Gus Gonzalez Solution Architect and Microsoft Dynamics CRM

Gus Gonzalez • Solution Architect and Microsoft Dynamics CRM MVP & MCC • 100+ Microsoft Dynamics CRM Implementations (90% Online) • Working with Microsoft Dynamics CRM since 2006 • Passionate about User Adoption

Microsoft Dynamics CRM Momentum

5 Steps to Successfully Launching CRM Step 1: Step 2: Step 3: Step 4: Step 5: § § § Data preparation § Setting up Users § Importing § Training & Support § Checking your import § § § User Adoption Best Practices § Define your Business Objectives Set up your Goals to Measure your Success § Tailor the solution to your business Keep the solution simple, visual and familiar Notifications Updates Creation Decisions “No Action”

Microsoft Dynamics CRM – Out of the Box • Companies • Contacts • Opportunities • Activities • Leads • Quotes • Orders • Invoices • Goals • Competitors • Product Catalog • Price Lists v Ships with over 30+ Record Types v “All On” • Marketing Lists • Marketing Campaigns • Campaign Responses • Quick Campaigns • Campaign Activities • Connections • Document Management • Sales Literature v “Turn Off” what you don’t need v Typical Start: 4 to 6 • Cases • Queues • Knowledge Base • Service Scheduling • • Facility/Equipment Resources Contracts Service Record Types v Grow Solution with Adoption

Smart. Start Solution v Experience of over 500 Customers v Focused on the Top 5 Areas Customers Use v Optimized User Experience ü ü Optimized Forms Consistent Views Robust Charts & Dashboards Easy Navigation v Additional Functionality any time v Revert back to the Out of the Box

Getting Started with CRM v Outlook v CRM v Anywhere Access

Stick Around for Q&As