dynamics day 2014: microsoft dynamics crm - productivity sales accelerators

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Steven Foster, Dynamics CRM Product and Marketing Manager Productivity: Sales Accelerators

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A look at how Intergen’s Sales Accelerators quickly and cost effectively address key business issues, such as sub-optimised business processes, disconnected data and disparate systems. Dynamics Day is Australasia's leading event for users of Microsoft Dynamics. For those of you who couldn't make it along to the event, we have made all session content available online.

TRANSCRIPT

Page 1: Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators

Steven Foster, Dynamics CRM Product and Marketing Manager

Productivity:Sales Accelerators

Page 2: Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators

15+ years CRM experience

CRM Evangelist

Microsoft CRM MVP & Microsoft Partner seller

@FozzyNZ

www.nakedcrm.com

Steve FosterCRM Product and Marketing Manager

Presenter

Page 3: Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators

Our Agenda

Core Sales Outcomes

Intergen Sales Accelerator

Page 4: Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators

Dynamics CRM – Productivity – Sales Accelerators | 4

Objectives of the session

Talk to the pain points of sales

Walkthrough core sales outcomes and how they might

look

Talk to Intergen’s sales accelerator

Page 5: Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators

Difficulty Sharing Data Both Externally And Internally

Increasing Bad Debt

Unknown Financial Position

Rekeying Information Into Excel

Too Much Information;Too Many

Places

Lost Sales Productivity;Ineffective Marketing

Long Sales Cycles

No Visibility Into Sales Pipeline; Inaccurate Sales Forecasts Business Applications

Difficult To Use

Business Applications Not Optimised For Sales, Marketing And Operational Excellence

What we hear all the time …

No Single View of the Customer

Page 6: Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators

WHAT OUR CUSTOMERS ARE FACING

More productivity is needed!

Decrease time to value through a connected strategy

c nnected

across

Businesses must be

social

mobile

cloud

information

Mobile access increases sales force productivity by

14.6%Source: CSO Insights

Adding social and mobile access capabilities to CRM increases productivity of sales people by26.4%

Source: Nucleus ResearchCompanies that adopt dynamic sales processes

show a

19%increase in quota

attainment over those that don’t.

Source: CSO Insights

Percent of organizations seek improvement in forecasting and sales processes.

60Source: CSO Insights

Sales VP

Source: IDC Research

72Sales Manager

Percent of companies are seeing and increase in sales cycle length.

40Customers

Percent of customers stop doing business with companies that deliver a bad customer experience.Source: Harvard Business Review

71Sales Representative

Percent spend too much time on administrative tasks.

Source: The Economist Intelligence Unit

Sales Trends & Challenges

Page 7: Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators

Dynamics CRM – Productivity – Sales Accelerators | 7

Productivity Mobility

Visibility Insights

Page 8: Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators

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Sales Productivity

Ease of UseEasy to create and update

Visual QueuesTell me what I need to do

Call on the right customersCall planning activity

Access AnywhereSales mobility

ConsistencyProcess I understand

Streamline CommunicationsMake it easy to respond

Collaboration across teamsShare and we shall conquer

Page 9: Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators

Dynamics CRM – Productivity – Sales Accelerators | 9

Sales Mobility

Ease of UseAccess anywhere on any device

Visual QueuesTell me something I do not know

Engage the CustomerImprove the customer experience

Connectivity when I need itOnline and offline access

Record key activitiesIncreases visibility

Productivity EnablerI can work while I am out

Delivers just what I needRemove the clutter

Page 10: Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators

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Sales Visibility

Ease of UseEasy to create and update

Visual QueuesTell me what I need to do

Call on the right customersCall planning is visible and measureable

My Sales DashboardKeep it simple Consistency

Enter once, report multiple

Better ForecastsEasy to update and maintain

Collaboration across teamsSales and Marketing working as one

Page 11: Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators

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Sales InsightEase of Use

Easy to create and update

Make in VisualTell me what I need to do

Social InsightsWhat are people talking about?

Everyone InsightsGive back to the data enters

Provide external insightsAccess big data

Learn from the dataAnalyse and make sense, avg call cycle,

Industry focus, win rates

Customer engagementHow are our customers engaging with us

Page 12: Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators

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Intergen Sales AcceleratorDon’t re-invent the wheel Accelerate Outcomes

Pre-configured solution

Includes MobilityIncrease productivity

Targeted CommunicationsIncludes pre-configured ClickDimensions

Due early 2015

Page 13: Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators

Thank You

Steve FosterCRM Product and Marketing [email protected]@FozzyNZwww.nakedcrm.com

Page 14: Dynamics Day 2014: Microsoft Dynamics CRM - Productivity Sales Accelerators

THE END