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April 13, 2016
Positioning CRM Online
with Office 365
SherWeb Webinar Series
Ron Chang
Senior Product Marketing Manager, Dynamics
CRM at Microsoft
Speakers
Sasha Kalevar
Product Technician, CRM at SherWeb
Cigdem Aygun
National Partner Technology Strategist, Dynamic
CRM at Microsoft
• The CRM Online Opportunity
• CRM Online with Office 365
• CRM Online Live Demo
• SherWeb’s CRM Online Value Prop
• Becoming a SherWeb Partner & CRM
Online Promo
• Q&A
Agenda
The CRM Online Opportunity
Some Key Stats…
• 87% of CRM deployments are in the cloud
• CRM usage has increased by 20% in the past
2 years
• 53% of businesses have invested in CRM
systems
Why Add CRM to
Your Cloud Portfolio?
• Add services revenue on top of your
recurring license margin
• Retention of your current customer base
• Position yourself in a growing market
• Natural extension of Office 365
• Build new MRR and increase ARPU
• Low churn rate
CRM Online & Office 365
Why should a smaller business care?
Because customer experience matters now more than ever
…and in an increasingly connected world,
your reputation is more important than ever.
It’s what differentiates you
It’s how you win and keep customers
It’s how you grow your business
of all internet users
are now active on
social media
72%
of internet users trust
consumer opinions
posted online
68%
of consumers are
willing to pay more for a
better customer
experience
86%
of customers have left a
brand due to bad
customer service
65%
Microsoft Dynamics CRM Online
Get visibility into your
organization to make
informed decisions and grow
your business
Business Insight
Empower your sales and
service employees to do their
best work every time from
virtually anywhere
Team Productivity
Make it easy for everyone in
your organization to get the
information needed to deliver
great customer experiences
Customer
Engagement
Demo
Overview
Veronica Quek
Sales
Representative
CONTOSO
An experienced sales
executive
This demonstration provides a high-level overview about
Dynamics CRM Online.
Dynamics CRM Online and Office 365
A comprehensive solution
Get CRM that works seamlessly with
familiar tools, like Outlook and Excel
Access customer history, set up meetings,
and connect with anyone in a few clicks
Rely on an affordable enterprise-class
cloud infrastructure from Microsoft
Microsoft
Dynamics CRM
Qualify Develop Propose Close
SALES PRODUCTIVITY WITH OFFICE 365
Demo
Sales Productivity
Veronica Quek
Sales
Representative
CONTOSO
An experienced sales
executive
Alex Wu
Customer
NORTHWIND
TRADERS
Decision-maker from
Northwind Traders driving 3D
printer purchase
.
This demonstration highlights how CRM Online and Office 365 guide
sellers to engage better with their customers and close more deals.
Jamie Reding
Customer Service
Representative
CONTOSO
An experienced
customer service
center agent
An easy path with Microsoft Dynamics CRM Online
Partners can help customers
define their own path
Social Media
Insight
Marketing
Automation
Customer
Service
Opportunity
Management
 Easy for business of any size
 Uses familiar tools
 Work at your own pace
I N T E G R A T E D C R M
S O L U T I O N H E L P S B I K E
B U I L D E R S U P P O R T
L O C A L S A L E S R E P S
• “All of a sudden it was like, boom—all of this
information is all in the open, transparent. Things
were getting done because everyone had a new
kind of awareness of what was going on in
the group.”
• Steve Novoselac
• Business Intelligence and .NET Development
Manager
CRM Online Licenses
4 Different SKUs Available to Partners
You can see a full comparison table at www.sherweb.com/crm-online/licenses
Essentials Basic Professional
Professional
Office 365 Add-On
For entry-level users All features
available except
Admin
functionalities
Full capabilities
for power users
Best value
Bundle with O365
Business Premium
or Enterprise E3 or
E5
Why CRM Online with SherWeb?
• One-Stop shop Experience with Partner
Portal
• Minimal investments required to build
internal capabilities around:
 Sales and tech pre-sales
 Ongoing technical support
• Leverage SherWeb’s sales & professional
services capabilities
• Industry-leading margins
– An average of 18% margins for CRM plans
• Focus on selling!
CRM Online
Partner Benefits
with SherWeb
• Still benefit from Microsoft’s revenue
recognition (with your MPN ID)
– Keep ownership of your CRM Online sales
– Maintain MS access, competencies, certifications
and incentives
• Seamlessly transfer your existing MS
Advisor and Open subscriptions
– Multi-channel existing subscription move
– Co-existing options
CRM Online
Partner Benefits
with SherWeb
Unbeatable Tech Support
How much is this support really worth?
A minimum of 5 techs (ideally 11) is required to cover a 24/7 support shift.
At $40K/year, this means an annual investment of $200K-$400K just to get started.
VIP Help
Desk
Senior & Certified
Technicians
40
SECONDS
70+
NET
PROMOTER
SCORE
Average
Response Time
Outstanding
Customer Support
24/7/365
BILINGUA
L
SUPPORT
SherWeb Canadian
Call Center
CRM Online Promotion
Partner
Enablement
• Dedicated Account Executive
• 1:1 Partner training sessions (sales/tech)
• Training videos, guides and webinars (sales
and technical)
• Partner toolbox with sales, technical and
marketing tools
Sign up on our website: there’s no
commitment!
www.sherweb.com/partners
CRM Online Promotion
SIGN UP TODAY!
No obligation, training or certification required.
Contact your Account Executive!
