Connect Learn Share Welcome Microsoft Dynamics CRM User

Connect Learn Share Welcome! Microsoft Dynamics CRM User Group (CRMUG®) Florida Regional Chapter Meeting December 13, 2013

Agenda 8: 30 - 9: 00 am Registration & Networking 9: 00 - 9: 20 am Introductions 9: 20 - 10: 00 am Member Showcase - CSX (Mike Martin) 10: 00 - 10: 15 am Break 10: 15 - 10: 30 am Chapter Business/Summit Review/Next Meeting 10: 30 - 11: 00 am Educational Topic: CRM Rules, David Carr 11: 00 - 11: 30 am Educational Topic: Polaris/Orion - Chris Cognetta 11: 30 - 11: 45 am Roundtable: Getting Value from Collaborate 11: 45 – 12: 00 pm Wrap Up @CRMU

About CRMUG • Founded in 2007 • Officially recognized by Microsoft • The largest, independent group for Users of Microsoft Dynamics CRM • 2, 600+ company members CRM Users Microsoft VARs ISVs @CRMU

What Regional Chapters Do Connect Learn Share @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 Michael Martin @CRMU

Connect Learn Share Join NOW and see what everyone is talking about! CRMUG Collaborate NEW Private Online Community for CRMUG Members http: //Community. crmug. com

Connect Learn Share CRMUG Upcoming Events

December Webinars Webinar Date Premium /Open CRMUG Collaborate - Orientation and Best Practice Discussion (Dec 2012) Dec 5 Open CRMUG Partner Showcase: Assure. Sign LLC (Dec 2012) Dec 5 Open CRMUG SIG: CRM Online (User Adoption Best Practices) Dec 6 Open CRMUG SIG: Public Sector - Education (Dec 2012) Dec 6 Open CRMUG Summit 2012 Encore - Everything you wanted to know about ADFS Dec 11 Premium Only CRMUG Partner Showcase: Inside. View (Dec 2012) Dec 12 Open CRMUG SIG: Public Sector - Government (Dec 2012) Dec 13 Open Dec 18 Premium Only Dec 18 Open CRMUG Summit 2012 Encore - Upgrading Complex Systems to CRM 2011 CRMUG User Group Information and Orientation (Dec 2012) @CRMU

January Webinars Webinar Date Premium /Open CRMUG Summit 2012 Encore - Making CRM Dashboards Relevant for Anyone Jan 9 Premium Only CRMUG Summit 2012 Encore – 50 Tips in 50 Minutes (Jan 2013) Jan 10 Premium Only CRMUG Summit 2012 Encore - Road Warrior: Using CRM on the Road Jan 22 Open CRMUG SIG: CRM Admin & IT Support (Using Connections in CRM 2011) Jan 2013 Jan 23 Open CRMUG User Group Information and Orientation (Jan 2013) Jan 29 Open CRMUG Summit 2012 Encore - Taming the Beast of CRM Security Jan 29 Premium Only @CRMU

CRMUG Summit 2012 Education Growth Community @CRMU

Education “Acceleration” Summit & Academy Acceleration 400 350 300 250 200 150 100 50 0 2009 2010 Summit Registrations Virtual Acceleration 2011 2012 Academy Registrations 3000 2500 2000 1500 1000 500 0 Webinar Events Registrations Oct'09 Sept'10 43 423 Oct'10 Sept'11 80 1 086 Oct'11 Sept'12 111 2 582 Yo. Y Growth 0, 3875 1 @CRMU

Growth “Acceleration” Quick Facts: § Approaching 2, 700 unique Org’s – ~6, 500 unique contacts § 91% are user or customer members of CRM § Still Scratchin’ the Surface! Member Acceleration 3000 2500 2000 1500 1000 500 0 Total Members Oct'10 862 Oct'11 1377 Oct'12 2545 Yo. Y 0, 848220769789397 @CRMU

CRMUG Summit Facts… § 91 sessions were held § Registrations reached 353 (40% growth) § Over 120 attendees spent time in Microsoft Conduit Sessions § Speakers Led the Charge with “Value” – 9 CRM MVP’s spoke at CRMUG Summit 2012 – Subject Matter Experts (SME’s) from Customer and Partner Org’s presented! @CRMU

