Audio Dial In: 416-340-2216 or 866-898-9626

CRM to RM

Visual CRM to MS-CRM2007 Visual User Group

Nov 21st 2007

Agenda

Visual Contact Center

MSCRM Mfg Image Marketing and Sales Module

Visual Connector

Comparison

Agenda – Contact Center

Track every communication and transaction with your customers and prospects

Find contact or account information quickly

Create and maintain accounts in CRM and convert them to VISUAL customers

Review back office data such as Sales Orders, Parts, Return Material Authorizations, Purchase Orders

Send e-mails, letters, and documents directly from CRM

CRM Contact Center Items Accounts - businesses with whom you

have or would like to have an association

Contacts - people on whom you want to maintain data

Tasks - activities you want to assign and schedule and track

History - information you want to refer to at a later date

Mail: Microsoft Outlook mail folders on the workstation running CRM

CRM Contact Center Items

Admin – software setup and maintenance items – normally hidden for users

Back Office: Views of Visual Manufacturing

information are indicated by blue triangles

Shortcuts to Visual Manufacturing modules are indicated with green arrows and use a Visual license when followed

CRM Contact Center General Codes

Account Type

History Type

Task Category

Find contact or account information quickly

From Accounts or Contacts grid view click a column

Click the Binoculars or Ctrl+F

Enter what to find or part of what to find

Close to select the highlighted item

Enter Key to scroll through matching items

Find contact or account information quickly

Use Speed Search Bar

Enter what to find or part of what to find

Multi-field searches

Filter on Selection creates the search for you Click the value Click Filter on

Selection Repeat

Quick Filter on right click menu

Create and maintain Accounts in CRM and convert them to VISUAL customers

Update the new Account and Contact in Grid view or open them in detail view

Create and maintain Accounts in CRM and convert them to VISUAL customers

Convert Account to Customer in Visual before you can enter an order in Visual

May prompt for customer ID (Admin Defaults System)

Review back office data such as Sales Orders, Parts, Return Material

Authorizations, Purchase Orders Right click the

grid Columns Customize

Double click a row for part details

Review back office data such as Sales Orders, Parts, Return Material

Authorizations, Purchase Orders Advanced Filter

to create a compound search condition

View Manager to save the search

Appears on the View drop down list

Review back office data such as Sales Orders, Parts, Return Material

Authorizations, Purchase Orders Views can be assigned to the user

Views can be copied and assigned to other users

Default view can be set by user

Views are like reports – select the view then print the results

View menu is context sensitive – only shows views for the grid that is loaded

Advanced sort is like advanced filter except does not persist

Send e-mails, letters, and documents directly from CRM

Right click the grid and choose “Send email”

Address will be bold to show that the contact is in CRM

Add contacts from Outlook Address book

Add contacts from CRM

Send e-mails, letters, and documents directly from CRM

Right click the grid and choose “Send email”

Address will be bold to show that the contact is in CRM

History item created in CRM (should be default)

History visible to user who created item and SYSADM only

Attach items and copy of attachment will be saved in default folder

Send e-mails, letters, and documents directly from CRM

Send printed document references the catalogue in the Marketing module

Mail merge document uses Microsoft Office Word – use task for history

1. Merge Document Setup Wizard You must be able to use Word to create merge fields and place them on a merge document

2. Merge Document Wizard Select the document Select the records – use the filters and views learned earlier to create the list of records then choose “All

Records” Address Labels:

Assign, schedule, and track activities and associate them with contacts and

accounts Quick Task

One-to-one relationship with contact

Assign, schedule, and track activities and associate them with contacts and

accounts1. New task – one-to-one or many-to-one relationship

2. Copy and assign to users as necessary

3. Attach contacts to… (Task created above)

Customize CRM fields to suit your business requirements

User Defined Fields – five types

Set a length

Make the field available in the grid

Restrict contents to a list of values

Customize CRM fields to suit your business requirements

Detail and Grid Views

Modify the user interface for maximum ease of use and rapid data entry

Customize columns

Drag columns and set widths

Save grids

Custom grid layouts are saved in C:\Program Files\Infor Global Solutions\Visual CRM\Layout\[dbname] in two files *.fld and *.grd Distribute standard grids Save multiple grids and switch

between them

Modify the user interface for maximum ease of use and rapid data entry

Navigation Bar is customizable – on Admin menu

Add items to Navigation Bar and to Actions menu

Create and install custom reports

Standard and Custom Reports are created in Crystal Reports

Reports appear on main menu

Import accounts and contacts Import Accounts, Addresses, Contacts, Tasks, and

Opportunities from CSV or other delimited text files

Save Field Map for reuse

Create CSV from Excel

Import accounts and contacts1. Set the delimiter

2. Open the text file

3. Set the data type to be imported – CRM will automatically create child items

4. Assign CRM field to the text field

5. Save the field map if desired

6. Click Import – results are displayed

Agenda – MS-CRM Marketing Module

Create a catalogue of documents

Document tasks and document history

Initiate a Marketing Event

Create and maintain event attendee list

MARKETING CATALOGUE

Catalogue Setup

Send Printed Document

Agenda – MS-CRM Marketing Module

Sales plans and activities

Establish quotas and then produce pipeline charts

Create and maintain opportunities, import opportunities

Forecast and pipeline reporting

Sales plans and activities

Sales plans define the process from identification of opportunity through winning the order

Tasks are created for the sales rep automatically as each activity is completed

Establish quotas and then produce pipeline charts

Quotas by Company, Sales Rep, Territory, Business Unit, Division, Branch

Each stage has its own quota

Establish quotas and then produce pipeline charts

Pipeline reporting shows Actual to Quota by Company, Sales Rep, Territory, Business Unit, Division, Branch

Create and maintain opportunities

Create opportunities and assign Sales Plan

Activities are established and the first task is created

Forecast and pipeline reporting

Pipeline is the result of Quotas, Opportunities, and Sales Plans

As activities in the Sales Plans are completed the Opportunity advances through the pipeline

Quoting from CRM

Quotes are entered against accounts – does not need to be a customer in Visual for quoting

More tracking capabilities than Visual Estimating Window

Can be converted to Estimate for costing

MSCRM Connector

Synchronizes Accounts

Synchronizes Contacts

Synchronizes Orders

Synchronizes Invoices

MSCRM Connector

MSCRM Comparison to Visual

THANK YOU FOR ATTENDING