Orbid updates Microsoft Dynamics CRM

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Hoe kan u Dynamics CRM nog beter afstemmen op uw bedrijf? Orbid nodigde bedrijven uit op zijn CRM-café voor tips & tricks rond CRM. Onder andere volgende topics kwamen aan bod:
Hoe meeting reports gebruiken?
Hoe integreert u uw e-mail marketing platform in CRM?
Hoe best Outlook gebruiken?
Hoe uw social engagement optimaliseren?
Wat is nieuw in CRM 2016?

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Orbid updates Microsoft Dynamics CRM

  1. 1. CRM Café Update rond Dynamics CRM 15/09/2016
  2. 2. CRM Café Update rond Dynamics CRM 15/09/2016 Stijn Clarebout Kristof Lauwagie
  3. 3. Inform Update rond Dynamics CRM 15/09/2016 LinkedIn Website Lunch & Learn Workshop Webinar Cafe
  4. 4. Inform Update rond Dynamics CRM 15/09/2016 CRM Café : Updates 2016 What’s new
  5. 5. CRM Update rond Dynamics CRM 15/09/2016 Flavour your CRM
  6. 6. Agenda Update rond Dynamics CRM 15/09/2016 Microsoft CRM Social Engagement New ‘out of the box’ Addon Outlook webapp
  7. 7. CRM ? Update rond Dynamics CRM 15/09/2016
  8. 8. CRM ? Update rond Dynamics CRM 15/09/2016
  9. 9. CRM Update rond Dynamics CRM 15/09/2016
  10. 10. DYNAMICS CRM SALES Leads & opportuniteiten Offertes SERVICE Support Requests / complaints MARKETING Campagnes Lijsten Klanten / Leveranciers Contactpersonen Activiteiten (mail/meeting/call/tasks) Werkprocessen Microsoft CRM
  11. 11. DYNAMICS CRM SALES SERVICEMARKETING MICROSOFT SharePoint OneNote ADDONS MailChimpPSA Meer op www.crm- appstore.com Outlook Skype for Business CRM 2015
  12. 12. DYNAMICS CRM SALES SERVICE MARKETING MICROSOFT SharePoint OneNote ADDONS MailChimp PSA Meer op www.crm- appstore.com NAV PROJECT SERVICE FIELD SERVICE Social Engagement Visit Reports Algemene BE addonOutlook Skype for Business CRM 2016 Online
  13. 13. Social Engagement Dynamics CRM 2016 Café 15/09/2016
  14. 14. Social Engagement Listen Everywhere Analyze Sentiment Drive Engagement  Listen to what customers are saying on social media  Find out what they think about your company  Analyze your position vs competition  Discover your share of voice across social channels  Know who your key influencers are  Identify trends  Encourage conversations about your brand  Turn insight into action with proactive participation  Capture feedback and respond quickly to issues
  15. 15. Social Engagement Social Listening Social Analytics Social Engagement Social CRM
  16. 16. Dynamics CRM 2016 Café 15/09/2016 Nieuw in Dynamics CRM 2016
  17. 17. Excel integration Excel Online Excel Templates Word templates Document generation Mobile app Offline configuration Mobile theme Survey designer Voice of the Customer Project Service Project Service solution
  18. 18. Excel integration
  19. 19. Word templates
  20. 20. Survey Designer
  21. 21. Mobile App
  22. 22. Project Service
  23. 23. Opportunity Mngmt Project Planning Resource Mngmt Team collaboration Time and expenses Customer billing Analytics and integration Project-based opportunities Estimate and define the work Resources for work based on skills/availability Office Groups Manage and track est./billed project time Approve all costs and time Interactive dashboarding
  24. 24. Microsoft Project Online CRM Project Service Automation Microsoft Dynamics AX Service industries ERP Assistance Software PSA Portfolio alignment/ optimization No No No CRM - Sales&Marketing No Yes (best in class) yes (limited) CRM modules CRM - Assisted Service No yes (very limited) CRM modules CRM - Field Service No yes (very limited) CRM modules Projects - Pricing and Quoting No Projects - Planning & Scheduling Projects - Resource Management Projects - Collaboration Projects - Time &Expense Time only Projects - Invoicing No enkel boekingen - geen facturen Projects - Taxation No No Projects - Rev Rec No No Projects - Analytics & reporting Financial management & Acctg No No Procurement & Supply Chain No No No Human Capital Management No No Extra module
  25. 25. Addon: Bezoekrapport Dynamics CRM 2016 Café 15/09/2016
  26. 26. Optie 1 Beschrijving veld gebruiken Optie 2 OneNote gebruiken Optie 3 ORBID ADDON Bijhouden bezoekverslag
  27. 27. Afspraak - traditioneel
  28. 28. Afspraak – Orbid Addon
  29. 29. Addon: PowerMailChimp Dynamics CRM 2016 Café 15/09/2016
  30. 30. One more tip Outlook integratie Dynamics CRM 2016 Café 15/09/2016
  31. 31. Set Regarding
  32. 32. Set Regarding
  33. 33. CRM App vs CRM plugin
  34. 34. CRM App vs CRM plugin
  35. 35. Dynamics CRM 2016 Café 15/09/2016 Tips & Tricks CRM 2016 Update rond Dynamics CRM 15/09/2016
  36. 36. Q&A Dynamics CRM 2016 Café 15/09/2016
  37. 37. Café Update rond Dynamics CRM 15/09/2016

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