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Welcome to Websday
                               Weekly Webinar Series on Wednesdays by Avtex




Microsoft CRM 2011 and your
Customer Experience Strategy
Date/Time: 09.19.2012 10:00 AM CDT
Presenter: Bart Sneary, VP of CRM, Avtex

Learn about how Avtex thinks about CRM. Why
                                                         Bart Sneary
is it our choice as a repository of all customer         VP of CRM, Avtex

data? What kinds of capabilities has Microsoft
built into their version of CRM that help it
become the hub of your Customer Experience
strategy?

         Websdays:     Weekly Webinar Series on Wednesdays by Avtex
                                                                            www.avtex.com/websday
Websday Schedule
                      Upcoming Schedule of Websday Topics




Date / Time                    Topic

09.19.2012 10:00 AM CDT         Interaction Dialer overview - Outbound dialing made
                                even more powerful

10.03.2012 10:00 AM CDT         Top 10 Reasons to Upgrade CRM Dynamics to CRM
                                Dynamics 2011

10.10.2012 10:00 AM CDT         SharePoint and Nintex: Better Together


10.17.2012 10:00 AM CDT         Managing Quality Assurance in your contact center
                                with Interaction Recorder and Interaction Analyzer



   Websdays: Weekly Webinar Series on www.avtex.com/websday
   Register Today                     Wednesdays by Avtex
                                                                         www.avtex.com/websday
Avtex Customer Conference 2012
The Intersection of Technology and Customer Experience




                                  Keynote Speaker
                                          Harley Manning
  10.25.2012                              Vice President
                                          Customer Experience
                                                                    Register Today
  Minneapolis, MN                         Forrester             www.avtex.com/conference2012




     Websdays:   Weekly Webinar Series on Wednesdays by Avtex
                                                                                www.avtex.com/websday
About Avtex
Committed to Interaction Optimization

Company Founded: 1972            Bloomington, MN (HQ)
                                                                               Milwaukee, WI
Employees: 200
Revenue: ~$50M
Pohlad Family Owned
Microsoft Gold Partner
Interactive Intelligence Partner



                                                                 Atlanta, GA




      Websdays:   Weekly Webinar Series on Wednesdays by Avtex
                                                                                    www.avtex.com/websday
Our Mission


              Our mission is to use our technology know-how
              to enable our clients to deliver an exceptional
              experience to their customers




       Websdays:   Weekly Webinar Series on Wednesdays by Avtex
                                                                  www.avtex.com/websday
Avtex 360°                       Technology Enabled Customer Experience
                                 Solutions for every Point of Interaction




  Websdays:   Weekly Webinar Series on Wednesdays by Avtex
                                                                      www.avtex.com/websday
The Optimized Customer Experience

         It’s not about multi channel

  Interactive
     Voice                      Social             Video       Portals              Next



                                                                         ...
   Response

   IVR




                                 It’s about           cross channel
  Websdays:     Weekly Webinar Series on Wednesdays by Avtex
                                                                          www.avtex.com/websday
CRM Impact - Let’s break it down

            Interactive
               Voice               Social        Video     Portals
             Response

              IVR




Websdays:   Weekly Webinar Series on Wednesdays by Avtex
                                                                     www.avtex.com/websday
Microsoft Dynamics CRM
An End to End Solution




                              Marketing                        Extended CRM
                          Effectiveness                           Applications




    Websdays:   Weekly Webinar Series on Wednesdays by Avtex
                                                                         www.avtex.com/websday
Why Microsoft Dynamics CRM?



                                  User Experience




  Websdays:   Weekly Webinar Series on Wednesdays by Avtex
                                                             www.avtex.com/websday
3 core tenants of CXM
•   Set Goals and Metrics for them
•   Standardize Processes
•   Provide real-time role-tailored
    feedback
     Websdays
         : Weekly Webinar Series on Wednesdays by Avtex
                                                          www.avtex.com/websday
DEMO


Websdays:   Weekly Webinar Series on Wednesdays by Avtex
                                                           www.avtex.com/websday
The Winner Is …

             Free Copy of Microsoft
             Office 2010 Professional




Websdays:   Weekly Webinar Series on Wednesdays by Avtex
                                                           www.avtex.com/websday
Thank You!


Thank you for attending Websday.

We hope to see you at a future session.




          www.avtex.com/websday
     Websdays:   Weekly Webinar Series on Wednesdays by Avtex
                                                                www.avtex.com/websday

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Webinar - Microsoft CRM 2011 and your Customer Experience Strategy

