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Sales in The Cloud
Microsoft CRM On-line
Raigo Raid, Net Group, Sales and Account Manager
18.11.2015
Questions to be asked
• Who are my most profitable customers?
• Who are my repeat customers?
• Who are my loyal customers?
• Who is likely increase purchase?
• Whom I'm will lose to my competitors?
• Whom I didn't manage to activate?
The goal is to:
• Ativate business with customer;
• Increase business with customer;
• Continue and retain business with customer on targeted level.
For validation
• Does customer value in one business line would be the same in other business line?
• Does value proposition from one business is attractive for customer in other
businesses?
• How should be targeted and defined business rules in software system in order to
provide data which would support project and group global business goals?
Narrow the scope in separate business lines
• How do we attract customers?
• What is our value proposition?
• How we delivervalue to customer?
• How we measure success?
• How do we acquire customers?
• Who is the lead/opportunity subject?
• How do we guide lead/opportunity subject through the sales process?
• What are the targets in the sales process?
• How do we monitor customer behaviour and response to different sales activities and targets?
• How do we retain customers?
• How do we monitor if customer plans to leave?
• How do we monitor un-satisfaction?
• How do we compare customer purchase with satisfaction?
• How do we enhance value?
• How do we increase value for our customer?
• How do we increase customer account value for the company?
• Who are valuable customers and how customer value should be defined?
• What are the benefits the company will provide to the customer and how are these benefits gained by the customer?
• What kind of joint-benefits retain the customer?
CEO Survey 2014
Top Technology Investments, Next 5 Years
20%
20%
20%
22%
23%
24%
27%
32%
34%
35%
38%
Enhanced business reporting
M-commerce
Product cost analytics
Supply chain & traceability
Enterprise mobility
Big data & data science
Cloud business
Business analytics
E-commerce
Customer experience mgmt.
Digital marketing
CRM?
• Customer Relationship Management ?
• Crew Resource Management ?
• Customer Resource Management ?
• Conceptual Reference Model ?
• Client Relationship Management ?
• Computer Resources Management ?
• Contact Relationship Management ?
• Certified Records Manager ?
• Cost Reduction Managemeny?
• Cultural Relationship Manager?
• Customers Really Matter
• ..
CRM Market in Estonia 2015 (Äripäev/Indrek Saul)
• ˜47 different trademarks, ˜ 200 fuctional areas, ˜ 1400-1800 fuctions
• No CRM – 61%
• Excel - 12 %
• Microsoft Dynamics (CRM, AX, NAV, GP, SL)– 5 %
• Custom CRM – 3%
MarketingSales
The new business landscape for CRM
44% of consumers today
complain about products/services on
social networks, and
20% of those consumers
expect a response within one hour
78.6% of the time
sales people using social media
outsold non-users in 2012, and were
23% more successful
at exceeding quotas than their
non-social sales peers
1.5 billion people
have social networking accounts
72% of companies
by 2011 used social technologies in
their businesses
90% of those companies
reported business benefits
Customer
Care
The sales landscape has changed for sales efforts
Average B2B purchase
decisions have
Stakeholders
5.4
Customers are
57%through the buying
process before they
talk to the supplier
Sales experience drives
53%of customer loyalty
Telesales rep has
less than
9%chance of reaching
prospect
Amazing service means every interaction matters
of consumers use web
self service to find
answers to their
questions
67%
Happier agents are
2xmore likely to deliver on
customer satisfaction,
net promoter and
customer effort metrics
90%of organizations say
customer service
matters
Only
30%of customers feel that
they receive a great
experience
People are sharing more than ever before
4.5Blikes
generated daily
300hours of video
uploaded to YouTube
per minute
500M
tweets per
day
http://www.jeffbullas.com/2015/04/08/33-social-media-facts-and-statistics-you-should-know-in-2015/
https://www.youtube.com/yt/press/statistics.html
Customer engagement continues to evolve
We Are Social, Digital, Social & Mobile Worldwide in 2015, 2015
IDC, Smartphones to Drive Double-Digit Growth of Smart Connected Devices in 2014 and Beyond, 2014
IHS, IHS Identifies Technologies to Transform the World over Next Five Years, 2015
Forbes, Customer Experience: Is It the Chicken or Egg?, 2013
Being social vs. strategic social
Only
17%
of US companies identify their
social strategy as mature.
