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@CRMUG Agenda 8:30 - 9:00am Registration & Networking 9:00 - 9:20am Introductions 9:20 - 10:00am Member Showcase - CSX (Mike Martin) 10:00 - 10:15am Break 10:15 - 10:30am Chapter Business/Summit Review/Next Meeting 10:30 - 11:00am Educational Topic: CRM Rules, David Carr 11:00 - 11:30am Educational Topic: Polaris/Orion - Chris Cognetta 11:30 - 11:45am Roundtable: Getting Value from Collaborate 11:45 – 12:00pm Wrap Up
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@CRMUG About CRMUG Founded in 2007 Officially recognized by Microsoft The largest, independent group for Users of Microsoft Dynamics CRM 2,600+ company members CRM Users VARs Microsoft ISVs
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@CRMUG What Regional Chapters Do Share Learn Connect
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@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?
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@CRMUG Michael Martin MEMBER SHOWCASE
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CRMUG Collaborate NEW Private Online Community for CRMUG Members http://Community.crmug.com Join NOW and see what everyone is talking about!
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CRMUG Upcoming Events
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@CRMUG December Webinars WebinarDatePremium /Open CRMUG Collaborate - Orientation and Best Practice Discussion (Dec 2012) Dec 5Open CRMUG Partner Showcase: AssureSign LLC (Dec 2012) Dec 5Open CRMUG SIG: CRM Online (User Adoption Best Practices) Dec 6Open CRMUG SIG: Public Sector - Education (Dec 2012) Dec 6Open CRMUG Summit 2012 Encore - Everything you wanted to know about ADFS Dec 11Premium Only CRMUG Partner Showcase: InsideView (Dec 2012) Dec 12Open CRMUG SIG: Public Sector - Government (Dec 2012) Dec 13Open CRMUG Summit 2012 Encore - Upgrading Complex Systems to CRM 2011 Dec 18Premium Only CRMUG User Group Information and Orientation (Dec 2012) Dec 18Open
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@CRMUG January Webinars WebinarDatePremium /Open CRMUG Summit 2012 Encore - Making CRM Dashboards Relevant for Anyone Jan 9 Premium Only CRMUG Summit 2012 Encore – 50 Tips in 50 Minutes (Jan 2013) Jan 10 Premium Only CRMUG Summit 2012 Encore - Road Warrior: Using CRM on the Road Jan 22 Open CRMUG SIG: CRM Admin & IT Support (Using Connections in CRM 2011) Jan 2013 Jan 23 Open CRMUG User Group Information and Orientation (Jan 2013) Jan 29 Open CRMUG Summit 2012 Encore - Taming the Beast of CRM Security Jan 29 Premium Only
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@CRMUG CRMUG Summit 2012 EducationGrowthCommunity
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@CRMUG Education “Acceleration”
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@CRMUG Growth “Acceleration” Quick Facts: Approaching 2,700 unique Org’s – ~6,500 unique contacts 91% are user or customer members of CRM Still Scratchin’ the Surface!
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@CRMUG CRMUG Summit Facts… 91 sessions were held Registrations reached 353 (40% growth) Over 120 attendees spent time in Microsoft Conduit Sessions Speakers Led the Charge with “Value” – 9 CRM MVP’s spoke at CRMUG Summit 2012 – Subject Matter Experts (SME’s) from Customer and Partner Org’s presented!
