Dynamics 365 for Sales, Gamificación y Social Engagement
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Impulse sus resultados con Microsoft Dynamics CRM, la solución #1 en gestión de fuerza de venta Una solución en la nube, de pago flexible por uso Una solución completa para gestión integrada de ventas, marketing y servicio al cliente Gestión avanzada de cuentas, clientes y oportunidades , integrada con Office 365 -Office en la nube- con herramientas de primer nivel para analítica y reporting Sin inversión en infraestructuras, sin mantenimiento, permanentemente actualizada, con despliegue prácticamente inmediato Movilidad completa con , App móviles para cualquier dispositivo del mercado Herramientas de Venta Social, gamificación, colaboración, automatización de marketing Microsoft Dynamics CRM, Office 365 y PowerBI. Máxima productividad de su equipo comercial para un salto cuantitativo y cualitativo en ventas
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Dynamics 365 for Sales, Gamificación y Social Engagement
- 1. Dynamics 365 for Sales Carolina Martínez Directora General Innovar Tecnologías
- 3. Dynamics 365 for Sales
- 5. • Sugiere acciones de seguimiento comercial: emails por responder, oportunidades a punto de vencer, clientes potenciales no contactados por X tiempo • Se visualizan desde la pantalla principal de la app móvil o el panel inicial de Dynamics 365 for Sales Más información en: https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview- feature-relationship-insights-overview.aspx
- 8. Más información en: https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview- feature-relationship-insights-overview.aspx • Nos permite ver tasa de abiertos/clicks/interacciones con correos relacionados a la oportunidad • Al escribir un nuevo mensaje, nos sugiere plantillas de correo más efectivas, con recomendaciones basadas en las tasas de respuesta y respuesta anteriores. • Nos permite programar el envío para otro momento para más efectivo – chequea las zonas horarias de los destinatarios para sugerirnos el mejor tiempo de entrega • Nos permite fijar recordatorio para “follow up” de correos/oportunidades
- 9. Más información en: https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview- feature-relationship-insights-overview.aspx • El sistema busca mensajes de o desde direcciones de correo electrónico relevantes y le presenta los mensajes relevantes en Dynamics 365 • Con solo un clic, puede realizar un seguimiento de cualquiera de los mensajes sugeridos en Dynamics 365 poniéndolos a disposición del equipo de ventas 1. Mensajes seguidos 2. Mensajes sugeridos para seguimiento 3. Link de seguimiento 4. Etiqueta privacidad de email
- 10. Con Office 365 Groups es posible compartir información relacionada con cuentas u oportunidades con otros miembros del equipo incluso si no tiene acceso a Dynamics 365
- 11. Gamificación • Adquisición de FantasySales e integración en la suite de Dynamics 365 for Sales & Customer Service • Aplicación de gamificación integrada a Dynamics 365 • Configuración de KPIs (métricas), partidas, y equipos con datos de Dynamics 365 • Paneles de visualización de resultados en tiempo real • Fácil de usar: configuración de partidas en 5’
- 12. Social Engagement Demo Antony Medina Senior Consultant Dynamics 365
- 13. MS Relationship Sales Solution • Búsqueda avanzada: clientes potenciales y empresas • Recomendaciones automáticas • Visualización completa de perfiles que no están en su red • InMail: envío a cualquier miembro de la red https://business.linkedin.com/sales-solutions/sales-navigator
- 14. MS Relationship Sales Solution https://blogs.microsoft.com/blog/2017/04/24/new-ways-drive-business- forward-todays-digital-landscape/#sm.0001y0yw9l1r2cw3yya1i9qcu0l6c • Convertir información de LinkedIn en Leads, Contacts, Accounts y Opportunities de Dynamics 365 • Visualización de la actividad de cuentas y contactos en CRM actualizado diariamente en Sales Navigator • Visualización de actividad de Sales Navigator (inMail, mensajes, notas y log de llamadas) en Dynamics 365 • Paquete único de precio reducido para Dynamics 365 for Sales + LinkedIn Sales Navigator disponible desde Junio 2017
- 15. Dynamics 365 for talent https://blogs.microsoft.com/blog/2017/04/24/new-ways-drive-business- forward-todays-digital-landscape/#sm.0001y0yw9l1r2cw3yya1i9qcu0l6c • Búsqueda avanzada de candidatos a través de linkedin recruiter (integrado en Dynamics 365 for Talent) • Seguimiento de todo el proceso de selección • Coordinación de entrevistas con visibilidad de agenda (integración Exchange) miembros del equipo
- 16. Dynamics 365 for talent https://blogs.microsoft.com/blog/2017/04/24/new-ways-drive-business- forward-todays-digital-landscape/#sm.0001y0yw9l1r2cw3yya1i9qcu0l6c • OnBoarding de candidatos • Visualización de miembros del equipo
- 17. Microsoft + Adobe: Combinación imbatible Adobe Marketing Cloud como servicio de Marketing integrado en Dynamics 365. Adobe Campaign + Microsoft Dynamics 365: marketing omnicanal + información empresas en ambas plataformas Integracion entre Adobe Analytics y Power BI para analizar datos de comportamiento Más información en: https://news.microsoft.com/2017/03/20/adobe-and-microsoft-announce-availability-of- joint-offerings-to-transform-customer-experiences
- 18. AppSource.com Por primera vez un repositorio de todas las apps Microsoft Dynamics 365 centralizado Verticales por sector , Add-Ons, etc.