83%
of Fortune 500
companies have
corporate Twitter
accounts
80%
of Fortune 500
companies are
on Facebook
97%
of Fortune 500
companies have
a corporate
presence on
LinkedIn
http://www.umassd.edu/cmr/socialmediaresearch/2013fortune500/
http://www.briansolis.com/2013/12/social-media-matures-yet-many-companies-still-lack-a-strategic-foundation-infographic
Customers 2020 Report
Intelligent Customer Engagement
New capabilities create new opportunities
Benefits of Moving to Dynamics CRM Online
External insights
Maintain a strategic focus by tracking customers
and competitors
Internal insights
Monitorperformanceandprovidecoaching,
reinforcement,andrewardswithanalyticdashboards
Sales process management
Built-inbestpracticeseaseon-boardingofnewsalesreps
andstandardizeprocesses
Sales planning & management
CRM for Outlook
Increaseadoptionbyaligningwithhowsalesreps
wanttowork
Guided sales process
Drivesalesteamstowardsdesiredoutcomeswith
recommendednextsteps
Comprehensive view
Gainvisibilityintopastandplannedcustomer
interactionsandactivitiesacrossmarketing,sales
andservice
Account & opportunity management
Social listening
Monitor buying signals to engage at the right time
and track market developments to gain a
competitive edge
Social sentiment
Understand what customers are thinking and
engage with the right message
Customer insights
Getreal-timecompanyandcontactinformationtohelp
sellersprioritizethemostpromisingprospectsand
easilyprepformeetings
Social & market insights
Enterprise social
Discover,share,andconnectaroundcustomerswith
Yammer
Communication tools
Reachexpertsthroughouttheorganizationwith
embeddedpresence,IM,phoneandvideoconferencevia
LyncandSkype
Marketing collaboration
Gainvisibilityintohowmarketingcalendarand
campaignsimpactaccounts.Provideinputintotargeting
andsubscribetoalerts.
Collaborative selling
Tablet and phone solutions
Makeeverysecondcountandincrease
productivitybyenablingsalesrepstowork
seamlesslyontabletsandphones
Voice commands
Usenaturallanguagevoicecommandstoquickly
manageCRMdata
Analytics
Accesscustomerandbusinessinsightsanywhere
andanytime
Mobile sales
Embedded dashboards
At-a-glanceinsightsabouttheoverallbusinessand
trackprogressagainstKPI’s
Interactive reports
Easilyinvestigateandtakecorrectiveactionwithdrill-
down,interactivecapabilities
Advanced analytics
Empowersalesprofessionalswithpowerfulanalytic
toolstoconductself-serviceanalysis
Sales analytics
What’s top of mind for social?
Driveengagement
Analyzesentiment
Listeneverywhere
Key benefits of social CRM
• If you are in Sales, you may want to keep track of your key accounts and competitors.
• If you are in Marketing, you may want to track your brand, see who your key
influencers are, or monitor the social impact of a particular campaign.
• If you are in Service, keeping customers happy is important. You can listen for when
customers are unhappy on social channels and be proactive about responding.
72%of all internet users are now active
on social media
Pew Research Center
Listen to what people are saying
Learn how people really feel about
your business
See how you stack up to
competitors
Listeneverywhere
39%of companies do not
track their social media responses at all
Satmetrix
Determine your share of voice
across social channels
Know who your key influencers are
Figure out what is resonating with
the market
Analyze
sentiment
55%of companies ignore all customer
feedback on Twitter and Facebook
Satmetrix
Foster conversations about your
brand across social channels
Turn insight into action with
proactive participation
Capture feedback and respond
quickly to escalated issues
Drive
engagement
1Source: http://www.mediabistro.com/alltwitter/
brands-ignore-customers-social-media_b22814
Microsoft Social Engagement
Social
Listening
Social CRM
Intelligent
Social
Social
Engagement
Social listening
Listen to what people are saying globally across
social media, news publications and other
sources via RSS.
Key influencers
Identify and follow people actively talking about
your brand, products, or services.
Sophisticated alerts
Detect trends and listen for specific posts to keep
you informed on key words or topics.
Social Listening
Adaptive sentiment
Adaptive sentiment learns from customers
through machine learning enabling custom
sentiment models fit for your organization.
Buzz analysis
Get insights at a glance with rich analytics
including: location, share of voice, text mining
and tag clouds visualizations.
Automated triage
Automatically detect intention in social posts and
triage/route them as cases or leads into CRM.
Intelligent Social
Social Engagement
Engage & Publish
Improve your social media presence by engaging
with social communities with rich multimedia –
replying and publishing.
Team Collaboration
Enable teams to collaborate using Office Groups for
assigning posts and sharing streams & social
profiles.
E2E customer experience
Create an end-end customer experience by creating
CRM actions from social posts – cases, leads, and
any custom entities.
Social Sales
Win faster when you leverage social to identify
and act on buying signals, monitor key
developments at your top accounts and track
competitors.
Social Marketing
Manage your brand reputation, nurture
influencers, measure campaign effectiveness
and strengthen your community management.
Social Care
Keep customers happy by identifying any
customer issues and trends early on and being
proactive on Twitter and Facebook.
Social CRM
Recommendation Index
Conclusions (1)
Companies no longer fully control the customer journey, customers do:
• Listen to what people are saying
• Learn how people really feel about your business
• See how you stack up to competitors
Conclusions (2)
„Clients do not come first. Employees come first.
