CDM Microsoft Dynamics CRM for Telco

Microsoft CRM Telco and

optional related modules

for Microsoft Dynamics

CRM 2011

CDM Microsoft CRM Software architecture

TELCO Basis Module

Integration Tool

Mobile

MS CRM

Dynamics CRM Metadata CDM Development foundation

Salesforce

ABC

Event

SMS

Telemarketing

Loyalty Program

e-survey

Customizations

Solution Selling

Telco Basis

Telco Basis

•Corporate hierarchy(Ex. Handling subsidiaries, affiliates etc. in Cooperate structure)

•Installations(Ex. Managing installations physical and virtual)

•Installed Product Database(Ex. Listing of what the customers have installed,)

•LID data(Ex. LID data on installations and releated keys).

• Aggregated traffic revenue(Ex. Revenue on installations aggregated on different levels.)

• Team structure(Ex. Who is responsible for the customers on different levels i.e. in corporate hierarchies and other)

Company

Installations

Installed products

Products

Alternative address Installation LID

Product Group

Product Main Group

Company Hierarchy Aggregated billingdata

CDM CRM Telco Planning Center – Basis

•Planning Center (Ex. Customer activities, TODO, Meetings, Route plannings etc.)

•Dashboards(Ex. Key Accounts, Key Performance indicators, ABC view, etc.)

•Solution Selling Activities(Ex. Milestones, Sales process, Pipeline etc.)

Planning Center

Product configurator

Product Configurator

Product Configurator og Proporsal module (Experlogix)

DesignerEasy to use designer, that can configure and generate proposals based on the product and price catalog.

Ability to manage multiple prices on a certain product depended of the product configuration.

Possibility to generate proposals based on mobile and/or data traffic.

Standard integration to Microsoft CRM

Multidimensional ABC categorization

ABC segmentation

• Advanced ABC segmentation (Ex. Potential and realised potential dynamic and fixed loyalty maps i.e top 20%)

• Context driven segmentation

(Ex. High potential on Mobile=A phones, but low on Data = D )

• Multidimensional easy-to-use graphics (ex. Expandable list through click on charts)

Utilization of sales recourses

Salesforce effectiveness

• Monitoring KPI on sales performance(ex. # meetings, detailing samples, calls etc.)

• Management of resources(ex. Optimizing products, sales teams, districts etc.)

• Visualization of KPI indicators (ex. Dashboards for Sales Reps, Sales Manager s etc.)

Company Events

Event Management

• Event templates(ex. Conference, seminar, breakfast meetings etc.)

• Workflow supported(ex. Invitation, response etc.)

• Manage and visualize status(ex. Event participation, lodging, transportation etc.)

Telemarketing in – and outbound

Telemarketing

• Telemarketing outbound(ex. Phoners, call script, CTI, coding, batches, meeting calendar, material handling, workflows etc.)

• Telemarketing inbound(ex. Call in database look-up, A-number/B-number, Coding, Workflows etc.)

• Reporting(ex. Calls per meeting, Calls per order, Calls per phoner per hour, Average number of Calls, Peak hours etc.)

Integration tools

Integration tools

• Standard integration(ex. Experian ,D&B , NN etc. )

• Configurable(ex. Interface to ERP, Data warehouse etc.)

• Management(ex. Job queues Transfer status, Warnings etc.)

MS CRM

Standard solution

External

Internal

Configurable

- Experian- RKI- D&B- N&N

- Revenue- Products- LID- Traffic- BI- Privileges

Mobile devices

Mobile device

• Standard mobile interface(ex. Windows, Android, iPad, iPhone - No need of any middleware! )

• Offline supported(ex. SQL Server Compact Edition local database)

• Easy management of set-up

MobileCRMClient Application

SQL Server CompactClient Database

Clien

tS

erv

er

Microsoft Dynamics CRM

Microsoft Dynamics CRM Web Service

SMS

SMS interview

• Questionnaire handling(ex. Mass Broadcast, questions and possible answers, trigger based functionality, scoring, reminder workflow etc.)

• Standard Integration(ex. Loyalty program)

• Graphics and management (ex. Multidimensional analysis and graphics)

Microsoft Dynamics CRM Web Service

E-survey

• Questionnaire management(ex. Create questions and possible answers, trigger based functionality, scoring, workflow etc.)

• Standard Integration(ex. Loyalty program)

• Graphics and management (ex. Multidimensional analysis and graphics)

E-survey

Loyalty programs

Loyalty programs

• Loyalty Matrix(ex. Loyalty and satisfaction parameters, loyalty F/S etc.)

• Data collection and handling (ex. Integration to e-survey, telemarketing module, mobile device, workflows enhancing customer loyalty and satisfaction etc.)

• Graphics and management(ex. Loyalty maps link to financials, multi dimensional satisfactions analysis)

Solution Selling

Solution Selling

• Global supported sales framework(ex. local training in Solution Selling, Defined sales stages generating accurate pipeline comparable to sales budgets on different levels)

• Solution selling template(ex. Assist the salespersons in sales process)

• Pipeline

Budget

1Q

Pipeline

Sales cycle

Prognosis

Early Warning

CDM Basis price structure Telco (EURO)

Overview:Modules

E-survey

Mobile

Integration tools

Solution Selling

Telemarketing

Salesforce

Loyalty program

Event

ABC

Basis

Start up fee per user

0

0

0

0

0

0

0

0

0

180

Rental model per user /month

15

10

10

10

10

10

15

15

10

10

On-premise incl. SA first year

170

140

140

140

140

140

170

170

140

140

General price information

> 50 users 5 %

100- 500 users 10 %

501-1.500 users 15 %

> 1.500 users negotiable

Discount Model

• All pries in Euro

• Basis module includes 2 add in modules free

• Software Assurance 22 % yearly

• Named users