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Why CRM ? The Challenge
Why Microsoft Dynamics CRM 2011?
Microsoft Dynamics CRM 2011 Pillars
CRM 2011 in Education CRM User Experience
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Expectations of parents, local education authorities,government agencies and higher education students.
The need for real time data.
Limited budgets.
The need for better tracked communications.
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Get a 360-degree view of your school, district, or campuswith tools for educators and administrators that are easy touse and manage.
Increase productivity and enhance collaboration.
Quickly develop applications for learning, education,research, faculty, and student management with the CRMframework.
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Microsoft Dynamics CRM is a customer relationshipmanagement (CRM).
It enables organizations to record customer interactions,opportunities, and improve customer loyalty.
It also helps organizations optimize their operations byautomating routine tasks, and standardizing best practices.
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Sales
Marketing
Services
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Leads
Opportunities
Quotes
Orders Invoices
Accounts
Contacts Products
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Sales
Marketing
Services
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Planning
Campaigns
Budgets
Lists Tracking
Sources
Reporting
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Sales
Marketing
Services
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Case Management : recording complaints, problem,questions or other queries.
Contract Management :recording entitlement to service.
Defining services provided and the resources needed forthese services.
Scheduling appointments using the scheduling engine.
Building a store of intelligences using the Knowledge Base
(can double as a call center script).
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Alumni & Donor Management
General Administration
Communication Tracking
Student Information system Faculty and Staff Management
Recruiting and Retention
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The Web Client
Microsoft Dynamics CRM for Microsoft Office Outlook
Access CRM using InternetExplorer 7.0 or better
Access all CRM Entities
Track Activities done in Outlookinto related Data in CRM
Create and synchronizeactivities to CRM
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Building on
familiar MSOffice experience
This screenshows a form
representing asingle contact
Notice theeditable fields.
Also Notice theRelated Recordslinks.
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This Screen
shows when aRelated Recordlink is clicked.
Showing list of
related contactsfor an account.
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CRM NavigationAllows User to GoThrough all Modulesof CRM easily
Within Every modulelist of links to Entities
is displayed. A shortcut list is also
available to displayfunctions for that link
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2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.