CHANGE THINGS YOUR WAY May 30, 2006 Sales Force Automation Koen Pellegrims

- slide 2 June 4, 2015 What CEOs want: the Real-Time Enterprise (RTE) “The RTE creates competitive advantage by using up-to-date information to progressively remove delays in managing and executing its critical detection, reporting, decision-making and response business processes” The RTE requires an agile process and strategy integration between all the business operations! Agility requires: Awareness: “Knowing what is going on” (The Right Information) Flexibility: “Confronting expected change” (The Right Options) Productivity: “Executing well Day to Day” (The Right Processes) Adaptability: “Confronting unexpected change” (The Right Reactions)

- slide 3 June 4, 2015 Secure and Well-Managed Infrastructure Collaboration Risk Management & Governance Business Application integration The 4 propositions we bring to the market

CHANGE THINGS YOUR WAY May 30, 2006 Customer Relationship Management

- slide 5 June 4, 2015 Customer Relationship Management Combination of sales, marketing and service management Managing customer contacts and customer contacts Follow-up on opportunities and offers Analyse customer behaviour Create, launch and analyse marketing campaigns Service handling (complaints, support, maintenance,…) Central information management across the enterprise

CHANGE THINGS YOUR WAY May 30, 2006 Microsoft CRM

- slide 7 June 4, 2015 Key Benefits Of Microsoft CRM Works the Way You Do It’s the easiest and most natural way for your people to use CRM Works the Way Your Business Does It can be tailored to exactly fit each business Works the Way Technology Should It’s fast, flexible, and affordable

- slide 8 June 4, 2015 Track activities with a single click. Works the way you do Native Microsoft Outlook Folders and Command Bar Automatic calendar, contact, task and synchronization Quick views of relevant information Drive sales and marketing right from Outlook. Share views across your team.

- slide 9 June 4, 2015 New Lead Received Existing Account? Create Account Create Opportunity Assign to Telesales Alert Sales Rep Y N Works the Way Your Business Does Powerful reporting via SQL Reporting Services Take data into Excel while maintaining a live data link Secure, role-based access to all tasks and data Create workflow based on standard and custom entities Evaluate conditions and actions across systems

- slide 10 June 4, 2015 Standard technology Integration and extensibility Flexible deployment Works the Way Technology Should Use Outlook, browser, or mobile device Deploy as on-premise or hosted solution Relies on common IT tools and skills Office, SQL Server, Visual Studio, XML … Native Web services architecture Connect multiple systems in real-time

- slide 11 June 4, 2015 Outlook Client Flexibility Desktop Client Laptop Client Sync Outlook data Yes Multi-User enabled YesNo Offline Support NoYes Software Components Outlook Add-in MSDE Easy deployment Yes

CHANGE THINGS YOUR WAY May 30, 2006 Enabling the mobile worker

- slide 13 June 4, 2015 Microsoft CRM Server Microsoft CRM Mobile Server Wireless LAN USB Cradle Disconnected GPRS, EDGE, UMTS,HSDPA,… Enabling the Mobile Worker Filtered cached local data Accounts Contacts Activities Opportunities Secure instant data access

- slide 14 June 4, 2015 Organize your day Plan daily schedules, update tasks, appointments Interact with customers and clients Dial customers directly from device Latest information Move opportunities forward Record progress, convert orders, trigger workflows Plan follow up activities Remain flexible with customers Mobile worker – core scenarios

- slide 15 June 4, 2015 Mobile clients comparison CRM Mobile CRM Mobile Express Data Access Online or OfflineOnline FunctionSales Force Automation Full CRM functionality (including Sales, Marketing, Customer Services, custom functions) Customization Ability Field-only within Accounts, Contacts and Opportunities Full field, standard and custom entities; source code available Mobile Devices Supported Microsoft Windows Mobile Pocket PC Microsoft Windows Mobile Smartphone Palm-powered Handheld RIM Blackberry Any Mobile Web Device* SupportSupported by Microsoft Available through Microsoft Partners Languages supported English, French, German, Spanish All supported Microsoft CRM languages

- slide 16 June 4, 2015 CRM Mobile - Device requirements Operating System Pocket PC 2003 Pocket PC 2003 Second Ed Pocket PC 2005 with or without radio SQL Mobile Edition 3.0 High DPI support (320 x 240 minimum) Portrait, Landscape enabled QWERTY Keyboard support.NET Compact Framework 2.0

- slide 17 June 4, 2015 CRM Mobile Express Real-time access to all Microsoft CRM functionality on any mobile device Real-time Access Provides connected real-time access to CRM functionality and customizations Fully Customizable Access to all CRM standard and customized entities; full access to web-based source code Device Independent Works with any Microsoft Windows Mobile device, Palm-powered handhelds, RIM Blackberry devices, and other devices

- slide 18 June 4, 2015 Forms/views customisation Customize activities Define views Modify forms Extend attributes Support of new CRM 3.0 constructs like Roles and Relationships Subscriptions enhanced to support Relationships Familiar CRM 3.0 desktop look and feel

CHANGE THINGS YOUR WAY May 30, 2006 Questions? And answers!