1. Microsoft Dynamics CRM User Group (CRMUG®)
Welcome!
Microsoft Dynamics CRM User Group (CRMUG®)
Tampa
Regional Chapter Meeting Dec. 8, 2011
Regional Chapters

2. Agenda Dynamics CRM 2011 - New Features just released in Rollup 5
8:30am - 9:00am Registration/Networking
9:00am - 9:15 am Introductions
9:15am – 10:00 am Member Showcase – Amerilife
10:00am – 10:15am Break
10:15am – 11:30am Educational Workshop/Roundtable
Dynamics CRM New Features just released in Rollup 5
Upgrade/Implementation Best Practices Roundtable
11:30am - 12:00pm Chapter Business

3. Getting to know you better - I
Introduction
Name
Company, describe Company, Industry
Your role in the company
Version of Dynamics CRM
How long on CRM?
Choose a few of these to use during your introductions, not all
Have everyone introduce themselves

4. Getting to know you better - II
Now Please share
What have you done/are you doing to ensure user adoption?
Top 2 questions you would like answered from the user group
Choose a few of these to use during your introductions, not all
Have everyone introduce themselves

5. Patrick Tolliver, CIO MaTThew Rees, CRM Admin
Member Showcase
Patrick Tolliver, CIO MaTThew Rees, CRM Admin

6. 15 Minute Break

7. Dynamics CRM 2011 - New Features just released in Rollup 5
Educational Workshop

8. Educational Workshop CRMUG Video Link Microsoft’s Reuben Krippner
CRMUG  Video Link
Microsoft’s Reuben Krippner
Please feel free to stop the video and discuss as questions come up

9. Roundtable Discussion
Upgrade/Implementation Best Practices
Roundtable Discussion

10. Chapter business

11. Chapter Business Next meeting Date Time of day and length of meeting
Mid – February?
MarineMax? (Where’s Jeremy?)
Time of day and length of meeting
Educational Topics of interest
Please submit top 2 suggestions
Education Topics of interest collected from the Roundtable Discussions from each group. Choose top 2 among the entire group.

12. 2012 Meeting Dates Mid-February 2012 March 18, 2012 at Convergence
Early May 2012

13. Chapter Leadership Roles
Looking for chapter leader volunteers
Chairman
Oversees Regional Chapter and organization of meetings
Vice Chairman for Programming
Develops meeting objectives and synthesizes Resource Kit into agenda
Vice Chairman for Membership
Ensures member profile and attendance records are maintained and accurate
Vice Chairman for Communication
Communicates Chapter events and activity, and helps recruit new members

14. Drawing for Free CRMUG Premium Membership
Chapter Business
Must join CRMUG to continue to receive invitations
Basic Membership = Free
Premium Membership
$400 for 1-9 CRM licenses
$700 for CRM licenses
$1200 for 100+ CRM licenses
Go to
Drawing for Free CRMUG Premium Membership
Summit video presentation (2 minute) invitation

15. Upcoming Events

16. December Webinars Webinar Date Sales Force Automation Dec. 15
Partner Showcase – Scribe: Getting Your Data Where You Need it to Go.
Connections: Visualize Complex Relationships in Dynamics CRM 2011
Dec. 20
User Group Information and Orientation
Dec. 22

17. January Webinars Webinar Date Partner Showcase: Core Motives Jan. 10
Financial Services SIG: Integrating into External Databases
Jan. 12
Dynamics CRM as a Platform
Jan. 13
Sales SIG: How to Implement a Successful Sales Process with Microsoft Dynamics
Jan. 17
Public Sector SIG:
Jan. 18
Mobile CRM – Increase Sales & Service Efficiencies
Jan. 19
Accounts, Leads and Opportunities
Jan. 20
How to Present and Sell CRM Internally
Jan. 24
What’s new in CRM 2011
Jan. 25
Get Social: 4 Ways to Leverage Social Marketing with CRM 2011
Jan. 31

18. February Webinars Webinar Date Leads, Leads, Leads Feb. 1
Dynamics CRM Report Writing
Feb. 7
Upgrading to Dynamics CRM 2011
Feb. 8
Connections: Visualize Complex Relationships in CRM 2011.
Feb. 15
Building Solutions that are Maintainable and Upgradeable
Feb. 16
Maximizing Your Marketing Efforts
Feb. 22
Mobile CRM – Real World Experience
Feb. 23

19. User-led Breakout Sessions
Join us for DayONE 2012
Sunday, March 18
1:00-6:00pm
User-led Breakout Sessions
Hosted by CRMUG

20. Did you get your copy? Email shanna@crmug.com

21. Additional Questions Janet Lampert, CRMUG Director
x1440
Mary Berens, Regional Chapter Coordinator
  x1495

22. Thank you!

23. Roundtable Discussions by role

24. 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?
START BY UNDERSTANDING THE AUDIENCE
Sample questions – printed up on a sheet

25. 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?
START BY UNDERSTANDING THE AUDIENCE
Sample questions – printed up on a sheet

26. 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?
START BY UNDERSTANDING THE AUDIENCE
Sample questions – printed up on a sheet

27. 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?
START BY UNDERSTANDING THE AUDIENCE
Sample questions – printed up on a sheet
Best Practices: get to know each other with encouragement to include all job roles within your company