Presentation to BCS 23.03.2011 Prosperity 24.7 Integrating Technology and Business with Simplicity Presenter: Simon Jackson - CRM Practice lead Did you know that many of the deployments of Microsoft Dynamics CRM today are in industries not usually associated with Sales, Service and Marketing? Microsoft XRM is a powerful concept and in this talk we will hear from Simon Jackson a Microsoft Dynamics CRM ISV who will take us through understanding Microsoft Dynamics xRM and how it can be used to develop solutions for many vertical markets.
Transcript
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.
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
Presentation to BCS 23.03.2011
What is xRM?
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:
