1. How to use this presentation What it is: – The basis for a sales conversation between you and your customers on Grow Efficiently – For more detailed product information, please refer to ModernBiz for SMB ModernBiz for SMB How to use: – We’ve curated a few use case slides for each solution. We’ve hidden slides that offer more detail on the solutions. You may choose to present all of the slides or a single solution area. It’s up to you. – Please remember to customize: The cover with your name and logo Your own offers slides (template has been provided) Your company overview slide (template has been provided) We’ve provided relevant case studies in the appendix or use the template to add your own Color bars at the side and bottom, along with solution name, tie slide to the solution High level benefits Product and feature details Partners: please remove before presenting Solution Slide Example

2. Connect with Customers $ Partner name ModernBiz Partner Logo

3. Agenda PART 2 How technology can help you PART 3 How to get started PART 1 How to connect with customers

4. Valuable customer insights More engaging interactions It’s what you know about the people who know you.

5. We want to understand our customers better. What does my modern business need? We need to analyze data quickly. Nearly half of MB’s say BI/Analytics is important. AMI Partners 2014 48% of SMB tablet users make sales or marketing presentations on their devices.” Forrester Technographics Workforce Survey, Q4 2013

6. Business insights Mobile communications & conferencing Collaborating with teams Solutions for connecting with customers Establishing a professional presence

7. Get the complete picture. Find and combine data from internal and external sources with familiar tools to help make business decisions faster. Get to the data you need, fast – with tools you already have. Business insightsMobile communications & conferencingCollaborating with teamsEstablishing a professional presence Productivity apps Quickly access data from multiple sources—like Microsoft Dynamics CRM Online and external social data—and bring it together with a few clicks in Office 365 and Excel. Social media LOB apps Microsoft Dynamics

8. Quickly and easily create rich interactive dashboards, data visualizations and presentations so you can: Track, monitor, and prioritize opportunities Gain customer insights to deepen relationships and grow your business Communicate with those who matter most Get a better picture of your data. Business insightsMobile communications & conferencingCollaborating with teamsEstablishing a professional presence With Microsoft Dynamics CRM Online and Excel Power View you can quickly and easily visualize data and gain the insights you need to find and capitalize on profitable opportunities before your competitors do.

9. Accelerate data processing and analysis with Recommended Charts, Quick Analysis tools, and PivotTables Spend more time building insights and less time managing data with: Simpler, faster data processing and analysis Detailed analysis tools Integrated data visualization features Unlock your customer and business data. Business insightsMobile communications & conferencingCollaborating with teamsEstablishing a professional presence Install the Excel mobile app to stay productive on the go Increase productivity and prevent errors with Flash Fill.

10. Easily publish and share data and insights for the rest of your organization to use – for example, giving your sales team the edge they need to connect with customers and win deals. Share customer insights with your team. Business insightsMobile communications & conferencingCollaborationEstablishing a professional presence Power BI Sites make it simple to publish data, reports, and insights in the cloud for easy consumption from anywhere Control access to ensure the right people can get to the right data Keep reports connected to on-site data sources to ensure it is current and accurate

11. Build a community together. Easily build private social networks where you can: Communicate with your customers and partners Make sure everyone stays on the same page Build deeper connections to strengthen brand loyalty Quickly and easily build private community sites on Yammer where you can post announcements and updates and IM about topics of interest Business insightsMobile communications & conferencingCollaborating with teamsEstablishing a professional presence

12. Make sure everyone stays on the same page. Collaborate easily with team members by: Sharing and commenting on documents from OneDrive for Business Using Yammer embedded in Microsoft Dynamics CRM Online to discuss opportunities, contacts, and cases in real-time Easily control document access and data management from OneDrive for Business Easily collaborate with team members on opportunities, contacts and cases with Yammer embedded in Microsoft Dynamics CRM Online Business insightsMobile communications & conferencing Collaborating with teams Establishing a professional presence

