paribus interactive for microsoft dynamics crm · microsoft dynamics crm lead support the user does...
TRANSCRIPT
Product Tour
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Microsoft Dynamics CRM Lead support The user does no more than open a Lead record and Paribus Interactive kicks in Identifies existing possible matches across Accounts, Contacts and other Leads Click any count summary to see details of results
Lets start with LEADs(Selected a Lead Record)
Click on results summary to see results details
Possible Matches
Microsoft Dynamics CRM Lead support From the result cards, the user can Review, Goto and Select an existing record Selecting a record will populate the Existing Contact/Account field in the Lead record
Lets start with LEADs(Selected a Lead Record)
Select a record and it will populate the Existing
Contact & Account fields
Select a record
Microsoft Dynamics CRM Lead support Selecting a record will populate the Existing Contact/Account field in the Lead record
Lets start with LEADs(Selected a Lead Record)
Select a record and it will populate the Existing
Contact & Account fields
Lead updated
Microsoft Dynamics CRM Lookup support Creating a new Opportunity automatically opens up the Paribus Interactive search User can add what they know of the Account and Contact name The user searches and the results summary is shown
Lookup Support(Opportunities)
The user only knows the contact and they work for a
network company
Incomplete data
Microsoft Dynamics CRM Lookup support Same as with Leads, Select a record card, and the detail gets populated into the Opportunity
Lookup Support(Opportunities)
Select a records and the details are populated into
the Opportunity
Select a record
Microsoft Dynamics CRM Multiple Lookups Here is an example where there is more than one relationship Each relationship (Account and/or Contact) can be mapped to a combined Paribus Interactive Search Each relationship can be managed individually as the relationships are determined This also shows the flexibility of where Paribus Interactive can be added into CRM
Multiple Lookup Support(Using Cases as an example)
Microsoft Dynamics CRM Lookup anywhere Here is an example of applying the Paribus Lookup to Phone Calls The lookup search can be added to any form via Codeless configuration
Lookup Support(Anywhere – Activity example)
Via codeless configuration to any CRM form
Apply anywhere
Microsoft Dynamics CRM Paribus Interactive Enhanced Search Using the core search feature added to the main menu
Enhanced Search
Adds a powerful search capability
General Search
Microsoft Dynamics CRM Paribus Interactive Enhanced Search Using the Enhanced Search, a user can find a “rob” at a “network” company All contacts at a “network” company etc Additional fields can be added to make the search more location specific
Enhanced Search
Search for anything e.g. first network
General Search
Microsoft Dynamics CRM Adding Accounts The Paribus Interactive search form captures the data The user carries out a check for existing records – across Accounts and Leads If no results the data is automatically populated into a new record
Adding Accounts
Paribus Interactive captures data input
Search
Searches across Accounts and Leads
Possible Matches
Microsoft Dynamics CRM Adding Contacts Same as adding Accounts, the data is captured and used to search for existing records If there is a match on Account the Contact is added to that existing Account If not match the data is added to a new Contact record
Adding Contacts
Check existing Account and Contact
Search
Phonetic Data Matching Foto Centre, Photo Center Kris Dixon, Chris Dickson, Criss Dicksen Cheryl Wiatt, Sheryl Wyiatt, Sherril Wyatt
Synonyms, Abbreviations and Acronym Matching Robert, Bob, Bobbie, Rob, Robbie, Roberto William, Will, Willy, Bill, Billy International Business Machines, IBM, I.B.M
Data Sequence Variation Florida University, University of Florida Arizona 1st National Bank, First National Bank of Arizona 123 (Flat A) Acacia Avenue, Flat A – 123 Acacia Avenue
Data Segmentation QGate Software, Q Gate Software Q-Gate Software GuideMark, Guide Mark, Guide-Mark 3Com, 3 Com, 3-Com
Gender Analysis Paul v Paula Daniel v Danielle Jo v Joe Andy v Andie
Intelligent and Sophisticated Data Matching Capabilities
The Paribus Cloud
The Paribus Cloud Intelligent data search engine as a service (SaaS) Hosted in the Microsoft Azure Cloud through secured SSL communications A private annual subscription service Dynamics CRM Data adoption into the Paribus Cloud from CRM Online or via IFD for CRM on premise Smart data synchronization
Dynamics CRM Onlineor IFD on premise
Enhanced User Experience
Smart Data Synchronization
Paribus Interactive service on Azure
Secure Results
The Paribus Search Engine… Intelligent Data Search Engine Providing sophisticated search capabilities (‘fuzzy’ and phonetic searches) A unique ‘Sequence Variation’ search capability (‘University of London’ v ‘London University’)
Service Deployment… Cloud based SaaS service Subscription based Secure cloud hosted
Feature Highlights
Microsoft Dynamics CRM Searching… Perform “web like” searches within CRM Find information within CRM both quickly and easily Search across multiple CRM entities in a single search
Microsoft Dynamics CRM Duplicate Detection… Automatically identify potential duplicates in CRM Identify potential duplicates across multiple CRM entities Proactive identification to avoid duplicate data entry
(Pre-release, subject to change)