CINCOM ACQUIRE KNOWLEDGE-BASED SELLING PLATFORM CONFIDENTIAL | UNDER NON-DISCLOSURE WIN MORE BUSINESS. OPERATE EFFICIENTLY. DELIVER AS PROMISED CINCOM ACQUIRE CONFIGURE, PRICE, QUOTE (CPQ) Duane Napier Acquire Business Development Manager ACQUIRE.CINCOM.COM CRMUG XRM Capabilities of Microsoft Dynamics CRM 2013 Global ISV

CINCOM ACQUIRE KNOWLEDGE-BASED SELLING PLATFORM CONFIDENTIAL | UNDER NON-DISCLOSURE WHAT IS XRM? XRM

CINCOM ACQUIRE KNOWLEDGE-BASED SELLING PLATFORM CONFIDENTIAL | UNDER NON-DISCLOSURE WHAT IS XRM? 1.The “x” can stand for extended, as in eXtended Relationship Management 2.The “x” can be a variable, and means “anything” Relationship Management Examples of extending beyond typical Customer Relationship Management Partner Relationship Management, Constituent Relationship Management, Employee Relationship Management, call center capabilities, animal cage management, resource weekly utilization, insurance quotes, investor\broker management Funny & relevant youtube video: What does the X stand for?

CINCOM ACQUIRE KNOWLEDGE-BASED SELLING PLATFORM CONFIDENTIAL | UNDER NON-DISCLOSURE WHAT IS MEANT BY USING MICROSOFT DYNAMICS CRM AS A PLATFORM? The concept of using CRM as a platform consists of several underlying ideas. 1.Exposing a common set of existing Microsoft Dynamics CRM functionality 2.Build onto or extending the existing functionality 3.Create new functionality 4.Integrate with external systems

CINCOM ACQUIRE KNOWLEDGE-BASED SELLING PLATFORM CONFIDENTIAL | UNDER NON-DISCLOSURE WHY XRM? Why XRM?

CINCOM ACQUIRE KNOWLEDGE-BASED SELLING PLATFORM CONFIDENTIAL | UNDER NON-DISCLOSURE Security & Hierarchy West Region Region Manager CA Sales Manager SOCAL Salesperson NORCAL Salesperson AZ Sales Manager Phoenix Salesperson East Region Region Manager NY Sales Manager Upper State Salesperson NYC Salesperson NJ Sales Manager Cape May Salesperson Corporate Territory Manager

CINCOM ACQUIRE KNOWLEDGE-BASED SELLING PLATFORM CONFIDENTIAL | UNDER NON-DISCLOSURE Creating an entity gives you… DB Tables Forms Views Charts Reports Mobile Offline Web Services Ripple Effect Workflows Business Rules

CINCOM ACQUIRE KNOWLEDGE-BASED SELLING PLATFORM CONFIDENTIAL | UNDER NON-DISCLOSURE CINCOM ACQUIRE for DYNAMICS CRM +Quotation Management +Pricing +Product Catalog +Solution Configuration +Sales Option Management +Drawing Generation +Channel Sales Portal +Specials Processing +Guided Selling / Scripting +Proposal Generation +Integration Accelerators o MS AX o SAP o CAD

CINCOM ACQUIRE KNOWLEDGE-BASED SELLING PLATFORM CONFIDENTIAL | UNDER NON-DISCLOSURE CUSTOMER EXAMPLE

CINCOM ACQUIRE KNOWLEDGE-BASED SELLING PLATFORM CONFIDENTIAL | UNDER NON-DISCLOSURE CINCOM ACQUIRE for DYNAMICS CRM DEMO

CINCOM ACQUIRE KNOWLEDGE-BASED SELLING PLATFORM CONFIDENTIAL | UNDER NON-DISCLOSURE WHAT YOU EXPERIENCED TODAY Cincom’s Acquire product utilized the XRM capabilities of Microsoft Dynamics CRM in the following areas: o Entity creation & modification o Chart creation & modification o View creation & modification o Dashboard usage of existing & new components o Workflows Use on existing entities based on web service integration Tasks s o Web Services ISV User Interface to Push and Pull data ISV Portal to collaborate with external parties

CINCOM ACQUIRE KNOWLEDGE-BASED SELLING PLATFORM CONFIDENTIAL | UNDER NON-DISCLOSURE CONCLUSION Microsoft Dynamics CRM offers many suitable capabilities for many types of applications. Building an XRM application is a highly collaborative process that involves both IT and business users working closely together on a real system. Microsoft Dynamics CRM supports a very agile application development process. The most important thing to consider is that the user will be working with a functional application, and because of that, will be able to provide a very high quality of feedback early in the design stage.

CINCOM ACQUIRE KNOWLEDGE-BASED SELLING PLATFORM CONFIDENTIAL | UNDER NON-DISCLOSURE WIN MORE BUSINESS. OPERATE EFFICIENTLY. DELIVER AS PROMISED CINCOM ACQUIRE CONFIGURE, PRICE, QUOTE (CPQ) Duane Napier Acquire Business Development Manager ACQUIRE.CINCOM.COM CRMUG XRM Capabilities of Microsoft Dynamics CRM 2013 Global ISV