Name: Selling online with Shopify, Amazon, Walmart, and eBay: eCommerce tools for 2023 for CRM
Start: 2023-03-02T13:30:00-05:00
End: 2023-03-02T14:15:00-05:00

This is an article from Microsoft CRM’s product manager Nelson Lopes. Well worth reading. Jim

Demo Tips & Pre-Sales Resources

Decks & demo recordings of the Fall 2013 CRM Partner Readiness Events
CRM2013 Demomates & PowerPoint full decks and snippets
CRM2013 business process demos posted to Dynamics Marketplace
How to register for 12month demo offer
How to extend a CRM/Office365 trial beyond 30 days: Log a ticket in Microsoft Online Portal (customer experience) or www.microsoftofficedemos.com (partner experience)
Even with the great new updated interface in CRM2013, it’s still important to fully articulate the value of the Outlook experience in your demos. This video is a good refresher
Great examples of Agent & Advisor CRM mobile apps.
4 new public sector demos added: www.microsoftdynamicsdemos.com (the DemoMate tool)
Great summary video to send to someone to explain what CRM does or use as talking points for your own CRM pitch
Want a second opinion on your demo before presenting it to the client? Let’s schedule some time and I’m happy to provide some feedback, tips and best practices

Demand Gen & Customer Immersion Experience (CIE)

List Builder in InsideView allows you to create a custom list of prospects in any geography in North America in less than 5mins
Dynamics CIE in-a-box
How to create a trial invite to include in your e-mail signature or post on your site that automatically sets you up as Partner of Record
Let’s increase the awareness of Dynamics together. Please subscribe to these social feeds & repost/tweet to your own social channels – Dynamics YouTube Channel, Facebook Group, Twitter and LinkedIn
Reminder: for presentation, demo and general pre-sales support on competitive opportunities, please do not hesitate to reach out Nelson Lopes. Let’s close FY14 out strong!

Competition

Eyeful Presentations Video Case Study – SalesForce replacement
3rd party review of 4 CRM solutions – Dynamics CRM, SalesForce, SugarCRM & ACT. Password crmtop4
quick video demo: Comparison of Salesforce Touch iPad app to Microsoft CRM iPad app
Good article on how to migrate from Salesforce to Dynamics CRM
Good advice from a former Salesforce partner that made the switch to Dynamics CRM
Dow Chemical: Microsoft Dynamics CRM has ‘caught up with Salesforce offering’
Why this company switched from Salesforce to Microsoft

Why Microsoft?

Infographic: 12 Great Reasons why companies use Microsoft CRM to Drive Revenue and Serve Customers
The largest call centre implementation to date – 8900 users by Bank of Ukraine
Good, quick read on Why Microsoft is a Better Investment than Salesforce
Microsoft CRM takes top spot
NEW!– CRM Magazine Service Leader Award 2014
NEW!– Cloud is a trust business. Microsoft is the only company that has been given this validation by EU authorities
UPDATED!– Top 6 Reasons Why Customers Choose Microsoft over Salesforce and other options – slide & talking points

Practice Builder

If you haven’t updated your CRM 4.0 certs, it could be affecting your Silver or Gold Competency status. For the quickest and most efficient way of getting your updated certifications, please check out one of the boot camps like the ones Qixas offers
CRM Online Learning Path by role
Microsoft CRM Certification Options
Limited time offer you can use to get your CRM2013 certs before year end – 40% off package of 5 exams, 50% off 20
All CRM2013 exams are now available (MB2-700, 701, 702, 703). Contact Lily Pirker for free exam vouchers. Must be used within 60 days

New ISVs & Add-ons

360Link – migration tool for CRM Online
InGenius CTI Connector
CloudCall: good for inside sales & call centres
Moxie Software integration with Dynamics CRM for contact centres and social channels (another example of a Salesforce ISV porting their solution to Dynamics CRM)
TK Process Builder: develop complex workflows in minutes
Relationship Charts are back! This has always been a nice little add-on that customers ask about every once and a while.
North52 – a great new add-on I discovered at eXtreme 2013 that blows away Salesforce’s formula management capability
NEW!– CRM Portal Connector
NEW!– Cool activity timeline for Accounts. Great to include in demos

Training & Readiness

Updated Developer tips and tricks deck
Podcasts by Microsoft Dynamics Premier Field Engineering – good drive time content for CRM implementers
CRM2013 Readiness Plans – Customer Facing Role & Implementer Role
CRM2013 Training & Adoption Kit
Convergence 2014 content now available
Additional training on PartnerSource – Dynamics Marketing, Microsoft Social Listening, Customer Care & PARATURE
On-demand content for Spring Wave Virtual Online Training Blitz – April 9
NEW!– CRM2013 Performance and Scalability Documentation
NEW!– This is a must view video on how CRM Online works Good drive time content

Great Posting

Auditing User login
Using LEGO to explain XRM and the extensibility of Dynamics CRM
The CRM Developer Desktop
Creating and Publishing a Web Portal to an Azure Cloud Service
Example of BI thought leadership and something that is only possible from Microsoft (i.e. SFDC can’t touch this 🙂 – Dynamics CRM Data Mining
Great set of links – Before the sale, preparing for update, training and adoption, using CRM2013
Integration Guide: CRM and Office365
NEW!– CRM Online Myth Busters – still applies to CRM2013
NEW!– White Paper: Microsoft Dynamics CRM Online Service Description

Roadmap

Introducing Sandbox Instances in CRM Online – available now
THIS IS A GAME CHANGER! Very, very soon, Microsoft Social Listening will be live and available to CRM Online customers that have 10 or more Professional licenses, at no additional charge! This is functionality that is equivalent to Salesforce’s very expensive Radian6. 3 Reasons Microsoft Social Listening Will Beat The Competition Great video and blog on how Microsoft Social Listening works.
NEW! What Dynamics Marketing includes and how much it costs
UPDATED! Good 1 pager on what’s coming this Spring + new Preview Guide

Other

Dynamics CRM for Outlook Configuration Troubleshooting Wizard
Friendly name access to key sites: www.crmdevelopercenter.com, www.crmitprocenter.com, www.crmcustomercenter.com, www.crmonline.com
Handy CRM Diagnostics tool
Good CRM Support Page
Good document how to leverage CRM Online Support

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Canadian Partner Update (Reposted from Nelson Lopes)

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