1. explore engage elevate On-Premise vs. Online David J. Buggy Vice President/Partner Beringer Associates, Inc.

2. exploreengageelevate About Beringer Associates Founded in 1993; celebrating 21 years in business Microsoft Gold CRM Certified Solutions Partner 10+ years experience implementing Microsoft CRM Deep levels of experience deploying CRM solutions Offer Full CRM Implementation Expertise Project Planning Implementation Customization Training Post Implementation Support Managed Services Fully Staffed Help Desk/Call Center

3. exploreengageelevate Solutions

4. exploreengageelevate Why businesses are adopting Cloud Computing Increase/Decrease capacity Rollout new applications without investing in infrastructure Transition IT resources to become Business Analysts Reduced IT Administration Typically have most up to date versions Operating Expense (OPEX) vs. Capital Expense (CAPEX) Development is being done on cloud applications High Availability

5. exploreengageelevate Microsoft CRM Deployment Options Microsoft CRM Online Software as a Service Pay per user/month Limited infrastructure requirements Rapid time to value Microsoft CRM On Premise Upfront license purchase w/ ongoing software maintenance costs Infrastructure requirements Full access to SQL database Partner Hosted All the benefits of an on premise deployment without the investment in licensing or infrastructure Enterprise Agreement allows dual rights – Use either Online, On Premise or Both

6. exploreengageelevate Benefits of CRM Online Get new versions faster Microsoft performs version upgrades (server) Backups are performed by Microsoft Datacenter capabilities (Security, redundancy, Etc.) Microsoft has chosen a “could first” strategy New features rolled out to CRM Online first Reduced implementation Costs Integrated with Office 365 InsideView Insights included N/C Social Listening included at N/C PowerBI available

7. exploreengageelevate CRM Online Limitations Not able to freeze a version No direct access to SQL database Limits in data integrations Complex reports can be challenging Reports must be developed using SSRS fetch XML or T-SQL Cannot run reports on a schedule and have results emailed Limit of 200 Workflows Limit of 300 Custom Entities Additional storage costs

8. exploreengageelevate CRM Online Limitations Point-in-time restores not available Poor Internet connectivity will impact use of CRMOL

9. exploreengageelevate Migrating to Microsoft CRM Online Review current customizations for compatibility Address any compatibility issues Upgrade on-premise deployment to version 2015 Determine size of database and size online appropriately Determine if Managed Solutions are in use Migrate customizations Migrate Data Perform testing Adjust custom reports Install 3 rd party applications

10. explore engage elevate Marketing Automation

11. exploreengageelevate Microsoft CRM Marketing Automation Inbuilt Marketing Functionality Microsoft Dynamics Marketing ClickDimensions

12. exploreengageelevate Inbuilt Marketing Functionality Marketing List Management Manage Marketing Preferences Campaign Management Quick Campaigns

13. exploreengageelevate Marketing Lists Organize Leads & Contacts onto target lists Add Contacts Manually (Static) or Automatically (Dynamic) using Workflow Based on profile information Items Quoted/Ordered/Invoiced Subscription Management Direct Marketing Campaigns at targets (Marketing Lists)

14. exploreengageelevate Manage Marketing Preferences Set Marketing permissions on Leads & Contacts Unsubscribe option added to email campaigns Updates CRM Lead or Contact if recipient unsubscribes Adherence to Do No Call

15. exploreengageelevate Campaign Management Centralize information about marketing campaigns Track Costs and Expected ROI Delegate Tasks Track campaign responses

16. exploreengageelevate Quick Campaigns Execute a marketing in a few simple steps Campaign types: Phone calls Email

17. exploreengageelevate Microsoft Dynamics Marketing (MDM) Microsoft Acquired Marketing Pilot in 2013 Standalone Marketing Automation Platform Integrated with Microsoft CRM Key areas of functionality Marketing Resource Management Multichannel Campaigns Lead Management & Scoring Sales Collaboration Social Collaboration Social Marketing Marketing Analytics

18. exploreengageelevate Marketing Execution

19. exploreengageelevate Visual Designer

20. exploreengageelevate Cap Number of Emails

21. exploreengageelevate Plan Media For Campaigns

22. exploreengageelevate Lead Scoring

23. exploreengageelevate Manage Marketing Assets

24. exploreengageelevate Analysis

25. exploreengageelevate Integration with Microsoft CRM

26. exploreengageelevate Cost of Dynamics Marketing Includes 5 GB Storage 50,000 emails/month Additional Product Instances available at $250/month Additional test instances available at $150/month Added storage @ $9.99/GB/month Email marketing messaging available for $50/10,000 messages

27. exploreengageelevate Jesse Granlund Sr. Partner Account Manager ClickDimensions PH: (678) 619-2375 www.clickdimensions.com

28. exploreengageelevate TODAY’S AGENDA A Modern Marketers Profile Value of Integrated Marketing Launching effective nurture campaigns with Microsoft CRM Integrating with your website to drive new leads  Web Tracking  Web Components

29. exploreengageelevate MARKETING 2.0

30. exploreengageelevate Influences IT budget Knows and uses CRM Takes ownership of prospect and customer data Tracks critical points for segmentation Knows value of each lead and can track ROI Closes the gap between sales and marketing by providing usable data Makes dollars and sense of the data THE MODERN MARKETER

31. exploreengageelevate MARKETING AUTOMATION Email Marketing Web TrackingLead ScoringNurture Marketing SMS MessagingCampaign Tracking Form CaptureSurveysLanding PagesSocial Discovery Integrations (GoToWebinar) Training & Support

32. exploreengageelevate NATIVE INSIDE CRM

33. exploreengageelevate TRADITIONAL MARKETER’S TOOLS

34. exploreengageelevate INTEGRATED SOLUTION

35. OutlookCast Emails from Sales Easily send marketing emails using Microsoft Outlook: Click the OutlookCast button to get the marketing list’s unique OutlookCast email address Send your email using the CRM list’s unique email address and even personalize your email. Your recipients will receive a trackable email identical to the one you built using Microsoft Outlook and all tracking results will be available inside CRM.

36. exploreengageelevate WEB TRACKING|DATA MODELING