Transcript
Page 1: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

• Outlook Integration

• Marketing

• Sales

• Customer Service

• Analytics

Microsoft DynamicsCRM ONLINEPresented by

Ralph R. ZerboniaFrom a presentation created by Eric Boocock Technology SpecialistMicrosoft Dynamics CRM Online Blog

Page 2: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 3: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 4: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 5: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 6: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 7: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 8: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 9: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Outlook Integration

CRM Menu Bar

CRM Toolbar

Track in CRM

View in CRM

Set Parent

View Parent

Synchronization

CRM Online Web Folders

Page 10: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 11: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 12: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 13: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 14: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 15: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 16: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 17: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 18: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 19: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 20: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 21: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 22: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 23: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Marketing

Campaign Management

Campaign Planning

Customer Segmentation

Campaign Execution

Lead Import

Page 24: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 25: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 26: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 27: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 28: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 29: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 30: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 31: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 32: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 33: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 34: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 35: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 36: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 37: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 38: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 39: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 40: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 41: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 42: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 43: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 44: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 45: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Sales

Lead & Activity Management

Account & Contact Management

Opportunity Management

Sales Process Automation

Sales Analytics

Page 46: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 47: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 48: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 49: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 50: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 51: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 52: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 53: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 54: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 55: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 56: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 57: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 58: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 59: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 60: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 61: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 62: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 63: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 64: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – Service

Case Management

Integrated KB

Contract Management

Service Scheduling

Service Analytics

Page 65: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

[email protected]://www.universecentral.com

Page 66: Microsoft Dynamics CRM Online Demonstration

Microsoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online BlogMicrosoft Dynamics CRM ONLINE Presented by Ralph R. Zerbonia from a Presentation Created by Eric Boocock Technology Specialist Microsoft Dynamics CRM Online Blog

CRM Online – For more information


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