
Build a history of customer appointments to track your service effectiveness
Schedule Schedule service service professionalsprofessionals
New features and New features and functionalityfunctionality
Microsoft CRM 3.0Release Timeline
Q3 CY 2005Pre-releasePre-release
Q3 CY 2005Special OfferSpecial Offer
Q4 CY 2005English RTMEnglish RTM
Released-to-manufacturing (RTM)Released-to-manufacturing (RTM)90-day trial version available to partners and 90-day trial version available to partners and current customers until GAcurrent customers until GA
Q1 CY 2006General General
AvailabilityAvailability
Early access program (RC)Early access program (RC)Available to all partnersAvailable to all partnersCustomer access through partnersCustomer access through partnersPilot and test system deployments only Pilot and test system deployments only
Special deal! Microsoft CRM 1.2Special deal! Microsoft CRM 1.2Buy any version of CRM 1.2 Buy any version of CRM 1.2 Professional get full-suite of Professional get full-suite of Microsoft CRM 3.0! Microsoft CRM 3.0!
Microsoft CRMMicrosoft CRMIntelligent and easy business solutions that enable extraordinary customer experiences
Works the way your business does
Affordable adaptability & process automation
Works the way your IT expects it to
Simplified management, increased performance & reliability
Works the way you doNatural fit for business users