- 19. +34 93 199 14 25 info@innovartecnologias.com www.innovartecnologias.com
Notas del editor
- LO PRINCIPIO LO HARÁ MS)
- Microsoft provides the breadth of capabilities needed to empower sales organizations to sell effectively by: Our Opportunity Management capabilities help transforming sellers into top performers Social Selling helps sellers deepen customer relationships with relevance Our Planning & Management capabilities help managers lead sales teams confidently with insight backed by data The ability to collaborate on key sales content helps teams win over customers with personalized content Mobile Sales apps allow your sellers to stay connected to customers anytime, anywhere Our Sales Intelligence capabilities help you gain insight into the business and proactively anticipate customer needs Let’s drill down into each of these.
- Now that we’ve had a chance to run through the key sales capabilities of Microsoft Dynamics CRM, let’s take a moment to highlight how the integrated Office 365 features support an end-to-end sales process. Salespeople can track incoming emails in CRM, communicate with their customers through Skype for Business, take notes while in customer meetings, and share deal updates with the entire sales team via Yammer. Sellers can easily discover relevant documents through Delve and OneDrive for business, collaborate across the organization with support from Office 365 groups, and create proposals real-time as a team. It’s also easy to automatically generate quotes in Word and share or manage via SharePoint. Sellers can also manage their pipeline via Excel right from within Dynamics CRM. As you can see, Microsoft delivers a very comprehensive solution and significant value to sales organizations.
- Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device. Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account. Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
- Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device. Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account. Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
- Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device. Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account. Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
- Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device. Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account. Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
- Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device. Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account. Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
- Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device. Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account. Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
- Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device. Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account. Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
- Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device. Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account. Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
- The applications we focus on are the 3 core CRM workloads of Sales, Marketing and Customer Care. In addition, a key differentiator is the Framework which allows customers and partners to rapidly build Extended CRM Applications. Extended CRM applications can be industry or vertical specific solutions such as Citizen Services Management, or they can be any number of relationship based-applications such as dealer management, patent management, employee self service, and asset management – pretty much any business process where there are records and relationships. These workloads and applications can be consumed from a variety of devices with modern form factors such as tablets and smartphones but also can be consumed via desktop browsers, an Outlook client and more. The core workloads we deliver and the Extended CRM applications take advantage of a declarative rapid application development framework providing the underlying relationships, interactions, processes and insights. Microsoft provides the “Power of Choice” with CRM deployments. With Microsoft Dynamics CRM, Deployment is usually an afterthought since all the capabilities of Microsoft Dynamics CRM are available regardless of whether you use on-premises installation or use CRM in the cloud with Microsoft Dynamics CRM Online. Even further, Microsoft provides the option for our customers to migrate from one deployment model (say cloud) to another (local on-premises) providing maximum flexibility for IT organizations. This allows customers to start their proof of concepts in the cloud and then move to on-premises environment at a later time if the business needs change.
