convergence 2012 recap - rsm us€¦ · convergence 2012 recap april 24 2012 convergence 2012 recap...

29
Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012

Upload: others

Post on 06-Aug-2020

4 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Convergence 2012 Recap

April 24 2012

Convergence 2012 RecapA World of OpportunityApril 24, 2012

Page 2: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Welcome! Important Web Seminar Notesp

We have automatically muted the line. During the presentation, all participants will be in listen-only mode

Please turn off all webcams Following the presentation we’ll have a Q&A session. g p Q

Submit questions via the Q&A feature. Simply select the Q&A window, type your question into the dialog box, and click the “Ask” button

The slides and recording of this call will be sent to attendees for today’s program

Having technical difficulties? g- Call 800.374.1852 or - E-mail [email protected]

For audio help, please call 1.800-374.2441o aud o e p, p ease ca 800 3

2

Page 3: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Introduction

John AnnunziatoSenior [email protected]

3

Page 4: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Agenda

SocialCRM CRM Quarter 2 Update Late Breaking News Promotions

Page 5: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

SocialCRM:Wh t i S i l? Wh h ld I ?What is Social? Why should I care?

Page 6: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Rapid Technology Change

Page 7: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Our Social Narrative

WHAT IS SOCIAL?

OUROUR APPROACH

Page 8: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Social Plays a Role in Every Customer-Facing Communicationg

Page 9: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Goals & OptionsH i ht I S i l i CRM t t ?How might I use Social in my CRM strategy?

Page 10: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

External CommunitiesTechnology option Goals

Microsoft Outlook®

Social Connector

Add new connections Get single view of social interactions Get a feed of interactions in context of your communications (EmailSocial Connector Get a feed of interactions in context of your communications (Email,

Meeting requests)

Twitter Analytics & Twitter Gadget

Analyze your company’s Twitter presence Understand Tweets and Tweeters Correlate events and reactions M it T itt f d f d hb d

Research your customer’s social newsMicrosoft FUSE labs

& tte Gadget Monitor Twitter feeds from your dashboards

Internal Communities Team collaboration on business objects (e.g. opportunities) Knowledge sharing Staying on top of important changes/happenings in the business process Getting alerted when not in-context Enabling team members to follow what’s important Integrate Social with internal apps

Microsoft Dynamics CRM Activity Feeds

Integrate Social with internal apps

Page 11: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Partner Solutions

ClickDimensions Vibe (Sonoma

Partners) Pulse (Neudesic)

InsideView Parrot (Webfortis) CoTweet (ExactTarget) CoTweet (ExactTarget)

Page 12: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

RoadmapL ki d th dLooking down the road…

Page 13: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Social “Looking Glass”

Listen to social conversations on Twitter and Facebook

Seamless blending ofSeamless blending of social channels with existing service management processesmanagement processes

Make social interactions actionable in Microsoft D i CRMDynamics CRM

Cross-channel analytics

Page 14: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Conclusion

Social CRM: strategy before executiongy Define strategies for internal vs. external

communities Microsoft has, and will continue to invest in Social

Page 15: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

CRM Q2 UpdateN biliti f Mi ft D i CRM d li dNew capabilities for Microsoft Dynamics CRM are delivered throughout the year

Page 16: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

CRM Anywhere

Page 17: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Groundbreaking Mobility

New cloud-based, cross-Dynamics CRM Mobile

,platform native mobile clients for:

• Windows Phone 7.5• iPad• iPad• iPhone• Android• Blackberry

Page 18: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Activity Feed Enhancements

Page 19: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Cross Browser Support

S f i i Safari running on

Mac or iPad

Firefox running on

PC or Mac

Ch i Chrome running on

PC

Page 20: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Enterprise Cloud

Enhanced Disaster Recovery

Enterprise Scalability User and Data

Security

Page 21: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Enhancements

Business Intelligence g(BI) Insights with Power ViewSt li d “R d Streamlined “Read Optimized” Forms

Improved PortalImproved Portal Framework

Custom Workflow A ti iti (CRMActivities (CRM Online)

Industry TemplatesIndustry Templates

Page 22: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

DEMO

Page 23: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Late Breaking NewsM k ti A t ti S l tiMarketing Automation Solutions

Page 24: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Silverpop Acquires CoreMotives

Only marketing y gtechnology provider offering advanced email marketing andemail marketing and marketing automation solutions

More than 2 million Microsoft Dynamics CRM users worldwideCRM users worldwide

Engage platform

Page 25: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

PromotionsO t b 1st 2011 J 30th 2012October 1st , 2011 – June 30th , 2012

Page 26: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Dynamics CRM Promotions

Microsoft Dynamics CRM 2011 5 for 4 Employee Self

The Big Easy Offer 8 (CRM) allows customers to earn2011 5 for 4 Employee Self

Service (ESS) CAL Offer (CRM) For a limited time, eligible customers can purchase 5 ESS licenses (License + Software Assurance SKUs only)

allows customers to earn subsidy payouts on qualifying sales that they can apply towards future purchases of Microsoft software licenses and associated services from theirSoftware Assurance SKUs only)

for the price of 4 similar SKUs. Priced at only 10% of full CAL pricing, ESS CAL offers great value to organizations. The

associated services from their eligible Microsoft partner of choice. Offer valid: March 5, 2012 – June 30, 2012

gpricing reflects a 20% discount regular ESS SKU pricing. Offer valid: October 1, 2011 – June 30, 2012

Non-Profit Solution for Microsoft Dynamics CRM (CRM) Qualified non-profit organizations can obtain Mi ft D i CRM O liMicrosoft Dynamics CRM Online for USD $9.99 per user per month. Offer valid: Anytime

Page 27: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Save the Date

Convergence 2013March 18-21

New Orleans, LA

http://www microsoft com/dynamics/convergence/neworleans13/http://www.microsoft.com/dynamics/convergence/neworleans13/

27

Page 28: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

Q & A

• Submit questions via the Q&A feature. Simply select q p ythe Q&A window, type your question into the dialog box, and click the “Ask” button

• The slides and recording of this call will be sent toThe slides and recording of this call will be sent to attendees for today’s program

John Annunziato215.648.3102 [email protected]

facebook.com/McGladreyTBS

twitter com/McGladreyTech

28

twitter.com/McGladreyTechtwitter.com/McGladreyCRM

Page 29: Convergence 2012 Recap - RSM US€¦ · Convergence 2012 Recap April 24 2012 Convergence 2012 Recap A World of Opportunity April 24, 2012. Welcome! Important Web Seminar Notes We

McGladrey is the brand under which McGladrey & Pullen LLP serves clients’ business needsMcGladrey is the brand under which McGladrey & Pullen, LLP serves clients business needs.

McGladrey & Pullen, LLP is the U.S. member of the RSM International (“RSMI”) network of independent accounting, tax and consulting firms. The member firms of RSMI collaborate to provide services to global clients, but are separate and distinct legal entities which cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party.

McGladrey, the McGladrey signatures, The McGladrey Classic logo, The power of being understood, Power comes from being understood and Experience the power of being understood are trademarks of McGladrey & Pullen LLPfrom being understood and Experience the power of being understood are trademarks of McGladrey & Pullen, LLP.

© 2012 McGladrey & Pullen, LLP. All Rights Reserved.