explore engage elevate OnPremise vs Online David J

explore engage elevate On-Premise vs. Online David J. Buggy Vice President/Partner Beringer Associates, Inc.

About Beringer Associates • • • Founded in 1993; celebrating 21 years in business Microsoft Gold CRM Certified Solutions Partner 10+ years experience implementing Microsoft CRM Deep levels of experience deploying CRM solutions Offer Full CRM Implementation Expertise • Project Planning • Implementation • Customization • Training • Post Implementation Support • Managed Services • Fully Staffed Help Desk/Call Center explore engage elevate

Solutions explore engage elevate

Why businesses are adopting Cloud Computing • Increase/Decrease capacity • Rollout new applications without investing in infrastructure • Transition IT resources to become Business Analysts • Reduced IT Administration • Typically have most up to date versions • Operating Expense (OPEX) vs. Capital Expense (CAPEX) • Development is being done on cloud applications • High Availability explore engage elevate

Microsoft CRM Deployment Options • Microsoft CRM Online • Software as a Service • Pay per user/month • Limited infrastructure requirements • Rapid time to value • Microsoft CRM On Premise • Upfront license purchase w/ ongoing software maintenance costs Enterprise Agreement allows dual rights – Use either Online, On Premise or Both • Infrastructure requirements • Full access to SQL database • Partner Hosted • All the benefits of an on premise deployment without the investment in licensing or infrastructure explore engage elevate

Benefits of CRM Online • Get new versions faster • Microsoft performs version upgrades (server) • Backups are performed by Microsoft • Datacenter capabilities (Security, redundancy, Etc. ) • Microsoft has chosen a “could first” strategy • New features rolled out to CRM Online first • Reduced implementation Costs • Integrated with Office 365 • Inside. View Insights included N/C • Social Listening included at N/C • Power. BI available explore engage elevate

CRM Online Limitations • Not able to freeze a version • No direct access to SQL database • • Limits in data integrations Complex reports can be challenging Reports must be developed using SSRS fetch XML or T-SQL Cannot run reports on a schedule and have results emailed • Limit of 200 Workflows • Limit of 300 Custom Entities • Additional storage costs explore engage elevate

CRM Online Limitations • Point-in-time restores not available • Poor Internet connectivity will impact use of CRMOL explore engage elevate

Migrating to Microsoft CRM Online • Review current customizations for compatibility • Address any compatibility issues • Upgrade on-premise deployment to version 2015 • Determine size of database and size online appropriately • Determine if Managed Solutions are in use • Migrate customizations • Migrate Data • Perform testing • Adjust custom reports • Install 3 rd party applications explore engage elevate

explore engage elevate Marketing Automation

Microsoft CRM Marketing Automation • Inbuilt Marketing Functionality • Microsoft Dynamics Marketing • Click. Dimensions explore engage elevate

Inbuilt Marketing Functionality • Marketing List Management • Manage Marketing Preferences • Campaign Management • Quick Campaigns explore engage elevate

Marketing Lists • Organize Leads & Contacts onto target lists • Add Contacts Manually (Static) or Automatically (Dynamic) using Workflow • Based on profile information • Items Quoted/Ordered/Invoiced • Subscription Management • Direct Marketing Campaigns at targets (Marketing Lists) explore engage elevate

Manage Marketing Preferences • Set Marketing permissions on Leads & Contacts • Unsubscribe option added to email campaigns • Updates CRM Lead or Contact if recipient unsubscribes • Adherence to Do No Call explore engage elevate

Campaign Management • Centralize information about marketing campaigns • Track Costs and Expected ROI • Delegate Tasks • Track campaign responses explore engage elevate

Quick Campaigns • Execute a marketing in a few simple steps • Campaign types: • Phone calls • Email explore engage elevate

Microsoft Dynamics Marketing (MDM) • Microsoft Acquired Marketing Pilot in 2013 • Standalone Marketing Automation Platform • Integrated with Microsoft CRM • Key areas of functionality • • Marketing Resource Management Multichannel Campaigns Lead Management & Scoring Sales Collaboration Social Marketing Analytics explore engage elevate

Marketing Execution explore engage elevate

Visual Designer explore engage elevate

Cap Number of Emails explore engage elevate

Plan Media For Campaigns explore engage elevate

Lead Scoring explore engage elevate

Manage Marketing Assets explore engage elevate

Analysis explore engage elevate

Integration with Microsoft CRM explore engage elevate

Cost of Dynamics Marketing • • • Includes 5 GB Storage 50, 000 emails/month Additional Product Instances available at $250/month Additional test instances available at $150/month Added storage @ $9. 99/GB/month Email marketing messaging available for $50/10, 000 messages explore engage elevate

Jesse Granlund Sr. Partner Account Manager Click. Dimensions PH: (678) 619 -2375 www. clickdimensions. com explore engage elevate

TODAY’S AGENDA • A Modern Marketers Profile • Value of Integrated Marketing • Launching effective nurture campaigns with Microsoft CRM • Integrating with your website to drive new leads q Web Tracking q Web Components explore engage elevate

MARKETING 2. 0 explore engage elevate

THE MODERN MARKETER • Influences IT budget • Knows and uses CRM • Takes ownership of prospect and customer data • Tracks critical points for segmentation • Knows value of each lead and can track ROI • Closes the gap between sales and marketing by providing usable data • Makes dollars and sense of the data explore engage elevate

MARKETING AUTOMATION Email Marketing Web Tracking Lead Scoring Nurture Marketing SMS Messaging Campaign Tracking Form Capture Surveys Landing Pages Social Discovery Integrations Training & Support explore engage elevate (Go. To. Webinar)

NATIVE INSIDE CRM explore engage elevate

TRADITIONAL MARKETER’S TOOLS explore engage elevate

INTEGRATED SOLUTION explore engage elevate

Outlook. Cast Emails from Sales Easily send marketing emails using Microsoft Outlook: • Click the Outlook. Cast button to get the marketing list’s unique Outlook. Cast email address • Send your email using the CRM list’s unique email address and even personalize your email. • Your recipients will receive a trackable email identical to the one you built using Microsoft Outlook and all tracking results will be available inside CRM.

WEB TRACKING|DATA MODELING explore engage elevate