Website: www.sherweb.com/partners
Email: partner@sherweb.com
Call: 1-855-253-3213/
Q&A
Positioning CRM Online with Office 365

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Positioning CRM Online with Office 365

  • 1. April 13, 2016 Positioning CRM Online with Office 365 SherWeb Webinar Series
  • 2. Ron Chang Senior Product Marketing Manager, Dynamics CRM at Microsoft Speakers Sasha Kalevar Product Technician, CRM at SherWeb Cigdem Aygun National Partner Technology Strategist, Dynamic CRM at Microsoft
  • 3. • The CRM Online Opportunity • CRM Online with Office 365 • CRM Online Live Demo • SherWeb’s CRM Online Value Prop • Becoming a SherWeb Partner & CRM Online Promo • Q&A Agenda
  • 4. The CRM Online Opportunity
  • 5. Some Key Stats… • 87% of CRM deployments are in the cloud • CRM usage has increased by 20% in the past 2 years • 53% of businesses have invested in CRM systems
  • 6. Why Add CRM to Your Cloud Portfolio? • Add services revenue on top of your recurring license margin • Retention of your current customer base • Position yourself in a growing market • Natural extension of Office 365 • Build new MRR and increase ARPU • Low churn rate
  • 7. CRM Online & Office 365
  • 8. Why should a smaller business care? Because customer experience matters now more than ever …and in an increasingly connected world, your reputation is more important than ever. It’s what differentiates you It’s how you win and keep customers It’s how you grow your business of all internet users are now active on social media 72% of internet users trust consumer opinions posted online 68% of consumers are willing to pay more for a better customer experience 86% of customers have left a brand due to bad customer service 65%
  • 9. Microsoft Dynamics CRM Online Get visibility into your organization to make informed decisions and grow your business Business Insight Empower your sales and service employees to do their best work every time from virtually anywhere Team Productivity Make it easy for everyone in your organization to get the information needed to deliver great customer experiences Customer Engagement
  • 10. Demo Overview Veronica Quek Sales Representative CONTOSO An experienced sales executive This demonstration provides a high-level overview about Dynamics CRM Online.
  • 11. Dynamics CRM Online and Office 365 A comprehensive solution Get CRM that works seamlessly with familiar tools, like Outlook and Excel Access customer history, set up meetings, and connect with anyone in a few clicks Rely on an affordable enterprise-class cloud infrastructure from Microsoft Microsoft Dynamics CRM
  • 12. Qualify Develop Propose Close SALES PRODUCTIVITY WITH OFFICE 365
  • 13. Demo Sales Productivity Veronica Quek Sales Representative CONTOSO An experienced sales executive Alex Wu Customer NORTHWIND TRADERS Decision-maker from Northwind Traders driving 3D printer purchase . This demonstration highlights how CRM Online and Office 365 guide sellers to engage better with their customers and close more deals. Jamie Reding Customer Service Representative CONTOSO An experienced customer service center agent
  • 14. An easy path with Microsoft Dynamics CRM Online Partners can help customers define their own path Social Media Insight Marketing Automation Customer Service Opportunity Management  Easy for business of any size  Uses familiar tools  Work at your own pace
  • 15. I N T E G R A T E D C R M S O L U T I O N H E L P S B I K E B U I L D E R S U P P O R T L O C A L S A L E S R E P S • “All of a sudden it was like, boom—all of this information is all in the open, transparent. Things were getting done because everyone had a new kind of awareness of what was going on in the group.” • Steve Novoselac • Business Intelligence and .NET Development Manager
  • 17. 4 Different SKUs Available to Partners You can see a full comparison table at www.sherweb.com/crm-online/licenses Essentials Basic Professional Professional Office 365 Add-On For entry-level users All features available except Admin functionalities Full capabilities for power users Best value Bundle with O365 Business Premium or Enterprise E3 or E5
  • 18. Why CRM Online with SherWeb?
  • 19. • One-Stop shop Experience with Partner Portal • Minimal investments required to build internal capabilities around:  Sales and tech pre-sales  Ongoing technical support • Leverage SherWeb’s sales & professional services capabilities • Industry-leading margins – An average of 18% margins for CRM plans • Focus on selling! CRM Online Partner Benefits with SherWeb
  • 20. • Still benefit from Microsoft’s revenue recognition (with your MPN ID) – Keep ownership of your CRM Online sales – Maintain MS access, competencies, certifications and incentives • Seamlessly transfer your existing MS Advisor and Open subscriptions – Multi-channel existing subscription move – Co-existing options CRM Online Partner Benefits with SherWeb
  • 21. Unbeatable Tech Support How much is this support really worth? A minimum of 5 techs (ideally 11) is required to cover a 24/7 support shift. At $40K/year, this means an annual investment of $200K-$400K just to get started. VIP Help Desk Senior & Certified Technicians 40 SECONDS 70+ NET PROMOTER SCORE Average Response Time Outstanding Customer Support 24/7/365 BILINGUA L SUPPORT SherWeb Canadian Call Center
  • 23. Partner Enablement • Dedicated Account Executive • 1:1 Partner training sessions (sales/tech) • Training videos, guides and webinars (sales and technical) • Partner toolbox with sales, technical and marketing tools Sign up on our website: there’s no commitment! www.sherweb.com/partners
  • 25. SIGN UP TODAY! No obligation, training or certification required. Contact your Account Executive! Website: www.sherweb.com/partners Email: partner@sherweb.com Call: 1-855-253-3213/ Q&A