Connect Learn Share Welcome Microsoft Dynamics CRM User

Connect Learn Share Welcome! Microsoft Dynamics CRM User Group (CRMUG®) Washington, DC / Mid-Atlantic Regional Chapter Meeting 9/19/2012

Meeting Agenda § 8: 30 – 9: 00 Registration and Networking § 9: 00 – 9: 15 Welcome & Introductions § 9: 15 – 10: 00 Collaborate Presentation § 10: 00 – 10: 20 Break § 10: 20 – 11: 15 Member Showcase - Stihl § 11: 15 – 11: 45 CRMUG News / Upcoming Events/Chapter Business @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

About CRMUG • Founded in 2007 • Officially recognized by Microsoft • The largest, independent group for Users of Microsoft Dynamics CRM • 2, 500+ company members CRM Users Microsoft VARs ISVs @CRMU

What Regional Chapters Do Connect Learn Share @CRMU

Connect Learn Share CRMUG Collaborate Presentation NEW Private Online Community for CRMUG Members

COFFEE BREAK NETWORKING @CRMU

MEMBER SHOWCASE David Bussey, STIHL Inc. @CRMU

Getting to know you better Introduction • David Bussey • STIHL Incorporated – Manufacturer of outdoor power equipment • Business Systems Analyst • CRM 4. 0 in the process of upgrading to 2011 • We have been using CRM for 18 months @CRMU

Member Showcase: STIHL Inc. @CRMU

Member Showcase: STIHL Inc. • Virginia Beach-based STIHL Inc. , one of several manufacturing facilities in the STIHL Group, is the headquarters for U. S. operations. • STIHL Inc. employs over 2, 100 people nationwide, with more than 1, 900 in Virginia Beach • The Virginia Beach facility is located on approximately 90 acres with over one million square feet under roof, where the company produces a full line of high-quality, handheld outdoor power equipment including blowers, trimmers, brush cutters, and multi-task tools, as well as the number one selling brand of chain saw worldwide. • Exclusive to 6 independent U. S. distributors and 6 STIHL owned branches that sell STIHL products to a nationwide network of more than 8, 000 servicing retail Dealers @CRMU

STIHL Worldwide Sales Subsidiaries (26) = S Manufacturing Subsidiaries = M Europe: S M North America: M S Asia: M S South America: M S Africa: S Oceania: S @CRMU

Sales and Distribution Network SNW MWS NES IMS MVS STIHL INC BES Virginia Beach PAS CRA MAS SSW BME SSE @CRMU

Member Showcase: STIHL Inc. We use CRM to… Manage our Accounts – STIHL Dealers, Prospects, and End-Users Manage our Contacts – Dealer Employees Manage Customer Service – Order Inquiry, Sales Support, and Technical Support @CRMU

Member Showcase: Marketing Information @CRMU

Member Showcase: Tech and Merchandising @CRMU

Member Showcase: Activities and Histories @CRMU

Member Showcase: Google Map @CRMU

Member Showcase: Call Report @CRMU

Member Showcase: Contact @CRMU

Member Showcase: Customer Service @CRMU

Member Showcase: Customer Service @CRMU

Member Showcase: Call Tag @CRMU

Member Showcase: Return Goods Authorization @CRMU

Thank You e. Commerce and Branch Systems @CRMU 2/26/2021

CRMUG NEWS, UPCOMING EVENTS & CHAPTER BUSINESS @CRMU

Connect Learn Share CRMUG Upcoming Events

September Webinars Webinar Date Premium /Open CRMUG Webinar: Electronic Signatures & Dynamics CRM 6 Sept Premium CRMUG Summit 2012 Academy Preview: Managing Your Contact Lifecycle with Dynamics CRM 11 Sept Open CRMUG SIG: Financial Services 12 Sept Premium CRMUG Workshop - Summit 2012 Preview 12 Sept Open CRMUG SIG: Social CRM 13 Sept Premium CRMUG SIG: Administration & Development - Agile Methodology 18 Sept Premium CRMUG Summit 2012 Academy Preview: Data Integration and Migration with Dynamics CRM 19 Sept Open CRMUG Partner Showcase: Cincom Systems 20 Sept Open CRMUG SIG: CRM Online (CRM Success for Small & Medium Size Businesses - Part 2) 27 Sept Open CRMUG User Group Information & Orientation 27 Sept Open @CRMU

October Webinars Webinar Date Premium /Open CRMUG SIG: CRM Administration - ERP & CRM Integration Best Practices 4 Oct Premium @CRMU

CRMUG Summit 2012 (click on link above for video) § October 16 -18, 2012 § Seattle Convention Center § Exclusively Dynamics CRM – 3 days of expert- and User-led breakout sessions – Peer-to-peer learning and networking § Partner Solutions Expo “I had some high expectations for this conference, and it exceeded all of them!” –Summit 2011 Attendee Reserve your seat today! www. CRMUGsummit. com @CRMU

§ Academy Distance Learning (E-Learning) – Instructor-Led Training At Your Desk • 9/20 - Taking Dynamics CRM Beyond Accounts and Contacts • 9/27 - CRM Dashboards for the Non-Developer • 10/26 - CRM Administration for the Part-time Administrator § Academy CBT(computer-based training) – Thousands of Titles Anytime, Anywhere – PMP and Microsoft Certifications CRMUG Premium Members receive nearly 700 titles FREE § Academy Onsite @ the CRMUG Summit in Seattle, 10/15 – Classroom Training for Less For more information visit http: //crmug. Academy. com CRMUG Premium Members receive discounts on all training @CRMU

CRMUG Memberships § Join NOW to attend future meetings & continue Join NOW receiving chapter invitations – Basic or Preview Membership Free – Premium Membership (per organization) • Small Business, $400/yr for 1 -9 MS CRM licenses • Mid Market, $700/yr for 10 -99 MS CRM licenses • Enterprise, $1, 200/yr for 100+ MS CRM licenses Go to http: //www. crmug. com/join-crmug @CRMU

Is your company’s Primary Contact receiving & sharing their copy? Premium Members receive multiple copies @CRMU

Chapter Leadership Roles § Chairman (Andreas Kraemer, Wells Fargo Capital Finance) – Oversees Regional Chapter and organization of meetings § Co-Chair/Facilitator (Monique Riviere, Independent Sector) – On-Site facilitator for 9/19/2012 Chapter Meeting § Vice Chairman for Membership (Kim Nacrelli, Jones Lang La. Salle) – Ensures member profile and attendance records are maintained and accurate § Vice Chairman for Communication (Anna Castella, AARP Services) – Communicates Chapter events and activity, and helps recruit new members § Vice Chairman for Programming (Patrick Carberry, BTG) – Develops meeting objectives and synthesizes Resource Kit into agenda @CRMU

Chapter Business § Next meeting Details – Date(s) • Mid December 2012(optional)? ? • Suggested 2013 quarterly meetings – February, May, September, December (optional) – Location • Microsoft office Chevy Chase – Member Showcase presenter (CRMUG User Member) – Educational Topic presenter (CRMUG Premium Partner Member or local Subject Matter Expert) – Microsoft presenter § CRMUG Collaborate (private online community for CRMUG members) – Join NOW § CRMUG profile page – Update your personal & company profiles @CRMU

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