overview of microsoft dynamics crm the power of productivity – familiar – intelligent –...

Ledgeview Partners, LLC.

Lisa Benson, President

Doug Fissell, VP-Soft ware Services

Boosting Sales Productivity with

Microsoft Dynamics CRM

• Overview of Microsoft Dynamics CRM• The Power of Productivity

– Familiar– Intelligent– Connected

• Business Productivity – Business Scenarios & Demos– Sales– Marketing

• Final Q&A

Agenda

Microsoft Dynamics CRM Momentum

Over 100 service providers hosting Dynamics CRM solutions

Over 1,400,000 users in more than 80 countries with 40+ languages

Over 23,000 customers from small to enterprise

Over 1,200 software and services partners with new CRM competency

Regional datacenters in the Americas, EMEA, and APAC

On-Premises

Cloud

Sales & Marketing Productivity

Customer Care Extended CRM

Applications

PCBrowser

Phone

The Complete CRM Solution

INTELLIGENTInsightful & Actionable

CONNECTEDCollaborative &

Integrated

FAMILIARNatural & Personal

The Power of Productivity

• Office Fluent User Interface

• Next-gen Outlook experience

• RoleTailored forms and views

• Advanced personalization

Familiar Experiences

Ledgeview Partners, LLC.

Lisa Benson, President

Doug Fissell, VP-Soft ware Services

Microsoft CRM for Outlook

• Real-time dashboards

• Guided processes

• Visual analysis & navigation

• Goal Management

Intelligent Experiences

Video Summary• Dashboards• Track Sales Opportunities• Sales Process Workflow• Update Customer Quotes – Word Merge• Reach Quarterly Goals• SharePoint and Lync Server

Driving Sales Productivity - Video

Video Summary• Dashboards• Track Sales Opportunities• Sales Process Workflow• Update Customer Quotes – Word Merge• Reach Quarterly Goals• SharePoint and Lync Server

Supplemental Demo• Dashboard Wizard• Establishing Sales Goals• Competitor Tracking

Sales Productivity

Sales XRM – MapPoint Integration

Video Summary• Manage Campaign Activities• Marketing Lists• Dashboards• Generate Leads• Qualify Leads using Dialogs• Assign Leads for follow-up using Workflow

Maximizing your Marketing Impact

Video Summary• Manage Campaign Activities• Marketing Lists• Dashboards• Generate Leads• Qualify Leads using Dialogs• Assign Leads for follow-up using Workflow

Supplemental Demo• Campaign Responses and Measuring Campaign Performance

Marketing Productivity

Marketing XRM

Ledgeview Partners, LLC.

Lisa Benson, President

Doug Fissell, VP-Soft ware Services

Microsoft CRM Software

PromotionsCRM Online$34/user/

monthSince the release of

CRM 2011, Microsoft is running a promotion

that saves you $10/user/month

savings over normal pricing

Promotion ends June 30th

Terms & Conditions apply

Ledgeview Partners’ Service

PromotionsEngage us in May regarding CRM for your organization and receive a FREE scoping session

CRM for Less$200 cash

backAs an incentive to

switch to Dynamics CRM, Microsoft is

offering $200 cash back for each user license when you

switch from another CRM

Promotion ends May 28th

Terms & Conditions apply

Questions?

Julinda Prekop

jprekop@ledgeviewpartners.com

920-560-6897

30-day Trial

www.crm.dynamics.com

• Microsoft Partner focused on Microsoft DynamicsTM CRM– Consulting– Implementation– Support

• Recipient of the Microsoft Dynamics President’sClub Award for excellence in sales & servicetwo consecutive years

• One of eleven “managed” partners in the 18-state Central Region

• All consultants are Microsoft Certified Business Management Solutions Specialists / Professionals

About Ledgeview Partners

• Consulting– Strategy development– Implementation planning– Business process definition

• Implementation– License acquisition– Installation: On-premise, partner-hosted or ‘online’ in the cloud– Data migration– Integration with other information systems– Customization: Tailoring CRM to your business– Business Intelligence: Turning the information in your CRM into actionable

analytics– Training: Customized classes and training materials

• Support– Formalized support contracts and case resolution

CRM Software Services