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Boosting Sales Productivity with Microsoft Dynamics CRM

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

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Boosting Sales Productivity with Microsoft Dynamics CRM

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  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 1,200 software and services partners with newCRM competency • Over 1,400,000 users in more than 80 countries with 40+ languages • 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 Phone PC Customer Care Sales & Marketing Productivity Extended CRM Applications On-Premises Cloud

  5. The Power of Productivity FAMILIARNatural & Personal INTELLIGENTInsightful & Actionable CONNECTEDCollaborative & 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. 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

  10. 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

  11. Sales XRM – MapPoint Integration

  12. 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

  13. 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

  14. Marketing XRM

  15. Questions? Julinda Prekop jprekop@ledgeviewpartners.com 920-560-6897 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 www.crm.dynamics.com

  16. 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

  17. CRM Software Services • Consulting • 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

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