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Analytics
MICROSOFT DYNAMICS CRM ACCELERATOR



Gain a 360-degree view of your customers and build                                                Microsoft Dynamics CRM
stronger relationships with every interaction                                                     Accelerators

Turn your customer data into actionable insight with reporting, analytics, and visualizations     Accelerate your people
that are easy to use. The Analytics CRM Accelerator for Microsoft Dynamics® CRM business          with new and
software provides companies with a full-featured analytics platform that spans marketing,         enhanced capabilities
sales, and customer service, helping people to improve customer satisfaction, gain customer
loyalty, and increase profitability with every interaction. Built on Microsoft SQL Server® and
                                                                                                  Accelerate your business
utilizing SQL Server analytics and reporting, Microsoft Dynamics CRM enables customers to
create, tune, and configure their analytics solutions using existing resources.                   with solutions that
                                                                                                  meet your needs

                                                                                                  Accelerate your environment
                                                                                                  with rapid deployment and
                                                                                                  seamless integration



                                                                     Microsoft Dynamics CRM
                                                                     Analytics help you make
                                                                     the most of your
                                                                     valuable data by
                                                                     delivering it to end users
                                                                     in a way that’s easy for
                                                                     them to use



Analytics for marketing, sales, and customer service
Microsoft Dynamics CRM analytics provide your people with business intelligence that’s built
into the context of the work they do every day.
        Enable your marketing people to make better decisions with access to deep
         customer segmentation and campaign performance metrics.
        Enable your sales people to accurately forecast and drive revenue, so that you can
         improve the bottom line.
        Give service personnel fast access to customer data so that they can provide
         superior service and improve the customer experience.
Microsoft              Marketing Analytics
   Dynamics CRM               Demonstrate Return on Investment (ROI):
                              Closely monitor marketing performance so
     Accelerators             you can adjust your strategy accordingly.
                              Optimize Your Marketing Spend
                              Identify underperforming campaigns in real
Microsoft Dynamics CRM        time and optimize resource allocation.
Accelerators broaden the
                              Facilitate Team Collaboration
       value of Microsoft     Drive team collaboration around common
       Dynamics CRM by        goals with real-time communications.
    seamlessly providing      Deliver Marketing Insight to Desktops
                              Keep your marketing people informed and         Deliver customer segmentation and campaign
  additional features and     up-to-date with dashboard views of metrics      analysis to your marketing professionals so they
         capabilities at no   and key performance indicators (KPIs).          can optimize campaign performance
               extra cost.    Build Customer Loyalty
                              Build more effective customer reward and retention programs based on deep customer
                              segmentation and analytics.
                              Improve Response and Conversion Rates
                              Direct your resources at those targets most likely to respond and convert with insight into
                              pipeline characteristics and customer buying patterns.


                              Sales Analytics
                              Improve Sales Revenue
                              Monitor the ongoing performance of sales
                              and help drive effective decision making.
                              Drive Personal Productivity
                              Focus sales talent at each stage of the sales
                              process and employ proven techniques.
                              Increase Close Rates
                              Identify and implement best practices that
                              foster consistency and improve execution.
                              Develop Accurate Forecasts
                              Mitigate risk by gaining early and accurate     Give your sales people access to accurate
                              insight into projected sales performance so     forecasts and pipeline analytics so they can
                              that you can make better-informed               improve sales revenue
                              strategic decisions.
                              Shorten Sales Cycle Times
                              Eliminate wasted time by providing sales reps with full visibility into the sales process with
                              easy-to-use sales dashboards, scorecards, and performance indicators.
                              Expand Deal Size
                              Make it easy for your sales people to find and apply individually-tailored cross-sell and up-sell
                              opportunities to your customers with embedded sales guidance.
The Microsoft Dynamics
Customer Service Analytics                                                                      CRM Analytics
Drive Customer Satisfaction                                                                     Accelerator includes:
Closely monitor customer service and
support processes with a simple scorecard
view that makes it easy to identify and
                                                                                                Sales, service, and
mitigate issues proactively.                                                                    operations dashboards
Contain Customer Service Costs
                                                                                                Microsoft Office
More easily identify and prioritize cost-
saving opportunities so you can take                                                            PerformancePoint® Server
effective action and improve the efficiency                                                     2007 scorecards
of customer service over time.
                                               Identify issues to optimize your service
Generate Revenue                               performance and improve customer satisfaction
                                                                                                Additional ready-to-use
Provide customer service reps with             with service analytics, dashboards, and KPIs     CRM reports
embedded cross-sell offers that are tailored
to the needs and preferences of individual customers.                                           Key performance indicator
Streamline Case Resolution                                                                      (KPI) monitoring
Proactively educate service staff on how to address top issues by identifying the most
common service requests and continually updating your knowledge base.                           Predictive analytics
Increase Call Center Efficiency
Use in-depth analytics to monitor your service processes and identify top opportunities to
improve the efficiency of your call centers.

