Microsoft Dynamics by Robosoft
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Transcript of Microsoft Dynamics by Robosoft
Agenda
Robosoft Corporate Background
Robosoft Services Profile
Robosoft Key Clients
Why Robosoft
Dynamics CRM
Business Functions
IT Systems Roadmap
MS NAV Add-On Products
Corporate Background Commenced Operations in year 1999 from Mumbai, India
Group Companies
Robosoft Solutions Pvt. Ltd (Mumbai Registered)
Robosoft Solutions Inc. (NY Registered)
Robosoft Consulting Ltd (UK Registered)
Robosol Solutions Pvt. Ltd (Mumbai Registered)
More than 325 Customers in UK and India (Top 5 In SME Segment – India)
Pharmaceutical/ Bulk Drugs/ API and Formulation, Process Industries
Retail, Wholesale & Distribution, Manufacturing and Trading
Project, Construction & Consulting Segments
Office Setups
Corporate office (Mumbai :- Mayfair Symphony, Vikroli)
Global Support Office (Mumbai :- Bharat Estate, Bhandup)
Global Development Office (Ahmadabad :- Dev Arcade, CG Road)
UK Office :- Brentwood(London)
North America office:- Nanuet, New York
Robosoft Services Profile Enterprise Applications & Consulting
Gold Certified Partner
Preferred Partner
Certified Partners
Business Intelligence
In House Business Applications Customer Portals (B2B, B2C and E-Business Suit) Corporate Intranet/Portal Document Management System/ Auto Invoice Processing Supplier Portals Retail Management Solution - Retalium
Team @ RobosoftOne of the most critical parameter to choose a partner for any consultingservices is the team strength of the given platform. Robosoft has thebiggest Techno-Functional team of 150+ resources, thanks to 100+ clientsin western India itself.
Our Team:-
Sr. No. Position (NAV Team) Strength Qualification Experience
1Principal Functional Consultant / Solution Architects 4BE / MCA 10+ Years
2Principal technical Consultant / Solution Architects 4CA / ICWA / MBA Fin / Mcom 10+ Years
3Team Leaders 10CA / ICWA / MBA Fin 6 to 10 Years
4Sr. Functional Consultant 20CA Int / ICWA Int / MBA Fin / Mcom 4 to 6 Years
5Sr. Tech Consultant 10BE / MCA 4 to 6 Years
6Functional Consultant 25Mcom / Bcom / CA Enter / ICWA Inter 2 to 4 Years
7Tech Consultant 25BE / MCA 2 to 4 Years
8Trainee Functional Consultant 20Mcom / Bcom / CA Enter / ICWA Inter 3 to 15 Months
9Trainee Tech Consultant 20BE / MCA 3 to 15 Months
10Dynamics CRM Team 20Techno - Functional 2 to 12 Years
11.Net Development Team + Share Point 30BE / MCA 2 to 12 Years
Total 188
Microsoft Dynamics CRM SuiteFull CRM suite
capabilities
and
application
flexibility
-Interactions
-Marketing
-Sales
-Service
-xRM
-Business
Process
-SOA
-Flexible
Deployment
Tablet Desktop Phone
Customer Relationship Management
Cloud On-Premises
5 Steps to Successfully Launching CRM
Step 1:
Define your Business Objectives
Set up your Goals to Measure your Success
Step 2:
Tailor the solution to your business
Keep the solution simple, visual and familiar
Step 3:
Data preparation
Importing
Checking your import
Step 4:
Notifications
Updates
Creation
Decisions
“No Action”
Step 5:
Setting up Users
Training & Support
User Adoption Best Practices
www.robo-soft.net
Microsoft Dynamics CRM – Out of the Box• Companies• Contacts• Opportunities• Activities
• Leads• Quotes• Orders• Invoices
• Goals• Competitors• Product Catalog• Price Lists
• Marketing Lists• Marketing Campaigns• Campaign Responses• Quick Campaigns
• Campaign Activities• Connections• Document Management• Sales Literature
• Cases• Queues• Knowledge Base• Service Scheduling
• Facility/Equipment• Resources• Contracts• Service
www.robo-soft.net
Glimpse of Microsoft Dynamics CRM
Glimpse of Microsoft Dynamics CRM
Outlook Client
CRM ties to BI…(Business Intelligence)
• CRM is closely related to business intelligence because both methods involve using technology to gather, analyze and organize data in order to develop relevant information.
