Connect Learn Share etroit Welcome Microsoft Dynamics CRM

Connect Learn Share etroit Welcome! Microsoft Dynamics CRM User Group (CRMUG®) 1 st Quarter Michigan Chapter Meeting

Chapter Schedule 2: 00 – 2: 15 Welcome/Introductions 2: 15 – 3: 00 Member Showcase: Service Tom Hansel, Image. Soft Keynote Speaker: Data Quality 3: 00 – 3: 30 Tamara Sheppard , Dun & Bradstreet 3: 30 – 4: 00 CRMUG/Chapter News 4: 00 – 5: 00 Networking Session @CRMU

Getting to know you better Introductions • Name • Company (describe Company/Industry) • Your role in the company • What do you hope to accomplish by attending this and future meetings? @CRMU

Member Showcase § Tom Hansel, Technical Support Team Leader § Image. Soft, Inc. § Topic: Service in CRM @CRMU

Image. Soft, Inc. , provides document and process management solutions to automate, streamline and improve workplace processes. Since 1996, Image. Soft’s technology and workflow solutions have increased productivity, reduced operating costs and saved time and money for our customers in government, healthcare and the insurance industry. #CRMUGsummit

Image. Soft, Inc. #CRMUGsummit

Before Image. Soft and After #CRMUGsummit

Current IT Systems Microsoft Office & Lync CRM SL Share. Point Scribe #CRMUGsummit Project

Pathway to Greatness 2000 Spreadsheets 2005 2009 2011 2012 Spreadsheets Dynamics CRM Gold. Mine Salesforce Dynamics SL Quick. Books Quickbooks Share. Point Autotask Project Server Share. Point #CRMUGsummit 2014

Automation in Dynamics CRM Sales SOW Review Process Service Marketing Tradeshow Lead Process Maintenance Renewals Knowledgebase Articles #CRMUGsummit

The Image. Soft Process #CRMUGsummit

Tom Hansel – Image. Soft, Inc. #CRMUGsummit

Keynote Speaker § Tamara Sheppard, Relationship Manager for Dun & Bradstreet's Strategic Alliance Network § Dun & Bradstreet § Topic: Data Quality @CRMU

Dun & Bradstreet Tamara Sheppard sheppardt@dnb. com Relationship Manager (206) 715 -9559 U. S. West & Central Regions Strategic. Alliance Network Copyright © 2013 Dun & Bradstreet

Dun & Bradstreet Backgrounder You may utilize D&B Credit and Risk services (DNBi) For 173 years D&B has been the most trusted source of corporate and economic information to the World Today you’ll learn about our Sales and Marketing services and the CRM add-in D&B 360 - Product of the Year 2012 D&B 360 integrates 99+ corporate data points directly into the CRM fields, covering over 215 M+ companies and contacts, collected and vetted from 30, 000+ worldwide information partners. The largest, most comprehensive corporate database in the world, updated 1. 5 M times a day. Curated by D&B data scientists and economists, this resource would replace your Hoovers license, also a D&B company Licensed through the Microsoft Dynamics Partner channels I’m 15

D&B 360 & D&BDirect D&B 360 is a Dynamics managed application, installs in 15 minutes. D&B 360 integrates 99+ data elements directly into the CRM account and contact fields. Including the proprietary D-U-N-S® Number, the ‘social security’ number for business. Now a master field utilized to automatically cleanse data, manage workflows & integration applications D&B 360 enable users to Seek, Enhance & Cleanse the data inside your CRM, matching and cleansing against D&B’s gold-standard corporate database 16

What is the Business Problem? 17

ROI from the CRM Investment is disappointing The Business Challenges • Lack of adoption • Data quality concerns • Incomplete view of the Customer • Lack of confidence at the CXO level • Inefficient Sales research • Poor Marketing impact • Lack of Mobile readiness = more errors How D&B 360 Helps • An integrated CRM Add-in • Automated data cleanse & refresh • 360* view of the Customer • 100+ data points 30+ info partners • Executive Conversation Starters • 80+ Industry Primers • Your Best Customer Look-a-like List • Trustworthy Sales Dashboards “D&B 360 provided our team with the richest list of contacts that we’ve had in years. We have all of the information our team needs to intelligently engage and close the sale. ” ~ Lee House, I. B. I. S Inc. 18