Some Summit Pics @CRMU

§ Academy Distance Learning (E-Learning) – Instructor-Led Training At Your Desk § Academy CBT(computer-based training) – Thousands of Titles Anytime, Anywhere – PMP and Microsoft Certifications CRMUG Premium Members receive nearly 700 titles FREE § Academy Onsite Courses (Summit/Convergence) For more information visit http: //crmug. Academy. com CRMUG Premium Members receive discounts on all training @CRMU

CRMUG Memberships § Join NOW! – Basic or Preview Membership Free – Premium Membership (per organization) • • • Small Business, Business $400/yr for 1 -9 MS CRM licenses Mid Market, Market $700/yr for 10 -99 MS CRM licenses Enterprise, Enterprise $1, 200/yr for 100+ MS CRM licenses Go to http: //www. crmug. com/join-crmug for a complete list of membership benefits @CRMU

Is your company’s Primary Contact receiving & sharing their copy? Also Available Online http: //www. crmug. com/memberresources/magazine/ Basic Members - receive 1 copy per company Premium Members - receive up to 3 copies per company @CRMU

Would you like to serve on your chapter’s Leadership Committee? Ask your Chapter Chairperson for more information or contact Mary@crmug. com @CRMU

Next Meeting Date, Location & Presenters – 2013 Quarterly Meeting Date – – – 1 st Quarter (Feb 7) Convergence (Mar 18) 2 nd Quarter (May 9) 3 rd Quarter (Sep 12) Summit (Oct 21 -25) 4 th Quarter (Dec 12) Convergence 2013, New Orleans, LA March 18 -21 Summit 2013, Tampa, FL October 21 -25 – Location Customer site? Microsoft office? – Presenters • • Member Showcase Educational Session Topics Roundtable Topics ISV Solution @CRMU

Additional Questions/Comments Tony Stein, Stein CRMUG Director Tony@CRMUG. com 877 -324 -8880 x 1449 Mary Berens, Berens CRMUG Program Coordinator Mary@CRMUG. com 877 -324 -8880 x 1495 www. crmug. com @CRMU

Educational Presentation CRM RULES DAVID CARR @CRMU

Educational Presentation POLARIS & ORION CHRIS COGNETTA, TRIBRIDGE @CRMU

Roundtable Discussion GETTING VALUE FROM CRMUG COLLABORATE @CRMU

Start Collaborating Today! http: //community. CRMUG. com 1. Sign in and update your Use your CRMUG. com Windows Live ID Profile & Privacy settings. 2. Join your Regional Chapter community. 3. Start a conversation. Post a discussion in the All Members community. 4. Start Networking! Use the Directory to find and connect with other members. @CRMU

WRAP UP @CRMU

Next Meeting Date, Location & Presenters – 2013 Quarterly Meeting Date – – – 1 st Quarter (Feb 7) Convergence (Mar 18) 2 nd Quarter (May 9) 3 rd Quarter (Sep 12) Summit (Oct 21 -25) 4 th Quarter (Dec 12) Convergence 2013, New Orleans, LA March 18 -21 Summit 2013, Tampa, FL October 21 -25 – Location Customer site? Microsoft office? – Presenters • • Member Showcase Educational Session Topics Roundtable Topics ISV Solution @CRMU

SEE YOU NEXT TIME @CRMU

EXTRA CONTENT IF TIME @CRMU

ROUNDTABLE DISCUSSIONS @CRMU

Roundtable Discussion by Role Sales § What is the process to move a lead from prospect to customer at your firm? § What have you done to ensure sales activity is being recorded in CRM? § Have you deployed CRM in a mobile environment? What were the lessons learned? § What is your process to turn a quote to an order? @CRMU

Roundtable Discussion by Role Marketing § Are you using a third party add on product to leverage advanced marketing? § Are you using the Microsoft offering for analytics? If so, what are the lessons learned? § Explain an effective campaign you have managed in CRM? § What’s your process for managing duplicate data? § What are your best practices regarding creating and managing workflow? @CRMU

Roundtable Discussion by Role CRM Admin/Support § What are your most frequently asked questions from users? And how do you provide training in those areas? § What are your best practices around user security? § How do you prepare and plan for an upgrade? § What challenges and successes have you had in selling CRM internally? @CRMU

Roundtable Discussion by Role IT Support § Are you currently running online or on premise? Are you considering changing? If so, what factors into your decision? § What tools are you using to integrate data to other data sources? § What are your best practices regarding data integration? § What’s the worst mistake you have made in your CRM implementation? @CRMU