Microsoft Dynamics Roundup, Envision Edition: New analytics, cloud offerings; Next-best-action for financial services CRM; Sales Automation

posted in: Cloud/SAAS, Microsoft Dynamics | 0

By:  Dann Anthony Mourno

KPMG Unveils Offerings In D&A, Cloud And CRM With Microsoft

KPMG LLP and KPMG International announced new Microsoft offerings in data and analytics (D&A), cloud transformation and compliance (CTC), and customer relationship management (CRM) to help clients transform their businesses and accelerate growth in a trusted cloud environment.

Announced at Microsoft Envision 2016, the offerings expand KPMG’s strategic alliance with Microsoft.KPMG is launching new D&A strategy and platform capabilities that address key client issues in financial analysis and operational performance. The solutions are based on the KPMG D&A Core Platform, run on the Microsoft Azure cloud platform, and powered by the Cortana Intelligence Suite.

Cloud Transformation and Compliance (CTC) combines KPMG’s risk management and business transformation experience with the cloud-based technologies of Microsoft.

Finally, KPMG is developing a CRM Services offering based on the Microsoft Dynamics platform. The offering rethinks traditional paradigms in CRM and reimagines the space based on experiences across the customer lifecycle, supported by leading-edge technologies.

Accenture, Avanade and Microsoft collaborate on new digital CRM suite

Accenture and Avanade announced at Microsoft Envision 2016 the launch of its new next-best-action solution dedicated to helping financial services firms transform their customer experience through greater personalization in a digital world.

Developed in collaboration with Microsoft and built on top of Microsoft Dynamics CRM, the Accenture Customer Analytic Insights Solution for Microsoft (ACAI) helps financial service firms, including retail banks, insurers and capital markets firms, provide differentiated customer experiences and more profitable offerings, said the companies in a statement. Financial services firms can use ACAI’s predictive analytics to offer customers next best actions – such as recommended products and services – personalized to the individual history and needs of each customer. The ACAI solution leverages the financial services experience Accenture, Avanade and Microsoft have acquired via engagements with hundreds of financial services organizations.

ACAI uses Microsoft Azure Machine Learning to analyze customer activity and execute robust analytical models that predict customer behavior and recommend next best actions.

SADA Systems Launches SalesAtlas, Delivering Sales Automation and Analytics Out-of-the-Box

SADA Systems launched its SalesAtlas solution at this week’s Envision conference. SalesAtlas, says the company, delivers a new level of clarity as the only CRM and analytics solution designed to integrate with organization’s existing sales or service processes. With accurate visual representation of the big picture, sales leaders can drill down on areas of successes and improvements and identify needed changes in sales alignment, says Sada.

This out-of-the-box solutions provides dashboards for Pipeline Insights to visualize sales pipeline to manage incentives and understand sales velocity, slippage and KPI trending; Territory Management to view and refine sales territories based on a defined set of criteria; Customer Engagement to Identify upsell opportunities with your existing customer base while staying top of mind with automated workflows; and Marketing ROI for a combined holistic campaign tracking with interactive data visualization to get the best possible reporting on marketing investment. As Sada describes, there’s no need for developers and long customization cycles, users can realize instant value with preconfigured dashboards fit to their sales management needs.

About Dann Anthony Maurno

Dann Anthony Maurno is a seasoned business journalist who began his career as International Marketing Manager with Lilly Software, then moved on as a freelancer to write for such prestigious clients as CFO Magazine; Compliance Week;Manufacturing Business Technology; Decision Resources, Inc.; The Economist Intelligence Unit; and corporate clients such as Iron Mountain, Microsoft and SAP. He is the co-author of Thin Air: How Wireless Technology Supports Lean Initiatives(CRC/Productivity Press, 2010).

Dann can be reached at