Welcome! Microsoft Dynamics CRM User Group (CRMUG®) 1 st Quarter Michigan Chapter Meeting etroit

@CRMUG Chapter Schedule 2:00 – 2:15Welcome/Introductions 2:15 – 3:00 Member Showcase: Service Tom Hansel, ImageSoft 3:00 – 3:30 Keynote Speaker: Data Quality Tamara Sheppard, Dun & Bradstreet 3:30 – 4:00CRMUG/Chapter News 4:00 – 5:00Networking Session

@CRMUG Getting to know you better Introductions Name Company (describe Company/Industry) Your role in the company What do you hope to accomplish by attending this and future meetings?

@CRMUG Member Showcase  Tom Hansel, Technical Support Team Leader  ImageSoft, Inc.  Topic: Service in CRM

#CRMUGsummit ImageSoft, Inc. ImageSoft, Inc., provides document and process management solutions to automate, streamline and improve workplace processes. Since 1996, ImageSoft’s technology and workflow solutions have increased productivity, reduced operating costs and saved time and money for our customers in government, healthcare and the insurance industry.

#CRMUGsummit ImageSoft, Inc.

#CRMUGsummit Before ImageSoft and After

#CRMUGsummit Current IT Systems CRMSLSharePointProject Scribe Microsoft Office & Lync

#CRMUGsummit Pathway to Greatness Spreadsheets GoldMine QuickBooks Spreadsheets Salesforce Quickbooks Autotask SharePoint Dynamics CRM Dynamics SL SharePoint Dynamics CRM Dynamics SL SharePoint Project Server

#CRMUGsummit Automation in Dynamics CRM SalesMarketing Service SOW Review ProcessTradeshow Lead Process Maintenance Renewals Knowledgebase Articles

#CRMUGsummit The ImageSoft Process

#CRMUGsummit Tom Hansel – ImageSoft, Inc.

@CRMUG Keynote Speaker  Tamara Sheppard, Relationship Manager for Dun & Bradstreet's Strategic Alliance Network  Dun & Bradstreet  Topic: Data Quality

Tamara Sheppard Relationship Manager (206) U.S. West & Central Regions StrategicAlliance Network Dun & Bradstreet Copyright © 2013 Dun & Bradstreet

You may utilize D&B Credit and Risk services (DNBi) For 173 years D&B has been the most trusted source of corporate and economic information to the World Today you’ll learn about our Sales and Marketing services and the CRM add-in D&B360 - Product of the Year 2012 D&B360 integrates 99+ corporate data points directly into the CRM fields, covering over 215M+ companies and contacts, collected and vetted from 30,000+ worldwide information partners. The largest, most comprehensive corporate database in the world, updated 1.5M times a day. Curated by D&B data scientists and economists, this resource would replace your Hoovers license, also a D&B company Licensed through the Microsoft Dynamics Partner channels I’m 15 Dun & Bradstreet Backgrounder

D&B360 is a Dynamics managed application, installs in 15 minutes. D&B360 integrates 99+ data elements directly into the CRM account and contact fields. Including the proprietary D-U-N-S® Number, the ‘social security’ number for business. Now a master field utilized to automatically cleanse data, manage workflows & integration applications D&B360 enable users to Seek, Enhance & Cleanse the data inside your CRM, matching and cleansing against D&B’s gold-standard corporate database 16 D&B360 & D&BDirect

What is the Business Problem? 17

ROI from the CRM Investment is disappointing Lack of adoption Data quality concerns Incomplete view of the Customer Lack of confidence at the CXO level Inefficient Sales research Poor Marketing impact Lack of Mobile readiness = more errors The Business Challenges How D&B360 Helps An integrated CRM Add-in Automated data cleanse & refresh 360* view of the Customer 100+ data points 30+ info partners Executive Conversation Starters 80+ Industry Primers Your Best Customer Look-a-like List Trustworthy Sales Dashboards “D&B360 provided our team with the richest list of contacts that we’ve had in years. We have all of the information our team needs to intelligently engage and close the sale.” ~ Lee House, I.B.I.S Inc. 18

The problem is growing exponentially Source: Domo 19

This problem challenges Everyone! 87% of Customers believe the salesperson doesn’t truly understands their business issues or can present a relevant solution. (IDC) Poor data quality drains on average of $8.2 million in squandered resources, operational inefficiencies, missed sales, and unrealized new opportunities. (Gartner) 20

Same solution = Same results Forrester estimates that 55% of large North American and European companies have a CRM in place and another 23% plan to purchase in the next 12 months Only 12% of companies use data driven intelligence to guide their corporate sales strategy 21

30,000+ Global Data Sources Trade Data (12K+ sources) Court & Legal Filings Business Internet Data Business Registries Newspapers & Publications Telephone Interviews Company Financials D&B Customer Experiences Banking Information Global Database D-U-N-S® Number Integrate trustworthy data into your CRM 215M+ business records (over 90% of US companies) 200+ countries and territories 100M+ professional contacts 3M+ corporate family hierarchies 1.5M+ updates daily Information & Insight 22

Provision your CRM Users with Insight Powered by 23

Copyright © 2013 Dun & Bradstreet Demonstration 24

What resonated? How could this impact your world? 25

D&B360 for CRM User Interface Company Search Enhanced search capabilities …with options to refine results Copyright © 2013 Dun & Bradstreet

D&B360 for CRM User Interface Company Preview More capabilities to research companies BEFORE import so that by the time users click the Add button, they know they found the right company Copyright © 2013 Dun & Bradstreet

D&B360 for CRM User Interface Company Overview In a departure from a “native” integration, company overview pages provide a richer interface organized to encourage exploration Copyright © 2013 Dun & Bradstreet

…with options to refine results Enhanced search capabilities And greater insight into contact details available D&B360 for CRM User Interface People Search Copyright © 2013 Dun & Bradstreet

The number of search results are displayed as filter criteria is set Ability to create a customized template and eliminate unwanted criteria from display, while maintaining the richness of the Hoovers Online criteria choices D&B360 for CRM User Interface Build-a-List Copyright © 2013 Dun & Bradstreet

D&B360 for CRM User Interface D&B360 View (Family Tree) The total number of children records available Ultimate Parent Record Children records can be easily browsed and added to CRM Copyright © 2013 Dun & Bradstreet

@CRMUG About CRMUG Users Partners Microsoft Founded in 2008 Officially recognized by Microsoft The largest, independent group for users of Microsoft Dynamics CRM Over 3,632 company members (9,600+ individual members)

@CRMUG What Regional Chapters Do ShareLearnConnect

@CRMUG A brand new online community that is your one-stop-shop for all things CRMUG. community.crmug.com

@CRMUG Meet like- minded CRMUG members and access your network anytime, anywhere. ShareLearnConnect Keep up on what’s happening in CRMUG and in the world of Dynamics CRM. Share your Dynamics CRM experiences and gain insight from the CRMUG community.

@CRMUG

Upcoming Virtual Events Event Date Availability CRMUG Summit 2013 Encore: 30 Security Tips & Tricks in 60 Minutes Jan 16 Premium CRMUG Partner Showcase: CRMGamified Jan 21 Open CRMUG SIG: CRM/GP Integration - GP Integration with CRM and SFDC Jan 21 Open CRMUG Academy: Dashboards and Reporting for the Everyday User Jan 23 Open CRMUG User Group Information and Orientation Jan 29 Open CRMUG Summit 2013 Encore – CRM Governance and Your Role as the Quarterback Feb 4 Premium CRMUG SIG: Public Sector – Jump Start your CRM Deployment with Solution Accelerators Feb 5 Open CRMUG SIG: User Adoption Panel Feb 6 Premium CRMUG Webinar: Ask the Experts - Mobile Options for Dynamics CRM 2013 Feb 6 Open CRMUG SIG: CRM Online - Managing CRM Online and Office 365 Environments Feb 11 Open CRMUG Summit 2013 Encore – Extending CRM: Leveraging Workflows for Developers Feb 12 Premium CRMUG Summit 2013 Encore - CRM Magic with Data Migration and Integration Feb 18 Premium CRMUG Partner Showcase: ClickDimensions Feb 19 Open CRMUG Webinar: Ask the Experts – Leveraging Social Insights in Dynamics CRM 2013 Feb 20 Open CRMUG SIG: Developer - Virtual DevFest 2014 Feb 24 Premium CRMUG Webinar: Ask the Experts - Customization Best Practices for Dynamics CRM 2013 Feb 27 Open xRMUG Roundtable: Ask the Experts Friday Mar 14 Open

@CRMUG CRMUG Membership Basic MemberPremium Member CRM end users only FREE Small Business 1-9 CRM Licenses $400 USD/year Mid-Market CRM Licenses $700 USD/year Enterprise 100+ CRM Licenses $1,200 USD/year Upgrade Today:  Weekly newsletter  Level 100 Webinars  CRMUG Summit Invites  Paid access to Regional Chapters (Nominal Fee)  Partner Showcase Webinars  Unlimited Workshops, Webinars & Roundtables  Free Regional Chapters  Special Interest Groups  Microsoft Conduits  Full access to CRMUG Collaborate & Member Directory  Discounted Summit Registrations  Discounted Academy Courses  And so much more!

@CRMUG Would you like to serve on your chapter’s Leadership Committee? Ask Adam for more information or contact

@CRMUG Chapter Business  Upcoming Michigan Chapter Meetings – Wednesday 2:00 PM – Speaker: Scott Rich from Experlogix – Member Showcase: Jacob Cynamon-Murphy – Wednesday 2:00 PM – Wednesday 2:00 PM – Location Microsoft Offices - Southfield Town Center Member Showcase, Educational Topic, – Presenters (Member Showcase, Educational Topic, ISV Solution, Microsoft Roadmap, Ask the Expert panelists ISV Solution, Microsoft Roadmap, Ask the Expert panelists)  Join CRMUG Collaborate (private online community for CRMUG members)  Join your local Leadership Team to help plan future meetings! Convergence 2014, Atlanta, GA March 4-7, 2014 Convergence 2014, Atlanta, GA March 4-7, 2014

@CRMUG What’s Your Forte? CRMUG Encourages Your Participation! Who else can share Dynamics CRM perspective? Will you speak?Will you write?Will you lead? REVIEW the “CRMUG Volunteer Program”

@CRMUG Additional Questions/Comments Adam Rose Adam Rose, CRMUG Chapter Co-Lead (248) x260 Jacob Cynamon-Murphy Jacob Cynamon-Murphy, CRMUG Chapter Co-Lead (312) Alyson Nesvig Purgiel, Alyson Nesvig Purgiel, CRMUG Chapter Communications Lead

@CRMUG Additional Questions/Comments Tony Stein Tony Stein, CRMUG Director x1449 Onika Allen Onika Allen, CRMUG Program Coordinator x1455 Bryan Erstad, Bryan Erstad, CRMUG Membership Manager x1451

@CRMUG Next Meeting Date: 4/9/2014 Time: 2:00 PM Place: Microsoft- Southfield Topics: Experlogix

@CRMUG Member Showcase  Who We Are and What We Do  What Modules We Use  Version  Number of Users  How Long  What ISV's and How We Use Them  Favorite Module and Why  Tips & Tricks / Way to Improve Processes (what surprised you that you didn’t know)  Where Do They Go for Answers  Questions?

@CRMUG

Roundtable Discussion  Timeline on upgrading to CRM 2013  What is holding you back?  What excites you the most?  Take 5 minutes to write down your upgrade goals with dates!