From CRM to AgileXRM

From CRM
to AgileXRM

AgilePoint Company Proprietary agilexrm@agilepoint.com

How fast can your
business applications
respond to new
requirements
or changes?

With AgileXRM that
would be already
running
With AgileXRM, organizations are able to drive
their strategy in an agile manner by connecting
people, processes and systems at the speed the
business needs.


CRM: A Framework for
developing LOB Apps mainly
related to Sales Force
Automation, Marketing and
Customer Service


xRM: A Framework for
developing ALL KIND of
LOB Apps

XRM is “Anything” Relationship Management
X stands for Citizens, Students, Providers, Assets,
Products, Employees, Suppliers, Distributors,
Contractors, Associations, Franchises, Donors,
Patients, Programs, Projects, Conferences,
Servers, Agencies, Laboratories, Fleet, Stores,
Portfolio Investment, Rentals, Properties Training
recruitment, Claims, SLAs, ITIL, ISO, Policies,
Insurance Commissions, Business, Hotels,
Restaurants, Resorts, Clubs, Events, Farms, Vets,
Waste, etc

AgileXRM: A Framework for
developing Flexible xRM Apps
with unprecedented
Agility and Control

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AgileXRM is the integration of Microsoft Dynamics CRM
and the award-winning AgilePoint BPM Suite


10 Things to Look for in an xRM Platform
• Ease of use for non-programmers
• Flexible deployment options
• Flexible service options
• Out-of-the box integration with desktop applications
• Well-documented
• Business Intelligence for the non-technical and the expert user
• Unlimited extension points for programmers
• Extensible workflow
• Flexible security
• Reliable, committed vendor

James Downey, Senior Consultant, Dell Services,
http://www.CloudOfInnovation.com


Do you want to
get higher?

Do you want to be able to manage your
business processes in Dynamics CRM?

If already doing it, are you stretching the limits
of your CRM implementation to try to
somehow manage those processes?


Are your business processes hidden under a
bunch of custom code, JavaScript, workflows
or dialogs?

Is implementing them, or maintaining it all,
becoming a nightmare when your business
processes change?


Is your current implementation, taking away
flexibility to handle unforeseen situations in
your business?

Is end-user training a big issue or users forget
to follow the business rules as they should?


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Model your end-to-end business processes
(and dialogs) visually in Visio, configure them
in Visio and deploy them to CRM

Have every user know what they need to do and
when, and let them see exactly what is needed
to do the task at hand


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When your business process changes, simply
deploy the new model and have running
processes migrate to the new definition

Manage your CRM by managing and monitoring
your business processes instead of interpreting
CRM data


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Open up your data to outsiders who, have no
access to CRM, but play a part in your business
processes

Simplify end-user interaction, reduce training
requirements and ensure that users follow the
rules


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Implement all of this (with no
programming), much faster than
you could imagine


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AgileXRM will transform your investment in
Dynamics CRM to benefit from a full-fledged
Business Process Management Platform


Microsoft xRM provides with AgilePoint is a true, Platform for quickly
Dynamics CRM a flexible model-driven .NET creating custom
platform that combines prebuilt BPMS with a clean and applications through
configurable functionality on a open architecture. It configuration and
highly flexible service-oriented enables the support of equipped with full
architecture that rapidly dynamic processes processes
accelerates application throughout the entire management that
delivery: Microsoft software can be rapidly and
stack (*) easily adapted to
• the data model, respond to the
changes demanded
• the security model,
by the modern
• the relationships between organizations
elements in the system,
• the presentation layer (*) Gartner Magic Quadrant for Business Process Management Suites,
Jim Sinur, Janelle B. Hill. Publication Date: 18 October 2010/ID
Number: G00205212


reduces the development cost and the project risk, improves
reusability and delivers better and faster solutions that can
evolve with the business at the speed the
business requires

agilexrm@agilepoint.com AgilePoint Company Proprietary agilexrm@agilepoint.com

From CRM to AgileXRM

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