1. Helping Businesses Understand and Implement

2. The situation Sharing customer details in a team environment is difficult without a CRM system Finding valuable account information is painstakingly slow and enquiries can’t be responded to quickly enough It's also difficult to see an overview of previous interactions with the customer Leads can't be tracked efficiently and can be mishandled or forgotten about. Revenue is sometimes lost Getting information to profile and target customers with marketing campaigns is almost impossible

3. Research shows.. 12.6% of companies surveyed by Microsoft in Ireland earlier this year still had no CRM system in place A further 32% were still using Excel or Access to manage their customer account information One of the biggest challenges to CRM implementation in these organisations (20%) was ease of use A Forrester report (US) showed increased sales productivity of 5% due to ease of use of Microsoft Dynamics CRM software It also showed an acceleration in the sales conversion cycle by 50%, with a corresponding revenue gain as teams worked better together

4. What to do? With a CRM system all the information is contained in one easily accessible and highly organised place Finding customer information in the event of an enquiry can be done with a few clicks All customer interactions will be recorded in the CRM system so employees can instantly be up to speed when the customer calls Leads are managed in a dashboard, so the most important can be focused on Customers can be easily segmented for marketing campaigns

5. The business benefits are plentiful It’s Available as a cloud service It integrates with Outlook and existing Office software (including Office 365) The mobile application means CRM data is accessible from anywhere Dashboards can be configured to match your businesses unique needs Emails can be tracked with just one click ensuring they’re quickly dealt with Full sales, marketing and customer service functionality

6. User benefits are fantastic Personalisation for every user Integration with Microsoft Outlook means they don’t have to switch between applications Dashboards are extremely easy to use to gain insight into sales, marketing and customer service Access from anywhere at anytime Familiar interface means no frustration trying to get to grips with a new system Marketing team Service Manager Sales Manager

7. Keep the IT department happy It’s easily integrated with existing platforms Security profiling enables administrators to control user access permissions & ensures information is only accessible to the right people It’s easy to import existing business data to the system There’s out of the box integration with SharePoint Less maintenance from the IT team is required when CRM is in the cloud rather than hosted internally And many more…

8. Want to see it in action? Watch some of our videos Dashboards Email Tracking Mobile CRM Import/Export Data

9. Summary of CRM Familiarity Value Real time insight Mobility Cloud availability Widespread functionality Personalisation Security

11. Choosing ERS We’ve migrated many clients successfully to CRM both on premise and in the cloud We will provide engineers onsite to manage a migration to CRM in the cloud We have tools to automate the migration of data, user accounts and more to make things easier for you We provide advice on maximizing your investment in Dynamics CRM 2011 Online and development of our own solutions based on it for you