from crm to agilexrm

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Introduction to AgileXRM as a business application development platform that extends the xRM capabilities

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AgilePoint Company Proprietary agilexrm@agilepoint.com

From CRM to AgileXRM

AgilePoint Company Proprietary agilexrm@agilepoint.com

How fast can your business applications

respond to new requirements

or changes?

AgilePoint Company Proprietary agilexrm@agilepoint.com

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.

AgilePoint Company Proprietary agilexrm@agilepoint.com

From CRM to AgileXRM

AgilePoint Company Proprietary agilexrm@agilepoint.com

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

AgilePoint Company Proprietary agilexrm@agilepoint.com

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

AgilePoint Company Proprietary agilexrm@agilepoint.com

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

AgilePoint Company Proprietary agilexrm@agilepoint.com

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

AgilePoint Company Proprietary agilexrm@agilepoint.com

Do you want to get higher?

AgilePoint Company Proprietary agilexrm@agilepoint.com

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?

AgilePoint Company Proprietary agilexrm@agilepoint.com

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?

AgilePoint Company Proprietary agilexrm@agilepoint.com

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?

AgilePoint Company Proprietary agilexrm@agilepoint.com

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

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

in Visio and deploy them to CRM

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AgilePoint Company Proprietary agilexrm@agilepoint.com

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

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

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AgilePoint Company Proprietary agilexrm@agilepoint.com

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

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

processes

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AgilePoint Company Proprietary agilexrm@agilepoint.com

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

you could imagine

AgilePoint Company Proprietary agilexrm@agilepoint.com

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

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AgilePoint Company Proprietary agilexrm@agilepoint.com

Microsoft xRM provides with Dynamics CRM a flexible platform that combines prebuilt configurable functionality on a highly flexible service-oriented architecture that rapidly accelerates application delivery: • the data model, • the security model, • the relationships between

elements in the system, • the presentation layer

Platform for quickly creating custom applications through configuration and equipped with full processes management that can be rapidly and easily adapted to respond to the changes demanded by the modern organizations

AgilePoint is a true, model-driven .NET BPMS with a clean and open architecture. It enables the support of dynamic processes throughout the entire Microsoft software stack (*)

(*) Gartner Magic Quadrant for Business Process Management Suites, Jim Sinur, Janelle B. Hill. Publication Date: 18 October 2010/ID Number: G00205212

AgilePoint Company Proprietary agilexrm@agilepoint.com

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

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