XRM Solutions
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The document discusses Microsoft relationship management (XRM) solutions and their potential for Deloitte's clients. It provides context on the current global and Luxembourg markets. It then introduces NEREA, a Microsoft partner, and discusses their experience and approach. The document outlines XRM solutions focusing on increasing revenues, managing sales pipelines and marketing. It positions Deloitte's expertise in combining industry and client knowledge. It demonstrates Microsoft XRM capabilities and discusses integrating XRM with SAP systems. The presentation aims to raise awareness of XRM solutions and potential projects.
XRM Solutions
- 1. Providing Microsoft (MS) X Relationship Management (XRM) Solutions October 09 Client Logo
- 2. Agenda Context 2 NEREA 3 XRM Solutions 4 Objectives 1 Deloitte positioning and Demo 5 MS XRM & SAP 6 Wrap-up 7
- 3. Context 2 NEREA 3 XRM Solutions 4 Objectives 1 Deloitte positioning and Demo 5 MS XRM & SAP 6 Wrap-up 7
- 4. MS XRM Solutions Objectives Raise awareness on Microsoft XRM Solutions potential for Deloitte's clients Introduce NEREA Present XRM Solutions Raise potential projects opportunities
- 5. Context 2 NEREA 3 XRM Solutions 4 Objectives 1 Deloitte positioning and Demo 5 MS XRM & SAP 6 Wrap-up 7
- 6. Context Global overview Relationships are key to survive Focus on existing customers Low resistance to change Maximize revenues opportunities Costs savings – do more with less Higher competition Optimize existing IT assets Current Global context High MS products penetration Mature and intuitive solutions Low change management required Low cost of ownership Flexible and quick to implement One vision of the truth Integrated with MS products e.g. Office/SharPoint/AX/NAV XRM Solutions
- 7. Context Luxembourg SME market Service industry Client focus EC deregulation e.g. Energies Pragmatic approach High skilled workforce Luxembourg context Best fit with SME Nuture relationships Improve competitiveness Secure and reliable Industry Approach (Verticalization) XRM Solutions
- 8. Context 2 NEREA 3 XRM Solutions 4 Objectives 1 Deloitte positioning and Demo 5 MS XRM & SAP 6 Wrap-up 7
- 9. Luxembourg & BE French speaking Market Leader for MS CRM Integration Founded in 2000, privately owned Based in Luxembourg & Belgium Staff : 13 1.5 M € turnover Microsoft Gold Certified Partner Multiplatform (Goldmine, Epicor ) NEREA In a nutshell
- 10. References, Experience, Skills & Methodology Business Analysis & Change Management Partnership model Short deployment cycle Verticals (Energy, Finance, Media, Training) Focus on XRM NEREA Added-value and Market approach
- 11. Context 2 NEREA 3 XRM Solutions 4 Objectives 1 Deloitte positioning and Demo 5 MS XRM & SAP 6 Wrap-up 7
- 12. Microsoft Stack
- 13. ERP Messaging BI Office suite & portal
- 14. Microsoft XRM here
- 15. XRM Solutions Focus on Increase revenues Sales & Marketing Manage pipeline (leads/opportunities) , proposals, campaigns & events Customer Services & HR Manage contracts and cases, manage communication and performance Workflows Automate and standardize Analytics Support activities with adapted reports
- 16. XRM Solutions
- 17. Context 2 NEREA 3 XRM Solutions 4 Objectives 1 Deloitte positioning and Demo 5 MS XRM & SAP 6 Wrap-up 7
- 18. Deloitte Positioning Combine our expertises Industry expertise Client knowledge Integrated services Holistic approach Lux XRM Leadership Track record Technical expertise Dedicated approach Business expert Solution expert
- 19. MS XRM Solutions Demo The Demo focus on: Ergonomics, web & Outlook integration Contacts & History Sales Force Automation : Pipeline management and Dashboards Marketing campaigns Billing, Customer service & Portal
- 20. Context 2 NEREA 3 XRM Solutions 4 Objectives 1 Deloitte positioning and Demo 5 MS XRM & SAP 6 Wrap-up 7
- 22. Why integration? Information availability Business Process collaboration Data consistency Data Standardization Process Standardization
- 24. How to integrate Microsoft Dynamics CRM 4.0 with SAP ? Flatfiles exchange: Most simple way to go for integration between SAP & Microsoft Dynamics CRM- This is used at IP Luxembourg SAP Netweaver XI : standard integration tool from SAP with SQL integration services – this is used at Modular (Philips) SAP Biztalk connector towards Microsoft CRM 4.0 : this is a standard, out of the box connector that we offer, based on Biztalk technology – this is used at Domo (cfr annex 1 Biztalk adapter fro SAP) SQL integration services (directly on the database)
- 25. Context 2 NEREA 3 XRM Solutions 4 Objectives 1 Deloitte positioning and Demo 5 MS XRM & SAP 6 Wrap-up 7
- 26. MS XRM Solutions Wrap-up Increase revenues Have a broad understanding of Microsoft XRM Be able to position these solutions to the clients Be able to identify client opportunities Contact Serge Hanssens for MS XRM opportunities
- 27. Q&A
Editor's Notes
- #2: Philippe MAES and Olivier DAL ZUFFO both partners at NEREA Christophe KEUTGEN Expert Consultant at NEREA
- #3: SH
- #4: SH
- #8: Attracting and retain clients is becoming more and more vital for Luxembourg’s firms. Clients are more and more demanding, companies must develop the services they provide to their clients, employees, suppliers and stakeholders.
- #13: PH
- #14: AX: SPA competitor NAV: SME focus Document management Added-value through interaction Customer centric approach XRM vs CRM Theme of lunch and learn
- #16: Any company Dashboards & KPI
- #19: Combination of Business and Solution expertise's providing a cutting edge advantage We are now getting to the Demo which is presented by Chritstophe KEUTGEN from NEREA
- #27: Understand XRM solutions and the scope they can cover Be able to provide XRM solutions to clients Be ahead of the competition by leveraging on both firms expertise