A CRM bevezetési projektek sajátosságai Kovács László Microsoft Dynamics Certified Master, MCT System Builders Kft. 1

Miről lesz szó? A sikeres CRM projekt fázisai A jelenleg működő CRM rendszerek állapota Elvárások a CRM rendszerekkel szemben Üzleti igények, folyamatok felmérése és tervezése Felhasználói igények és CRM funkcionalitás A sikeres CRM projekt fázisai A CRM rendszer életciklusa 2

Bevezetett CRM rendszerek állapota 4/4/2017 2:23 PM 4/4/2017 2:23 PM Bevezetett CRM rendszerek állapota Slide 2 So my goal for this presentation, I would like to give you a really good understanding what different kind off possibilities you have to integrate your ERP system with Microsoft CRM. Second goal hopefully I will receive a good feedback from you about this presentation. And in this session we will look at some of the possibilities.   © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 3 3 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Elvárások a CRM rendszerrel szemben 4/4/2017 2:23 PM 4/4/2017 2:23 PM Elvárások a CRM rendszerrel szemben Hatékony működés Döntéshozás támogatása Hatékony működés Meglévő IT infrastruktúrába integrálható rendszer Egyszerű kezelhetőség Egyszerű IT adminisztráció Könnyen elsajátítható működés Egyszerű kezelhetőség Slide 2 So my goal for this presentation, I would like to give you a really good understanding what different kind off possibilities you have to integrate your ERP system with Microsoft CRM. Second goal hopefully I will receive a good feedback from you about this presentation. And in this session we will look at some of the possibilities.   © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 4 4 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Üzleti igények felmérése 4/4/2017 2:23 PM 4/4/2017 2:23 PM Üzleti igények felmérése Slide 2 So my goal for this presentation, I would like to give you a really good understanding what different kind off possibilities you have to integrate your ERP system with Microsoft CRM. Second goal hopefully I will receive a good feedback from you about this presentation. And in this session we will look at some of the possibilities.   © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 5 5 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Üzleti folyamatok tervezése 4/4/2017 2:23 PM 4/4/2017 2:23 PM Üzleti folyamatok tervezése Meglévő Partner? Érdeklődés rögzítése Partner létrehozása Lehetőség létrehozása Nem Igen Érdeklődő rögzítése Slide 2 So my goal for this presentation, I would like to give you a really good understanding what different kind off possibilities you have to integrate your ERP system with Microsoft CRM. Second goal hopefully I will receive a good feedback from you about this presentation. And in this session we will look at some of the possibilities.   Jelentések Duplikációk elkerülése Konzisztens folyamat © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 6 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Back Office Integráció 4/4/2017 2:23 PM 4/4/2017 2:23 PM Back Office Integráció Számla Slide 2 So my goal for this presentation, I would like to give you a really good understanding what different kind off possibilities you have to integrate your ERP system with Microsoft CRM. Second goal hopefully I will receive a good feedback from you about this presentation. And in this session we will look at some of the possibilities.   © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 7 7 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

A CRM alkalmazás tesztelése 4/4/2017 2:23 PM 4/4/2017 2:23 PM A CRM alkalmazás tesztelése Slide 2 So my goal for this presentation, I would like to give you a really good understanding what different kind off possibilities you have to integrate your ERP system with Microsoft CRM. Second goal hopefully I will receive a good feedback from you about this presentation. And in this session we will look at some of the possibilities.   © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 8 8 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

A CRM projekt fázisai I. Fázis:CRM alaprendszer 4/4/2017 2:23 PM 4/4/2017 2:23 PM A CRM projekt fázisai Egyedi entitások I. Fázis:CRM alaprendszer Fejlesztések II. Fázis:Egyedi fejlesztések Jelentések Oktatás III. Fázis:Integráció ERP integráció Telepítés Integrációs fejlesztések Konfiguráció Üzleti intelligencia Alapvető testreszabások Slide 2 So my goal for this presentation, I would like to give you a really good understanding what different kind off possibilities you have to integrate your ERP system with Microsoft CRM. Second goal hopefully I will receive a good feedback from you about this presentation. And in this session we will look at some of the possibilities.   Oktatás Oktatás © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 9 9 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Felhasználói igények és funkcionalitás 4/4/2017 2:23 PM 4/4/2017 2:23 PM Felhasználói igények és funkcionalitás Folyamatok újratervezése Funkcionalitás bővítése Ügyféligények mérséklése Slide 2 So my goal for this presentation, I would like to give you a really good understanding what different kind off possibilities you have to integrate your ERP system with Microsoft CRM. Second goal hopefully I will receive a good feedback from you about this presentation. And in this session we will look at some of the possibilities.   © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 10 10 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

A CRM rendszer életciklusa 4/4/2017 2:23 PM 4/4/2017 2:23 PM A CRM rendszer életciklusa Slide 2 So my goal for this presentation, I would like to give you a really good understanding what different kind off possibilities you have to integrate your ERP system with Microsoft CRM. Second goal hopefully I will receive a good feedback from you about this presentation. And in this session we will look at some of the possibilities.   © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 11 11 © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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© 2006 Microsoft Corporation. All rights reserved. 4/4/2017 2:23 PM © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 13 ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.