Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Convergence 2012 Recap

April 24 2012

Convergence 2012 RecapA World of OpportunityApril 24, 2012

Welcome! Important Web Seminar Notesp

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2

Introduction

John AnnunziatoSenior Consultant215.648.3102John.Annunziato@mcgladrey.com

3

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/

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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 John.Annunziato@mcgladrey.com

facebook.com/McGladreyTBS

twitter com/McGladreyTech

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twitter.com/McGladreyTechtwitter.com/McGladreyCRM

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