1. Welcome!
Milwaukee Q3
Tweet during Today’s #CRMUGMilwaukee, #CRMUGInsideView

2. 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

3. 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 #crmugMilwaukee

4. 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.

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

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

7. 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 CRMUG Chapter Director, Onika Allen,
I WANT YOU
FOR CHAPTER
LEADERSHIP

8. 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
x1450
Enroll Online …
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”

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

10. 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

11. Data, A River of Possibilities
Steve Marple
InsideView

12. Q & A

13. 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

14. Roundtable Discussion
Steve Marple
InsideView

15. 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?

16. 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?

17. 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

18. 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 CRMUG Chapter Director, Onika Allen,
I WANT YOU
FOR CHAPTER
LEADERSHIP

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

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