1. Boosting Sales Productivity with Microsoft Dynamics CRM

2. Agenda Overview of Microsoft Dynamics CRM The Power of Productivity
Familiar
Intelligent
Connected
Business Productivity – Business Scenarios & Demos
Sales
Marketing
Final Q&A

3. Microsoft Dynamics CRM Momentum
Over 1,400,000 users in more than 80 countries with languages
Over 1,200 software and services partners with new CRM competency
Over 100 service providers hosting Dynamics CRM solutions
Over 23,000 customers from small to enterprise
Regional datacenters in the Americas, EMEA, and APAC

4. The Complete CRM Solution
Browser PC
Phone
Customer Care
Sales & Marketing Productivity
Extended CRM Applications
Cloud
On-Premises

5. The Power of Productivity
FAMILIAR Natural & Personal
INTELLIGENT Insightful & Actionable
CONNECTED Collaborative & Integrated

6. Familiar Experiences Office Fluent User Interface
Next-gen Outlook experience
RoleTailored forms and views
Advanced personalization

7. Microsoft CRM for Outlook

8. Intelligent Experiences
Real-time dashboards
Guided processes
Visual analysis & navigation
Goal Management

9. Sales Challenges Sales VP Sales Manager Sales Rep
60% of organizations seek improvement in forecasting and sales processes.
Source: CSO Insights
Sales Manager
72% of companies are seeing an increase in sales cycle length.
Source: IDC Research
Sales Rep
On average, sales representatives spend only 36% of their time on actual selling activities.
Source: CSO Insights

10. Driving Sales Productivity - Video
Video Summary
Dashboards
Track Sales Opportunities
Sales Process Workflow
Update Customer Quotes – Word Merge
Reach Quarterly Goals
SharePoint and Lync Server

11. Sales Productivity Video Summary Dashboards Track Sales Opportunities
Sales Process Workflow
Update Customer Quotes – Word Merge
Reach Quarterly Goals
SharePoint and Lync Server
Supplemental Demo
Dashboard Wizard
Establishing Sales Goals
Competitor Tracking

12. Sales XRM – MapPoint Integration

13. Marketing Professional
Marketing Challenges
Marketing VP
Marketing Manager
Marketing Professional
Customers
The majority of companies have no clear succinct “voice” – or unified marketing effort.
Marketing budgets are expected to remain flat in more than 90% of companies despite an improving economy.
89% of marketers said that marketing is under greater scrutiny than ever before.
Bad experiences in marketing can damage potential relationships. The average person tells 10 people about bad experiences compared to 5 for good experiences.
Source: DM News
Source: Gartner
Source: CMO Survey
Source: Peppers and Rogers Group

14. Maximizing your Marketing Impact
Video Summary
Manage Campaign Activities
Marketing Lists
Dashboards
Generate Leads
Qualify Leads using Dialogs
Assign Leads for follow-up using Workflow

15. Marketing Productivity
Video Summary
Manage Campaign Activities
Marketing Lists
Dashboards
Generate Leads
Qualify Leads using Dialogs
Assign Leads for follow-up using Workflow
Supplemental Demo
Campaign Responses and Measuring Campaign Performance

16. Marketing XRM

17. Microsoft CRM Software Promotions
Questions?
Julinda Prekop
Microsoft CRM Software Promotions
Ledgeview Partners’ Service Promotions
CRM Online
$34/user/month
Since the release of CRM 2011, Microsoft is running a promotion that saves you $10/user/month savings over normal pricing
Promotion ends June 30th
Terms & Conditions apply
CRM for Less
$200 cash back
As an incentive to switch to Dynamics CRM, Microsoft is offering $200 cash back for each user license when you switch from another CRM
Promotion ends May 28th
Terms & Conditions apply
Engage us in May regarding CRM for your organization and receive a FREE scoping session
30-day Trial

18. About Ledgeview Partners
Microsoft Partner focused on Microsoft DynamicsTM CRM
Consulting
Implementation
Support
Recipient of the Microsoft Dynamics President’s
Club Award for excellence in sales & service
two consecutive years
One of eleven “managed” partners in the 18-state Central Region
All consultants are Microsoft Certified Business Management Solutions Specialists / Professionals

19. CRM Software Services Consulting Implementation Support
Strategy development
Implementation planning
Business process definition
Implementation
License acquisition
Installation: On-premise, partner-hosted or ‘online’ in the cloud
Data migration
Integration with other information systems
Customization: Tailoring CRM to your business
Business Intelligence: Turning the information in your CRM into actionable analytics
Training: Customized classes and training materials
Support
Formalized support contracts and case resolution