The problem is growing exponentially Source: Domo 19

This problem challenges Everyone! 87% of Customers believe the salesperson doesn’t truly understands their business issues or can present a relevant solution. (IDC) Poor data quality drains on average of $8. 2 million in squandered resources, operational inefficiencies, missed sales, and unrealized new opportunities. (Gartner) 20

Same solution = Same results Forrester estimates that 55% of large North American and European companies have a CRM in place and another 23% plan to purchase in the next 12 months Only 12% of companies use data driven intelligence to guide their corporate sales strategy 21

Integrate trustworthy data into your CRM 30, 000+ Global Data Sources Global Database Information & Insight Trade Data (12 K+ sources) • 215 M+ business records Banking Information D-U-N-S® Number (over 90% of US companies) Court & Legal Filings Business Internet Data Business Registries Newspapers & Publications Telephone Interviews • 200+ countries and territories • 100 M+ professional contacts • 3 M+ corporate family hierarchies Company Financials • 1. 5 M+ updates daily D&B Customer Experiences 22

Provision your CRM Users with Insight Powered by 23

Demonstration Copyright © 2013 Dun & Bradstreet 24

What resonated? How could this impact your world? 25

D&B 360 for CRM User Interface Company Search Enhanced search capabilities …with options to refine results Copyright © 2013 Dun & Bradstreet

D&B 360 for CRM User Interface Company Preview More capabilities to research companies BEFORE import so that by the time users click the Add button, they know they found the right company Copyright © 2013 Dun & Bradstreet

D&B 360 for CRM User Interface Company Overview In a departure from a “native” integration, company overview pages provide a richer interface organized to encourage exploration Copyright © 2013 Dun & Bradstreet

D&B 360 for CRM User Interface People Search Enhanced search capabilities …with options to refine results And greater insight into contact details available Copyright © 2013 Dun & Bradstreet

D&B 360 for CRM User Interface Build-a-List The number of search results are displayed as filter criteria is set Ability to create a customized template and eliminate unwanted criteria from display, while maintaining the richness of the Hoovers Online criteria choices Copyright © 2013 Dun & Bradstreet

D&B 360 for CRM User Interface D&B 360 View (Family Tree) Ultimate Parent Record The total number of children records available Children records can be easily browsed and added to CRM Copyright © 2013 Dun & Bradstreet

About CRMUG Founded in 2008 Officially recognized by Microsoft ers ic ro so ft Users M The largest, independent group for users of Microsoft Dynamics CRM Partn Over 3, 632 company members (9, 600+ individual members) @CRMU

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A brand new online community that is your one -stop-shop for all things CRMUG. community. crmug. com @CRMU

Connect Learn Share Meet like-minded CRMUG members and access your network anytime, anywhere. Keep up on what’s happening in CRMUG and in the world of Dynamics CRM. Share your Dynamics CRM experiences and gain insight from the CRMUG community. @CRMU

