2. @CRMUG Agenda 8:30 - 9:00am Registration & Networking 9:00 - 9:20am Introductions 9:20 - 10:00am Member Showcase - CSX (Mike Martin) 10:00 - 10:15am Break 10:15 - 10:30am Chapter Business/Summit Review/Next Meeting 10:30 - 11:00am Educational Topic: CRM Rules, David Carr 11:00 - 11:30am Educational Topic: Polaris/Orion - Chris Cognetta 11:30 - 11:45am Roundtable: Getting Value from Collaborate 11:45 – 12:00pm Wrap Up

3. @CRMUG About CRMUG Founded in 2007 Officially recognized by Microsoft The largest, independent group for Users of Microsoft Dynamics CRM 2,600+ company members CRM Users VARs Microsoft ISVs

4. @CRMUG What Regional Chapters Do Share Learn Connect

5. @CRMUG Getting to know you better Introductions Name Company (describe Company/Industry) Your role in the company What do you hope to accomplish by attending this and future meetings?

6. @CRMUG Michael Martin MEMBER SHOWCASE

7. CRMUG Collaborate NEW Private Online Community for CRMUG Members http://Community.crmug.com Join NOW and see what everyone is talking about!

8. CRMUG Upcoming Events

9. @CRMUG December Webinars WebinarDatePremium /Open CRMUG Collaborate - Orientation and Best Practice Discussion (Dec 2012) Dec 5Open CRMUG Partner Showcase: AssureSign LLC (Dec 2012) Dec 5Open CRMUG SIG: CRM Online (User Adoption Best Practices) Dec 6Open CRMUG SIG: Public Sector - Education (Dec 2012) Dec 6Open CRMUG Summit 2012 Encore - Everything you wanted to know about ADFS Dec 11Premium Only CRMUG Partner Showcase: InsideView (Dec 2012) Dec 12Open CRMUG SIG: Public Sector - Government (Dec 2012) Dec 13Open CRMUG Summit 2012 Encore - Upgrading Complex Systems to CRM 2011 Dec 18Premium Only CRMUG User Group Information and Orientation (Dec 2012) Dec 18Open

10. @CRMUG January Webinars WebinarDatePremium /Open CRMUG Summit 2012 Encore - Making CRM Dashboards Relevant for Anyone Jan 9 Premium Only CRMUG Summit 2012 Encore – 50 Tips in 50 Minutes (Jan 2013) Jan 10 Premium Only CRMUG Summit 2012 Encore - Road Warrior: Using CRM on the Road Jan 22 Open CRMUG SIG: CRM Admin & IT Support (Using Connections in CRM 2011) Jan 2013 Jan 23 Open CRMUG User Group Information and Orientation (Jan 2013) Jan 29 Open CRMUG Summit 2012 Encore - Taming the Beast of CRM Security Jan 29 Premium Only

11. @CRMUG CRMUG Summit 2012 EducationGrowthCommunity

12. @CRMUG Education “Acceleration”

13. @CRMUG Growth “Acceleration” Quick Facts:  Approaching 2,700 unique Org’s – ~6,500 unique contacts  91% are user or customer members of CRM  Still Scratchin’ the Surface!

14. @CRMUG CRMUG Summit Facts…  91 sessions were held  Registrations reached 353 (40% growth)  Over 120 attendees spent time in Microsoft Conduit Sessions  Speakers Led the Charge with “Value” – 9 CRM MVP’s spoke at CRMUG Summit 2012 – Subject Matter Experts (SME’s) from Customer and Partner Org’s presented!

15. @CRMUG Some Summit Pics

16. @CRMUG  Academy Distance Learning (E-Learning) – Instructor-Led Training At Your Desk  Academy CBT(computer-based training) – Thousands of Titles Anytime, Anywhere – PMP and Microsoft Certifications CRMUG Premium Members receive nearly 700 titles FREE  Academy Onsite Courses (Summit/Convergence) For more information visit http://crmugAcademy.com http://crmugAcademy.com CRMUG Premium Members receive discounts on all training

17. @CRMUG CRMUG Memberships  Join NOW! – Basic or Preview Membership – Premium Membership (per organization) Small Business Small Business, $400/yr for 1-9 MS CRM licenses Mid Market Mid Market, $700/yr for 10-99 MS CRM licenses Enterprise Enterprise, $1,200/yr for 100+ MS CRM licenses Go to http://www.crmug.com/join-crmug for a complete list of membership benefitshttp://www.crmug.com/join-crmug Free

