Zy Connect Crm Solutions Overview

Your Complex Business, Simplified CRM SOLUTIONS OVERVIEW


About ZY Connect
ZY Connect is a business management solutions specialist that designs and implements customer
relationship management (CRM) processes and systems that help companies stay connected – across
CRM SOLUTIONS OFFERED:
the enterprise and between departments, teams and people. Our customized strategies and workflows
• Implementations
save money and time while supporting critical sales and marketing programs, giving companies the
• Customizations & Integrations
opportunity and ability to develop and reinforce valuable connections with customers, vendors and
• Upgrades & Migrations
partners. Our solutions include proven CRM and application integration capabilities. Offering turnkey
• Training & Support
solutions that go beyond simple strategy and advice, we integrate and consolidate data sources for
• Third-Party Plug-Ins
streamlined communication channels, support advanced analysis of actionable information, and
automate key business operations, including financial management, inventory control, and
communications functions.

Our Team

Since 1997, ZY Connect has provided actionable, real-time information that helps companies develop
business management solutions that improve productivity and efficiency. The ZY Connect team is
composed of seasoned Microsoft-certified professionals whose extensive knowledge of enterprise-
grade applications is enhanced by years of real-world experience. From planning to implementation,
the ZY Connect team supports clients in all stages of their CRM initiative.

Customer Relationship Management Solutions
Are you looking for a cost-effective solution that helps your team identify new opportunities, improve
customer loyalty, enhance communication channels, manage internal processes, and share information
throughout your company? Become more agile and responsive than your competition by leveraging a
flexible and scalable CRM solution that allows you to provide unparalleled service and support to your
network of business contacts – customers and prospects alike – while you capitalize on sales and growth
opportunities.


“
ZY’s single-system Microsoft Dynamics CRM

solution allows us to Microsoft CRM solutions, which offer unmatched user adoption, convenience, and business
productivity, allow you to quickly consolidate customer information, efficiently manage relationships,
share all our customer streamline business processes, and optimize your marketing campaigns. Microsoft Dynamics CRM
provides central access to critical business data, giving your team the ability to collaboratively respond
information and to customer and internal inquiries quickly and efficiently. And that means better customer satisfaction,
streamlined processes, and increased effectiveness.
interactions quickly
and easily, putting Why Choose a CRM Solution From Microsoft?

critical, actionable As the global leader in business computing software, Microsoft’s innovative products meet the evolving,
contemporary needs of any size organization, in virtually every market space. Dynamics CRM offers a
information in front familiar, intelligent, and connected experience that means sales, marketing, and customer service
professionals don’t have to learn a new application. Seamlessly and easily interfacing with Microsoft
of everyone who
needs it, whenever
and however they
“ Office Outlook, Dynamics CRM’s rapid customizations and integration with third-party plug-ins mean
superior scalability and unrestricted personalization for every department. And you can extend the
reach of Dynamics CRM even further to manage and maximize all your critical relationships – including
those with partners, suppliers, contractors and others – all at no additional cost.

need it.
Priti Soni, IT Manager
CRM Implementation Options
United States Drug Testing Laboratories
ZY Solutions is a managed Microsoft Silver Partner with specific competency designation for Microsoft
Dynamics CRM. That means we are a recognized industry leader in premises-based and online
implementations of Microsoft CRM, as well as mobile solutions that extend the reach of Microsoft CRM.
Microsoft offers the power of choice in deployment – enabling you to change your deployment type,
should the need arise. At ZY Connect, we evaluate each client’s needs and goals, maximizing the
customization potential of Microsoft Dynamics CRM as we help companies determine the right
implementation option for them.

Microsoft Dynamics CRM Online

Microsoft Dynamics CRM Online, a cloud-based, Microsoft-hosted solution, combines the power of
online services with the richness of your everyday business applications. As a trusted provider of state-
of-the-art technology and processes, Microsoft maintains a secure, consistent, and interactive
experience for every user. CRM Online simplifies management and maintenance through automatic
software updates without interruption, freeing IT staff to focus on other, more critical business matters.
With a solution that offers a 99.9% uptime guarantee, flexible pay-as-you-go pricing, and unparalleled
scalability, you can streamline your CRM implementation and realize an immediate business impact
while reducing systems management and maintenance costs.

