Microsoft Dynamics CRM 2013/2015

Agenda

About Ferrum Consulting

Dynamics CRM vs. SFDC
Sale Force Automation
Customer Care
Marketing

About Ferrum Consul/ng

Led 100s of Enterprise-Scale Projects Globally (including
CRM, SharePoint, .NET development & Infrastructure)
Early 2014 - Assembled Best Consultants/Firms NaQonwide
Assist Companies with
Project EvaluaQon and SelecQon
Finding a Consultant for Sta-AugmentaQon or Short-
Term Project
Select Service is Free Review and Partner Feedback CriQcal

Dynamics CRM vs. SFDC

Market smarter

SALES AUTOMATION
SELL MORE | WIN FASTER | DRIVE RESULTS

 Connected, empowered sales

CRM anywhere
Access criQcal business informaQon on the go

Outcome driven experience

Drive best pracQces across your organizaQon with process guidance

Team selling
Tap into your internal network of experts

Social insights
Create experiences that are targeted, personal, and valuable

Sales analyQcs
Increase visibility into the business and improve decision making

People-rst design

New navigaQon opQmized for
analysis, search and engagement
Customer 360 gives you a complete
and transparent view of your
customers and your interacQons
Everything you need at your
ngerQps no app ipping, no pop-
ups making it easy for everyone in
your organizaQon to adopt

Personal experience

Develop relevant insights with
real-Qme account data, news,
social acQvity and connecQons at
your ngerQps
Engage in social conversaQons
within the context of your
business, nd experts to
collaborate on deals, generate
referrals and introducQons.

Enhance Selling Process

Branched Logic for more complex
sales processes
Simplied Cross-sell/Up-sell
opportuniQes
Improvements to bundling and
tailored price lists

Delivering passion and cra?smanship

in bo`les, cans, and kegs

Objectives

Tactics

Results

New Belgium has always been on the

cueng edge of its industry, constantly
innovaQng and willing to take risks.
Technology has played a criQcal role in
the companys growth and success, from
its state-of-the-art brewing equipment,
to its wastewater treatment faciliQes, to
the informaQon systems that run the
business.

The company relies on Microsog

Dynamics business soluQons to keep
the business running smoothly, using
Microsog Dynamics CRM for sales force
automaQon and Microsog Dynamics AX
for enterprise resource planning (ERP)
funcQons, including producQon and
supply chain management.

From ordering hops and yeast

to planning brewing schedules
to distribuQng kegs to local bars,
Microsog Dynamics helps New
Belgium keep customers happy
and stay true to its guiding
principles of good beer and
corporate responsibility.

Whether its a brewer in the brew house, or a sales person in another state, or a customer trying to
get informaQon from our website or a beer app on their phonethats really enabled us to extend that
experience both internally and externally.

Travis Morrison, IT Director, New Belgium Brewing Company

CARE EVERYWHERE
EARN LOYALTY | EMPOWER AGENTS |
DRIVE RESOLUTION

MulQ-channel service
Seamless mulQ-channel experiences
across web, social, mobile and chat.
Consistent and contextual interacQons no
ma`er what channel the customer
chooses.
ProacQve Chat experience
EasyAnswer maximizes self-service
success by recommending arQcles before
case submission.

Unied Service Desk

Reduce agent eort with a single
applicaQon to handle all service
interacQons in a single place.
Congure (not code) and easily integrate
with disparate systems.
Increase agent eecQveness with call
scripQng and the process driven user
experience.

Enterprise case management

Provide consistent, great service with best-
in-class case management capabiliQes.
Portable Business Logic and workow
ensure consistency across devices.
Dene and manage dierenQated levels of
customer service with enQtlements and
SLAs.

Market smarter

MARKET SMARTER
ENGAGE CUSTOMERS | BUILD PIPELINE |
DEMONSTRATE IMPACT

Versatile Email Campaign Management

Programmatic &
Manageability
API Driven: Email triggered from
external system and tracked
Easy Management: Less overhead
for maintaining multiple messages

Scale

Personalized
Dynamic Content : Highly
Personalized message per recipient

Send millions of emails/customer

Cross Campaign Controls to prevent
email fatigue

Personal, measurable markeQng

Visual campaign design console
Drag-n-drop, mulQ-stage, mulQ-channel campaigns

Lead management & scoring

Score prospect engagement and pass leads automaQcally

Sales force automaQon connector

Pre-built, easy-to-use integraQon passes leads quickly

MarkeQng resource management

Unify your team around the strategy and capture costs

MarkeQng analyQcs
Dashboards, reports, and Excel PowerView measure ROI

USER
EXPERIENCES
EDGE

Navigation

EXPERIENCES THAT ARE MODERN,

SEAMLESS AND DELIGHT USERS

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Q&A