CHANGE THINGS YOUR WAY May 30, 2006

Sales Force AutomationKoen Pellegrims

- slide 2April 18, 2023

What CEOs want: the Real-Time Enterprise (RTE)

“The RTE creates competitive advantage by using up-to-date information to progressively remove delays in managing and executing its critical detection, reporting, decision-making and response business processes”

The RTE requires an agile process and strategy integration between all the business operations!

Agility requires:

• Awareness: “Knowing what is going on” (The Right Information)

• Flexibility: “Confronting expected change” (The Right Options)

• Productivity: “Executing well Day to Day” (The Right Processes)

• Adaptability: “Confronting unexpected change” (The Right Reactions)

- slide 3April 18, 2023

Secure and Well-Managed Infrastructure

Collaboration

Risk Management & Governance

Business Application integration

The 4 propositions we bring to the market

CHANGE THINGS YOUR WAY May 30, 2006

Customer Relationship Management

- slide 5April 18, 2023

Customer Relationship Management

• Combination of sales, marketing and service management

• Managing customer contacts and customer contacts

• Follow-up on opportunities and offers

• Analyse customer behaviour

• Create, launch and analyse marketing campaigns

• Service handling (complaints, support, maintenance,…)

• Central information management across the enterprise

CHANGE THINGS YOUR WAY May 30, 2006

Microsoft CRM

- slide 7April 18, 2023

Key Benefits Of Microsoft CRM

• Works the Way You Do

• It’s the easiest and most natural way for your people to use CRM

• Works the Way Your Business Does

• It can be tailored to exactly fit each business

• Works the Way Technology Should

• It’s fast, flexible, and affordable

- slide 8April 18, 2023

Track activities with a single click.

Works the way you do

• Native Microsoft Outlook Folders and Command Bar

• Automatic calendar, contact, task and email synchronization

• Quick viewsof relevant information

Drivesales and marketing right from Outlook.

Share views across your

team.

- slide 9April 18, 2023

New LeadReceived

ExistingAccount?

CreateAccount

CreateOpportunity

Assign toTelesales

AlertSales Rep

YY

NN

Works the Way Your Business Does

• Powerful reporting viaSQL Reporting Services

• Take data into Excel while maintaining a live data link

• Secure, role-based access to all tasks and data

• Create workflow based on standard and custom entities

• Evaluate conditions and actions across systems

- slide 10April 18, 2023

Standard technologyStandard technology

Integration and extensibilityIntegration and extensibility

Flexible deploymentFlexible deployment

Works the Way Technology Should

• Use Outlook, browser, or mobile device

• Deploy as on-premise or hosted solution

• Relies on common IT tools and skills

• Office, SQL Server, Visual Studio, XML …

• Native Web services architecture

• Connect multiple systems in real-time

- slide 11April 18, 2023

Outlook Client Flexibility

Desktop ClientDesktop Client Laptop ClientLaptop Client

Sync Outlook dataSync Outlook data Yes Yes

Multi-User enabledMulti-User enabled Yes No

Offline SupportOffline Support No Yes

Software ComponentsSoftware Components Outlook Add-inOutlook Add-in

MSDE

Easy deploymentEasy deployment Yes Yes

CHANGE THINGS YOUR WAY May 30, 2006

Enabling the mobile worker

- slide 13April 18, 2023

Microsoft CRM Server Microsoft CRM Mobile Server

Wireless LAN

USB Cradle

Disconnected

GPRS, EDGE, UMTS,HSDPA,…

Enabling the Mobile Worker

• Filtered cached local data

• Accounts

• Contacts

• Activities

• Opportunities

• Secure instant data access

- slide 14April 18, 2023

• Organize your day

• Plan daily schedules, update tasks, appointments

• Interact with customers and clients

• Dial customers directly from device

• Latest information

• Move opportunities forward

• Record progress, convert orders, trigger workflows

• Plan follow up activities

• Remain flexible with customers

Mobile worker – core scenarios

- slide 15April 18, 2023

Mobile clients comparisonCRM MobileCRM Mobile CRM Mobile ExpressCRM Mobile Express

Data AccessData Access Online or Offline Online

FunctionFunction Sales Force AutomationFull CRM functionality (including Sales, Marketing, Customer Services, custom functions)

Customization AbilityCustomization AbilityField-only within Accounts, Contacts and Opportunities

Full field, standard and custom entities; source code available

Mobile Devices Mobile Devices SupportedSupported

Microsoft Windows Mobile Pocket PC

Microsoft Windows Mobile Pocket PC

Microsoft Windows Mobile Smartphone

Palm-powered Handheld

RIM Blackberry

Any Mobile Web Device*

SupportSupport Supported by MicrosoftAvailable throughMicrosoft Partners

Languages supportedLanguages supported English, French, German, SpanishAll supported Microsoft CRM languages

- slide 16April 18, 2023

CRM Mobile - Device requirements

• Operating System

• Pocket PC 2003

• Pocket PC 2003 Second Ed

• Pocket PC 2005 with or without radio

• SQL Mobile Edition 3.0

• High DPI support (320 x 240 minimum)

• Portrait, Landscape enabled

• QWERTY Keyboard support

• .NET Compact Framework 2.0

- slide 17April 18, 2023

CRM Mobile Express

• Real-time access to all Microsoft CRM functionality on any mobile device

• Real-time Access

• Provides connected real-time access to CRM functionality and customizations

• Fully Customizable

• Access to all CRM standard and customized entities; full access to web-based source code

• Device Independent

• Works with any Microsoft Windows Mobile device, Palm-powered handhelds, RIM Blackberry devices, and other devices

- slide 18April 18, 2023

Forms/views customisation

• Customize activities

• Define views

• Modify forms

• Extend attributes

• Support of new CRM 3.0 constructs like Roles and Relationships

• Subscriptions enhanced to support Relationships

• Familiar CRM 3.0 desktop look and feel

CHANGE THINGS YOUR WAY May 30, 2006

Questions? And answers!