900 West IL Route 22 , Suite 140, Lake Zurich, IL 60047 847.242.7000 telephone www.zysolutions.com/zyconnect

©2012 ZY Solutions Corporation. All Rights Reserved.


“
We’re continually Microsoft Dynamics CRM On-Premises

finding more ways to Microsoft Dynamics CRM On-Premises gives your business ultimate control and flexibility over your
customer relationship management system. Leveraging standard Microsoft applications and server
use it, and it’s easy to platforms, Microsoft Dynamics CRM On-Premises seamlessly integrates with your existing infrastructure
and can be tailored to your unique business requirements with customizations and trusted third-party
add new processes. add-ons.

I’m confident we’ll
continue to grow Beyond Standard CRM Deployments
with our CRM solu- At ZY Connect, we offer a full suite of strategic consulting services that maximize the value, usability,
and performance of your CRM solution.

tion, especially with
Customization and Integration Solutions
ZY Connect at our
Because the best solutions are those designed for specific challenges, we work closely with our clients
side. I’m glad we to customize new or existing CRM environments to deliver improved workflows and processes that
meet unique needs. We invest the time to understand everything that impacts your ability to run your
used them to imple-
ment CRM - they
continue to be a
“ business and then design a solution that addresses your current needs and long-term objectives.
Regardless of where operational data resides – in spreadsheets, a database or an ERP system – we can
create a fully personalized and integrated experience within your CRM environment.

Upgrades and Migrations
pillar in our success. For companies looking to upgrade an existing Microsoft Dynamics CRM solution, our Microsoft-

Rob Osmond, CEO certified team of professionals makes the conversion process painless, easy and effective. But what if
Benchmarc Display you’re using a different product? We use proven tools that remove duplicates and cleanse data from
other CRM systems, ensuring smooth data migration to your new system, minimizing the risk of data
loss and ensuring a successful transition.

Training & Support

Because you want high performance from your system today and tomorrow, we offer comprehensive
training that speeds user adoption – delivering a faster return on investment – along with flexible
support programs that allow for adjustments to your CRM solution well after it’s deployed.

CRM Benefits by Role
CRM is the lifeblood of any company. Our CRM solutions feed virtually all our clients’ critical growth and
service roles, maximizing the value of customer relationships and enhancing productivity throughout
the organization.




“
They then provided Sales
Microsoft Dynamics CRM provides the tools your sales team needs to manage accounts, track leads,
an effective CRM and monitor key information. You’ll find and convert prospects quicker and act fast when opportunity
knocks. Leveraging highly intuitive sales pipeline and revenue analysis functionality, your organization
solution – integrated can improve financial planning to accurately identify trends and forecast business. Personalized reports
and dashboards – defined by roles or group permissions – give critical team members the real-time
with Microsoft business insight that optimizes sales efforts.

Outlook – that puts
Customer Service
critical data at our
Even the most agile companies can have trouble staying ahead of customers’ ever-changing demands.
fingertips, whenever However, those with robust, personalized CRM solutions are best able to respond to shifting customer
priorities, effortlessly managing accounts, cases, schedules and contracts. Our customized Microsoft
and however we Dynamics CRM solutions employ a familiar user interface to trigger the workflows and notifications that
empower your representatives to deliver a consistently high level of support to the most demanding
need it. Their solution customers.

– customized to
Marketing
our specific needs
From planning to execution, Dynamics CRM helps your team market efficiently with actionable
and seamlessly information and intuitive tools in one system. A streamlined process lets your team segment contacts
into lists for targeted marketing efforts that deliver tailored messages, plan and track activities and
integrated into our
business cycle –
is intuitive, easy
“ events, and compare results to objectives.

Field Service & Project Management Solutions
and dependable. We help professional services organizations improve their efficiency and effectiveness in the field with
proven tools for improved help desk, field service, job costing, and PSA project management
Camillo Santomero, President
capabilities. Our field service and project management solutions automate and streamline field
Guard Hill Holdings
operations, improving efficiency and saving money.

