iScala CRM - Scala Epicor Användarförening

iScala CRM
Mats Smedjebacka
Director, Solution Engineers
Director, Solution Engineers
v
What are we going to talk about?
1
iScala CRM ‐ history
2
E i
Epicor
iS l CRM 5.0 Integration in detail
iScala
CRM 5 0 I t
ti i d t il
3
What’s new ?
4
Short Demo
Short Demo
5
Questions and Answers
Don’t “reinvent the wheel”
Epicor iScala 2 3 SR3
Epicor iScala 2.3 SR3
Microsoft CRM
Microsoft Dynamics CRM 2011
S i C
Service Connect Integration
I
i
Epicor p
iScala CRM
Epicor iScala ERP
© 2012 Epicor Software Corporation
The Evolution of Epicor iScala CRM
iScala CRM 1.2 “Content
Content Enabled
Enabled”
iScala CRM 3.0 “Sigma screens”
“Sigma screens”
iScala CRM 4.0 “Multi‐multi CRM”
iScala CRM 5.0 “Connected”
© 2012 Epicor Software Corporation
Epicor iScala CRM
4th iteration of the integration Managed 2‐way integration to CRM 2011
Offers extensive configuration and customization Manage the sales process from lead to payment
p y
Designed with iScala look ‘n feel © 2012 Epicor Software Corporation
Epicor iScala CRM 5.0 Integration in detail
Integration in detail
Epicor iScala CRM
Developed as a Managed Solution for Dynamics CRM 2011
M
Managed Solution includes the following components:
d S l ti i l d th f ll i
t
Application Integration Component
Views; Forms; Entities; Custom Scripts
Epicor Service Connect (ESC) is the foundation of the i t
integration supporting data transfer ti
ti d t t
f
ESC Message Mapper used to map data between iScala and iScala CRM –
l
custom schemas and XSLTs files
h
d
fl
© 2012 Epicor Software Corporation
How does it work?
iScala
C
CRM
Lead
Opportunity
Contact
Quote
Account
Order
Customer
Invoice
Od
Order
Delivery
Invoice
Payment
© 2012 Epicor Software Corporation
Benefits – Integration
SEAMLESS INTEGRATION: Integration developed and maintained by Epicor
Reduced maintenance costs
The core CRM functionality you need yy
today
Quick implementation option
Q
p
p
Simple upgrade as your needs expand
Customization capabilities
Customization capabilities
Data migration tool
© 2012 Epicor Software Corporation
What’s new in iScala CRM 4.0
© 2008 Epicor Software Corporation.
iScala CRM Integration – Master Data
© 2012 Epicor Software Corporation
iScala CRM Integration – Code Files
© 2012 Epicor Software Corporation
What’s new?
New Features in iScala CRM 5
Integration
Contextual Docs
Real‐Time Filteringg
Flexible Dashboards
Conditional Formatting
Connections
Excel Export/Import
Excel Export/Import
Social Connector
Social Connector
Team Ownership
Role Tailored Forms
I li Vi li ti
Inline Visualization
D
Drag and Drop UI
dD
UI
Copyright © Epicor Software Corporation 2012.
Real‐Time Filtering: Reduced Busy Work
Allows sales staff to instantly zero‐in on needed data
Excel‐like filters for each column
For example can use filters to display only opportunities of last two months
© 2012 Epicor Software Corporation
Conditional Formatting: Instant Lead Scoring
Formatting rules can be applied against any entity
Guided Wizard for easy rules creation
Lead Scoring example: High probability leads in green font
© 2012 Epicor Software Corporation
Excel Export/Import: Improved Data Quality
True bi‐directional sync with Excel
Changes made in Excel automatically incorporated in f
Microsoft Dynamics CRM
Sales person can work opportunities, export to marketing group where they make changes to lead and then import changes back into Microsoft Dynamics CRM
changes to lead and then import changes back into Microsoft Dynamics CRM
© 2012 Epicor Software Corporation
Team Ownership: Better Team Selling
Account ownership of Records
Team security roles and roll‐up reporting
For example, you could have a “Large Account” team made of account managers, Account
team made of account managers
sales reps., sales manager, CSS agents, etc.
© 2012 Epicor Software Corporation
Inline Visualization: Improved KPI Tracking
Can use pre‐defined charts like Sales Pipeline
Instant visualization of data most relevant to sales person
Built‐in drill down capability
Can instantly create custom charts via guided wizard
© 2012 Epicor Software Corporation
Contextual Docs: Streamlined Proposals
Embedded document management Embedded
document management
capabilities of SharePoint For example, sale team can create central repository of quotes and proposals for faster proposal creation
Check‐in/Check‐out and lock‐
down capability
© 2012 Epicor Software Corporation
Flexible Dashboards: Gleaning Insight
© 2012 Epicor Software Corporation
Connections: Influencing the Influencers
Key enabler of Extended CRM Especially useful in sales cycle where there are multiple influencers (lawyers, consultants, tax experts, etc.))
Each role can have distinct attributes
Can create any kind of role and apply to any entity
apply to any entity
© 2012 Epicor Software Corporation
Social Connector: Bringing in Social Context
Social Connector in Outlook Client seamlessly brings in social data
For example, can instantly see LinkedIn or Facebook profile for given contact
Allows users to gauge online influence of contact
© 2012 Epicor Software Corporation
Role Tailored Forms: Tailored Fit
True role‐based forms ensure data is relevant to each user
Can have multiple forms per entity
Drag‐and‐drop customization
© 2012 Epicor Software Corporation
Full control over presentation of forms
Drag and Drop UI: Effortless Customization
Can configure entity Body, Header or Footer
Useful “Click to Customize Customize”
feature
Drag‐and‐
Drop UI
Can use Navigation Editor to customize left‐
h d
hand navigation i ti
© 2012 Epicor Software Corporation
Drag and Drop UI: Effortless Customization
Can configure entity Body, Header or Footer
Useful “Click to Customize Customize”
feature
Drag‐and‐
Drop UI
Can use Navigation Editor to customize left‐
h d
hand navigation i ti
© 2012 Epicor Software Corporation