Vision of the future
Nancy Rademaker
Microsoft              @nancyrademaker
ACQUIRE   RETAIN




  GROW
Acquiring customers today and in the future will require
        companies to have the right insights that drive the right
Acquire action and ability to close business

         To grow a greater share a wallet that drives top line revenue,
         companies need to provide simple guided sales tools that
                                                     57of choice.
                                                            thru buying cycle
         are proactive, collaborative and on the device % before sales contact
  Grow     50/50 CMO rule.
           50% of technology and marketing
           spend is driving results, 50% is not,
           but which?
        Retaining customers tomorrow will require you to Listen,
        Analyze, and Engage customers in the channel they prefer
                                        By 2017CMO

 Retain that meet their expectation     spending on technology will
                                        exceed that of the CIO
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Acquiring customers today and in the future will require
        companies to have the right insights that drive the right
Acquire action and ability to close business

         To grow a greater share a wallet that drives top line revenue,
         companies need to provide simple guided sales tools that
                                                     57of choice.
                                                            thru buying cycle
         are proactive, collaborative and on the device % before sales contact
  Grow     50/50 CMO rule.
           50% of technology and marketing
           spend is driving results, 50% is not,
           but which?
        Retaining customers tomorrow will require you to Listen,
        Analyze, and Engage customers in the channel they prefer
                                        By 2017CMO

 Retain that meet their expectation     spending on technology will
                                        exceed that of the CIO
CRM Browser Client
for iPad

CRM and Yammer
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Praise, Polls,
     etc




Like, Reply
Follow in
Yammer




Documents
Comments,
 Mentions,
 Hashtags
Rich post     Activity
experience     Stream
             messages
             from CRM
Search for
CRM records
Consistent
                 follow



               Contextual
                Activity
Link back to
                stream
    CRM




                Related
                content
Configuration


                One required step
Acquiring customers today and in the future will require
        companies to have the right insights that drive the right
Acquire action and ability to close business

         To grow a greater share a wallet that drives top line revenue,
         companies need to provide simple guided sales tools that
                                                     57of choice.
                                                            thru buying cycle
         are proactive, collaborative and on the device % before sales contact
  Grow     50/50 CMO rule.
           50% of technology and marketing
           spend is driving results, 50% is not,
           but which?
        Retaining customers tomorrow will require you to Listen,
        Analyze, and Engage customers in the channel they prefer
                                        By 2017CMO

 Retain that meet their expectation     spending on technology will
                                        exceed that of the CIO
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Leo

                   Orion




          Gemini
Polaris
GEMINI                                        ORION MKT




  JAN         FEB          MAR            APR   MAY   JUN   Second half 2013




POLARIS




                                                                          ORION
          POLARIS UPDATE
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
BI Software Implementation
BI Software Implementation
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Mobility Roadmap For Orion…

Mobile client application for Sales
Windows 8 and iPad

Microsoft Dynamics CRM browser
client for iPAD
Available for On Premise
Customer Service Revamp   Microsoft Excel® integration             Mobile client for Android
                          Sales and market planning applications   and phones
Integrated Social
Brand management          Microsoft Lync® & Skype
Social care               integration enhancements
Campaign Management
Enhancements
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft
Vision on the Future | Nancy Rademaker, Microsoft

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Vision on the Future | Nancy Rademaker, Microsoft

  • 1. Vision of the future Nancy Rademaker Microsoft @nancyrademaker
  • 2. ACQUIRE RETAIN GROW
  • 3. Acquiring customers today and in the future will require companies to have the right insights that drive the right Acquire action and ability to close business To grow a greater share a wallet that drives top line revenue, companies need to provide simple guided sales tools that 57of choice. thru buying cycle are proactive, collaborative and on the device % before sales contact Grow 50/50 CMO rule. 50% of technology and marketing spend is driving results, 50% is not, but which? Retaining customers tomorrow will require you to Listen, Analyze, and Engage customers in the channel they prefer By 2017CMO Retain that meet their expectation spending on technology will exceed that of the CIO
  • 16. Acquiring customers today and in the future will require companies to have the right insights that drive the right Acquire action and ability to close business To grow a greater share a wallet that drives top line revenue, companies need to provide simple guided sales tools that 57of choice. thru buying cycle are proactive, collaborative and on the device % before sales contact Grow 50/50 CMO rule. 50% of technology and marketing spend is driving results, 50% is not, but which? Retaining customers tomorrow will require you to Listen, Analyze, and Engage customers in the channel they prefer By 2017CMO Retain that meet their expectation spending on technology will exceed that of the CIO
  • 17. CRM Browser Client for iPad CRM and Yammer
  • 26. Praise, Polls, etc Like, Reply
  • 29. Rich post Activity experience Stream messages from CRM
  • 31. Consistent follow Contextual Activity Link back to stream CRM Related content
  • 32. Configuration One required step
  • 33. Acquiring customers today and in the future will require companies to have the right insights that drive the right Acquire action and ability to close business To grow a greater share a wallet that drives top line revenue, companies need to provide simple guided sales tools that 57of choice. thru buying cycle are proactive, collaborative and on the device % before sales contact Grow 50/50 CMO rule. 50% of technology and marketing spend is driving results, 50% is not, but which? Retaining customers tomorrow will require you to Listen, Analyze, and Engage customers in the channel they prefer By 2017CMO Retain that meet their expectation spending on technology will exceed that of the CIO
  • 42. Leo Orion Gemini Polaris
  • 43. GEMINI ORION MKT JAN FEB MAR APR MAY JUN Second half 2013 POLARIS ORION POLARIS UPDATE
  • 51. BI Software Implementation BI Software Implementation
  • 54. Mobility Roadmap For Orion… Mobile client application for Sales Windows 8 and iPad Microsoft Dynamics CRM browser client for iPAD Available for On Premise
  • 55. Customer Service Revamp Microsoft Excel® integration Mobile client for Android Sales and market planning applications and phones Integrated Social Brand management Microsoft Lync® & Skype Social care integration enhancements Campaign Management Enhancements