If you take care of your employees, they will take care of the clients.“
Richard Branson.
Thank You!
Contact:
Raigo Raid, Net Group OÜ, Sales and Account Manager
tel. +372 5147 706
raigo.raid@netgroup.ee

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  • 1. Sales in The Cloud Microsoft CRM On-line Raigo Raid, Net Group, Sales and Account Manager 18.11.2015
  • 2. Questions to be asked • Who are my most profitable customers? • Who are my repeat customers? • Who are my loyal customers? • Who is likely increase purchase? • Whom I'm will lose to my competitors? • Whom I didn't manage to activate? The goal is to: • Ativate business with customer; • Increase business with customer; • Continue and retain business with customer on targeted level.
  • 3. For validation • Does customer value in one business line would be the same in other business line? • Does value proposition from one business is attractive for customer in other businesses? • How should be targeted and defined business rules in software system in order to provide data which would support project and group global business goals?
  • 4. Narrow the scope in separate business lines • How do we attract customers? • What is our value proposition? • How we delivervalue to customer? • How we measure success? • How do we acquire customers? • Who is the lead/opportunity subject? • How do we guide lead/opportunity subject through the sales process? • What are the targets in the sales process? • How do we monitor customer behaviour and response to different sales activities and targets? • How do we retain customers? • How do we monitor if customer plans to leave? • How do we monitor un-satisfaction? • How do we compare customer purchase with satisfaction? • How do we enhance value? • How do we increase value for our customer? • How do we increase customer account value for the company? • Who are valuable customers and how customer value should be defined? • What are the benefits the company will provide to the customer and how are these benefits gained by the customer? • What kind of joint-benefits retain the customer?
  • 5. CEO Survey 2014 Top Technology Investments, Next 5 Years 20% 20% 20% 22% 23% 24% 27% 32% 34% 35% 38% Enhanced business reporting M-commerce Product cost analytics Supply chain & traceability Enterprise mobility Big data & data science Cloud business Business analytics E-commerce Customer experience mgmt. Digital marketing
  • 6. CRM? • Customer Relationship Management ? • Crew Resource Management ? • Customer Resource Management ? • Conceptual Reference Model ? • Client Relationship Management ? • Computer Resources Management ? • Contact Relationship Management ? • Certified Records Manager ? • Cost Reduction Managemeny? • Cultural Relationship Manager? • Customers Really Matter • ..
  • 7. CRM Market in Estonia 2015 (Äripäev/Indrek Saul) • ˜47 different trademarks, ˜ 200 fuctional areas, ˜ 1400-1800 fuctions • No CRM – 61% • Excel - 12 % • Microsoft Dynamics (CRM, AX, NAV, GP, SL)– 5 % • Custom CRM – 3%
  • 8. MarketingSales The new business landscape for CRM 44% of consumers today complain about products/services on social networks, and 20% of those consumers expect a response within one hour 78.6% of the time sales people using social media outsold non-users in 2012, and were 23% more successful at exceeding quotas than their non-social sales peers 1.5 billion people have social networking accounts 72% of companies by 2011 used social technologies in their businesses 90% of those companies reported business benefits Customer Care
  • 9. The sales landscape has changed for sales efforts Average B2B purchase decisions have Stakeholders 5.4 Customers are 57%through the buying process before they talk to the supplier Sales experience drives 53%of customer loyalty Telesales rep has less than 9%chance of reaching prospect
  • 10. Amazing service means every interaction matters of consumers use web self service to find answers to their questions 67% Happier agents are 2xmore likely to deliver on customer satisfaction, net promoter and customer effort metrics 90%of organizations say customer service matters Only 30%of customers feel that they receive a great experience
  • 11. People are sharing more than ever before 4.5Blikes generated daily 300hours of video uploaded to YouTube per minute 500M tweets per day http://www.jeffbullas.com/2015/04/08/33-social-media-facts-and-statistics-you-should-know-in-2015/ https://www.youtube.com/yt/press/statistics.html
  • 12. Customer engagement continues to evolve We Are Social, Digital, Social & Mobile Worldwide in 2015, 2015 IDC, Smartphones to Drive Double-Digit Growth of Smart Connected Devices in 2014 and Beyond, 2014 IHS, IHS Identifies Technologies to Transform the World over Next Five Years, 2015 Forbes, Customer Experience: Is It the Chicken or Egg?, 2013
  • 13. Being social vs. strategic social Only 17% of US companies identify their social strategy as mature. 83% of Fortune 500 companies have corporate Twitter accounts 80% of Fortune 500 companies are on Facebook 97% of Fortune 500 companies have a corporate presence on LinkedIn http://www.umassd.edu/cmr/socialmediaresearch/2013fortune500/ http://www.briansolis.com/2013/12/social-media-matures-yet-many-companies-still-lack-a-strategic-foundation-infographic
