Boosting Sales Productivity with Microsoft Dynamics CRM

Agenda Overview of Microsoft Dynamics CRM The Power of Productivity Familiar Intelligent Connected Business Productivity – Business Scenarios & Demos Sales Marketing Final Q&A

Microsoft Dynamics CRM Momentum Over 1,400,000 users in more than 80 countries with 40+ languages Over 1,200 software and services partners with new CRM competency Over 100 service providers hosting Dynamics CRM solutions Over 23,000 customers from small to enterprise Regional datacenters in the Americas, EMEA, and APAC

The Complete CRM Solution Browser PC Phone Customer Care Sales & Marketing Productivity Extended CRM Applications Cloud On-Premises

The Power of Productivity FAMILIAR Natural & Personal INTELLIGENT Insightful & Actionable CONNECTED Collaborative & Integrated

Familiar Experiences Office Fluent User Interface Next-gen Outlook experience RoleTailored forms and views Advanced personalization

Microsoft CRM for Outlook

Intelligent Experiences Real-time dashboards Guided processes Visual analysis & navigation Goal Management

Sales Challenges Sales VP Sales Manager Sales Rep 60% of organizations seek improvement in forecasting and sales processes. Source: CSO Insights Sales Manager 72% of companies are seeing an increase in sales cycle length. Source: IDC Research Sales Rep On average, sales representatives spend only 36% of their time on actual selling activities. Source: CSO Insights

Driving Sales Productivity - Video Video Summary Dashboards Track Sales Opportunities Sales Process Workflow Update Customer Quotes – Word Merge Reach Quarterly Goals SharePoint and Lync Server

Sales Productivity Video Summary Dashboards Track Sales Opportunities Sales Process Workflow Update Customer Quotes – Word Merge Reach Quarterly Goals SharePoint and Lync Server Supplemental Demo Dashboard Wizard Establishing Sales Goals Competitor Tracking

Sales XRM – MapPoint Integration

Marketing Professional Marketing Challenges Marketing VP Marketing Manager Marketing Professional Customers The majority of companies have no clear succinct “voice” – or unified marketing effort. Marketing budgets are expected to remain flat in more than 90% of companies despite an improving economy. 89% of marketers said that marketing is under greater scrutiny than ever before. Bad experiences in marketing can damage potential relationships. The average person tells 10 people about bad experiences compared to 5 for good experiences. Source: DM News Source: Gartner Source: CMO Survey Source: Peppers and Rogers Group

Maximizing your Marketing Impact Video Summary Manage Campaign Activities Marketing Lists Dashboards Generate Leads Qualify Leads using Dialogs Assign Leads for follow-up using Workflow

Marketing Productivity Video Summary Manage Campaign Activities Marketing Lists Dashboards Generate Leads Qualify Leads using Dialogs Assign Leads for follow-up using Workflow Supplemental Demo Campaign Responses and Measuring Campaign Performance

Marketing XRM

Microsoft CRM Software Promotions Questions? Julinda Prekop jprekop@ledgeviewpartners.com 920-560-6897 Microsoft CRM Software Promotions Ledgeview Partners’ Service Promotions CRM Online $34/user/month Since the release of CRM 2011, Microsoft is running a promotion that saves you $10/user/month savings over normal pricing Promotion ends June 30th Terms & Conditions apply CRM for Less $200 cash back As an incentive to switch to Dynamics CRM, Microsoft is offering $200 cash back for each user license when you switch from another CRM Promotion ends May 28th Terms & Conditions apply Engage us in May regarding CRM for your organization and receive a FREE scoping session 30-day Trial www.crm.dynamics.com

About Ledgeview Partners Microsoft Partner focused on Microsoft DynamicsTM CRM Consulting Implementation Support Recipient of the Microsoft Dynamics President’s Club Award for excellence in sales & service two consecutive years One of eleven “managed” partners in the 18-state Central Region All consultants are Microsoft Certified Business Management Solutions Specialists / Professionals

CRM Software Services Consulting Implementation Support Strategy development Implementation planning Business process definition Implementation License acquisition Installation: On-premise, partner-hosted or ‘online’ in the cloud Data migration Integration with other information systems Customization: Tailoring CRM to your business Business Intelligence: Turning the information in your CRM into actionable analytics Training: Customized classes and training materials Support Formalized support contracts and case resolution