1:30 – 1:45 pm

Introduction to CRM

What is CRM? How can it make my company more competitive, service my customers’ needs and support my sales process? In this short 15 minute time slot we will introduce CRM 2015 and its core 3 modules Sales, Marketing, and Customer Service. We’ll explain how they are integrated together to support your business objectives and why CRM is now considered by many to be a business requirement in the modern day company.

Jim Heaton – President

1:45 – 2:00 pm

Top 10 must have features in Dynamics CRM 2015

Every year Microsoft releases over 100 new enhancements with each new version of Dynamics CRM. Let’s check out the top 10 ‘must have’ features that 2015 has to offer.

–       Enhanced Business Processes

–       Enhanced Mobile Sales

–       Enhanced Business Rules

–       Search

–       Security Enhancements

–       SLA Enhancements

–       Field Calculations and Roll ups

–       Hierarchy Visualizations

–       Centralized Administration

–       Outlook and Sync Enhancements

–       Campaign Management Console

Ed Michitsch – Application Consultant

2:00 – 2:10 pm

Technical Requirements

Hopefully your starting to wonder; ‘What does it take to get up and running?’ so we’ll cover off the infrastructure requirements, software and hardware as well as different options for deployment

Trevor Reid – Technical Consultant

2:10 – 2:20 pm

Reasons Why, Cost and Next Steps

If we’ve convinced you to upgrade you might need a list of reasons why, a cost/benefit analysis or the next steps. We’ll provide the presentation materials for you to take back to the owners.

Remember if you’re an existing customer your customer care package allows you upgrade every 3 years so you may want to get the process started for the fall.

Dave Barsanti – Account Manager