Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support...

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Esri Maps for Salesforce and Microsoft Dynamics CRM Daniel Lee, Lucy Guerra

Transcript of Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support...

Page 1: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop |

Esri Maps for Salesforce and Microsoft Dynamics CRM Daniel Lee, Lucy Guerra

Page 2: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop | Esri UC 2014 | Technical Workshop |

• CRM and Esri • Esri Maps for… • Demos • Road Ahead

Agenda

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 3: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop | Esri UC 2014 | Technical Workshop |

• CRM and Esri • Esri Maps for… • Demos • Road Ahead

Agenda

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 4: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop |

CRM Systems are at the heart of a business

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 5: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop |

Sales

Marketing

Service

Esri Maps for Salesforce and Microsoft Dynamics CRM

CRM

Page 6: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

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Happy Customers Efficient Operations Increased Profits

Page 7: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop | Esri Maps for Salesforce and Microsoft Dynamics CRM

What happens when you add location to CRM?

CRM

Page 8: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

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It’s a match made in heaven…

CRM

Page 9: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

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Sales and Sales Managers

Esri Maps for Salesforce and Microsoft Dynamics CRM

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Esri UC 2014 | Technical Workshop | Esri Maps for Salesforce and Microsoft Dynamics CRM

• Where are my Opportunities? What stage are they are in?

• What other Accounts/Leads are nearby so I can plan additional meetings when I’m traveling?

• How do I get to these locations?

• Where are my Accounts with no activity in the last 60 days?

• Where are my top performing accounts clustered?

• Which sales regions are performing well? Or not?

• Where are the gaps in coverage?

• Where are my competitors in relation to my customers?

Page 11: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

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Government

Esri Maps for Salesforce and Microsoft Dynamics CRM

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Esri UC 2014 | Technical Workshop | Esri Maps for Salesforce and Microsoft Dynamics CRM

• What are the demographics around this park?

• How much of the land is wooded?

• Where are the permit applications?

• To which district does an event belong?

• Which parcels are in a hazard zone?

• How many residents are affected by a natural disaster?

• Which parts of the community are in need? Of services? Of resources?

• Where are citizen service requests in relation to infrastructure services and project work?

• Where should we distribute food and water in an emergency?

Page 13: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop |

Esri Maps for… CRM Systems

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 14: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop |

Location Analytics | Core capabilities Esri Maps for Salesforce and Microsoft Dynamics CRM

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Work Together | Securely Share Your Maps Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 16: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop |

Salesforce 1

Microsoft Dynamics

ArcGIS Platform

CRM Apps Salesforce

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 17: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop | Esri UC 2014 | Technical Workshop |

• CRM and Esri • Esri Maps for… • Demos • Road Ahead

Agenda

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 18: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop |

Esri Maps for Dynamics CRM

• Support for: - Dynamics CRM 2011 - Dynamics CRM 2013 - Dynamics CRM Online

• Connect through ArcGIS Online or Portal • Map Charts, Dashboards and analytics • Locate Workflows • Delivered/Installed as a Solution Package

Released to General Audience

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 19: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

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Esri Maps for Salesforce

• Web Integration - Connect through ArcGIS Online - Dashboard maps and analytics - Locate Workflows - Delivered through the Salesforce AppExchange

• Mobile - Salesforce1 ready - View Salesforce Objects - Check-in - Delivered through the Salesforce AppExchange

Beta; Release to General Audience in Q3

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 20: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop | Esri UC 2014 | Technical Workshop |

• CRM and Esri • Esri Maps for… • Demos • Road Ahead

Agenda

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 21: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop | Esri UC 2014 | Technical Workshop |

Install and Configuration, Components, Overview

Demo

Esri Maps for Salesforce and Microsoft Dynamics CRM

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Workflows Dashboards

Views

Esri Maps For CRM

ArcGIS

Bring Esri to Your World | Access Maps from inside your business systems Esri Maps for Salesforce and Microsoft Dynamics CRM

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Components

• Settings • Map Gallery • Locate Workflow • Configuration • Data Templates (Salesforce only) • Map Chart

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 24: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop | Esri UC 2014 | Technical Workshop |

Workflows & Data Enrichment

Demo

Esri Maps for Salesforce and Microsoft Dynamics CRM

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Spatially Enable Your Data

• Add location to your CRM records - Use address info or place names

• Enrich your Dynamics CRM data with location-based information

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 26: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop |

Spatially Enable and Enrich | Bring location into your data Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 27: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

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Data Templates & Creating Maps

Demo

Esri Maps for Salesforce and Microsoft Dynamics CRM

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Esri UC 2014 | Technical Workshop |

Map Visualization Fresh Insight on your data

• Style and group based on attributes values • Overlay your data on maps showing demographic and other location-

based content • Infographics that display rich contextual information on your locations

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 29: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop |

Map Visualization | Fresh insight on your data

Esri Maps for Salesforce and Microsoft Dynamics CRM

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Esri UC 2014 | Technical Workshop |

Spatially enable objects with Data Templates Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 31: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop |

Deep Analysis For Better Decision-Making

• Create reports on your location with rich demographic, lifestyle and other location based information

• Find statistically significant hot and cold spots • Select and find nearby locations • Heat maps to show point distribution • Cluster location to find patterns • Get routes between your locations

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 32: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop |

Deep Analysis | For better decision-making Esri Maps for Salesforce and Microsoft Dynamics CRM

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Esri UC 2014 | Technical Workshop |

Bi-Directional Interaction From the business system to the map and back

• Select views to filter records displayed on the map • Select records on the map to create personal views • Select records on the map and view details • Interact with records pane

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 34: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop |

Bi-directional Interaction Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 35: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop |

Tight Integration with Your Organization Through ArcGIS online or Portal

• Use your organization’s base maps and default map • Use custom geocoder • Create custom locator • Integrate with ArcGIS Server Feature & Map services • Share maps and layers

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 36: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop |

Integration with existing GIS Infrastructure Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 37: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop | Esri UC 2014 | Technical Workshop |

AGOL Layer & Sharing Maps

Demo

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 38: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop | Esri UC 2014 | Technical Workshop |

• CRM and Esri • Esri Maps for… • Demos • Road Ahead

Agenda

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 39: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop |

Roadmap – Esri Maps for Dynamics CRM

Esri Maps for Salesforce and Microsoft Dynamics CRM

Esri Maps for Dynamics CRM v1.0.1

Esri Maps for Dynamics CRM v.1.1

Feb 2014

Q4 2014

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Roadmap – Esri Maps for Salesforce

Esri Maps for Salesforce and Microsoft Dynamics CRM

Esri Maps for Salesforce (Web) • Beta

Esri Maps for Salesforce (Web) • v.1

Esri Maps for Salesforce (Mobile)

v.Next

Q2 2014

Q3 2014

Q4 2014

Q3 2014

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Thank you…

• Please fill out the session survey:

Offering ID: 1289

Online – www.esri.com/ucsessionsurveys Paper – pick up and put in drop box

Esri Maps for Salesforce and Microsoft Dynamics CRM

Page 42: Esri Maps for Salesforce and Microsoft Dynamics CRM€¦ · Esri Maps for Dynamics CRM • Support for: -Dynamics CRM 2011 -Dynamics CRM 2013 -Dynamics CRM Online • Connect through

Esri UC 2014 | Technical Workshop | Esri Maps for Salesforce and Microsoft Dynamics CRM