Quilogy Dynamics® CRM Online
It’s as simple as One-Two-Three
02.05.2009

Planning, Installation and Configuration User Adoption and Training
Deployments
o
Executive Sponsorship
o
System Upgrades
o
User Interviews
o
Process Alignments
o
Application Design
o
Custom Report Design
o
Common CRM Language
o
Requirements Gathering
o
Quilogy CRM Productivity Packages
o
Quilogy Preparedness Assessment
o
Customized Training
o
Quilogy CRM JumpStart
o
CRM
Data Migration and Cleansing Integration
Strategic Planning
o Provide Key System Data to Sales,
o
Marketing and Customer Service
Database Design and Performance Optimization
o
ERP Systems
o
Data Mapping
o
E-Commerce Systems
o
Extract, Clean, De-Dupe and Import Existing Data
o
Scribe
o
SharePoint and Business Intelligence
o
Outlook
o

Longevity, Experience and Innovation
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

Quilogy Platform for Successful CRM Deployments
Effective
Decisions
Integration
Strategies
Demographic Data
Elements
Business Process
Alignment
Strategy Development and
Planning,

™
Microsoft Dynamics CRM
™
Dynamics CRM Sales Stack

™
Microsoft Dynamics CRM
™
Why Microsoft Dynamics CRM?
Works the Way Works the Way Works the Way
You Do Your Business Does Technology Should
Fast,
Native Outlook Tailored To
Flexible, &
Experience Exactly Fit
Affordable
Sales
Marketing
Service

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

™
Microsoft Dynamics CRM
™
The Power of Choice
On-Premise Partner CRM Online
Hosted
Outsourced IT
Control & ownership Rapid implementation
Industry / Vertical
Strategic capabilities Anywhere-
Anywhere-access
configuration
Advanced integration Rich customization
Packaged solutions

™
Microsoft Dynamics CRM
™
Microsoft Dynamics CRM at a Glance
Over 16,000 customers
• Full CRM suite of marketing,
•
from small to enterprise sales, and service
Over 750,000 users in more
• Native Office experience
•
than 80 countries for rapid adoption
Global network of software
• Multi-
Multi-language with more
•
and services partners than 40 languages
• Fast. Flexible. Affordable
Fast. Flexible. Advanced SOA / Web
•
services architecture

™
Microsoft Dynamics CRM
™
Perspectives on Dynamics
CRM “Microsoft Dynamics CRM shines by
offering flexibility to enterprise buyers.
The Forrester Wave™: Enterprise CRM Suites, Q3 2008
CRM
Its strategy for growth is to offer buyers a
Suite
by William Band
choice of both on-premise and SaaS
service deployment, a flexible user
interface, a choice of payment options,
The Forrester Wave™: Midmarket CRM Suites, Q3 2008 and a strong partner community.”
by Pete Marston
The Forrester Wave™: Sales Force Management, Q4 2008
“Microsoft Dynamics CRM is a Leader
by Pete Marston
in SFA. ... An added bonus is that the
Automation
solution deploys quickly, giving buyers a
Sales
fast time-to-value. Its low license and
Multichannel Sales Force Management Software, Q4 2008 subscription costs make it an attractive
sales application for enterprise and
midmarket firms that are highly cost-
sensitive.”
Direct Sales Force Management Software, Q4 2008
The Forrester Wave™: Customer Service Software “Buyer interest in Microsoft Dynamics
CRM is high in the SMB market and is
Solutions, Q4 2008
Automation
Service
growing in the enterprise segment.
by Natalie L. Petouhoff, Ph.D.
Deployment options include on-premise,
SaaS, hosted, or hybrid.”
Record-Centric Customer Service Solutions, Q4, 2008

™
Microsoft Dynamics CRM
™
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 • Organizations who • Complete Business
are first time users of a currently have CRM like Requirements / Business
structured CRM process functionality being used Process Engineering and
and application internally within their firm Development
although it may be in many
• Larger organization who • Solution Design
forms, Outlook, Excel,
would like to bring up a • Application Integration
Access or individual user
very quick yet focused Identification and
tools like ACT
deployment of Dynamics Discussion
CRM for a pilot group of • Custom Workflow
users Development, Data
Migration, Infrastructure /
Network Audits
• Testing, Application
Training, Go Live, Support
Premier
Get Started Quilogy CRM
Integration
Now Jumpstart
Strategy

Planning
Get Started Now
Planning / Configuration / Training and Support
Configuration
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.
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.

Elements of this Premier Integration Strategy can include:
Complete Business Interviews
Gap Analysis between
Requirements / • Key Business Executives out of the box
Business Process • Middle Management functionality and
Engineering and • Front Line Users
business requirements
Development • IT
Premier Integration Strategy Strategy discussion
between third party Business Application
Solution Design
tools and custom Integration
development based on
For clients that already use a CRM requirements
solution but simply need more
Custom Workflow Complete Data Infrastructure / Network
Clients with a high degree of Development Migration Audits
business process integration
Those who need additional
business application integration Application Testing Application Training Go Live
Support