- The applications we focus on are the 3 core CRM workloads of Sales, Marketing and Customer Care. In addition, a key differentiator is the Framework which allows customers and partners to rapidly build Extended CRM Applications. Extended CRM applications can be industry or vertical specific solutions such as Citizen Services Management, or they can be any number of relationship based-applications such as dealer management, patent management, employee self service, and asset management – pretty much any business process where there are records and relationships. These workloads and applications can be consumed from a variety of devices with modern form factors such as tablets and smartphones but also can be consumed via desktop browsers, an Outlook client and more. The core workloads we deliver and the Extended CRM applications take advantage of a declarative rapid application development framework providing the underlying relationships, interactions, processes and insights. Microsoft provides the “Power of Choice” with CRM deployments. With Microsoft Dynamics CRM, Deployment is usually an afterthought since all the capabilities of Microsoft Dynamics CRM are available regardless of whether you use on-premises installation or use CRM in the cloud with Microsoft Dynamics CRM Online. Even further, Microsoft provides the option for our customers to migrate from one deployment model (say cloud) to another (local on-premises) providing maximum flexibility for IT organizations. This allows customers to start their proof of concepts in the cloud and then move to on-premises environment at a later time if the business needs change.
- The applications we focus on are the 3 core CRM workloads of Sales, Marketing and Customer Care. In addition, a key differentiator is the Framework which allows customers and partners to rapidly build Extended CRM Applications. Extended CRM applications can be industry or vertical specific solutions such as Citizen Services Management, or they can be any number of relationship based-applications such as dealer management, patent management, employee self service, and asset management – pretty much any business process where there are records and relationships. These workloads and applications can be consumed from a variety of devices with modern form factors such as tablets and smartphones but also can be consumed via desktop browsers, an Outlook client and more. The core workloads we deliver and the Extended CRM applications take advantage of a declarative rapid application development framework providing the underlying relationships, interactions, processes and insights. Microsoft provides the “Power of Choice” with CRM deployments. With Microsoft Dynamics CRM, Deployment is usually an afterthought since all the capabilities of Microsoft Dynamics CRM are available regardless of whether you use on-premises installation or use CRM in the cloud with Microsoft Dynamics CRM Online. Even further, Microsoft provides the option for our customers to migrate from one deployment model (say cloud) to another (local on-premises) providing maximum flexibility for IT organizations. This allows customers to start their proof of concepts in the cloud and then move to on-premises environment at a later time if the business needs change.
- The applications we focus on are the 3 core CRM workloads of Sales, Marketing and Customer Care. In addition, a key differentiator is the Framework which allows customers and partners to rapidly build Extended CRM Applications. Extended CRM applications can be industry or vertical specific solutions such as Citizen Services Management, or they can be any number of relationship based-applications such as dealer management, patent management, employee self service, and asset management – pretty much any business process where there are records and relationships. These workloads and applications can be consumed from a variety of devices with modern form factors such as tablets and smartphones but also can be consumed via desktop browsers, an Outlook client and more. The core workloads we deliver and the Extended CRM applications take advantage of a declarative rapid application development framework providing the underlying relationships, interactions, processes and insights. Microsoft provides the “Power of Choice” with CRM deployments. With Microsoft Dynamics CRM, Deployment is usually an afterthought since all the capabilities of Microsoft Dynamics CRM are available regardless of whether you use on-premises installation or use CRM in the cloud with Microsoft Dynamics CRM Online. Even further, Microsoft provides the option for our customers to migrate from one deployment model (say cloud) to another (local on-premises) providing maximum flexibility for IT organizations. This allows customers to start their proof of concepts in the cloud and then move to on-premises environment at a later time if the business needs change.
- The applications we focus on are the 3 core CRM workloads of Sales, Marketing and Customer Care. In addition, a key differentiator is the Framework which allows customers and partners to rapidly build Extended CRM Applications. Extended CRM applications can be industry or vertical specific solutions such as Citizen Services Management, or they can be any number of relationship based-applications such as dealer management, patent management, employee self service, and asset management – pretty much any business process where there are records and relationships. These workloads and applications can be consumed from a variety of devices with modern form factors such as tablets and smartphones but also can be consumed via desktop browsers, an Outlook client and more. The core workloads we deliver and the Extended CRM applications take advantage of a declarative rapid application development framework providing the underlying relationships, interactions, processes and insights. Microsoft provides the “Power of Choice” with CRM deployments. With Microsoft Dynamics CRM, Deployment is usually an afterthought since all the capabilities of Microsoft Dynamics CRM are available regardless of whether you use on-premises installation or use CRM in the cloud with Microsoft Dynamics CRM Online. Even further, Microsoft provides the option for our customers to migrate from one deployment model (say cloud) to another (local on-premises) providing maximum flexibility for IT organizations. This allows customers to start their proof of concepts in the cloud and then move to on-premises environment at a later time if the business needs change.