Convergence 2012 Recap
April 24 2012
Convergence 2012 RecapA World of OpportunityApril 24, 2012
Welcome! Important Web Seminar Notesp
We have automatically muted the line. During the presentation, all participants will be in listen-only mode
Please turn off all webcams Following the presentation we’ll have a Q&A session. g p Q
Submit questions via the Q&A feature. Simply select the Q&A window, type your question into the dialog box, and click the “Ask” button
The slides and recording of this call will be sent to attendees for today’s program
Having technical difficulties? g- Call 800.374.1852 or - E-mail [email protected]
For audio help, please call 1.800-374.2441o aud o e p, p ease ca 800 3
2
Agenda
SocialCRM CRM Quarter 2 Update Late Breaking News Promotions
SocialCRM:Wh t i S i l? Wh h ld I ?What is Social? Why should I care?
Rapid Technology Change
Our Social Narrative
WHAT IS SOCIAL?
OUROUR APPROACH
Social Plays a Role in Every Customer-Facing Communicationg
Goals & OptionsH i ht I S i l i CRM t t ?How might I use Social in my CRM strategy?
External CommunitiesTechnology option Goals
Microsoft Outlook®
Social Connector
Add new connections Get single view of social interactions Get a feed of interactions in context of your communications (EmailSocial Connector Get a feed of interactions in context of your communications (Email,
Meeting requests)
Twitter Analytics & Twitter Gadget
Analyze your company’s Twitter presence Understand Tweets and Tweeters Correlate events and reactions M it T itt f d f d hb d
Research your customer’s social newsMicrosoft FUSE labs
& tte Gadget Monitor Twitter feeds from your dashboards
Internal Communities Team collaboration on business objects (e.g. opportunities) Knowledge sharing Staying on top of important changes/happenings in the business process Getting alerted when not in-context Enabling team members to follow what’s important Integrate Social with internal apps
Microsoft Dynamics CRM Activity Feeds
Integrate Social with internal apps
Partner Solutions
ClickDimensions Vibe (Sonoma
Partners) Pulse (Neudesic)
InsideView Parrot (Webfortis) CoTweet (ExactTarget) CoTweet (ExactTarget)
RoadmapL ki d th dLooking down the road…
Social “Looking Glass”
Listen to social conversations on Twitter and Facebook
Seamless blending ofSeamless blending of social channels with existing service management processesmanagement processes
Make social interactions actionable in Microsoft D i CRMDynamics CRM
Cross-channel analytics
Conclusion
Social CRM: strategy before executiongy Define strategies for internal vs. external
communities Microsoft has, and will continue to invest in Social
CRM Q2 UpdateN biliti f Mi ft D i CRM d li dNew capabilities for Microsoft Dynamics CRM are delivered throughout the year
CRM Anywhere
Groundbreaking Mobility
New cloud-based, cross-Dynamics CRM Mobile
,platform native mobile clients for:
• Windows Phone 7.5• iPad• iPad• iPhone• Android• Blackberry
Activity Feed Enhancements
Cross Browser Support
S f i i Safari running on
Mac or iPad
Firefox running on
PC or Mac
Ch i Chrome running on
PC
Enterprise Cloud
Enhanced Disaster Recovery
Enterprise Scalability User and Data
Security
Enhancements
Business Intelligence g(BI) Insights with Power ViewSt li d “R d Streamlined “Read Optimized” Forms
Improved PortalImproved Portal Framework
Custom Workflow A ti iti (CRMActivities (CRM Online)
Industry TemplatesIndustry Templates
DEMO
Late Breaking NewsM k ti A t ti S l tiMarketing Automation Solutions
Silverpop Acquires CoreMotives
Only marketing y gtechnology provider offering advanced email marketing andemail marketing and marketing automation solutions
More than 2 million Microsoft Dynamics CRM users worldwideCRM users worldwide
Engage platform
PromotionsO t b 1st 2011 J 30th 2012October 1st , 2011 – June 30th , 2012
Dynamics CRM Promotions
Microsoft Dynamics CRM 2011 5 for 4 Employee Self
The Big Easy Offer 8 (CRM) allows customers to earn2011 5 for 4 Employee Self
Service (ESS) CAL Offer (CRM) For a limited time, eligible customers can purchase 5 ESS licenses (License + Software Assurance SKUs only)
allows customers to earn subsidy payouts on qualifying sales that they can apply towards future purchases of Microsoft software licenses and associated services from theirSoftware Assurance SKUs only)
for the price of 4 similar SKUs. Priced at only 10% of full CAL pricing, ESS CAL offers great value to organizations. The
associated services from their eligible Microsoft partner of choice. Offer valid: March 5, 2012 – June 30, 2012
gpricing reflects a 20% discount regular ESS SKU pricing. Offer valid: October 1, 2011 – June 30, 2012
Non-Profit Solution for Microsoft Dynamics CRM (CRM) Qualified non-profit organizations can obtain Mi ft D i CRM O liMicrosoft Dynamics CRM Online for USD $9.99 per user per month. Offer valid: Anytime
Save the Date
Convergence 2013March 18-21
New Orleans, LA
http://www microsoft com/dynamics/convergence/neworleans13/http://www.microsoft.com/dynamics/convergence/neworleans13/
27
Q & A
• Submit questions via the Q&A feature. Simply select q p ythe Q&A window, type your question into the dialog box, and click the “Ask” button
• The slides and recording of this call will be sent toThe slides and recording of this call will be sent to attendees for today’s program
John Annunziato215.648.3102 [email protected]
facebook.com/McGladreyTBS
twitter com/McGladreyTech
28
twitter.com/McGladreyTechtwitter.com/McGladreyCRM
McGladrey is the brand under which McGladrey & Pullen LLP serves clients’ business needsMcGladrey is the brand under which McGladrey & Pullen, LLP serves clients business needs.
McGladrey & Pullen, LLP is the U.S. member of the RSM International (“RSMI”) network of independent accounting, tax and consulting firms. The member firms of RSMI collaborate to provide services to global clients, but are separate and distinct legal entities which cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party.
McGladrey, the McGladrey signatures, The McGladrey Classic logo, The power of being understood, Power comes from being understood and Experience the power of being understood are trademarks of McGladrey & Pullen LLPfrom being understood and Experience the power of being understood are trademarks of McGladrey & Pullen, LLP.
© 2012 McGladrey & Pullen, LLP. All Rights Reserved.