• CRM is just a more specific form of BI that concentrates strictly on customer’s behaviors and actions, for both past and future information.
CRM…Technical Functionality
• Scalability: CRM may be used on a large scale while also being able to be reliably contracted/expanded to whatever scale is necessary. So the data is flexible and won’t distort when adjusted.
• Multiple communication channels: the ability to interface with users via many different devices (phone, WAP, internet etc.) Basically, you can get what you want, when you want wherever you are.
Points to take to Home…
• Know your customer!
• CRM can lead to greater customer service → greater profitability!!
• Remember that it is not enough to be nice to your customer – you must learn from them.
Deployment Options and Clients
• Deployment Options
• Web Client
• Outlook Client
• Mobile & Tablet Client
Deployment Options
On-Premise Online/Cloud Partner Hosted
Prestigious Clientele
Prestigious Clientele
Urdhawa Chemical Co. P. Ltd.
And many more…!
List of Robosoft’s Add-ons on Dynamics Nav
• Indent Management (100K)• Quality Control• Quality Assurance• LC Discounting Tracking• Forward Contracting• EXIM Management• Dimension Correction Tool• Commission Management• Support Service Workflow • DOT NET Dash Board• Corporate Intranet • SMS Trigger Tool• Approval Over SMS• Business Intelligence• Work Flow in SharePoint
• Transaction Approval Over Mail• Report Mailing on Printing• Digital Approval on PO• Management BY Exception• Document Management System• Manage Invoice• Auto Report Mailing• NAV 2009 Dash Board• Sales Team Portal• Vendor Management Portal• Customer Portal (B2B)• Depot Management Portal• E-Commerce Portal• Dispatch Integration with Fedx
Portals Developed On MS NAV
Often we need to give the ERP application access to our customer,Suppliers, Depots, On-field team for quick informational & transactionalAccess, also its not feasible to give them direct MS NAV Access because oflicense utilization & generally ERP apps are generally slower over the net.To overcome this challenge, robosoft has developed series of Webapplication in .net & share point on partial MS NAV Database & partialindependent DB. We have dedicate team of 30 techno-functional on Sharept & .net
Few of Key Portals:-
Customer Portal:- Customers can login to the system to see the relevantinformation & make some transaction which can directly be fed or pickedfrom the Database with proper validation and control.
List of our portals:- Depot Management portal, Supplier Portal, Salesemployee portal, Corporate Intranet & work flow Management System
Robosoft ERP Hosting Services
Robosoft provide complete END to END world class MS Nav ERP hostingservices for hassle free, secure & reliable ERP application access. Robosofthas extended hosting services to more 45+ clients with approximately
1500+ concurrent users over the last 6 years.
Our Hosting Services Features:-• Dedicated Rack at L4 / Tier4 Data center, highest classification on Data
center category. (NetMagic – Vikhroli, Controls – Hydrabad, Rack Space– USA)
• 6 Backups for Lease line, Cooling & Electricity• Dedicated 100 MBPS Lease line• 3 Tire Server Architecture with Mirror Back up Servers• Day End Back up Tape drive & Servers at other location for worst case
scenario• Incremental Cloud Back up Petavault
(http://www.netmagicsolutions.com/data-backup-and-recovery-service.html)
• 99.9% Uptime Service Level Agreement• 24 X 7 Special Expertise Services by Robosoft
Learnings• KYC
• WYP
• B2B – B2C
• Portfolio Mangement
• Product Evolution
• Product & Organization Bandwidth
• Tasks and Goals Assignment
• New Product mapping and adoption
• 1st Movers Market Advantage
• BRAND Building
RoboSoft Solution Pvt. Ltd.301/302, Arya Arcade, Station Road,
Vikhroli (West) Mumbai 400 079Tel: +91- 22-6138 2400Mob: +91- 9920284805
[email protected]@robo-soft.net
