Ihre Teams unterstützen, Erfolge sichern
Sich auf das Wesentliche konzentrieren.
Nutzen Sie alle wichtigen Informatio-nen, um Ihre Bestandskunden besser zu betreuen und Neukunden zu gewinnen.
Persönliche, relevante Erlebnisse bieten.
Erhöhen Sie das Tempo in Vertrieb und Service – dank direktem Zugriff auf die richtigen Personen und Informationen.
Als Netzwerk agieren, Wachstum fördern.
Vernetzen Sie sich mit Kunden, Interessen-ten und Partnern, um sie im Team besser zu betreuen und erfolgreich zu wachsen.
Wie Sie mehr über Ihre Kunden erfahren und das Wachstum Ihres Unternehmens fördern
1. $
Wie Sie mehr über Ihre
Kunden erfahren und
das Wachstum Ihres
Unternehmens fördern
2.
3. Ihre Teams unterstützen, Erfolge sichern
Sich auf das Wesentliche konzentrieren.
Nutzen Sie alle wichtigen Informatio-
nen, um Ihre Bestandskunden besser zu
betreuen und Neukunden zu gewinnen.
Persönliche, relevante Erlebnisse bieten.
Erhöhen Sie das Tempo in Vertrieb und
Service – dank direktem Zugriff auf die
richtigen Personen und Informationen.
Konzentrieren Schneller abschließen
Als Netzwerk agieren, Wachstum fördern.
Vernetzen Sie sich mit Kunden, Interessen-
ten und Partnern, um sie im Team besser
zu betreuen und erfolgreich zu wachsen.
Mehr verkaufen
0
20000
40000
60000
0%
50%
100%
2009 2018 2020
4. Connect with
customers
Grow
efficiently
Safeguard
your business
Business
anywhere
Increase
your
sales
Get the
most out
of your
technology
Adapt to
change
Be prepared
for the
unexpected
Protect
and control
your data
Work
together
easily
Get your
work done
anywhere
Understand
your
customer
ModernBiz
Kunden-
beziehungen
vertiefen
Wachstum
sichern
Ihr
Unternehmen
schützen
Flexibel
arbeiten
Absatz und
Umsatz steigern
Technologien
optimal nutzen
Wandel
mitgestalten
Gefahren
vermeiden
Daten schützen
und Zugriff
kontrollieren
Als Team
agieren
Produktiv
arbeiten, wann
und wo Sie
wollen
Kunden
verstehen und
individuell
betreuen
ModernBiz
6. „Mit einem Schlag war alles da: Alle Informationen sind jetzt
zugänglich und transparent, und Aufgaben werden von allen viel
effektiver erledigt, weil nun ein völlig neues Bewusstsein existiert.“
Steve Novoselac, Development Manager für BI und .NET, Trek Bicycles
Vorher
Wenn ein Mitarbeiter aus
dem Außendienst das
Unternehmen verließ,
dauerte es mehrere Jahre,
um das von ihm gesam-
melte Know-how bezüg-
lich der Bike Shops wieder
aufzubauen.
Strategien
Dank Microsoft Dyna-
mics CRM Online und
Office 365 können die
Verkäufer leichter kom-
munizieren und auf alle
wichtigen Daten zugrei-
fen, z. B. zu früheren
Interaktionen.
Ergebnisse
• 360-Grad-Ansicht von Kunden-
und Account-Informationen
• Verkäufer sparen Zeit beim
Sammeln von Informationen für
Kundenbesprechungen.
• 95 % Akzeptanz von Yammer
unter den Mitarbeitern, um den
Austausch von Ideen zu fördern.
Ein neues Zeitalter im Verkauf bei Trek Bicycles
Integrierte CRM-Lösung unterstützt persönliche Kundenbeziehungen.
Ansehen
7. #modernbiz
Bei langfristigen Kundenbeziehungen zählt mehr
als die bloße Kundenzufriedenheit. Sie müssen
Ihre Kunden wirklich kennen, damit Sie ihnen
maßgeschneiderte persönliche Erlebnisse bieten
können. Microsoft Dynamics CRM Online hilft
Ihnen, näher an Ihre Kunden heranzukommen.
