Intro to crm 2011
- 2. • Why CRM ? The Challenge • Why Microsoft Dynamics CRM 2011? • Microsoft Dynamics CRM 2011 Pillars • CRM 2011 in Education • CRM User Experience
- 3. • Expectations of parents, local education authorities, government agencies and higher education students. • The need for real time data. • Limited budgets. • The need for better tracked communications.
- 4. • • • Get a 360-degree view of your school, district, or campus with tools for educators and administrators that are easy to use and manage. Increase productivity and enhance collaboration. Quickly develop applications for learning, education, research, faculty, and student management with the CRM framework.
- 5. • Microsoft Dynamics CRM is a customer relationship management (CRM). • It enables organizations to record customer interactions, opportunities, and improve customer loyalty. • It also helps organizations optimize their operations by automating routine tasks, and standardizing best practices.
- 11. • Case Management : recording complaints, problem, questions or other queries. • Contract Management : recording entitlement to service. • Defining services provided and the resources needed for these services. • Scheduling appointments using the scheduling engine. • Building a store of intelligences using the Knowledge Base (can double as a call center script).
- 12. • Alumni & Donor Management • General Administration • Communication Tracking • Student Information system • Faculty and Staff Management • Recruiting and Retention
- 13. • • The Web Client • Access CRM using Internet Explorer 7.0 or better Microsoft Dynamics CRM for Microsoft Office Outlook • Access all CRM Entities • Track Activities done in Outlook into related Data in CRM • Create and synchronize activities to CRM
- 14. • • • • Building on familiar MS Office experience This screen shows a form representing a single contact Notice the editable fields. Also Notice the Related Records links.
- 15. • • This Screen shows when a Related Record link is clicked. Showing list of related contacts for an account.
- 16. • • • CRM Navigation Allows User to Go Through all Modules of CRM easily Within Every module list of links to Entities is displayed. A shortcut list is also available to display functions for that link
- 18. © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
Editor's Notes
- #8: Sales Team & Territory PlanningLead ManagementOpportunity ManagementAccount ManagementForecasting Sales Analytics
- #10: Planning & BudgetingData & List ManagementCampaign ManagementResponse & Lead ManagementMarketing Analysis
- #12: Account & Contact ManagementInteraction & Knowledge ManagementCase Management & SchedulingReal Time insight & ReportingProactive Sales
- #13: Alumni and Donor ManagementGet the tools that your institution needs for more effective fundraising and development. With Microsoft Dynamics CRM, you can gain insights about your donors to help you boost contributions and build long-lasting relationships.Provide a complete view of individual donors, including past interactions with your institution.Identify top alumni donors to better target communications to them.Automate communications to key donors and the community to strengthen these vital connections.Analyze fundraising campaigns and identify trends to further refine your efforts and help increase contributions.General AdministrationControlling administrative costs is an enormous challenge for educational institutions. Now, Microsoft Dynamics CRM makes that challenge easier with efficiencies gained through automation and access to real-time information.Use built-in tools to automate processes for workflows and for collaboration with other institutions.Tailor Microsoft Dynamics CRM for your needs with intuitive, Web-based design tools to modify forms, data fields, and relationships.Get in-depth views of various operations including transportation, food services, and asset management, and use the information to increase your efficiency.Increase productivity with a familiar interface that works like other Microsoft productivity software, so little training is required and adoption is quick.Create sophisticated reports on your organization’s performance—without the need for IT assistance.CommunicationsCommunications are critical to every educational institution, but with today’s lean budgets and limited resources, it can be difficult to keep your key audiences informed. With Microsoft Dynamics CRM, however, your communications can help you build stronger relationships with your community.Automatically distribute communications to parents and the community to increase awareness of key events and achievements.Help reduce the need for extensive e-mail communications between distance-learning students and teachers through a quick consolidation of information.Have student records—such as attendance, curriculum, discipline, and extracurricular activities—readily at hand so you can respond quickly when parents or others contact you.Student Information systemGain a comprehensive view of each student and streamline the management of records and processes with Microsoft Dynamics CRM. Reduce your administrative workload and get insights into school performance to help you serve students better.Centralize the management of student records such as attendance, curriculum, discipline, and extracurricular activities to provide a complete view of every student.Take advantage of real-time visibility into student data and classroom or school performance to proactively address potential issues before they become problems.Automate processes and communications to reduce administrative tasks and, at the same time, help ensure that student privacy is protected.Faculty and Staff ManagementMicrosoft Dynamics CRM is a fast, flexible, and affordable solution that helps you achieve higher levels of efficiency with tools that can help you, your faculty, and your staff manage day-to-day activities and make more informed decisions.Eliminate paper processes for managing the teacher certification process and other career-related activities.Provide faculty, administrators, and staff with mobile access to take advantage of tools and information at any time, from almost anywhere, with advanced data synchronization and mobility features.Simplify the management of substitute teachers and staff with easy, visual scheduling and a centralized view of calendars and resources.Recruiting and RetentionWhether you want to attract and retain outstanding educators or bring more students to your school, college, or university, Microsoft Dynamics CRM makes it easier to target your audience, track responses, and analyze results, as well as monitor performance.Take advantage of the out-of-the-box capabilities of Microsoft Dynamics CRM to prospect for and recruit qualified educators and students.Track event attendance and measure the success of marketing or informational campaigns within Microsoft Dynamics CRM.Give administrators the ability to evaluate school, department, or faculty performance with real-time information and trending analysis.Source:http://crm.dynamics.com/en-us/education
- #14: The second point is particularly important as it means that users who are familiarwith working in Outlook can quickly start tracking interactions with customersand suppliers. For example, if a user writes an e-mail to a customer, he or she canclick Track to store the correspondence in Microsoft Dynamics CRM.A user can also configure Microsoft Dynamics CRM for Outlook toautomatically track incoming e-mails and responses to e-mails.Microsoft Dynamics CRM for Outlook provides an optional capability where apartial copy of the CRM data is stored on a user's computer providing offlinecapability. This feature means that users can continue to work with MicrosoftDynamics CRM even when they are disconnected from the company network.