Melanie Gass CenterPoint Solution CRM SOLUTIONS

Microsoft Dynamics CRM | At A Glance Over 10,000 customersOver 10,000 customers Over 500,000 usersOver 500,000 users Over 1,500 partnersOver 1,500 partners Full suite of marketing, sales, and serviceFull suite of marketing, sales, and service Native Office experienceNative Office experience Web services architectureWeb services architecture Fast, flexible, and affordableFast, flexible, and affordable Available in 22 languages*Available in 22 languages* Microsoft Dynamics CRM Customer Growth Worldwide +100% +100% * Version 3.0 through mid-2006 Information current as of March 2006

What Is CRM? Customer-facingCustomer-facing –Sales, service, and marketing activities Process-focusedProcess-focused –Workflow drives consistent execution Team-orientedTeam-oriented –Collaborate with others inside and outside of the organization How does it differ from simple “contact management”?

What Do Businesses Need From A CRM System? Reliable user adoptionReliable user adoption –If people won’t use it, it has no value Great business fitGreat business fit –Consistent processes and real-time visibility Fast, flexible, and affordable technologyFast, flexible, and affordable technology –Quick to deploy and easy to manage

Works the Way Your Business Does Easily adapts to each company’s needs Easily adapts to each company’s needs Powerful workflow and analytics Powerful workflow and analytics Works the Way Technology Should Fast to deploy and easy to manage Fast to deploy and easy to manage Powerful Web services architecture Powerful Web services architecture Works the Way You Do Native Office and Outlook experience Native Office and Outlook experience Full range of mobile solutions Full range of mobile solutions Microsoft Dynamics CRM | The Next Wave A complete CRM suite that leverages the power and productivity of the Microsoft platform SalesService Marketing Microsoft Dynamics CRM

Microsoft Dynamics CRM | Works The Way You Do Native Microsoft Outlook Folders and Command BarNative Microsoft Outlook Folders and Command Bar Automatic calendar, contact, task and synchronizationAutomatic calendar, contact, task and synchronization Quick views of relevant informationQuick views of relevant information

Microsoft Dynamics CRM | Works The Way Your Business Does Powerful reporting via SRSPowerful reporting via SRS Take data into Excel while maintaining a live data linkTake data into Excel while maintaining a live data link Secure, roles-based access at the database levelSecure, roles-based access at the database level Create workflow based on standard and custom entitiesCreate workflow based on standard and custom entities Evaluate conditions and actions across systemsEvaluate conditions and actions across systems New Lead Received Existing Account? Create New Acct Create New Oppty Assign to Telesales Alert Sales Rep Y N

Microsoft Dynamics CRM | Works The Way Technology Should Roles-Based User Experience Business Workflow and Visibility Integration and Extensibility Use Outlook, browser, or mobile device Use Outlook, browser, or mobile device Get just the right tasks to each user Get just the right tasks to each user Intelligent links to Microsoft Office Intelligent links to Microsoft Office Drive more consistent process execution Drive more consistent process execution Tailor the system to fit your business Tailor the system to fit your business Get instant visibility and alerts Get instant visibility and alerts Web services architecture Web services architecture Connect multiple systems in real-time Connect multiple systems in real-time Easily import and export data Easily import and export data

What’s New

Microsoft Dynamics CRM | What’s New Hundreds of new features, including: Native Outlook Experience Roles-based user interfaceRoles-based user interface Dynamic help and suggestionsDynamic help and suggestions Pervasive mobile capabilitiesPervasive mobile capabilities High performance syncHigh performance sync New CRM Modules Marketing Automation, including Quick CampaignsMarketing Automation, including Quick Campaigns Service AutomationService Automation SQL Reporting ServicesSQL Reporting Services Platform Flexibility Custom entitiesCustom entities Extensible workflow engineExtensible workflow engine Real-time app integrationReal-time app integration Easy portal integrationEasy portal integration Installation and Upgrade Installation diagnosticsInstallation diagnostics Automatic Web ServicesAutomatic Web Services New security modelNew security model Metadata import/exportMetadata import/export

Microsoft Dynamics CRM | For Small Businesses Microsoft Dynamics CRM Small Business Edition (SBE) is optimized for small businessesMicrosoft Dynamics CRM Small Business Edition (SBE) is optimized for small businesses Complete CRM suite installs in 10 clicks or lessComplete CRM suite installs in 10 clicks or less Quick customization to specific business needs through the “Consultant in a Box” wizardQuick customization to specific business needs through the “Consultant in a Box” wizard Tightly integrated with Microsoft Small Business Server Premium 2003 capabilitiesTightly integrated with Microsoft Small Business Server Premium 2003 capabilities –Fax server integration –Integrated system management Built-in migration of data from Microsoft Office Business Contact Manager (BCM)Built-in migration of data from Microsoft Office Business Contact Manager (BCM)

Microsoft Dynamics CRM | For Midsized Companies Microsoft Dynamics CRM fits the business and technology needs of midsized companiesMicrosoft Dynamics CRM fits the business and technology needs of midsized companies It delivers all of the power of an high-end CRM system through a familiar Microsoft Office and Outlook interfaceIt delivers all of the power of an high-end CRM system through a familiar Microsoft Office and Outlook interface Complete CRM suite with sales, service, and marketingComplete CRM suite with sales, service, and marketing Flexible options for online, offline, and mobile accessFlexible options for online, offline, and mobile access Simplified installation and maintenanceSimplified installation and maintenance Highly configurable without writing any codeHighly configurable without writing any code Easy integration to external system and dataEasy integration to external system and data

Microsoft Dynamics CRM | For Large Enterprises Microsoft Dynamics CRM puts powerful CRM capabilities into a familiar Microsoft Office and Outlook experienceMicrosoft Dynamics CRM puts powerful CRM capabilities into a familiar Microsoft Office and Outlook experience –Complete CRM suite with sales, service, and marketing –Flexible options for online, offline, and mobile access –Powerful service-oriented platform based on Web services and Microsoft technology –Highly configurable and extensible data model –High scalability for large user deployments –Easy integration to external apps and data –Highly secure environment to protect sensitive data

Microsoft Dynamics CRM | Reinventing CRM To Drive Success Works the Way You Do More productivity In day-to-day CRM tasks Common user experience with Office and Outlook Reduced click counts for every task Complete capabilities in the office and on the road Works the Way Your Business Does Better management control and visibility Powerful workflow drives consistent processes Automated alerts and exception handling Closed-loop tracking and reporting Works the Way Technology Should Reduced load on IT implementers and operations Simplified installation and maintenance Common configuration and customization tools Integrates easily via Web services

Microsoft Dynamics CRM | Next Steps Choose Microsoft Dynamics CRM for the technology and platform to drive CRM success for your businessChoose Microsoft Dynamics CRM for the technology and platform to drive CRM success for your business –Outstanding user experience and user adoption –Great business fit and visibility into results –Scalable and secure platform with great extensibility Define a complete CRM solution and plan that includes people, process, and technologyDefine a complete CRM solution and plan that includes people, process, and technology –Microsoft and its global network of partners are committed to your success

Next Steps Contact CenterPoint at for a live demonstrationContact CenterPoint at for a live demonstration We work with partners on integrations should you need assistanceWe work with partners on integrations should you need assistance We are here when it’s time for trainingWe are here when it’s time for training

© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. Thank You.