1. Tweet during Today’s Meeting: @CRMUG, #CRMUGPHL, #CRMUG<Topic>
Welcome!
Q Philadelphia
Tweet during Today’s #CRMUGPHL, #CRMUG<Topic>

2. Agenda 9:30 – 9:50 Registration and Networking
9:50 – 10:00 Chapter Business
10:00 – 10:45 SharePoint & CRM; Better Together – Geoff Ables; C5
10:45 – 11:00 Break
11:00 – 11:30 Supercharge Your CRM – Rich Hermann; TR
11:30 – 12:30 Digital Workplace Transformation – Geoff Ables; C5
12:30 – End Roundtable/Q&A/Follow Up

3. Get to Know Your CRM Peers
Introductions
Name
Company (describe Company/Industry)
Your role in the company
What version are you on?
Do you plan on attending Summit next moth?
What do you hope to accomplish by attending the user group?
A Rainbow of Possibilities
Pink – Favorite Movie, Orange – Favorite Food, Red – One Thing You Love About Your Job, Yellow – One Thing You Dislike About Your Job
Tweet the most interesting thing you hear or the person you are most excited to network with #crmugphl (FYI –

4. Contact Bryan Erstad, CRMUG Membership Manager
Join CRMUG
26,000 of your Dynamics CRM peers are waiting for YOU to join the Community!
Your Peers are saying….
Get Started Now
Have Questions?
Contact Bryan Erstad, CRMUG Membership Manager
x1450
Enroll Online …
Connect, Learn, Share
Attend one of the hundreds of live or on-demand skill building webinars
Participate in local chapter meetings and engage with other Users
Access some of the 200 educational events year round
Collaborate: Exclusive online social community for CRM users with over 10,000 discussions happening now
Save on CRMUG Summit Registration

5. Chapter Leadership Be a part of something really great!
FACT: The most successful chapters have strong leadership teams.
BENEFIT: Energize 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 Manager, Gretchen Ingbretson,
Chair
Co-Chair
VP of Membership
VP of Communication
VP of Programming

6. Become a Chapter Leader…
Connect with your Chapter Leader to become involved with your local CRM User Group!
Communicates to members at a local level about everything Chapter meeting related via Collaborate, social media, e-invites, etc.
Oversees chapter membership roster for accuracy and completeness
Welcome meeting attendees, and help facilitate the event
Identify and provide suggested topics and speakers for upcoming meetings
Follow Microsoft updates for Dynamics CRM to relay to the Chapter and apply to meeting content
Assist in building the agenda
Chairperson/ Co-Chair
VP of Programming
VP of Communication
VP of Membership
Facilitates meetings
Solidifies agenda, location, and
schedule
Assist in finding SME’s and
presentations to best fit your group
Gather feedback to continuously
improve your local Chapter

7. New Live CRMUG Academy Series
Runs July – August classes, each 3 hours long. Each class earns you a different level belt. Rich’s blog with more info:
Visit to register today!

8. CRMUG Chapter Breakdown – Q1

9. CRMUG Chapter Breakdown – Q3
Important Notables -
Moved up to Top 20
Top 3 movement based on % increase (Behind AZ and ALL of Canada)

10. Join your CRMUG Chapter Community
Receive meeting updates from your chapter leaders
Access presentation materials from the meeting
Network with local CRM users
Philadelphia has 42 registered members. 19th out of 74 communities.
Find your community at Example:

11. October 11-14, 2016 | Tampa, FL The Premier CRM User-Centric Conference
Count On 150+ Breakout Sessions to Take Your Career, Industry, and Organization to the Next Level.
#CountOnSummit #CRMUGSummit

12. Summit 2015 Stats

14. OCTOBER 11-14, 2016 TAMPA, FLORIDA

15. Philadelphia Region Breakdown Analysis

16. Thank you to our annual chapter sponsors!
And our promotional sponsor
Connect with us if you are interested in becoming a chapter sponsor!
Deneen Dardis :

17. SharePoint & CRM; Better Together
Geoff Ables
C5insight
September 21, 2016

18. Break

19. Thomson Reuters September 21, 2016
Supercharge Your CRM
Thomson Reuters
September 21, 2016

20. Digital Workplace Transformation
Geoff Ables
C5insight
September 21, 2016

21. Roundtable/Q&A/ Follow Up

22. REMINDER - Next Meeting!
Date: Wednesday, December 14th
Time: 9:30AM – 12:30PM
Place: SEI Financial; Oaks, PA
Topics: Discuss
Edit your info if already known

23. Feedback…. We want yours!
Don’t forget the survey!
You will receive a survey via after the meeting
Please provide feedback. Your opinion is valued!
Be sure to include topics you would like to see covered in future meetings

24. Thanks to Beth Carroll & Ewing Cole for hosting the q3 2016 CRMUG meeting!

25. Thank you for participating!