Strike Up The Band…

Last week at Microsoft Convergence EMEA 2013 we announced the imminent availability of a number of industry-specific templates for Microsoft Dynamics CRM 2013, providing additional functionality for businesses in sectors as diverse as Wealth Management and Local Government. The good news is that are now available for download, free of charge, from Microsoft Pinpoint (the Microsoft Dynamics app store).

I particularly would like to draw your attention to the “Microsoft Dynamics CRM Deal, On Boarding and Account Planning Process” template, which was developed by my good friend and UK CRM colleague, Mark Margolis. Prior to joining Microsoft last year, Mark worked in the financial services sector, building systems for buy-side & sell-side firms as well as corporate banking and wealth management customers. I have demoed this template to my customers several times over the last month or so, and without fail, every single one has been impressed with its power and simplicity.

The template includes the following CRM configurations, as well as some sample data to get you started:

  • Six business processes to handle on boarding and account management for new and existing clients.
  • Two dashboards: one tailored for account planning and one for on boarding new clients.
  • Two dialogs to help employees gather required information from clients.
  • Workflows and security roles to support the business processes.
  • Three custom entities: “Account Plan”, “Account Plan Product”, and “On Boarding”.

Here are the links to all the templates currently available. Enjoy!


Microsoft Dynamics CRM Deal, On Boarding and Account Planning Process

http://pinpoint.microsoft.com/en-gb/applications/microsoft-dynamics-crm-deal-onboarding-and-account-planning-process-12884966166

This business process guides financial organisations through the complete client lifecycle for new and existing customers – from initial data gathering and on-boarding to account planning and execution. This solution gives on-going visibility into the status of client relationships, so that you can handle deals consistently and drive successful outcomes.


Microsoft Dynamics CRM Wealth Management Process

http://pinpoint.microsoft.com/en-gb/applications/microsoft-dynamics-crm-wealth-management-process-12884966167

This business process enables financial advisors to create detailed investment proposals and deliver great service to their clients. This solution guides financial advisors through best practices to gather required information from clients, develop investment proposals, and close transactions successfully.


Microsoft Dynamics CRM Life Insurance Sales Process

http://pinpoint.microsoft.com/en-gb/applications/microsoft-dynamics-crm-life-insurance-sales-process-12884966164

This business process helps insurance companies sell life insurance policies from start to finish, including from prospecting for clients to quote, application, underwriting, and policy issuance. Agents, customer service reps (CSRs), and district managers can use it to capture information from prospects, convert leads into opportunities, send price quotes, and create the policy. Customer service reps can also follow the process to cross-sell insurance products during service calls.


Microsoft Dynamics CRM Health Plan Sales Management Process

http://pinpoint.microsoft.com/en-gb/applications/microsoft-dynamics-crm-health-plan-sales-management-process-12884966267

This business process is designed for organisations that sell health insurance. Agents, customer service reps, and district managers can use it to capture information from a campaign response, convert leads into opportunities, send price quotes, and create the policy. Customer service reps can also follow the process to cross-sell insurance products during service calls. You can also easily modify this business process for selling other types of insurance.


Microsoft Dynamics CRM Citizen Service Request Process

http://pinpoint.microsoft.com/en-gb/applications/microsoft-dynamics-crm-citizen-service-request-process-12884966084

This business process gives organisations in the public sector a great way to manage incoming service requests from citizens. This business process is ideal for local, regional, or state governments who need to prioritize and assign service requests, estimate time and costs, and track progress until resolution.


Microsoft Dynamics CRM Complex Opportunity Management Processes

http://pinpoint.microsoft.com/en-gb/applications/microsoft-dynamics-crm-complex-opportunity-management-processes-12884966165

This business processes guides professional services organizations through each step to respond to a Request for Proposal (RFP) or Request for Quote (RFQ). This solution helps sales, marketing, and finance teams create proposals, assess risks, and conduct cost-benefit analysis. With visibility into the overall RPF/RFQ process, executive leadership can make bid/no bid decisions based on relevant data.


