Download - Why use CRM, What is XRM? Slides
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Presentation to BCS 23.03.2011
Prosperity 24.7Integrating Technology and Business with Simplicity
Presenter: Simon Jackson - CRM Practice lead
Did you know that many of the deployments of Microsoft Dynamics CRMtoday are in industries not usually associated with Sales, Service andMarketing?
Microsoft XRM is a powerful concept and in this talk we will hear fromSimon Jackson a Microsoft Dynamics CRM ISV who will take us throughunderstanding Microsoft Dynamics xRM and how it can be used todevelop solutions for many vertical markets.
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Presentation to BCS 23.03.2011
Agenda for the next 10
Background
What is CRM?
What is xRM?
Real World xRM Vertical Solutions
xRM Challenge
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Presentation to BCS 23.03.2011
BackgroundItex - 7 Years
Business Solutions Senior Developer
C5 - 7 Years
Business Solutions / Business Processes Senior Consultant
Prosperity 24.7 - Present
CRM Practice Lead
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Presentation to BCS 23.03.2011
What is CRM?Traditionally used to manage
Sales
Marketing
Customer services
CRM can be used to track your customers everyinteraction with your organisation.
Activities, Tasks, Documents
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Presentation to BCS 23.03.2011
What is xRM?xRM accelerates the development of relationship-oriented applications
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Presentation to BCS 23.03.2011
What is xRM?
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Presentation to BCS 23.03.2011
xRM: Financial Organisation
Pain: Regulatory matter with a pending immovable deadlineNeeded in depth client / intermediary visibilityPrevious quote in excess of £250k, 6 month Dev time + UAT
Opportunity:
To also improve client due diligence processes
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Presentation to BCS 23.03.2011
xRM: Financial OrganisationSolution with CRM delivering:
Rich relationship explorerTracking interrelated parties / accounts / intermediaries
Daily ‘Local’ sanction matching from external feedsEvent driven client processesMulti Jurisdictional security Dashboard reporting / BI / Exception reporting (sanctions)
Timescale?
6 weeks including Analysis / Development / Testing and Training
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Presentation to BCS 23.03.2011
xRM: Financial RegulatorPain:
Bespoke (legacy system)Long iterations of change in legacy techLocked in with one supplier
Opportunity:Improve Application processImprove Invoicing processImprove client contact visibilitySupplier portability
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Presentation to BCS 23.03.2011
xRM: Financial Regulator
Solution with CRM delivering organisation wide:
Common Application process
Common Invoicing processes
Summary of client applications
Integrated, visible shared Calendar’s
Data synchronisation - migration
Alerting
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Presentation to BCS 23.03.2011
xRM Challenge
One Lunch-break workshop
Design an xRM Virtual Solution
And start the implementation
All in one hour.
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Presentation to BCS 23.03.2011
Try it for free
Free 30 day Microsoft Dynamics CRM trail at:http://crm.dynamics.com/
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Presentation to BCS 23.03.2011
Questions?
Presenter: Simon Jackson - CRM Practice leade-mail: [email protected]
blog: www.simonjackson.info
twitter: @_simon_jackson