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@CRMUG Some Summit Pics
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@CRMUG Academy Distance Learning (E-Learning) – Instructor-Led Training At Your Desk Academy CBT(computer-based training) – Thousands of Titles Anytime, Anywhere – PMP and Microsoft Certifications CRMUG Premium Members receive nearly 700 titles FREE Academy Onsite Courses (Summit/Convergence) For more information visit http://crmugAcademy.com http://crmugAcademy.com CRMUG Premium Members receive discounts on all training
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@CRMUG CRMUG Memberships Join NOW! – Basic or Preview Membership – Premium Membership (per organization) Small Business Small Business, $400/yr for 1-9 MS CRM licenses Mid Market Mid Market, $700/yr for 10-99 MS CRM licenses Enterprise Enterprise, $1,200/yr for 100+ MS CRM licenses Go to http://www.crmug.com/join-crmug for a complete list of membership benefitshttp://www.crmug.com/join-crmug Free
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@CRMUG Primary Contact Also Available Online Is your company’s Primary Contact receiving & sharing their copy? Also Available Online http://www.crmug.com/member- resources/magazine/ Basic Members - receive 1 copy per company Premium Members - receive up to 3 copies per company
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@CRMUG Leadership Committee? Would you like to serve on your chapter’s Leadership Committee? Ask your Chapter Chairperson for more information or contact Mary@crmug.com Mary@crmug.com
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@CRMUG Next Meeting Meeting Date, Location & Presenters – 2013 Quarterly Meeting Date – 1 st Quarter (Feb 7) – Convergence (Mar 18) – 2 nd Quarter (May 9) – 3 rd Quarter (Sep 12) – Summit (Oct 21-25) – 4 th Quarter (Dec 12) – Location Customer site? Microsoft office? – Presenters Member Showcase Educational Session Topics Roundtable Topics ISV Solution Convergence 2013, New Orleans, LA March 18-21 Summit 2013, Tampa, FL October 21-25 Convergence 2013, New Orleans, LA March 18-21 Summit 2013, Tampa, FL October 21-25
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@CRMUG Additional Questions/Comments Tony Stein Tony Stein, CRMUG Director Tony@CRMUG.com 877-324-8880 x1449 Mary Berens Mary Berens, CRMUG Program Coordinator Mary@CRMUG.com 877-324-8880 x1495 www.crmug.com
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@CRMUG CRM RULES DAVID CARR Educational Presentation
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@CRMUG POLARIS & ORION CHRIS COGNETTA, TRIBRIDGE Educational Presentation
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@CRMUG GETTING VALUE FROM CRMUG COLLABORATE Roundtable Discussion
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@CRMUG Start Collaborating Today! 1. Sign in and update your Profile & Privacy settings. 2. Join your Regional Chapter community. 3. Start a conversation. Post a discussion in the All Members community. 4. Start Networking! Use the Directory to find and connect with other members. http://community.CRMUG.com Use your CRMUG.com Windows Live ID
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@CRMUG WRAP UP
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@CRMUG Next Meeting Meeting Date, Location & Presenters – 2013 Quarterly Meeting Date – 1 st Quarter (Feb 7) – Convergence (Mar 18) – 2 nd Quarter (May 9) – 3 rd Quarter (Sep 12) – Summit (Oct 21-25) – 4 th Quarter (Dec 12) – Location Customer site? Microsoft office? – Presenters Member Showcase Educational Session Topics Roundtable Topics ISV Solution Convergence 2013, New Orleans, LA March 18-21 Summit 2013, Tampa, FL October 21-25 Convergence 2013, New Orleans, LA March 18-21 Summit 2013, Tampa, FL October 21-25
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@CRMUG SEE YOU NEXT TIME
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@CRMUG EXTRA CONTENT IF TIME
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@CRMUG ROUNDTABLE DISCUSSIONS
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@CRMUG Sales Roundtable Discussion by Role Sales What is the process to move a lead from prospect to customer at your firm? What have you done to ensure sales activity is being recorded in CRM? Have you deployed CRM in a mobile environment? What were the lessons learned? What is your process to turn a quote to an order?
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@CRMUG Marketing Roundtable Discussion by Role Marketing Are you using a third party add on product to leverage advanced marketing? Are you using the Microsoft offering for analytics? If so, what are the lessons learned? Explain an effective campaign you have managed in CRM? What’s your process for managing duplicate data? What are your best practices regarding creating and managing workflow?
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@CRMUG CRM Admin/Support Roundtable Discussion by Role CRM Admin/Support What are your most frequently asked questions from users? And how do you provide training in those areas? What are your best practices around user security? How do you prepare and plan for an upgrade? What challenges and successes have you had in selling CRM internally?
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@CRMUG IT Support Roundtable Discussion by Role IT Support Are you currently running online or on premise? Are you considering changing? If so, what factors into your decision? What tools are you using to integrate data to other data sources? What are your best practices regarding data integration? What’s the worst mistake you have made in your CRM implementation?
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