13. Seamlessly use your familiar Office tools with your team – whether online or offline – to quickly build and deliver high quality proposals, brochures, and presentations. Collaborate to create a clear, compelling story. Office 365 has professional charts and templates for sales proposals, brochures, and presentations. Edit, share, and lock PDF’s with ease. Business insightsMobile communications & conferencingCollaborating with teamsEstablishing a professional presence

14. Maintain a personal connection. Easily keep track of your customers and connect with them on a regular basis to build ongoing sales relationships. Schedule meetings easily with shared calendars and set periodic alerts to remind you to connect with Outlook in Office 365 Quickly set up online or in-person meetings with customers from anywhere, on any device, using Lync and Outlook in Office 365 Connect with customers on their preferred channel, whether that is a chat, email, phone or video conversation, in one click from within Microsoft Dynamics CRM Online. Business insightsMobile communications & conferencingCollaborating with teamsEstablishing a professional presence

15. Boost your customer connection with business apps. Windows apps for business facilitate more meaningful connections with customers, helping you to: Improve customer service Maximize time spent with customers Drive in-store sales Help flight attendants streamline in-flight sales and service with mobile point-of-sale. Business insightsMobile communications & conferencingCollaborating with teamsEstablishing a professional presence Instantly access customer purchase history and behaviors to provide relevant recommendations in-store. Engage customers with touch- first virtual tours of product and services information.

16. With Windows 8.1, you get one device that meets all your needs. Whether presenting to a customer, conducting sales transactions, or working out in the field – Windows devices help you make an impression and win business. Engage customers with versatile, modern devices. Project your presentation wirelessly from your Windows 8.1 Pro device using Miracast Use your Windows 8.1 Pro device to make a sales transaction Business insightsMobile communications & conferencingCollaborating with teamsEstablishing a professional presence

17. With Office 365 you can easily: Build a full and complete online presence Design and publish your business’s website with an end-to-end web designer and no additional hosting fees Communicate with customers and partners with your own email domain (yourname@yourbusiness.co m) Manage your online brand. Easily manage and update your business’s digital presence with Office 365 Business insightsMobile communications & conferencingCollaborating with teamsEstablishing a professional presence

18. Connecting with customers using Microsoft services and technologies Business insights Mobile communications & conferencing Collaborating with teams Establishing a professional presence

19. Upgrade to Windows 8.1 Pro  Save up to 15% when you upgrade from Windows XP or Windows 7*  Get flexibility and enhanced security, plus OneDrive for Business Get more security, control and business-class capabilities, plus an OS that grows with your business. Get a consistent, powerful, familiar user interface, apps, and services across multiple form factors Continue using your existing IT investments, enhanced with the latest technology. Mobile devices built for business * *This offer can only be used through an Open License agreement and requires an underlying qualified OS (since it is an Upgrade product). Minimum of 5 licenses; maximum of 249 licenses. Valid through 31 Dec 2014. **

20. Renew to the Cloud  Receive 15% off your year of service when you renew Office 365 Enterprise E3*  Receive 20% off your year of service when you renew ProPlus* Expand your business not your budget. Take advantage of the latest innovation, features, and capabilities, with updates released every month. Get business-ready tools that grow with your business. Be productive anywhere * Offer valid on renewal purchase for Annuity Customers (OV, OVS, L+SA). Through 31 July 2015.

21. Add Office 365  Maintain your current Open Value and Software Assurance benefits  Add Office 365M, E1 or E3 and receive up to a 66% discount* Expand your business not your budget. Take advantage of the latest innovation, features, and capabilities, with updates released every month. Get business-ready tools that grow with your business. Be productive anywhere *Depending on the customer current licensing position and Office 365 SKU

22. Add Power BI Get a 33% discount when you add Power BI to Office ProPlus Save 40% off PowerBI when you add it to your Office 363 Enterprise E-3 SKU Self-service analysis for all your data Publish data, reports, and insights in the cloud and access them from anywhere Gain new insights *For new or existing Office ProPlus* (Office 365 or on-prem). Valid 2/1/14 – 1/31/15

