Customer Relationship Management Jumpstart

Quilogy Dynamics ® CRM Online It’s as simple as One-Two-Three

02.05.2009

Planning, Installation and Configurationo Deploymentso System Upgradeso Process Alignmentso Custom Report Designo Requirements Gatheringo Quilogy Preparedness Assessmento Quilogy CRM JumpStart

CRM

Data Migration and Cleansingo Strategic Planningo Database Design and Performance Optimizationo Data Mappingo Extract, Clean, De-Dupe and Import Existing Data

User Adoption and Trainingo Executive Sponsorshipo User Interviewso Application Designo Common CRM Languageo Quilogy CRM Productivity Packageso Customized Training

Integrationo Provide Key System Data to Sales,

Marketing and Customer Serviceo ERP Systemso E-Commerce Systemso Scribeo SharePoint and Business Intelligenceo Outlook

National practice Dedicated to Dynamics CRM

10 Full Time Dynamics CRM Consultants including Master Certified Developers

Team Leadership combined 30 + years of CRM Experience

Over 150 successful client engagements from 5 to 850 seats

Vertical Experience in Manufacturing, Financial Services, Health Care and Public Sector

Longevity, Experience and Innovation

Quilogy Platform for Successful CRM Deployments

Effective Decisions

Integration Strategies

Demographic Data Elements

Business Process Alignment

Strategy Development and Planning,

Microsoft Dynamics CRM™

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Dynamics CRM Sales Stack


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Works the WayWorks the WayYou DoYou Do

Works the WayWorks the WayYou DoYou Do

Native Outlook Native Outlook ExperienceExperience

Works the WayWorks the WayYour Business DoesYour Business Does

Works the WayWorks the WayYour Business DoesYour Business Does

TailoredTailored To To Exactly FitExactly Fit

Fast, Fast, Flexible, & Flexible, & AffordableAffordable

Works the WayWorks the WayTechnology ShouldTechnology Should

Works the WayWorks the WayTechnology ShouldTechnology Should

Sales

MarketingService

Why Microsoft Dynamics CRM?Why Microsoft Dynamics CRM?


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Microsoft Dynamics CRM Suite

Full CRM suite capabilities and application flexibility-Interactions-Marketing-Sales-Service-xRM-Business Process-SOA-Flexible Deployment


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Rapid implementationRapid implementation

AnywhereAnywhere--accessaccess

Rich customizationRich customization

CRM Online

Control & ownershipControl & ownership

Strategic capabilitiesStrategic capabilities

Advanced integrationAdvanced integration

On-Premise PartnerHosted

Outsourced ITOutsourced IT

Industry / Vertical Industry / Vertical configurationconfiguration

Packaged solutionsPackaged solutions

The Power of Choice


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•• Over Over 16,000 customers16,000 customers

from small to enterprisefrom small to enterprise

•• Over Over 750,000 users750,000 users in more in more

than 80 countriesthan 80 countries

•• Global network Global network of software of software

and services partnersand services partners

•• FastFast. . FlexibleFlexible. . AffordableAffordable

•• Full CRM suite Full CRM suite of marketing, of marketing,

sales, and servicesales, and service

•• Native Office Native Office experienceexperience

for rapid adoptionfor rapid adoption

•• MultiMulti--language language with more with more

than 40 languagesthan 40 languages

•• Advanced Advanced SOA / Web SOA / Web

services services architecturearchitecture

Microsoft Dynamics CRM at a Glance


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Perspectives on Dynamics CRM

Record-Centric Customer Service Solutions, Q4, 2008

The Forrester Wave™: Enterprise CRM Suites, Q3 2008by William Band

The Forrester Wave™: Midmarket CRM Suites, Q3 2008by Pete Marston

Multichannel Sales Force Management Software, Q4 20 08

Direct Sales Force Management Software, Q4 2008

“Microsoft Dynamics CRM is a Leader in SFA. ... An added bonus is that the solution deploys quickly, giving buyers afast time-to-value . Its low license and subscription costs make it an attractive sales application for enterprise and midmarket firms that are highly cost-sensitive.”

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MC

RM

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uite

Sal

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ales

Aut

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ion

Aut

omat

ion

Ser

vice

Ser

vice

Aut

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The Forrester Wave™: Sales Force Management, Q4 2008by Pete Marston

“Microsoft Dynamics CRM shines by offering flexibility to enterprise buyers. Its strategy for growth is to offer buyers a choice of both on-premise and SaaSservice deployment, a flexible user interface, a choice of payment options, and a strong partner community.”

“Buyer interest in Microsoft Dynamics CRM is high in the SMB market and is growing in the enterprise segment. Deployment options include on-premise, SaaS, hosted, or hybrid.”

The Forrester Wave™: Customer Service Software Solutions, Q4 2008by Natalie L. Petouhoff, Ph.D.


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Demonstration of Dynamics CRM 4.0 Online

CRM VALUE PROPOSITION

Quilogy Dynamics ® CRM Online - It’s as simple as One-Two-Three

• Smaller deployments who are first time users of a structured CRM process and application

• Larger organization who would like to bring up a very quick yet focused deployment of Dynamics CRM for a pilot group of users

Get Started Now

• Organizations who currently have CRM like functionality being used internally within their firm although it may be in many forms, Outlook, Excel, Access or individual user tools like ACT

Quilogy CRM Jumpstart

• Complete Business Requirements / Business Process Engineering and Development

• Solution Design• Application Integration

Identification and Discussion

• Custom Workflow Development, Data Migration, Infrastructure / Network Audits

• Testing, Application Training, Go Live, Support

Premier Integration Strategy

Get Started NowPlanning / Configuration / Training and Support

This option would cover those small deployments who are first time users of a structured CRM process and application.

The second group is a larger organization who would like to bring up a very quick yet focused deployment of Dynamics CRM for a pilot group of users.

Planning

Configuration

Training and Support

Quilogy CRM Jumpstart

This option is designed for the clients who currently have CRM like functionality being used internally within their firm although it may be in many forms:

�Outlook�Excel�Access �or individual user tools like ACT

This is also for the firm that may have deployed a CRM solution in the past and achieved less than the desired result.

This option can also be used in conjunction with a separate more complete business requirements and business process review that would build a multi phase project deployment provide a strong solid foundation for the client to build a long term strategy.

Premier Integration Strategy

� For clients that already use a CRM solution but simply need more

� Clients with a high degree of business process integration

� Those who need additional business application integration

Complete Business Requirements / Business Process Engineering and Development

Interviews• Key Business Executives• Middle Management• Front Line Users• IT

Gap Analysis between out of the box functionality and business requirements

Strategy discussion between third party tools and custom development based on requirements

Solution Design Business Application Integration

Custom Workflow Development

Complete Data Migration

Infrastructure / Network Audits

Application Testing Application Training Go Live

Support

Elements of this Premier Integration Strategy can include: