Welcome! Milwaukee Q3 Tweet during Today’s Meeting: @CRMUG, #CRMUGMilwaukee, #CRMUGInsideView

AgenDA: 8:30 – 9:00 Registration and Networking 9:00 – 9:20 Chapter Business & Introductions 9:20 – 10:00 Educational Workshop (InsideView) 10:00 – 10:15 Break 10:15 – 11:00 Roundtables 11:00 – 12:00 Chapter Business, Lunch, Networking

Get to Know Your CRM Peers Introductions Name Company (describe Company/Industry) Your role in the company What version are you on? What do you hope to accomplish by attending the user group? Share something interesting! (For example, what’s the most exotic place you have been? What trouble are you planning on getting into at Summit?) Tweet the most interesting thing you hear or the person you are most excited to network with using @crmug, #crmugMilwaukee

Chapter Leader Nominations Now Open Does your chapter leader go above and beyond? Do they provide top notch value at meetings? Are they someone to lift up amongst their peers? NOMINATE them for Chapter Leader of the Year! Winners to be celebrated on stage at Summit 2015 in Reno, Nevada. Nominations end September 2. https://www.surveymonkey.com/s/leaderoftheyear2015

OCTOBER13-16 Reno/Lake Tahoe, Nevada INcomparable Learning INnovative Ideas OCTOBER13-16 Reno/Lake Tahoe, Nevada INfinite Experience #INreno15 #CRMUGSummit www.crmugsummit.com @GPUG

Join your CRMUG Chapter Community Join our Chapter Community today to receive updates and access to the content library with presentation materials.

Chapter Leadership Be a part of something really great FACT: The most successful chapters have strong leadership teams. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills. IMPACT: Chapter Leaders have significant reach within the Dynamics CRM Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader or email CRMUG Chapter Director, Onika Allen, onika@crmug.com I WANT YOU FOR CHAPTER LEADERSHIP

Join CRMUG Get Started Now Connect, Learn, Share 23,000 of your Dynamics CRM peers are waiting for YOU to join the Community! Connect, Learn, Share Your Peers are saying… Attend one of the hundreds of live or on-demand skill building webinars Participate in local chapter meetings for free Access some of the 200 educational events year round Collaborate: Exclusive online social community for CRM users Save on CRMUG Summit Registration: up to $500 discount per person Get Started Now Have Questions? Contact Bryan Erstad, CRMUG Membership Manager 877-324-8880 x1450 bryan@crmug.com Enroll Online … www.crmug.com/join Kylie Kiser Financial Services Firm Washington DC Being a member of CRMUG means… “learning from others to avoid mistakes and common pitfalls, relating and making connections with other users, and interacting with best minds in industry”

Next Meeting? Date: Friday, November 13 Time: 9am Place: Microsoft Waukesha? Topic: TBD Edit your info if already known

AgenDA: 8:30 – 9:00 Registration and Networking 9:00 – 9:20 Chapter Business & Introductions 9:20 – 10:00 Educational Workshop (InsideView) 10:00 – 10:15 Break 10:15 – 11:00 Roundtables 11:00 – 12:00 Chapter Business, Lunch, Networking

Data, A River of Possibilities Steve Marple InsideView 8-12-2015

Q & A

AgenDA: 8:30 – 9:00 Registration and Networking 9:00 – 9:20 Chapter Business & Introductions 9:20 – 10:00 Educational Workshop (InsideView) 10:00 – 10:15 Break 10:15 – 11:00 Roundtables 11:00 – 12:00 Chapter Business, Lunch, Networking

Roundtable Discussion Steve Marple InsideView 8-12-2015

Break-out Q’s (Technical) Are you running Microsoft Dynamics Online or On-Premise? Why? On-Prem: Is your deployment internet facing? (is this due to security constraints) What kinds of technologies to you use to augment your Marketing and Sales processes? What data management processes have you put in place? How well have these processes kept your database clean and duplicate free? How have you set up your CRM and sales process to scale to meet sudden growth or demand? Are you experiencing poor user adoption? Does your CRM entice users to use it? If not, have you considered simplifying processes to reduce click or time needed per action? How many fields do you have? How many do the users actually use?

Break-out Q’s (functional) What is the most important data captured in your CRM? Do you share this with your people? How do you keep this clean? What technologies have your decided to include in your CRM? Why? Do your people use them effectively? How do you measure that? Do your sales people see the CRM as a useful tool? If not, how do you plan to change that? How have you made your sales or marketing process scalable? What is your ideal Company and ideal Contact? Have you leveraged your CRM to verify your beliefs? Do you leverage Social Selling? Does your CRM easily capture these newer communication methods?

AgenDA: 8:30 – 9:00 Registration and Networking 9:00 – 9:20 Chapter Business & Introductions 9:20 – 10:00 Educational Workshop (InsideView) 10:00 – 10:15 Break 10:15 – 11:00 Roundtables 11:00 – 12:00 Chapter Business, Lunch, Networking

Chapter Leadership Be a part of something really great FACT: The most successful chapters have strong leadership teams. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills. IMPACT: Chapter Leaders have significant reach within the Dynamics CRM Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader or email CRMUG Chapter Director, Onika Allen, onika@crmug.com I WANT YOU FOR CHAPTER LEADERSHIP

Next Meeting? Date: Friday, November 13 Time: 9am Place: Microsoft Waukesha? Topic: TBD Edit your info if already known

Feedback A survey will be sent within 24 hours of the meeting. If you tweet, let us know how it went @crmug, #crmug<location>