Complete Professional Services Software

Fieldpoint Service Applications’ Alert Stratus enhances Microsoft Dynamics CRM functionality with a
comprehensive solution for professional service organizations. Companies with Microsoft Dynamics
CRM or Microsoft Dynamics GP can now include project management, contract administration, and
field service dispatching. Alert Stratus allows organizations to shift their efforts to customer service and
away from administrative tasks with integrated office, sales, and service business systems. The devil’s in
the details, and so is customer satisfaction. Easily and effortlessly stay on top of all your meetings,
phone calls, customer appointments, and all your other business interactions with a single framework
that integrates all your prospecting, sales, and service functions.




“
ZY presented Drag-and-drop scheduling, timesheet portal, and project costing features improve resource planning,
budgeting and customer billing processes. Link contract recurring billing with preventive maintenance
Microsoft Dynamics tracking to grow your service offerings while streamlining daily processes. Your team will enjoy
increased flexibility and heightened productivity with a well-integrated and user-friendly professional
CRM to us as a services solution accessed within Microsoft Office Outlook or from the web. Designed for maximum
impact and efficiency, Alert Stratus enhances Microsoft Dynamics CRM while maintaining the integrity
solution to further of your solution’s capabilities, features, budget, and delivery time. Alert Stratus is particularly valuable
for IT service providers, MSP’s, engineering, management consultants, marketing firms, medical
improve our ability to equipment service providers, software developers, and the telecommunications industry. As an Alert

communicate and Stratus Premier Partner, ZY Connect is the preferred provider of Alert Stratus implementations and
integration, offering enhanced Dynamics GP and Dynamics CRM capabilities that mean positive
track our customers’ bottom-line results.

activities and require-
ments. We have Lead Generation & Data Cleansing Solutions

found Dynamics Sales, marketing, business development, recruitment – virtually every critical team in a company needs
accurate, current customer and prospect information. But most companies continue to use marketing

CRM to be easy to
use, flexible and
more powerful than
“ databases loaded with outdated and inaccurate information – data that brings high opportunity costs
and undermines the best sales efforts. Successful companies need current, relevant information that
maximizes the time and money investment tied to new business generation. Effective and accurate data
cleansing and research solutions mean your team can focus on converting leads and closing deals
rather than updating useless contact information.

originally planned.
The Most Advanced Internet Research Tools
Erik Brainard, President
Anritsu Industrial Solutions USA ZY has partnered with Broadlook Technologies, a CRM and B2B data specialist, to offer clients a wide
range of effective tools that allow them to quickly discover specific details, build comprehensive
marketing lists, and find up-to-date contacts and associated information. Broadlook’s solutions
automatically aggregate the research of B2B companies and contact information from major Internet
sources in real time and then seamlessly transform the data into business-ready information for sales
and marketing, business development, and recruiting efforts. Advanced alert notifications directly
within CRM ensure your information about your leads, contacts and accounts remains current,
positioning you to strike first, capitalize on new opportunities, and close more business.

The Broadlook CRM Suite seamlessly integrates within Dynamics CRM and includes innovative built-in
features that bring current company and contact data from the web into CRM, cross-referencing data
and delivering clean and timely information on accounts, contacts and leads. Remove duplicates by
seamlessly and automatically transforming data with standard naming conventions, and eliminate
manual data entry into CRM. We integrate Broadlook’s innovative Internet research solutions with
systems such as Dynamics CRM, populating CRM with current, relevant, and business-ready data that
maximizes clients’ IT investment.




“
What was a surprise
for me, beyond the
technical expertise,
was the assistance ZY
provided in planning
Solutions for Email Marketing & Automation
Companies today need reliable ways to cost-effectively leverage information from CRM for critical sales
and marketing activities. We can help you provide your team with leading-edge marketing automation
solutions integrated directly within Microsoft Dynamics CRM which deliver actionable high-quality
leads to sales teams and eliminate manual processes.