Kunden verstehen und individuell betreuen.
SprechenSieKopfundHerzIhrerKäuferan.
8. Eine ganz-
heitliche Sicht
auf Ihre Kunden
Kundendaten für
individuellere Interaktionen
nutzen
Erfassen und kombinieren Sie
Daten mit vertrauten Werkzeu-
gen aus internen und externen
Quellen. Ihre Vertriebs- und
Serviceteams erhalten direkten
Zugang zu sämtlichen Details
und Informationen zu Inter-
aktionen.
Kunden Vertriebs- und Serviceteams
Eine konsolidierte Ansicht
für Mitarbeiter und Abtei-
lungsleiter in Vertrieb und
Service
Mehrere Channels für
Kundeninteraktionen
• Kaufhistorie
• Serviceanfragen
• Kommunikation
• Vertriebsaktivitäten
• Social-Interaktionen
9. Erfolgreiche
Ansprache von
Kunden
Dank Vernetzung mit
Ihren Kunden die
Bindung stärken und
neue Verkaufschancen
entdecken
Setzen Sie sich mit Ihren
Kunden einfach auf dem von
ihnen gewünschten Weg in
Verbindung – ob E-Mail, Chat,
Telefonat oder Videokonferenz.
Ein einziger Klick in Ihrer CRM-
Lösung genügt.
10. #modernbiz
Starke Beziehungen zu Ihren Bestands-
kunden und die richtige Priorisierung von
Leads sorgen für mehr Effektivität bei Ihren
Vertriebsteams. Bieten Sie ihnen leistungs-
starke Werkzeuge und Funktionen, um Ihr
Unternehmenswachstum voranzutreiben.
Absatz und Umsatz steigern.
ErlebenSiedieVorteileausderKombinationführenderUnternehmenslösungen.
11. Connect with
customers
Ziele erreichen
In Vertrieb und Service
stets auf dem Laufenden
– dank rollenspezifischer
Geschäftsprozesse
Etablieren Sie geführte Vertriebs-
und Serviceprozesse mit integrier-
ten Best Practices – für konsisten-
te Ergebnisse.
Sorgen Sie für positive Ergebnisse,
einheitliche Abläufe und einfache
Anpassungen, wenn Änderungen
erforderlich sind.
Fördern Sie unternehmensweite Best Practices für Vertrieb und Service.
Kundenbeziehungen
vertiefen
12. Connect with
customers
Das Wesentliche
im Blick behalten
Mehr Kontrolle über
Ihre Geschäftstätigkeit
Erstellen Sie umfassende, inter-
aktive Dashboards, Datenvisuali-
sierungen und Präsentationen,
um Verkaufschancen zu verfol-
gen und sich auf die relevanten
Aspekte zu konzentrieren.
Steigern Sie die Effektivität Ihres
Teams bei der Priorisierung von
Leads und deren Steuerung bis
zum erfolgreichen Abschluss.
Kundenbeziehungen
vertiefen
0
10000
20000
30000
40000
50000
60000
0 10000 20000 30000 40000 50000 60000 70000 80000
Data 1
Data 2
Data 3
Data 4
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Name of folder Folder size 37284 Share data
Name of folder Folder size 37284 Share data
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40%
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60%
70%
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100%
2009 2018 2020
Name of folder Folder size 37284 Share data
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Alle Aktivitäten
Konzentrieren Sie sich auf die Kunden und Geschäftschancen,
die Ihr Unternehmenswachstum voranbringen.
14. #modernbiz
Produktiv arbeiten, wann und wo Sie wollen.
Wo Sie auch sind – Sie sind stets nur ein paar
Klicks von Ihren Vertriebs- und Servicedaten,
Besprechungen und Projekten entfernt, an
denen Sie gemeinsam mit Kollegen arbeiten.
CRM und Office 365 bieten eine umfassende
Lösung für Ihre Kundenbeziehungen und die
Unternehmensentwicklung.
SorgenSiedafür,dassVertriebundKundenserviceüberall„vorOrt“sind.