23. Present the benefits of the device, service and/or technology that you want to offer this customer Further benefits Your tailored customer offer here * Offer fine print Your Offer Here  Lorem Ipsum Logo

24. Our expertise plus Microsoft technologies a powerful combination We bring you the expertise and experience to: Supporting point #1 Supporting point #2 Supporting point #3 Microsoft solutions are: Flexible: chart your own path Familiar: build on what you know Trusted: know it’s Microsoft ModernBiz

25. Choose your own path to modern, with flexible, familiar, and trusted solutions for your business – desktop to mobile, server to cloud. $

26. Appendix

27. Healthcare provider uses Microsoft IT to support lasting patient relationships Women’s Healthcare of Illinois needed a flexible technology environment to maintain regulatory compliance and deepen patient relationships. It worked with Microsoft partner Amerihub to deploy Microsoft software, devices, and cloud services. These included Surface tablets, which enable providers to instantly connect to back- end data and take notes during exams. The result: Providers have more time to spend with patients – and the information to make those visits more productive for everyone. “We have a multiyear relationship with many of our patients, and we want that relationship to last a lifetime. It’s critical that we become more streamlined and cost-efficient without sacrificing patient attentiveness and quality of care.” Tracy Grobarcik, RN, Chief Operating Officer, Women’s Healthcare of Illinois Empowered providers with a 360 degree view of patient health that’s always up to date Increased the accuracy of record keeping during exams while keeping attention on the patient Sped up workflow to increase face-to-face time with patients 65 employees | Healthcare| www.whcillinois.comwww.whcillinois.com Understand Your Customers

28. Agricultural Trade Group Supports Hundreds of Members with Microsoft Cloud Solution The California Strawberry Commission needs to deliver IT services to employees and several hundred member growers, shippers, and processors — despite an IT department made up of only one technical employee. To address this challenge, the CSC deployed Microsoft Office 365, Microsoft Dynamics CRM Online, and Windows Azure SQL Reporting offering highly scalable, enterprise-class IT capabilities for a minimal investment. The result: IT staff are now more productive and can focus on projects that provide strategic value. “By moving to Office 365, we can access the same feature set and provide the same enterprise-level of commitment as a much larger IT organization. That’s a success for us and our members.” Stan Massat, Information Systems Manager Improve productivity of their mostly mobile workforce while increasing security as well Deliver the best possible user experience to staff while saving money; all with only two IT resources who also serve external members Realize their strategic vision for cloud technology that enables the business to scale 30 employees | Non-profit | www.calstrawberry.comwww.calstrawberry.com

29. Luxury products leader builds a foundation for growth with Microsoft Sapphire Group, Australia’s leading maker of home fragrance and body care products, was enjoying 30 to 50 percent annual growth, but lacked an IT plan to support it. It worked with Microsoft partner XCentral to adopt Microsoft Surface tablets, upgrade PCs and servers to the latest Microsoft operating systems, and adopt Microsoft cloud services. The result: Sapphire Group has a highly robust, secure, and scalable platform that will scale as the business continues to accelerate. “Our new Microsoft solution has transformed our technology from a costly and frustrating headache to a powerful driver of efficiency, productivity, and competitive advantage.” Paul Hoad, Chief Financial Officer, Sapphire Group Enhanced information-sharing throughout the business, removing barriers to growth Improved customer service with access to inventory and product information through Microsoft Surface devices Reduced remote logon time by 90% to help employees stay in touch with customers and suppliers 70 employees | Manufacturing | www.sapphiregroup.com.au Increase your sales

30. Headline summarizing positive result Customer’s situation and challenges (paragraph) How you worked together with customer to overcome their challenges/take advantage of opportunities (paragraph) The result: fill in details here Increase your sales Important benefit #1 Important benefit #2 Important benefit #3 “Customer quote.” John Doe, Director, XYZ Company # employees | Business Type | www.xyzcompany.com www.xyzcompany.com Company Logo