Marketing Power for Microsoft Dynamics CRM

and implementing ZY Connect integrates the power of Dynamics CRM with CoreMotives’ robust email and web marketing
solutions, allowing for direct campaign tracking in a familiar CRM environment while eliminating the
best practice sales dependency on third-party email marketing systems. It’s an effective pairing that gives sales and
marketing teams the relevant information to support marketing efforts, qualify leads, and discover fresh
process and work- opportunities. See who has interacted with your website or marketing campaigns, uncover the nature
of the interactions, and use the information to close more deals.
flows, which, in turn,
allowed us to maxi-
mize sales force
“ CoreMotives’ single centralized system provides email marketing, lead scoring, web visitor tracking,
nurture marketing, web forms, surveys, and alert notifications that allow companies to identify, track,
and target prospects who interact with their website, email campaigns and other marketing efforts.
CoreMotives’ cost-effective solutions significantly enhance base CRM functionality while removing
efficiency. time- and money-wasting inefficiencies. CoreMotives’ smart forms not only connect to existing CRM
contacts or leads, they also convert anonymous web site visits into known, actionable CRM records in
Marc Lawrence real time. Eliminate the cumbersome process of managing campaigns with CRM and then trying to
COO, Lawrence Foods
execute with a separate email system. CoreMotives’ solutions, which offer robust alert notification and
trigger capabilities, let you close business faster. With an intuitive interface, out-of-the-box email design
templates, and their code-free web form builder, this is a user-friendly solution from the word go. And
since CoreMotives’ solutions are based on the Windows Azure cloud, you can say goodbye to high-cost,
high-maintenance software.

Mobility Solutions
ZY Connect is committed to delivering unparalleled management tools that reduce communication
delays and increase efficiency, building a foundation for more agile and effective customer-facing
organizations. From top executives to customer service and operational professionals throughout the
organization, users everywhere need reliable, functional, easy-to-use tools to access and manage CRM
information, increase responsiveness and capitalize on potentially fleeting opportunities. We can
extend your Microsoft Dynamics CRM deployment to key users’ mobile devices with today’s best-in-
class mobility solution.

The Power of Close®

ZY Solutions’ partnership with CWR Mobility, the leading provider of mobile CRM solutions, meets the




“
I always find that ZY growing demand for mobility technologies that boost team productivity, enhance customer satisfaction
and grow revenue. With advanced, multi-platform mobile CRM solutions based on the Microsoft
comes prepared with Dynamics CRM platform, CWR Mobility has raised the mobility standard throughout the CRM industry.
CWR Mobility’s solutions, which present Dynamics CRM’s familiar look and feel on every device, are
solutions that fit our rapidly deployed, easily managed, adaptive, and cost-effective.

business. They aren’t CWR Mobility’s CRM solution allows field sales, service, and marketing professionals to stay closer to
customers and one another, effectively and efficiently. With powerful features, unique IT benefits and
trying to push the unmatched value, it’s the only mobile CRM solution that meets the needs of nimble, customer-centric

latest technology if it companies and their employees, from sales and support staff to technology teams and company
management. CWR Mobility’s mobile solution seamlessly integrates an enterprise-class mobile CRM
doesn’t fit our needs. infrastructure into the Dynamics CRM installation. CWR Mobility’s market-leading mobility solution for
Microsoft Dynamics CRM is available across mobile platforms, including iPhone®, iPad®, Blackberry®,
They always approach
our business with our
best interests at the
“ Android™, and Windows® phone platforms.

About ZY Solutions
forefront. ZY Solutions is an information technology and multimedia consulting company that specializes in
innovative solutions that allow businesses to quickly gain insight into operations, automate processes,
Jeff Schullo, VP, Administration build relationships, generate growth, and develop new capabilities. By offering professional interactive
Specialty Print Communications
media services, paired with best-in-class technical expertise and support, we can deliver focused
strategic solutions from design to execution.

Contact ZY Solutions at 847.242.7000 to find out how our team of experienced professionals can
help you make the most of your business process initiatives.

ZY Connect and all ZY Solutions logos are trademarks of ZY Solutions Corporation. All other logos and trade names are trademarks or
registered trademarks of their respective owners.



Zy Connect Crm Solutions Overview

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