15. Flexibel
arbeiten
Stets in
Verbindung
Produktives Arbeiten
ab der ersten Minute –
dank einer einfach
einzuführenden
Lösung
Bieten Sie eine vertraute
Arbeitsumgebung auf dem PC,
Smartphone, Tablet und
Laptop, sodass jeder überall
produktiv arbeiten kann – ob
zu Hause, im Büro oder von
unterwegs.
Greifen Sie mit jedem Endgerät auf Ihre
Kundeninformationen und alle benötigten Daten zu. Wir
bieten eine durchgängige Arbeitsumgebung für PCs,
Smartphones, Tablets und Laptops.
16. Flexibel
arbeiten
Arbeiten auf
Ihrem bevor-
zugten Endgerät
Kostenersparnisse realisie-
ren, indem Sie
Mitarbeitern ermöglichen,
ihre eigenen Endgeräte zu
nutzen
Microsoft Dynamics CRM Online
läuft auch auf Smartphones und
Tablets (Windows, Android, iOS).
0%
20%
40%
60%
80%
100%
2009 2018 2020
0
10000
20000
30000
40000
50000
60000
0
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40000
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100%
2009 2018 2020
0
10000
20000
30000
40000
50000
60000
0%
50%
100%
2009 2018 2020
17. #modernbiz
Als Team agieren.
Bringen Sie die richtigen Personen unabhängig
von ihrem jeweiligen Aufenthaltsort zusammen,
sodass Sie das Potenzial kollektiven Experten-
wissens in Ihrer Organisationen ausschöpfen
können.
UnterstützenSieIhreVertriebs-undServiceteams,wieeinNetzwerkzuarbeiten.
18. Flexibel
arbeiten
Zusammenarbeit
mit den richtigen
Personen im
richtigen Kontext
Durch optimale Zusam-
menarbeit einfach mehr
erreichen
Lassen Sie sich den Onlinestatus
eines Kontakts anzeigen, um eine
neue Besprechung zu beginnen.
Bitten Sie die richtigen Experten
um Unterstützung, um Angebote
und Kundenanfragen schneller zu
bearbeiten.Flexibel
arbeiten
Yammer-Einbindung in Microsoft Dynamics CRM Online
19. Flexibel
arbeiten
Nahtlose Zusam-
menarbeit an
Dokumenten in
Echtzeit
Themen und Projekte
standortunabhängig
vorantreiben
Steuern Sie mit Office 365 die
gemeinsame Bearbeitung von
Dokumenten und ermöglichen
Sie die rasche Zusammenarbeit
unter Kollegen – von überall.
Gemeinsame Bearbeitung von Dokumenten und Versionskontrolle
Flexibel
arbeiten
WIRD BEARBEITET VON
Andrea Dunker
Reto Käch
Michael Scott
WIRD BEARBEITET VON
20. Wachstum mit
CRM
„Microsoft
Dynamics CRM
Online erlaubt
uns, unsere
Verkaufsteams
remote zu führen
und zu unter-
stützen.”
Nick Cassidy,
Managing Director,
Core Cost Management
„[Microsoft Dynamics CRM
Online] hilft mir als Geschäfts-
führer, bei Kundenbesuchen
einen sofortigen Einblick in die
gesamte Geschäftsbeziehung
zu gewinnen. Das war früher
schlichtweg unmöglich."
Bob Gogel, CEO, Integreon
„Die Einblicke, die wir jetzt [mit Microsoft Dynamics CRM
Online] gewinnen, helfen uns, sich wandelnde Markttrends
zu erkennen und neue Geschäftschancen zu identifizie-
ren.“
James Fleming, Group IT Director, Victrex
„Integration ist das A und O.
Dynamics CRM liefert die Ober-
fläche, aber im Hintergrund
sorgen wir dafür, dass Yammer
die Unterhaltungen im Unter-
nehmen fördert. Wir verwenden
SharePoint als Basis unserer
Wissensmanagementsysteme.
Wir verwenden Lync, um die
Anwesenheit von Kollegen
transparent zu machen. Office
365 bildet das Rückgrat unserer
Office-Infrastruktur.”
Paul Marriott-Clarke,
Commercial Director, Metro Bank
22. Die nächsten Schritte
Erfahren Sie mehr über
CRM oder ModernBiz.
Erleben Sie die geführte
Onlinedemo von Dynamics
CRM Online.
