1. www.xRM1.com Business Solutions for Microsoft Dynamics CRM

2. www.xRM1.com xRM1 Managed Trial Support for the trial period xRM1 Managed Trial

3. www.xRM1.com xRM1 Business Solutions Project Planning with Gantt Resource Management Billing & Invoicing Time Entry … and much more … Project Planning with Gantt Resource Management Billing & Invoicing Time Entry … and much more … Extend your Dynamics CRM with Project Management Recruiting Personnel Administration Personnel Development Employee Self-Services … and much more … Recruiting Personnel Administration Personnel Development Employee Self-Services … and much more … The Complete Solution for HR Management Idea Management Innovation Management Idea Prioritization Rewarding … and much more … Idea Management Innovation Management Idea Prioritization Rewarding … and much more … The Microsoft Dynamics Solution for Idea Management Time and Work Entry Work Force Management Time Tracking Terminals Mobile Recording … and much more … Time and Work Entry Work Force Management Time Tracking Terminals Mobile Recording … and much more … Extend your Dynamics CRM with Time Tracking

4. www.xRM1.com xRM1 Managed Trial Overview 0,5h 1 h 0,5 h 1 h Agenda Participants Kick Off  Managed Trial Goal  Areas of Trial  Coaching Planning  Introduction to Demo Environment  Homework & Hints  Managed Trial Goal  Areas of Trial  Coaching Planning  Introduction to Demo Environment  Homework & Hints  Decision Maker  Test Team Customer  xRM1 Consultant  xRM1 Sales  Decision Maker  Test Team Customer  xRM1 Consultant  xRM1 Sales Coaching Sessions  Managed Trial Goal  Q&A last session  Q&A homework  Homework & Hints  Managed Trial Goal  Q&A last session  Q&A homework  Homework & Hints  Test Team Customer  xRM1 Consultant  Test Team Customer  xRM1 Consultant Conclusion  Managed Trial Goal  Open Questions  Feedback on Solution  Next Steps  Managed Trial Goal  Open Questions  Feedback on Solution  Next Steps  Decision Maker  Test Team Customer  xRM1 Consultant  xRM1 Sales  Decision Maker  Test Team Customer  xRM1 Consultant  xRM1 Sales

5. www.xRM1.com Managed Trial – The Goal  Customers Goal Project  Customer Goal Managed Trial  Ensure ▫ Specific – target a specific area for improvement. ▫ Measurable – quantify or at least suggest an indicator of progress. ▫ Achievable – specify goals that are reachable. ▫ Realistic – state what results can realistically be achieved, given available resources. ▫ Time-related – specify when the result(s) can be achieved. Hint: „Keep it SMART“

6. www.xRM1.com CRM-Project - Which areas should be evaluated? Project Creation Project Planning Ressource Planning Time Tracking Billing Invoicing Reporting Customizing Document Management Travel & Expenses Dashboards Vacation Absence Management Topic

7. www.xRM1.com HR Management - Which areas should be evaluated? Job Profiles Open Placements Recruiting Channels Applicants Applications Employees Processes Leave & Sickness Targets Performance Reviews Skills Further Education Health Management Time & Attendance Dashboards Travel & Receipts Leave & Vacation Topic

8. www.xRM1.com Idea Management - Which areas should be evaluated? Campaigns & Contests Idea Submitting Open Discussion Idea Evaluation Decision and Priorization Implementation Idea Rewards Idea Reviews Document Management Reports Dashboards Office Integration Topic

9. www.xRM1.com Test Schedule Coaching I Coaching II Coaching III Coaching IV DD/MM/YYYY HH:MM

10. www.xRM1.com Benefits of a Managed Trial Evaluation on time Emerging questions are answered in a quick and safe manor Security The experience of the manufacturer has been involved into the evaluation Save money You’ll reach your goal for less money by saving time Faster results You’ll achieve your evaluation goal faster by using the experience of xRM1 Faster implementation You already learned best practices when going live

11. www.xRM1.com Benefits of a Managed Trial  You have more security in the decision, as the experience of the manufacturer has been involved into the evaluation.  You’ll achieve your evaluation goal more quickly by using the experience of xRM1.  You’ll get to the end of your evaluation on time because upcoming questions are answered in a quick and safe manor.  You’ll reach your goal for less money by saving time.  You’ll be one step ahead towards your implementation, as you’ve already learned best practices when going live.

12. www.xRM1.com Executive Summary on Managed Trial

13. www.xRM1.com Next Steps