Banana Island Website May 24th, 2014
Customer Relationship Management
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- 1.1.12.Benefits in Retail
- 1.1.13.Features of Microsoft Dynamics CRM 2013
- 1.1.13.2.Reporting Features
- 1.1.13.2.2. Inline Charting
- 1.1.13.3.KPIs CRM now avails charts that show performance indicators according to the organizational goals as well as user goals 1.1.13.4.Goal Metrics
- 1.1.13.6.Field level security
- 1.1.13.9.Edit Information Inline
Customer Relationship ManagementITWORX envisions a complete end-to-end solution that will enable Anantara to operate the island as well as provide full insight on its operation and customer transactions. The below diagram depicts the different components of the system: 
Figure 12: Solution Components The end to end solution consists of a number of features and common components that can be leveraged for the vision ahead. ITWORX Resort Management solution leverages Microsoft Dynamics CRM 2013 as the core of the solution enabling full customer management by providing Marketing, Sales and Service Management. The solution is based on a modular design enabling the solution to grow with Anantara's growing needs. By leveraging Microsoft Dynamics CRM 2013, ITWORX proposes a set of value-added propositions and enhancements to Anantara's Resort Management in order to enrich the solution and ensure its scalability. Microsoft Dynamics CRM is built using reliable industry-standard technology, meaning that it easily adapts, grows and scales right along with your business. Native Microsoft Office Outlook® experience coupled with a solid analytics platform means that Microsoft Dynamics CRM can help you attain rapid user adoption, adapt to market changes, deliver products faster, and achieve a fast return on investment. CRM (Customer Relationship Management) is all about building relationships with existing customers at the same time as attracting new clients. Properly implemented a CRM solution will provide one central place to store all information relating to customers and reduced duplication of effort, ultimately improving the productivity of an organization. This means that irrespective of what department an individual works in, they will have access to the same information. 1.1.12.Benefits in RetailMicrosoft Dynamics CRM helps retailers develop compelling product and service offerings, create and manage a customer loyalty program, and optimize the client management life cycle to drive more business success. By sharing real-time information across different departments and systems, Microsoft Dynamics CRM helps staff deliver better customer service. With good quality information about every customer, you can combine the personal touch with efficiency. Microsoft Dynamics CRM provides: One centralized source of information Improved communication Streamlined internal processes Improved level of customer service Better understanding of customers Better targeted marketing campaigns Increased competitive advantage 1.1.13.Features of Microsoft Dynamics CRM 20131.1.13.1.360-Degree View of the Customer RelationshipMicrosoft Dynamics CRM helps to achieve a complete and consistent customer view across the enterprise. It provides the people with the tools and information they need to create a 360 degree view of customers, using a highly flexible customer relationship management (CRM) platform that can adapt, grow, and scale with your business. Built on a highly flexible platform, Microsoft Dynamics CRM business software provides a solution that is easy to adapt as your business changes. It helps to achieve a rapid return on investment and helps keeping costs down with efficient manageability and the ability to choose on-demand, on premise, or hybrid deployments. Provide enterprise levels of performance and scalability from local business groups to the global enterprise. Microsoft Dynamics CRM helps enterprise organizations to: Achieve a 360-degree view of the customer relationship Automate common business processes to reduce manual tasks and common workflows Deliver a more consistent customer experience by streamlining customer interactions Enable executives to measure and report on key metrics related to their business so they can make better business and strategy decisions 1.1.13.2.Reporting Features1.1.13.2.1.DashboardsCRM 2013 provides the user with dashboards that are easily customizable and not only show graphs and charts but can also show other information such as the user’s pending activities as illustrated in the below figure. 
Figure 13: Dashboards 1.1.13.2.2. Inline ChartingWith CRM 2013 you can now view context aware charts that give an overview of the current records with their filtered options. 
Figure 14: Context Aware Charts 1.1.13.3.KPIsCRM now avails charts that show performance indicators according to the organizational goals as well as user goals 1.1.13.4.Goal MetricsGoal metrics are a set of roll up queries that aggregate information used to measure the organizational goals, and enables you through the Goals tab to view what goals have been reached and which have not. 
Figure 15: Goal Metrics 1.1.13.5.Audit HistoryCRM supports field level auditing, by enabling auditing, CRM automatically allows Anantara to audit changes that occur to specific entities or fields. 1.1.13.6.Field level securityCRM now enables field level security, by enabling field level security you can determine what each user can edit. 1.1.13.7.Tablet DevicesA new mobile application keeps salespeople connected to data, team members, and customers. With access to Anantara's CRM solution on your iPad or Windows 8 tablet, you have the tools you need to not only look smarter but also to be smarter. The following figure depicts the mobile client dashboard. 
Figure 16: Mobile client Dashboard 1.1.13.8.Quick CreateNow, you can quickly capture key data points when you enter new records with Quick Create. On the navbar, click or tap Create, and then select the type of record you want. Enter data for a few fields, or more if you have it. You can come back and fill in the gaps later when you have more time as illustrated in the following figure. 
Figure 17: Quick Create 1.1.13.9.Edit Information InlineYou can click or tap a field to update info for a contact right in-line. No flipping to another screen as illustrated in the following figure. 
Figure 18: Edit Information Inline ITWORX Profile & Experience Directory: AboutUs AboutUs -> News release AboutUs -> November 17, 2004 The Honorable John W. Snow AboutUs -> The National Parks – America’s Best Idea AboutUs -> A voice In The Wilderness AboutUs -> Curriculum vitae daniel allen weymouth AboutUs -> Mock or skit: Date: April 21st 2016 Location: Kennard-Dale High School Time: 0700-1245 AboutUs -> Indonesia individual Action Plan Update for Indonesia for 2016 AboutUs -> Spartan Speak Newsletter AboutUs -> Ryan Minor AboutUs -> Concern behavioral and Management Solutions Download 7.32 Mb. Share with your friends:
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