Melden Sie sich für eine
kostenlose Testversion an.
This slide is a link to the Sales Productivity YouTube video (German)
https://www.youtube.com/watch?v=rKiHKzyd_xw
If you have an internet connection, you may need to wait a couple of seconds for the black arrow to show up in order to play the video.
If you do not have an internet connection, the video (English) can be downloaded from https://microsoft.sharepoint.com/sites/academy/media/AEVD-3-75830
We have a really good idea about what your business needs to grow.
Your people want to be able to cut through the clutter—to zero in and easily identify what information is needed both to better serve your current customers as well as find new ones. Salespeople face multiple challenges today, one of which is certainly the fact that customers do not want to be sold to. If they are already making up their minds about you, progressing through their decision-making process ahead of you, then you can’t jump into the sales process at the beginning. You have to be able to quickly meet them where they are in this process. That means you need a system that allows you to get up to speed in no time and quickly develop insights to engage in a relevant way.
Get real-time company and contact information from over 30,000 sources
Listen to social conversations to gain insights into what matters most to your customers
Give sales managers the visual sales data needed to identify opportunities
See how frequently current customers are purchasing products and calling for help
Keep communications to customers focused on what they want and need
Businesses want to be able to find a relevant way to connect with their customers so they can deliver what people want and win faster and respond to customer inquiries and issues quicker. What if the same system that gives you all the business and social data also helped you connect better to your customers? Then your business would be able to win faster.
Find connections to customers and prospects via LinkedIn and other social media
Follow a guided sales and service experience with built-in sales best practices and business processes to consistently deliver the best sales experience for both current and prospective customers
Work effectively from anywhere on any device
Deliver impressive sales presentations
Your sales and service teams need to be able to easily collaborate, find and access the common information they need to ultimately sell more, service your customers better, and grow the business.
In this new world of business, sales and service people can no longer live in a silo. The ability to work together in a much more open and collaborative way is how teams are driving success. That means you need to be able to tap into your network and work together toward mutually desirable outcomes. Your business solution plays a critical role in enabling that outcome.
Tap into the combined social intellect of your company
Find experts quickly
Bring together the right people to close the deal by meeting remotely
Rally as a team around your customers to get a better overall view of their interactions
Connect with customers – Get the competitive advantage of really understanding your customers and making meaningful connections to build long-term relationships.
Grow efficiently – Use technology to reduce costs and be a real enabler of business growth.
Do business anywhere – Get the benefits of a productive mobile team that can work together wherever they are.
Safeguard your business – Keep your data protected and be prepared for the unexpected, so you know your business never misses a beat.
Use Microsoft Dynamics CRM Online to make your business successful. By managing your current customers as well as new sales leads effectively from a cloud-based environment that works with the rest of your business applications, you’ll be able to improve customer connections, manage growth, protect your customer and business information, and conduct business whenever and wherever you need.
You don’t have to be a mind-reader to get into your customers’ heads. You just need the right tools to give them what they want, when they want it. It’s not just about data and insights. It’s about serving your customers and earning their loyalty, every single day.
Some of the common challenges for achieving this include the following:
Staying in regular contact with customers
Lacking effective communication tools to keep customers informed about your business
Not having good information about your customer’s activities when they contact you for service, support, sales…or whatever
Not understanding what your current customers are saying about you (Social Listening – included with >10 seats, available in US)
Lacking proper analysis tools and business insight
With Microsoft Dynamics CRM Online, you can communicate in new ways, build deeper insights from your data, and deliver consistent experiences for your customers. Microsoft offers the unique ability to deliver solutions that help SMBs connect with their customers in two key ways. First, you can provide your people with the tools to easily gain customer insights from data and customer interactions. Second, CRM integrates with Office, giving your people a consistent user experience.
Now let’s take a look at a sales team that is zeroing in and winning faster to sell more.
Trek Bicycles was founded in 1976 in Waterloo, Wisconsin. As a top designer and maker of high-end bikes, which it sells through independent specialty bicycle shops worldwide, Trek is on the cutting edge of bicycle technology. The company prides itself on being at the cutting edge of information technology as well.