  • 16. New capabilities create new opportunities
  • 17. Benefits of Moving to Dynamics CRM Online
  • 18. External insights Maintain a strategic focus by tracking customers and competitors Internal insights Monitorperformanceandprovidecoaching, reinforcement,andrewardswithanalyticdashboards Sales process management Built-inbestpracticeseaseon-boardingofnewsalesreps andstandardizeprocesses Sales planning & management
  • 19. CRM for Outlook Increaseadoptionbyaligningwithhowsalesreps wanttowork Guided sales process Drivesalesteamstowardsdesiredoutcomeswith recommendednextsteps Comprehensive view Gainvisibilityintopastandplannedcustomer interactionsandactivitiesacrossmarketing,sales andservice Account & opportunity management
  • 20. Social listening Monitor buying signals to engage at the right time and track market developments to gain a competitive edge Social sentiment Understand what customers are thinking and engage with the right message Customer insights Getreal-timecompanyandcontactinformationtohelp sellersprioritizethemostpromisingprospectsand easilyprepformeetings Social & market insights
  • 21. Enterprise social Discover,share,andconnectaroundcustomerswith Yammer Communication tools Reachexpertsthroughouttheorganizationwith embeddedpresence,IM,phoneandvideoconferencevia LyncandSkype Marketing collaboration Gainvisibilityintohowmarketingcalendarand campaignsimpactaccounts.Provideinputintotargeting andsubscribetoalerts. Collaborative selling
  • 22. Tablet and phone solutions Makeeverysecondcountandincrease productivitybyenablingsalesrepstowork seamlesslyontabletsandphones Voice commands Usenaturallanguagevoicecommandstoquickly manageCRMdata Analytics Accesscustomerandbusinessinsightsanywhere andanytime Mobile sales
  • 24. What’s top of mind for social? Driveengagement Analyzesentiment Listeneverywhere
  • 25. Key benefits of social CRM • If you are in Sales, you may want to keep track of your key accounts and competitors. • If you are in Marketing, you may want to track your brand, see who your key influencers are, or monitor the social impact of a particular campaign. • If you are in Service, keeping customers happy is important. You can listen for when customers are unhappy on social channels and be proactive about responding.
  • 26. 72%of all internet users are now active on social media Pew Research Center Listen to what people are saying Learn how people really feel about your business See how you stack up to competitors Listeneverywhere
  • 27. 39%of companies do not track their social media responses at all Satmetrix Determine your share of voice across social channels Know who your key influencers are Figure out what is resonating with the market Analyze sentiment
  • 28. 55%of companies ignore all customer feedback on Twitter and Facebook Satmetrix Foster conversations about your brand across social channels Turn insight into action with proactive participation Capture feedback and respond quickly to escalated issues Drive engagement 1Source: http://www.mediabistro.com/alltwitter/ brands-ignore-customers-social-media_b22814
  • 29. Microsoft Social Engagement Social Listening Social CRM Intelligent Social Social Engagement
  • 30. Social listening Listen to what people are saying globally across social media, news publications and other sources via RSS. Key influencers Identify and follow people actively talking about your brand, products, or services. Sophisticated alerts Detect trends and listen for specific posts to keep you informed on key words or topics. Social Listening
  • 31. Adaptive sentiment Adaptive sentiment learns from customers through machine learning enabling custom sentiment models fit for your organization. Buzz analysis Get insights at a glance with rich analytics including: location, share of voice, text mining and tag clouds visualizations. Automated triage Automatically detect intention in social posts and triage/route them as cases or leads into CRM. Intelligent Social
  • 32. Social Engagement Engage & Publish Improve your social media presence by engaging with social communities with rich multimedia – replying and publishing. Team Collaboration Enable teams to collaborate using Office Groups for assigning posts and sharing streams & social profiles. E2E customer experience Create an end-end customer experience by creating CRM actions from social posts – cases, leads, and any custom entities.
  • 33. Social Sales Win faster when you leverage social to identify and act on buying signals, monitor key developments at your top accounts and track competitors. Social Marketing Manage your brand reputation, nurture influencers, measure campaign effectiveness and strengthen your community management. Social Care Keep customers happy by identifying any customer issues and trends early on and being proactive on Twitter and Facebook. Social CRM
  • 35. Conclusions (1) Companies no longer fully control the customer journey, customers do: • Listen to what people are saying • Learn how people really feel about your business • See how you stack up to competitors
  • 36. Conclusions (2) „Clients do not come first. Employees come first. If you take care of your employees, they will take care of the clients.“ Richard Branson.
  • 37. Thank You! Contact: Raigo Raid, Net Group OÜ, Sales and Account Manager tel. +372 5147 706 raigo.raid@netgroup.ee