What's New in Microsoft Dynamics CRM 2013

What’s new in Microsoft Dynamics CRM 2013

Microsoft Dynamics CRM makes business personal

INTUITIVE DESIGN

ACTIONABLE INTELLIGENCE

PERVASIVELY CONNECTED

• Simple and immersive interface that salespeople love to use

• Personalized, efficient and familiar experiences

• Embedded process, based on proven best selling practices

• Agile processes that can be tailored to each business

• Deep insight into market conditions, prospects and customers

• Navigate the customer’s buying chain effectively through social prospecting

• Data visualization gives sales leaders visibility into key metrics and trends

• Anywhere access to the people and resources needed for success

• Real-time internal and external collaboration with rich communication tools

• Content and expertise sharing to help teams win together

• Social networking tools in business context

New User Experience

Experience designed for salespeople

CRM Adoption continues to be a challenge for sales organizations

Microsoft Dynamics CRM 2013 delivers an experience that is: Easy to use Seamless across devices Outcome-driven Valuable to sales people"Out of all the CRM project problems reported, we found

the most significant threat to be slow user adoption (49 percent)“

- Bill Band, Vice President, Principal Analyst, Forrester

Optimized for analysis, search, and engagement

New navigation model

Streamlined flow Valuable space on screen

reserved for information display

Recently viewed records at your fingertips

Enter data “on-the-fly” with Quick Create

New command bar

Business Process

Business Process – standardize on best practicesStep-by-step guidance on what you need to do to get a verifiable outcome.

Benefits for sales organizations: Increase win rates Increase revenue and profit margins Shorten sales cycle Promote consistent, high-quality

engagement Improve measurement of sales stage

progression Increase forecast accuracy Create competitive differentiators Align sales people with company goals Shorten ramp up time for new-hires

According to CSO Insights,

companies that adopt a

dynamic sales process

show a 19% increase in

quota attainment over

companies that do not.

Business process-centric experience

Embedded in CRM, making it easy to identify: Where you are in process What you need to do

next

Business process can span multiple record types, guiding user through: Application navigation Field updates New record creation

Personalized sales process

Users can select the process that best fits the scenario

Business rules can be enforced through process

Stages can be categorized for better reporting

Support for closed-loop processes

Sales Analysis & Insight

Turn action into insight

Powerful dashboards and real-time visualizations

Time-phased graphical analytics with PowerView

Understand your prospects more than they understand you.

Stay on top of influencers and changes that affect your most important deals

Mobile Sales Enablement

Designed for you• Simplified navigation• Inline quick create• Click to contact• Layout fits your device

Easy adoptionEverything in one page Touch friendly

Stay productive on the go

Microsoft Dynamics CRM on devices that sales people want to use:

Windows 8 tablets and iPad Windows Phone, iPhone, and Android

phone

Included with each CRM license at no additional license fee

Adopt Microsoft Dynamics CRM on touch devices to:• Quickly mobilize your sales force• Create a competitive differentiator• Attract and retain sales talent

CRM for Tablets

Microsoft Dynamics CRM for tablets

Designed to support key sales scenarios Modern, process-centric experience for Windows 8 and

iPad Dashboard is the information hub Configurable and extensible

A personalized experience

Quickly locate any record – search across entities Pin tiles to Windows 8 Start and dashboard Change grid column widths

Rich customer information at your fingertips Forms show detailed information Sales process embedded in experience Standard web form definitions are leveraged Dynamics CRM optimizes forms for touch devices

Easily interact using a communication card Quickly engage with your network of people Contacts and Users will have a communication card Displayed for: Opportunity, Account, Lead, Contact,

User Also shown when pinned contact tiles are expanded

Sales analysis on the go Charts to help businesses visualize performance Get a snapshot by viewing charts on dashboard See underlying data on grid by clicking into chart Filter data by clicking on sections within the chart

Access to key data when connectivity is lost Recently viewed records are cached and

may be viewed offline

Data is read-only

Offline alert for user

Timestamp displayed

CRM for Phones

Microsoft Dynamics CRM for phones

Anytime, anywhere access to key CRM data Touch-optimized experience across modern devices

including Windows Phone, iPhone and Android Create, update and delete records Customizable experience Offline access on Windows Phone

Mobile sales effectiveness

• Communication card• Guided processes• Team selling• Mobile analytics

Easy adoptionSeamless Experience Designed for Touch

Social Selling

Social when it matters

External communicationInternal collaborationReal-time access to

people / data

• Lync presence• Yammer in context• Effortless collaboration• Organization-wide

Team selling through social connections

• Social conversations in business context

• Find experts and collaborate on deals

• Generate referrals and introductions

Sales Scenario

Sale

s D

ash

board

Opport

unitie

s

Quote

s

Ord

ers