They are running their business in the cloud, using Microsoft Dynamics CRM Online with Office 365 including Lync and Yammer to drive their extremely collaborative sales team.
Results
Increase adoption among outside sales reps
Provide a complete view into customer and account information
Improve efficiency of support teams
Promote consistent global processes
SUMMARY:
Although it is a global leader in bicycles and related gear, Trek Bicycles maintains the spirit of a small company. Because it sells through a network of smaller, independently owned retailers rather than big-box sporting goods stores, Trek’s success depends on close, supportive relationships between its local sales reps and store owners. Because these trusted partnerships are the backbone of Trek’s business model, Trek sought a CRM system that could capture and retain account histories for distributors and retailers.
Link:
http://www.microsoft.com/en-us/dynamics/customer-success-stories-detail.aspx?casestudyid=710000004000
https://www.youtube.com/watch?v=hxTbMGNlm6Q
Customer relations means more than being business partners. It’s about building real connections and customer experiences. With Microsoft Dynamics CRM Online, you can bring your customers closer.
It’s often difficult to maintain a complete view of your customer across sales and services. Even for a small company, when everyone is busy there isn’t always time to have internal meetings before customer meetings. Why not just keep all of the records in one place for everyone to access?
Microsoft Dynamics CRM Online helps you access and organize customer data so that you can stay on top of events in your customer’s business or industry. Gather relevant information about your customers to make your interactions more personal.
Imagine how much easier it will be to walk into each customer meeting with a complete understanding of that customer’s past relationship with your company and a good idea of what problems they might be facing today. It’s going to make it easier to develop a pitch that resonates because it shows them how your products can solve their business problems.
Quickly connect with customers from anywhere and maintain a personal connection.
From within CRM, you can quickly connect on the channel your customer prefers, whether that is a chat, an email, or a phone or video conversation. There is no inertia to overcome, no need to switch applications. You are reviewing your customer’s information, and with one click you are reaching out to them. By making it easier for you to reach out, you’ll find that you are doing a better job of maintaining a personal connection between visits.
You’ll see more opportunities and be in a better position to win more deals.
The name of the game is growing your business. Your company’s survival depends on your ability to get out and sell your products and services to new customers and ensure that your current customers remain loyal.
We’re sure you get a significant amount of revenue from repeat customers. They can be strong advocates – or tough critics – of your business based on the experiences you provide.
A great sales process can help your sales team be more successful and reliable. And providing a consistent and personalized experience for your current customers is equally important.
To get the most out of your sales and service teams, you need to have a consistent process that integrates best practices. There is a best way to sell your products and you need everyone to follow it. There are best practices for servicing customers too. Microsoft Dynamics CRM Online enables your business to easily implement custom, tailored processes to ensure consistency across your teams. And if you figure out an even better way, you can change the process to make sure that the teams adopt the changes quickly.
Microsoft Dynamics CRM Online makes it easy for your teams to follow your processes because it uses the familiar Office interface and interacts with the products that people are already using in the Office suite. With Microsoft Dynamics CRM Online and Office, your teams are better organized, so it’s easy to deliver a great experience for your customers. Ultimately, this helps you reach your business goals.
The big picture isn’t always obvious to your sales and service teams. You can give presentations on the state of the industry and provide suggestions on categorizing customer opportunities, but your salespeople are probably going to follow their hunches or chase what they think are the biggest opportunities.
By presenting the data about opportunities in a way that’s easy to understand, Microsoft Dynamics CRM Online can help your team focus on the most promising leads. Your salespeople want to close deals; you just need to make it obvious where they should be focusing.
Microsoft Dynamics CRM Online also helps you monitor the leads your salespeople are chasing. It quickly becomes obvious if a salesperson is not using his or her time effectively, so you can take action to get them back on track.
And don’t forget about your current customers – there’s gold in those hills! If you can provide consistent experiences for your customers, it gives them a reason to stay loyal to your business. Pulling together lists of your most active customers may allow you to uncover opportunities right under your nose. CRM can help you do that.
One of the keys to improving productivity is to enable mobile and remote scenarios.
Some of the common challenges for achieving this include the following:
Inability to stay connected when on the go
Inability to access work when offsite
Versioning issues
Poor collaboration that impacts decision making and getting work done
Difficulty moving between devices
With Microsoft, you can offer a range of solutions that help employees and teams get their work done anywhere, on any device – even ones they already own.
