VI-106: Company Wide Connect for Microsoft Outlook

May 16, 2011

Presented byJJ Brantingham, Sebesta Blomberg

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Agenda Who we are Why we chose Microsoft Connect for Outlook Approach Implementation Challenges Wins Future

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Key Takeaways Why to consider Connect for Microsoft Outlook (CMO) What CMO does well Who should use CMO How else you can use CMO

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Sebesta Blomberg200 person, employee owned engineering firm, with 9 offices around the country.

Vision customer since 2005, using almost every module

Partner and CIO at Sebesta Blomberg. 15 years with the company.

JJ Brantingham

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Why We Chose Connect for Microsoft Outlook

CRM needed to improve• Stale data

• Limited national client coordination

• Basic pipeline

The Connect platform• Can be more than just CRM

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What CMO Offers It puts CRM data in the ideal place.

• Users don’t want to spend extra time in Vision.

It’s simply collaborative.• You don’t need to go to another system or portal.

Allows you to do more with your Vision data, beyond CRM.

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Who should use CMO For which employees should you be considering CMO?

• Seller-Doers• BD• Employees touching the client• Consider what else you could do with CMO.

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Our Approach Started with our BD Champion

Started with Simple sync rules and built the employee up from there Identified the basic functionality our next largest group of employees would want Started identifying and planning additional functionality

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Our Implementation We Packaged the Deployment, to largely automate the install and eliminate

administrative rights requirements. Our BD group only required a brief one-on-one tutorial. Surprisingly easy if your employees are familiar with CRM as it exists today.

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Our Challenges Sync failures Reinstalls Setting expectations.

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Our Wins Outlook, Outlook, Outlook Search Offline More information – less Vision Application

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Platform Flexibility Custom Fields Custom Filters Workflows Form Layout Form Logic

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Our Customization

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Future Considerations

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Strongly consider what else you can do with CMO. What information is difficult for employees to either Access or Maintain? What decision-making can you provide to employees? What processes can be streamlined or improved? What processes are ignored to day?

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Our Next Projects

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Estimating in Opportunities More project information Scheduling information from Project Planning

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Deltek’s Future

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Timesheet?

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Conclusion

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Start today so you’re ready for tomorrow.

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Call to Action

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JJ@Sebesta.com Suggestions for other sessions at Insight:

VI-211 - Harvesting CRM Information to Improve Business Development VI-210 - Vision Marketing Roundtable VI-117 - CRM for Project Managers: Why Should You Care? VI-212 - Power Users’ Panel: Ask the Experts!

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