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Nic Smith BI Solutions Marketing Microsoft Corporation

Microsoft Crm Analytics

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Page 1: Microsoft Crm Analytics

Nic SmithBI Solutions MarketingMicrosoft Corporation

Page 2: Microsoft Crm Analytics
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Executives

Managers

End-users

US

ER

S

OBJECTIVES

Tactical Strategic

Business Scorecard

Operational Analysis

Embedded

Guidance

Analytic Needs Differ by Role and Objective

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When Do I Need Analytics?Key Indicators

I spend too much time compiling, importing, and analyzing data

My team has to call the IT department for every database and reporting issue

I have to drill deeper into the data to gain sufficient insight

Customers don’t care about our internal processes and inefficiencies

We need granular, real-time data to make better decisions faster

I don’t have the tools and information that I need to effectively analyze sales data

We end up with disparate systems and ineffective communication channels

We’re not leveraging our investments and capabilities

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1. Develop accurate forecasts

2. Achieve revenue goals

3. Increase close rates

1. Increase customer satisfaction (CSAT)

2. Reduce customer service costs

3. Drive revenue through service channels

1. Drive campaign ROI

2. Increase response rates

3. Improve marketing agility

Helps each organization to achieve their objectives

MARKETING SALES SERVICE

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Monitor Marketing Performance

Analyze Pipeline Performance

Drive Conversion Rates

Push Intelligence to Point of Interaction Full spectrum of business intelligence capabilities

ranging including Excel, performance dashboards, ad hoc reporting, OLAP, predictive modeling, and

data mining.

Full spectrum of business intelligence capabilities ranging including Excel, performance dashboards, ad hoc reporting, OLAP, predictive modeling, and

data mining.

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Monitor Sales Performance

Analyze Process Performance

Predict Customer Behavior

Push Intelligence to Field

Full spectrum of business intelligence capabilities ranging including Excel, performance dashboards, ad hoc reporting, OLAP, predictive modeling, and

data mining.

Full spectrum of business intelligence capabilities ranging including Excel, performance dashboards, ad hoc reporting, OLAP, predictive modeling, and

data mining.

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Monitor Service Performance

Analyze Process Performance

Predict Customer Behavior

Push Intelligence to Point of Interaction

Full spectrum of business intelligence capabilities ranging including Excel, performance dashboards, ad hoc reporting, OLAP, predictive modeling, and

data mining.

Full spectrum of business intelligence capabilities ranging including Excel, performance dashboards, ad hoc reporting, OLAP, predictive modeling, and

data mining.

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More Agility

More Customer Loyalty

Empower

employees with

customer metrics

that guide

employees to

make decisions

that will help

build customer

trust.

More Revenue

Prioritize

marketing and

sales initiatives

in those that

show the

greatest return

on investment.

Strategically

align all

customer-facing

operations and

empower

employees from

the top down to

quickly adjust

to changing

environments.

MoreProductivity

Eliminate

learning curve

issues while

realizing fast

adoption rates

by delivering

familiar

applications that

work the way

your employees

work.

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“”The true value of Microsoft Dynamics is about how successful the tool can make employees in their jobs.” Greg Lush, Chief Information Officer, The Linc Group

Microsoft Dynamics enables multinational service provider to optimize Microsoft Dynamics enables multinational service provider to optimize customer relationship management, and increase sales.customer relationship management, and increase sales.

CRM solution with powerful out of the box BI capabilities that integrate with familiar tools such as Excel and Outlook.

Page 16: Microsoft Crm Analytics

The Magic Quadrant is copyrighted February, 2008 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner’s analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the “Leaders” quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Gartner, Inc. “Gartner Magic Quadrant for Business Intelligence Platforms, 2008,” James Richardson et al., Feb. 1, 2008

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END USER TOOLS AND PERFORMANCE MANAGEMENT APPLICATIONS

BI PLATFORM (RDBMS, ETL, OLAP, Reporting)

DELIVERY

Mainframe/ Departmental Systems

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What What happened?happened?Reporting, Reporting,

ConsolidationConsolidation

What What happened?happened?Reporting, Reporting,

ConsolidationConsolidation

What is happening?What is happening?Scorecards Scorecards

and Dashboardsand Dashboards

What is happening?What is happening?Scorecards Scorecards

and Dashboardsand Dashboards Why did it happen?Why did it happen?

AnalyticsAnalyticsWhy did it happen?Why did it happen?

AnalyticsAnalytics

What will happen?What will happen?ForecastingForecasting

What will happen?What will happen?ForecastingForecasting

What do I want to What do I want to happen?happen?

Planning, Budgeting Planning, Budgeting

What do I want to What do I want to happen?happen?

Planning, Budgeting Planning, Budgeting

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Complete and integratedBI and PerformanceManagement offering Agile products that adapt toyour information needsBuilt on a trusted partof your IT backbone

Microsoft Business IntelligenceVision and strategyVision and strategy