Improve Service Rep Productivity
Improve average speed of answer (ASA), average handle time (AHT), first call resolution
(FCR), and ultimately customer satisfaction (CSAT) by monitoring service processes so you can
continually refine them over time.


Embedded Analytics
Put predictive analytics and dashboards where your users can see and use them on a regular
basis. Give your people access to contextual insight so they can make better informed
decisions that positively impact the bottom line.




Embedded analytics in Microsoft Dynamics CRM put relevant insight into the hands of end
users when and where they need it
PERFORMANCE MANAGEMENT
                                                                                    Provide dynamic visibility into business performance, key metrics, and financial forecasts to
                                                                                    people across your organization so they can identify opportunities to improve the way you do
                                                                                    business. Microsoft Dynamics CRM gives you real-time insight into business performance so you
                                                                                    can drive continual improvement across the organization.

                                                                                    REPORTING
                                                                                    Empower end users to access and share customer information promptly and easily so they can
                                                                                    make better-informed decisions and find creative ways to improve the business. Microsoft
                                                                                    Dynamics CRM gives your people access to a wide range of reports out of the box, as well as
                                                                                    wizard-based tools that let them create and share reports quickly and easily.

                                                                                    DRILL-DOWN ANALYSIS
                                                                                    Let your people dig into the data and find the information they need to achieve excellence in
                                                                                    marketing, sales, and service. Microsoft Dynamics CRM gives you the tools you need to segment
                                                                                    customers, forecast sales, and discover hidden buying trends using familiar analytic tools, such
                                                                                    as Microsoft Office Excel® 2007 spreadsheet software and online analytic processing (OLAP).

                                                                                    PREDICTIVE GUIDANCE
                                                                                    Analyze trends and predict customer behavior with predictive analytics, data mining, and
                                                                                    advanced algorithms so you can make the right offer at the right time. Microsoft Dynamics CRM
                                                                                    is built on the SQL Server Analysis Services giving you native integration with a fully-featured
                                                                                    analytic platform and tool set.

                                                                                    VISUALIZATION
                                                                                    Enable your people to make better-informed decisions quickly by delivering actionable
                                                                                    information directly to end-user desktops. Microsoft Dynamics CRM gives your people visual
                                                                                    insight into business performance with Web-based dashboards, scorecards, and KPIs that
                                                                                    combine data from multiple sources into a single view.




                        To download the
             Analytics CRM Accelerator                                                                                                                                                         The Analytics CRM
              and other accelerators for                                                                                                                                                       Accelerator for Microsoft
                                                                                                                                                                                               Dynamics CRM lets your
              Microsoft Dynamics CRM,                                                                                                                                                          people work directly in
            visit the following Web site:                                                                                                                                                      familiar tools such as
     http://www.codeplex.com/crmaccelerators                                                                                                                                                   Office Excel 2007




http://www.microsoft.com/dynamics/crm
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.
© 2008 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, Excel, PerformancePoint, and SQL Server are trademarks of the Microsoft group
of companies.

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Microsoft Dynamics CRM - Accelerator Analytics Datasheet

