微软CRM介绍及案例讲解课件.ppt

微软CRM介绍及案例讲解;Contents;Dynamics CRM：中国客户群;Microsoft CRM 4.0;完整的解决方案;系统部署及架构;系统部署及架构;软件架构;Dynamics CRM：赋予用户选择的权利;Contents;Target;Scope;Contents;Modules in CRM system;;Account Modules;Account – What do we want?;Account Modules;Account Module Function;Account Modules;Account: Basic Customer information;Account: Detail Customer information;Account: Customer info-attached documents;Account: Relationship with other customers ;Account:Access-Right;;Account Modules;Account Module: Process Maps;Account Modules;Account : Business Rules Highlights;*;*;*;*;*;*;*;*;*;*;*;*;*;*;*;*;Modules in CRM system;Leads Modules;Leads: What do we want?;Leads Modules;Leads Module: Function;;Input Leads into CRM;Assign Leads;Leads Transfer;Leads Analysis;;Leads Module: Process Maps;;Leads Module: Business Rules Highlights;Modules in CRM system;Opportunity Modules;Opportunity: What do we want?;Opportunity Modules;Opportunity Module : Function;;Opportunity: collect information (1);Opportunity: collect information (2);Opportunity: collect information (3);Opportunity: collect information (4);Opportunity: assign to salesman;Opportunity: tracing and analysis SFM;Opportunity: SFM;Opportunity: reports;;;;;;;Entrance Criteria: Customer uses our type of product or our type of service and is willing to work with us;Opportunity Movement: Demote Customer or us have issues with reason to buy, working with use or if he is in market disqualify / Close Does not wish to work with us (or vice versa) We cannot satisfy their requirements They have no reason to act Promote Have completed the exit criteria;Opportunity Movement: Demote Customer or us have issues with Identifying buyers, business requirements, solution type, decision process or Initiate Financial discussion/payment type Disqualify/Close Does not wish to work with us (or vice versa) We cannot satisfy their requirements They have no reason to act Promote Have completed exit criteria;Opportunity Movement:: Demote Customer or us have issues with solutio