Business anywhere means literally bringing your office with you everywhere you go. With Microsoft Dynamics CRM Online, your people will have easy access on any device, a complete set of business-ready tools, and new collaboration features that simplify teamwork and getting more done.
New opportunities can come from anywhere. Be prepared to capture what’s next with Microsoft Dynamics CRM Online. With the ability to work from virtually any location, you’re just a few simple clicks away from accessing your data, holding meetings, and collaborating anytime, on any device. Microsoft Dynamics CRM Online provides a complete customer relations solution for moving your business forward.
You never know when you are going to get a new lead or a new piece of information that will help to make a sale. If you are on the way to a customer meeting and you check Microsoft Dynamics CRM Online, you may see a piece of news that causes you to want to change your proposal.
Microsoft Dynamics CRM Online not only gets you that information just when you need it, it also helps you connect with your team and your files so that you can have everything updated before your meeting starts.
Sales teams and many service teams don’t have the luxury of working from a desk most of the time and Microsoft Dynamics CRM Online helps to keep them productive anywhere, anytime.
Everyone has their favorite device today. Your salespeople want to use something that is convenient to do their work, whether that is a tablet, phone, or laptop. They want to use the same device to do their work that lets them check the alarm system on their home, update their fantasy football team, or turn on their pool heater for their kids.
Microsoft Dynamics CRM Online works across devices and platforms to provide a consistent user experience as your employees leave the office to go out on sales calls. They get the full experience no matter where they are.
Your salespeople and service team members don’t work alone. Some of them may like to think they do, but all of them rely on a larger team to be successful. Microsoft Dynamics CRM Online makes it easy to access the people and resources needed to close more deals.
Not only can you find people who are in the office, but you can connect with other colleagues no matter where they are. No one has to be alone or out-of-reach.
By sharing information among sales and service teams and by giving them access to resources back in the office, you can help your sales and service teams react quickly to any new information they receive.
Bring the team together. With Microsoft Dynamics CRM Online, you can spend more time solving the problems that matter instead of trying to find times to connect.
With Yammer, you can easily post questions from customers and immediately get responses from experts across multiple areas of your company (and partners) to help you resolve items quickly.
With Lync Online in Office 365, whether you are remote or traveling, you can meet with your colleagues or customers whenever and wherever. Because Lync is an integrated part of Microsoft Dynamics CRM Online, you can see your colleague’s and customer’s presence information from within your CRM tools. Then you can right-click on their names and start an IM. From there, with one click, you can escalate to a voice or video call, and even pull more people in and make it into a conference call, without having to leave the CRM window.
Build bonds with real connections. Don’t let distance impact your work. With Office 365, you can connect with just a few simple clicks and share in real time to work together online and off.
Work on proposals together
Join meetings with one click from your preferred mobile device
View the presenter's shared screen or PowerPoint slides
Communicate with clear audio and HD video
Connect in new ways with real-time white-boarding, Q&A, and polling
Learn more about how businesses like yours have improved their sales processes to drive more consistency and success.
Integreon - http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/Integreon/Microsoft-Dynamics-CRM-drives-productivity-for-professional-services-company/710000001671
Core Cost Management - http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/Core-Cost-Management/Telecoms-Consultancy-Improves-Sales-Performance-with-Integrated-Solution/710000002589
Victrex – http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/Victrex/Victrex/710000004163
Metro Bank- http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-2013/Metro-Bank/Metro-Bank-With-Microsoft-Dynamics-Revolutionizing-banking-by-putting-customers-first/710000003447
Presenter guidance: Use this time to demo Microsoft Dynamics CRM Online to the audience.
How to demo: There are different ways to demo.
Deploy an integrated CRM/Office365 demonstration environment or select an industry demo template you can tailor for your customers at www.microsoftdynamicsdemos.com
Test drive: http://www.microsoft.com/de-de/dynamics/crm-test-drive.aspx
If you are not able to demo, watch this video: https://www.youtube.com/watch?v=rKiHKzyd_xw
Partner can add specific call to action as appropriate