  • 1. Analytics MICROSOFT DYNAMICS CRM ACCELERATOR Gain a 360-degree view of your customers and build Microsoft Dynamics CRM stronger relationships with every interaction Accelerators Turn your customer data into actionable insight with reporting, analytics, and visualizations Accelerate your people that are easy to use. The Analytics CRM Accelerator for Microsoft Dynamics® CRM business with new and software provides companies with a full-featured analytics platform that spans marketing, enhanced capabilities sales, and customer service, helping people to improve customer satisfaction, gain customer loyalty, and increase profitability with every interaction. Built on Microsoft SQL Server® and Accelerate your business utilizing SQL Server analytics and reporting, Microsoft Dynamics CRM enables customers to create, tune, and configure their analytics solutions using existing resources. with solutions that meet your needs Accelerate your environment with rapid deployment and seamless integration Microsoft Dynamics CRM Analytics help you make the most of your valuable data by delivering it to end users in a way that’s easy for them to use Analytics for marketing, sales, and customer service Microsoft Dynamics CRM analytics provide your people with business intelligence that’s built into the context of the work they do every day.  Enable your marketing people to make better decisions with access to deep customer segmentation and campaign performance metrics.  Enable your sales people to accurately forecast and drive revenue, so that you can improve the bottom line.  Give service personnel fast access to customer data so that they can provide superior service and improve the customer experience.
  • 2. Microsoft Marketing Analytics Dynamics CRM Demonstrate Return on Investment (ROI): Closely monitor marketing performance so Accelerators you can adjust your strategy accordingly. Optimize Your Marketing Spend Identify underperforming campaigns in real Microsoft Dynamics CRM time and optimize resource allocation. Accelerators broaden the Facilitate Team Collaboration value of Microsoft Drive team collaboration around common Dynamics CRM by goals with real-time communications. seamlessly providing Deliver Marketing Insight to Desktops Keep your marketing people informed and Deliver customer segmentation and campaign additional features and up-to-date with dashboard views of metrics analysis to your marketing professionals so they capabilities at no and key performance indicators (KPIs). can optimize campaign performance extra cost. Build Customer Loyalty Build more effective customer reward and retention programs based on deep customer segmentation and analytics. Improve Response and Conversion Rates Direct your resources at those targets most likely to respond and convert with insight into pipeline characteristics and customer buying patterns. Sales Analytics Improve Sales Revenue Monitor the ongoing performance of sales and help drive effective decision making. Drive Personal Productivity Focus sales talent at each stage of the sales process and employ proven techniques. Increase Close Rates Identify and implement best practices that foster consistency and improve execution. Develop Accurate Forecasts Mitigate risk by gaining early and accurate Give your sales people access to accurate insight into projected sales performance so forecasts and pipeline analytics so they can that you can make better-informed improve sales revenue strategic decisions. Shorten Sales Cycle Times Eliminate wasted time by providing sales reps with full visibility into the sales process with easy-to-use sales dashboards, scorecards, and performance indicators. Expand Deal Size Make it easy for your sales people to find and apply individually-tailored cross-sell and up-sell opportunities to your customers with embedded sales guidance.
  • 3. The Microsoft Dynamics Customer Service Analytics CRM Analytics Drive Customer Satisfaction Accelerator includes: Closely monitor customer service and support processes with a simple scorecard view that makes it easy to identify and Sales, service, and mitigate issues proactively. operations dashboards Contain Customer Service Costs Microsoft Office More easily identify and prioritize cost- saving opportunities so you can take PerformancePoint® Server effective action and improve the efficiency 2007 scorecards of customer service over time. Identify issues to optimize your service Generate Revenue performance and improve customer satisfaction Additional ready-to-use Provide customer service reps with with service analytics, dashboards, and KPIs CRM reports embedded cross-sell offers that are tailored to the needs and preferences of individual customers. Key performance indicator Streamline Case Resolution (KPI) monitoring Proactively educate service staff on how to address top issues by identifying the most common service requests and continually updating your knowledge base. Predictive analytics Increase Call Center Efficiency Use in-depth analytics to monitor your service processes and identify top opportunities to improve the efficiency of your call centers. Improve Service Rep Productivity Improve average speed of answer (ASA), average handle time (AHT), first call resolution (FCR), and ultimately customer satisfaction (CSAT) by monitoring service processes so you can continually refine them over time. Embedded Analytics Put predictive analytics and dashboards where your users can see and use them on a regular basis. Give your people access to contextual insight so they can make better informed decisions that positively impact the bottom line. Embedded analytics in Microsoft Dynamics CRM put relevant insight into the hands of end users when and where they need it
  • 4. PERFORMANCE MANAGEMENT Provide dynamic visibility into business performance, key metrics, and financial forecasts to people across your organization so they can identify opportunities to improve the way you do business. Microsoft Dynamics CRM gives you real-time insight into business performance so you can drive continual improvement across the organization. REPORTING Empower end users to access and share customer information promptly and easily so they can make better-informed decisions and find creative ways to improve the business. Microsoft Dynamics CRM gives your people access to a wide range of reports out of the box, as well as wizard-based tools that let them create and share reports quickly and easily. DRILL-DOWN ANALYSIS Let your people dig into the data and find the information they need to achieve excellence in marketing, sales, and service. Microsoft Dynamics CRM gives you the tools you need to segment customers, forecast sales, and discover hidden buying trends using familiar analytic tools, such as Microsoft Office Excel® 2007 spreadsheet software and online analytic processing (OLAP). PREDICTIVE GUIDANCE Analyze trends and predict customer behavior with predictive analytics, data mining, and advanced algorithms so you can make the right offer at the right time. Microsoft Dynamics CRM is built on the SQL Server Analysis Services giving you native integration with a fully-featured analytic platform and tool set. VISUALIZATION Enable your people to make better-informed decisions quickly by delivering actionable information directly to end-user desktops. Microsoft Dynamics CRM gives your people visual insight into business performance with Web-based dashboards, scorecards, and KPIs that combine data from multiple sources into a single view. To download the Analytics CRM Accelerator The Analytics CRM and other accelerators for Accelerator for Microsoft Dynamics CRM lets your Microsoft Dynamics CRM, people work directly in visit the following Web site: familiar tools such as http://www.codeplex.com/crmaccelerators Office Excel 2007 http://www.microsoft.com/dynamics/crm MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. © 2008 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, Excel, PerformancePoint, and SQL Server are trademarks of the Microsoft group of companies.