18. @CRMUG Primary Contact Also Available Online Is your company’s Primary Contact receiving & sharing their copy? Also Available Online http://www.crmug.com/member- resources/magazine/ Basic Members - receive 1 copy per company Premium Members - receive up to 3 copies per company

19. @CRMUG Leadership Committee? Would you like to serve on your chapter’s Leadership Committee? Ask your Chapter Chairperson for more information or contact Mary@crmug.com Mary@crmug.com

20. @CRMUG Next Meeting Meeting Date, Location & Presenters – 2013 Quarterly Meeting Date – 1 st Quarter (Feb 7) – Convergence (Mar 18) – 2 nd Quarter (May 9) – 3 rd Quarter (Sep 12) – Summit (Oct 21-25) – 4 th Quarter (Dec 12) – Location Customer site? Microsoft office? – Presenters Member Showcase Educational Session Topics Roundtable Topics ISV Solution Convergence 2013, New Orleans, LA March 18-21 Summit 2013, Tampa, FL October 21-25 Convergence 2013, New Orleans, LA March 18-21 Summit 2013, Tampa, FL October 21-25

21. @CRMUG Additional Questions/Comments Tony Stein Tony Stein, CRMUG Director Tony@CRMUG.com 877-324-8880 x1449 Mary Berens Mary Berens, CRMUG Program Coordinator Mary@CRMUG.com 877-324-8880 x1495 www.crmug.com

22. @CRMUG CRM RULES DAVID CARR Educational Presentation

23. @CRMUG POLARIS & ORION CHRIS COGNETTA, TRIBRIDGE Educational Presentation

24. @CRMUG GETTING VALUE FROM CRMUG COLLABORATE Roundtable Discussion

25. @CRMUG Start Collaborating Today! 1. Sign in and update your Profile & Privacy settings. 2. Join your Regional Chapter community. 3. Start a conversation. Post a discussion in the All Members community. 4. Start Networking! Use the Directory to find and connect with other members. http://community.CRMUG.com Use your CRMUG.com Windows Live ID

27. @CRMUG WRAP UP

28. @CRMUG Next Meeting Meeting Date, Location & Presenters – 2013 Quarterly Meeting Date – 1 st Quarter (Feb 7) – Convergence (Mar 18) – 2 nd Quarter (May 9) – 3 rd Quarter (Sep 12) – Summit (Oct 21-25) – 4 th Quarter (Dec 12) – Location Customer site? Microsoft office? – Presenters Member Showcase Educational Session Topics Roundtable Topics ISV Solution Convergence 2013, New Orleans, LA March 18-21 Summit 2013, Tampa, FL October 21-25 Convergence 2013, New Orleans, LA March 18-21 Summit 2013, Tampa, FL October 21-25

29. @CRMUG SEE YOU NEXT TIME

30. @CRMUG EXTRA CONTENT IF TIME

31. @CRMUG ROUNDTABLE DISCUSSIONS

32. @CRMUG Sales Roundtable Discussion by Role Sales  What is the process to move a lead from prospect to customer at your firm?  What have you done to ensure sales activity is being recorded in CRM?  Have you deployed CRM in a mobile environment? What were the lessons learned?  What is your process to turn a quote to an order?

33. @CRMUG Marketing Roundtable Discussion by Role Marketing  Are you using a third party add on product to leverage advanced marketing?  Are you using the Microsoft offering for analytics? If so, what are the lessons learned?  Explain an effective campaign you have managed in CRM?  What’s your process for managing duplicate data?  What are your best practices regarding creating and managing workflow?

34. @CRMUG CRM Admin/Support Roundtable Discussion by Role CRM Admin/Support  What are your most frequently asked questions from users? And how do you provide training in those areas?  What are your best practices around user security?  How do you prepare and plan for an upgrade?  What challenges and successes have you had in selling CRM internally?

35. @CRMUG IT Support Roundtable Discussion by Role IT Support  Are you currently running online or on premise? Are you considering changing? If so, what factors into your decision?  What tools are you using to integrate data to other data sources?  What are your best practices regarding data integration?  What’s the worst mistake you have made in your CRM implementation?