Microsoft Dynamics CRM Grant Management Process

http://pinpoint.microsoft.com/en-gb/applications/microsoft-dynamics-crm-grant-management-process-12884966087

This business process gives organisations in the public sector a standardised way to manage and track grant awards to individuals, businesses, or other governments. This solution allows grant managers to stay on top of the grant process from application to the allocation of funds. A dashboard gives you visibility into the status of all applications in the pipeline, including trends in requests versus awards, the number of active grants by category, and the number of grants awarded by month.


Microsoft Dynamics CRM License and Permit Compliance Process

http://pinpoint.microsoft.com/applications/microsoft-dynamics-crm-license-and-permit-compliance-process-12884966088

This business process helps organisations in the public sector to oversee the collection of licensing and permitting fees from businesses and citizens. This solution helps investigators and enforcement officers improve the number of fees collected by keeping track of where they are in the collection process and ensuring that all required steps are followed.


Microsoft Dynamics CRM Public Sector Case Management Process

http://pinpoint.microsoft.com/en-gb/applications/microsoft-dynamics-crm-public-sector-case-management-process-12884966089

This business process gives governments and healthcare organisations a great tool to manage social service cases. Case workers and case managers are guided through standardised steps to assess cases, define and approve mitigation plans, provide management reports, and ensure all required activities are completed to close a case.


Microsoft Dynamics CRM Service Call - Repair and Return Process

http://pinpoint.microsoft.com/en-gb/applications/microsoft-dynamics-crm-service-call-repair-and-return-process-12884966168

This business process is ideal for standardising how customer service reps (CSRs) handle product repairs and returns to ensure swift, efficient resolution of service calls and higher customer satisfaction. This solution helps CSRs assist customers with product fixes by phone, and manage product returns, replacements, and repairs.


Microsoft Dynamics CRM Sports Management Process

http://pinpoint.microsoft.com/en-gb/applications/microsoft-dynamics-crm-sports-management-process-12884966314

This business process helps professional sports teams manage the sale of tickets and merchandise to fans. This solution also helps organisations track players and teams, including injuries, scouting reports, drug testing results, and contracts.


Microsoft Dynamics Solution Selling® - Short Sales Cycle

http://pinpoint.microsoft.com/en-gb/applications/microsoft-dynamics-solution-selling%c2%ae-short-sales-cycle-12884966210

A shorter sale assumes a sales cycle of only a few meetings, generally 2 to 3. The seller employs a repeatable approach using defined sales process steps and sales tools. The opportunity is a “solution” sale where the seller has multiple offerings and proposes solutions based on the buyer’s needs. The seller may initiate the opportunity directly with a decision maker and require less need for risk mitigation and proof steps.


Microsoft Dynamics Solution Selling® - Strategic/Complex Sales Cycle

http://pinpoint.microsoft.com/en-gb/applications/microsoft-dynamics-solution-selling%c2%ae-strategic-complex-sales-cycle-12884966169

The longer sale assumes a sales cycle of several meetings, generally 5 or more. The seller engages a repeatable approach using defined sales process steps and sales tools. Opportunities require meeting with one or more sponsors and decision makers throughout the sales cycle, highlighting the need for effective risk mitigation. The opportunity is a “solution” sale with multiple potential offerings and often benefits from an account management focus.


Microsoft Dynamics Solution Selling® Transactional Sales Cycle

http://pinpoint.microsoft.com/en-gb/applications/microsoft-dynamics-solution-selling%c2%ae-transactional-cycle-12884966212

A transactional sale assumes a “one call” close sales cycle. The opportunity may be identified when the prospect proactively contacts the business - “inbound” call, or may be initiated by a sales representative contacting an identified prospect - “outbound” call. A transactional sales process is generally highly customised and/or scripted and may be a focused “product” sale. It is important the sales approach be clearly defined and repeatable, while the sales process may be less important.

This posting is provided "AS IS" with no warranties, and confers no rights.

When not working with Microsoft Dynamics CRM, Simon can be found singing with The Chain Gang. Berkshire’s leading live Soul, Funk, Disco and Motown function band.