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Upcoming Virtual Events Event Date Availability CRMUG Summit 2013 Encore: 30 Security Tips & Tricks in 60 Minutes Jan 16 Premium CRMUG Partner Showcase: CRMGamified Jan 21 Open CRMUG SIG: CRM/GP Integration - GP Integration with CRM and SFDC Jan 21 Open CRMUG Academy: Dashboards and Reporting for the Everyday User Jan 23 Open CRMUG User Group Information and Orientation Jan 29 Open CRMUG Summit 2013 Encore – CRM Governance and Your Role as the Quarterback Feb 4 Premium CRMUG SIG: Public Sector – Jump Start your CRM Deployment with Solution Accelerators Feb 5 Open CRMUG SIG: User Adoption Panel Feb 6 Premium CRMUG Webinar: Ask the Experts - Mobile Options for Dynamics CRM 2013 Feb 6 Open CRMUG SIG: CRM Online - Managing CRM Online and Office 365 Environments Feb 11 Open CRMUG Summit 2013 Encore – Extending CRM: Leveraging Workflows for Developers Feb 12 Premium CRMUG Summit 2013 Encore - CRM Magic with Data Migration and Integration Feb 18 Premium CRMUG Partner Showcase: Click. Dimensions Feb 19 Open CRMUG Webinar: Ask the Experts – Leveraging Social Insights in Dynamics CRM 2013 Feb 20 Open CRMUG SIG: Developer - Virtual Dev. Fest 2014 Feb 24 Premium CRMUG Webinar: Ask the Experts - Customization Best Practices for Dynamics CRM 2013 Feb 27 Open x. RMUG Roundtable: Ask the Experts Friday Mar 14 Open @CRMU

CRMUG Membership Basic Member CRM end users only FREE Premium Member Small Business 1 -9 CRM Licenses Mid-Market 10 -99 CRM Licenses Enterprise 100+ CRM Licenses USD/year $400 USD/year $700 $1, 200 § Weekly email newsletter § Unlimited Workshops, Webinars & Roundtables § Level 100 Webinars § Free Regional Chapters § CRMUG Summit Invites § Special Interest Groups § Paid access to Regional Chapters (Nominal Fee) § Microsoft Conduits § Partner Showcase Webinars § Full access to CRMUG Collaborate & Member Directory § Discounted Summit Registrations § Discounted Academy Courses § And so much more! Upgrade Today: email membership@crmug. com @CRMU

Would you like to serve on your chapter’s Leadership Committee? Ask Adam for more information or contact arose@imagesoftinc. com @CRMU

Chapter Business § Upcoming Michigan Chapter Meetings – Wednesday 4/9/2014 @ 2: 00 PM – Speaker: Scott Rich from Experlogix – Member Showcase: Jacob Cynamon-Murphy Convergence 2014, Atlanta, GA March 4 -7, 2014 – Wednesday 9/3/2014 @ 2: 00 PM – Wednesday 11/19/2014 @ 2: 00 PM – Location Microsoft Offices - Southfield Town Center – Presenters (Member Showcase, Educational Topic, ISV Solution, Microsoft Roadmap, Ask the Expert panelists) panelists § Join CRMUG Collaborate (private online community for CRMUG members) § Join your local Leadership Team to help plan future meetings! @CRMU

What’s Your Forte? CRMUG Encourages Your Participation! Who else can share Dynamics CRM perspective? Will you speak? Will you write? Will you lead? REVIEW the “CRMUG Volunteer Program” www. crmug. com/volunteer @CRMU

Additional Questions/Comments Adam Rose, Adam Rose CRMUG Chapter Co-Lead arose@imagesoftinc. com (248) 948 -8100 x 260 Jacob Cynamon-Murphy, Jacob Cynamon-Murphy CRMUG Chapter Co-Lead jcynamon@sonomapartners. com (312) 873 -3117 Alyson Nesvig Purgiel , CRMUG Chapter Communications Lead alyson. purgiel@plantemoran. com www. crmug. com @CRMU

Additional Questions/Comments Tony Stein, Tony Stein CRMUG Director Tony@CRMUG. com 877 -324 -8880 x 1449 Onika Allen, Onika Allen CRMUG Program Coordinator Onika@CRMUG. com 877 -324 -8880 x 1455 Bryan Erstad, CRMUG Membership Manager Bryan@CRMUG. com 877 -324 -8880 x 1451 www. crmug. com @CRMU

Next Meeting Date: 4/9/2014 Time: 2: 00 PM Place: Microsoft -Southfield Topics: Experlogix @CRMU

Connect Learn Share Roundtable Discussion @CRMU

Roundtable Discussion § § Timeline on upgrading to CRM 2013 What is holding you back? What excites you the most? Take 5 minutes to write down your upgrade goals with dates! @CRMU