  • 1. Welcome to Websday Weekly Webinar Series on Wednesdays by Avtex Microsoft CRM 2011 and your Customer Experience Strategy Date/Time: 09.19.2012 10:00 AM CDT Presenter: Bart Sneary, VP of CRM, Avtex Learn about how Avtex thinks about CRM. Why Bart Sneary is it our choice as a repository of all customer VP of CRM, Avtex data? What kinds of capabilities has Microsoft built into their version of CRM that help it become the hub of your Customer Experience strategy? Websdays: Weekly Webinar Series on Wednesdays by Avtex www.avtex.com/websday
  • 2. Websday Schedule Upcoming Schedule of Websday Topics Date / Time Topic 09.19.2012 10:00 AM CDT Interaction Dialer overview - Outbound dialing made even more powerful 10.03.2012 10:00 AM CDT Top 10 Reasons to Upgrade CRM Dynamics to CRM Dynamics 2011 10.10.2012 10:00 AM CDT SharePoint and Nintex: Better Together 10.17.2012 10:00 AM CDT Managing Quality Assurance in your contact center with Interaction Recorder and Interaction Analyzer Websdays: Weekly Webinar Series on www.avtex.com/websday Register Today Wednesdays by Avtex www.avtex.com/websday
  • 3. Avtex Customer Conference 2012 The Intersection of Technology and Customer Experience Keynote Speaker Harley Manning 10.25.2012 Vice President Customer Experience Register Today Minneapolis, MN Forrester www.avtex.com/conference2012 Websdays: Weekly Webinar Series on Wednesdays by Avtex www.avtex.com/websday
  • 4. About Avtex Committed to Interaction Optimization Company Founded: 1972 Bloomington, MN (HQ) Milwaukee, WI Employees: 200 Revenue: ~$50M Pohlad Family Owned Microsoft Gold Partner Interactive Intelligence Partner Atlanta, GA Websdays: Weekly Webinar Series on Wednesdays by Avtex www.avtex.com/websday
  • 5. Our Mission Our mission is to use our technology know-how to enable our clients to deliver an exceptional experience to their customers Websdays: Weekly Webinar Series on Wednesdays by Avtex www.avtex.com/websday
  • 6. Avtex 360° Technology Enabled Customer Experience Solutions for every Point of Interaction Websdays: Weekly Webinar Series on Wednesdays by Avtex www.avtex.com/websday
  • 7. The Optimized Customer Experience It’s not about multi channel Interactive Voice Social Video Portals Next ... Response IVR It’s about cross channel Websdays: Weekly Webinar Series on Wednesdays by Avtex www.avtex.com/websday
  • 8. CRM Impact - Let’s break it down Interactive Voice Social Video Portals Response IVR Websdays: Weekly Webinar Series on Wednesdays by Avtex www.avtex.com/websday
  • 9. Microsoft Dynamics CRM An End to End Solution Marketing Extended CRM Effectiveness Applications Websdays: Weekly Webinar Series on Wednesdays by Avtex www.avtex.com/websday
  • 10. Why Microsoft Dynamics CRM? User Experience Websdays: Weekly Webinar Series on Wednesdays by Avtex www.avtex.com/websday
  • 11. 3 core tenants of CXM • Set Goals and Metrics for them • Standardize Processes • Provide real-time role-tailored feedback Websdays : Weekly Webinar Series on Wednesdays by Avtex www.avtex.com/websday
  • 12. DEMO Websdays: Weekly Webinar Series on Wednesdays by Avtex www.avtex.com/websday
  • 13. The Winner Is … Free Copy of Microsoft Office 2010 Professional Websdays: Weekly Webinar Series on Wednesdays by Avtex www.avtex.com/websday
  • 14. Thank You! Thank you for attending Websday. We hope to see you at a future session. www.avtex.com/websday Websdays: Weekly Webinar Series on Wednesdays by Avtex www.avtex.com/websday

Notas do Editor

  1. Our mission is to use our technology know-how to enable our clients to deliver an exceptional experience to their customers
  2. This slide should be used to tell the comprehensive story about Avtex. Focus on breadth and depth during this slide. Avtex provides virtually every capability to enable a company to improve their customer experience by optimizing interactions through technology integration and implementation. Core Four: Portals, Unified Communications, Contact Center and CRM are critical tools for establishing a customer experience frameworkInfrastructure: A solid infrastructure is required for solutions to perform their bestIntellectual Property: Avtex has invested in building a team to develop intellectual property for common challenges that our customers face leveraging common platforms. We are continually doing R&D innovation on emerging platforms to better understand how they may impact our customersApplication Development / Integration and Customization: Virtually every one of our solutions involves integration with other systems and solutions. This integration may involve customizing certain capabilities to meet a customers unique requirements. We also design custom applications if an existing platform solution doesn’t meet the needs of a customer.Strategic Consulting: We have created a team dedicated to strategic customer experience consulting. This team is focused on working with organizations to better understand their customers journey and how technology aligns to their strategyProfessional Services: Avtex provides professional services to support all of the areas above.
  3. Use this slide to convey that an optimized customer experience is one that focus on INTEGRATION across channels and not focused on standing up more silos. Put yourself in the shoes of a customer and imagine some of the poor experience you have had as a customer. Getting bounced around when calling into a contact center and having to provide your same information (customer name, account # etc.) multiple times. This situation is a by-product of poor integration of systems and processesInconsistent information across multiple channels such as a website and when calling into a contact centerKey Message is CROSS CHANNEL INTEGRATION
  4. Goal ManagementWorkflow and DialogsDashboards