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Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016...

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Parature, from Microsoft What does this mean for you?
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Page 1: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Parature, from Microsoft

What does this mean for you?

Page 2: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Chuck HarrisSenior [email protected]: 905-946-3840Mobile: 416-318-5191Tel: 905 946 1066Fax: 905 946 9524

Introductions

Eamon O’TooleSenior [email protected]: 647-268-8039

Page 3: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Overview

ObjectiveThe objective of today’s session is to give you a general understanding of the new service and case management features of both Parature and CRM 2016.

Agenda• Introductions

• About Dynamics CRM 2016

• Update on CRM 2015

• Dynamics CRM 2016 New Features

• Key Takeaways

• Questions

Page 4: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Customer Service

62%Customers stopped doing business with a company due to one poor customer

service experience*Microsoft Global Customer Service Report

73%Customers will recommend you to

others if they are satisfied with the customer service

*SDL Global CX wakeup call report

Page 5: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

ParatureService management solution

Page 6: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

About ParatureParature is a stand alone, service management application that helps companies better manage service case requests from a number of communication mediums. Parature’s core features are:1. Account/Contact and Ticket management

2. SLA support

3. Knowledge base management

4. External online portal with support for ticket submission, tracking and online chat

Page 7: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Where it helpsCompanies that are looking for a better service and case management experience

Companies looking for an service portal solution

Companies that are looking for a cross channel support solution

Page 8: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Parature

Page 9: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Dynamics CRM 2016New Service Management Solutions

Page 10: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Interactive Service HubDynamics CRM 2016 launched the new Interactive Service Hub that added a number of out-of-the-box features such as vastly improved knowledge article management and cross channel case resolution. New features include:1. Service case management

2. Knowledge article management

3. Interactive dashboards

4. Full CRM integration

Page 11: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Interactive Service Hub

Page 12: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Two solutionsWhat does this mean for me?

Page 13: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Solution ReviewParature and core CRM have conflicting feature options

Microsoft is looking to increase the features available in core CRM

Parature integrates with CRM, but it requires additional work

Adxstudio offers a portal solution for Core CRM

Page 14: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Solution comparisonParature CRM 2016

Knowledge management Yes Yes

External portal solution Yes Requires solution –such as Adxstudio

Multi-language support Yes Yes

Multimedia support Yes Yes

Automatic case escalation Yes Yes

License subscription Separate fee or Enterprise license

Professional License

Integrated chat Yes No

Article version control No Yes

Customizable Limited Yes

CRM Integration Limited It is CRM

Page 15: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

What does this mean for me?Parature is an option if you:• Do not have CRM or unable to upgrade to CRM

2016 • Do not have a portal solution and require chat• Willing to pay additional license fees

Page 16: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

What does this mean for me?Dynamics CRM 2016 is an option if you:• Are on CRM 2016 or able to be• Have Adxstudio or equivalent• Looking to leverage existing investment• Want to keep everything within CRM• Require customizations

Page 17: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Employee Self ServiceNew Internal Knowledge Management

Page 18: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

What is it?Employee self service is a new solution leveraging O365 integrations to make managing, accessing and utilizing internal knowledge easier.

Page 19: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Employee self service

44%Can’t find the answers they seek

61%Regularly search four or more systems

40%Say productivity could increase with

knowledge management

Page 20: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Key Takeaways• Parature was acquired and is a good standalone

service case management solution• Dynamics CRM 2016 launched a number of features

that compete directly with the offerings of Parature• Microsoft is looking to increase its CRM investment

and make more features available out-of-the-box• The Adxstudio acquisition means a Microsoft

supported portal solution

Page 21: Parature, from Microsoft - Dynamics 365, AX, NAV, GP, CRM - Parature from... · Dynamics CRM 2016 is an option if you: • Are on CRM 2016 or able to be • Have Adxstudio or equivalent

Questions?Call 905-318-5191 or email [email protected]


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