How to get your own
Contact Management System
Step 1. Join a Network
Step 2. Get a CRM
Step 3. Get Leads

Example 1:
1. Join Windows Live Network
2. Get Microsoft Dynamics CRM
3. Get GEA Leads

Step One
Join Windows Live Network

Step Two
Get Microsoft Dynamics CRM

Step Three
Get GEA Leads

Step One
Join Windows Live Network

How To Join Windows Live
The best part is, most of you are already a part of
Windows Live Network, even if you were not aware of it.
However, if you haven’t joined Windows Live yet, it is
very easy to join it. Here’s how:

How To Join Windows Live
Go to: WindowsLive.com and click the tab “How It
Works”
That page will explain to you everything that you need to know
about your Windows Live ID and why it is good to have it

How To Join Windows Live
I only want to mention one major reason:
You need to have your own Windows Live ID, in order to access
Microsoft Dynamics CRM with all of your Customer Records that
we will store for you in there.
So, the sooner you get your own Windows Live ID, the sooner you
will be able to get to your prospects and start creating your own
campaigns

How To Join Windows Live
So, as soon as you finish reading the page on How To Use
Windows Live, you should click on the tab “Get your own Windows
Live ID” and fill out the form when you get to this page:

Step Two
Get Microsoft Dynamics
CRM

How To Get Microsoft Dynamics CRM
Once you fill out the form and get your own Windows Live ID, you
need to go to one of Microsoft Dynamics CRM websites and sign
up for 30 day Free Trial.
You can sign up for the Free Trial at one of the following websites:
www.microsoft.com/dynamics (USA) or
www.microsoft.com/canada/dynamics (Canada - English) or
www.microsoft.com/canada/fr/smb/products/dynamics.mspx
(Canada - French)
Or, you can type “Microsoft Dynamics CRM Online Sign-up” in your
browser window, and you will be forwarded to the Free Trial sign-up page

How To Get Microsoft Dynamics CRM
This is what the page will look like when you arrive there:

How To Get Microsoft Dynamics CRM
At first, you need to select your country from the drop-down menu,
and click “Next”:

How To Get Microsoft Dynamics CRM
The next page will prompt you to enter a combination of characters
(letters and numbers), so you must enter them exactly as you see
them and click “Next”:

How To Get Microsoft Dynamics CRM
The next page will bring you to a page that gives you two options –
either Sign In using your Windows Live ID or Go and Get your own
Windows Live ID. Since you already have your own Windows Live
ID by now – go ahead, enter your Username and Password that
you received from Microsoft and click “Sign In”:
1 Sign In

How To Get Microsoft Dynamics CRM
The next page will give you an opportunity to choose the type of
your Subscription and number of user licenses. Since this is only a
demo version, go ahead and select “Microsoft Dynamics CRM
Online Professional Trial” with 5 licenses and click “Next”:
2 Subscription

How To Get Microsoft Dynamics CRM
You can enter your Company Name and create its CRM Web
Address on the next page and check if the name you’ve selected is
available. If it is, enter the details of your organization, as
suggested and click “Next”. If not, try to tweak it until it gets
accepted:
3 Organization
Details

Inside Microsoft Dynamics CRM
Once you finish the Sign Up process, you will be able to access the
database and see the first page on the inside that looks like this:

This concludes Step Two
Congratulations!
Now you are a Member of Microsoft Dynamics
CRM Online!

Step Three
Get GEA Leads

3 Steps to Install GEA Leads into your CRM
Let’s pick up where we left off – with the Get Started page inside
your CRM that looks like this:

3 Steps to Install GEA Leads into your CRM
First, we recommend that you install CRM for your Outlook. This
way, you would be able to do campaigns without having to log into
your online CRM account every time:
1 Work with
CRM for
Outlook

Step 1. Download and install CRM for Outlook
Once you click on Download and install link in Step 1 of Get
Started page, you will be forwarded to the Microsoft download
page that looks like this:

Step 1. Download and install CRM for Outlook
Scroll down the page and make sure to install the following 2 files:

Step 1 of “Get Started”
Once you download both files, click on First steps link to review
how to configure your CRM for Outlook and what to do next. Some
steps are easy and you may complete them on your own:
1 First steps

Step 1 of “Get Started”
Other steps might require help of the CRM administrator or an
advanced CRM user. Please feel free to contact
crm@digitizergroup.com for support:
1 First steps

Step 2. Add your data
We recommend that, unless you are an “advanced” user or an
administrator, you should skip this step altogether for now (you can
always get back to it later) and proceed straight to Step 3:

Step 3. Invite your people
Click on the link Video: Invite your team in Step 3 and watch a
short video on how to invite our Administrator to join your database,
so that we could upload Canadian and U.S. Leads into your
database and help you with any other administrative tasks:

Step 3. Invite your people
All you need to do is create a user with the name “CRM
Administrator” and email address crm@digitizergroup.com
Then you can invite that user to join your database and we will be
able to start uploading the GEA Leads for you right away.

This concludes Step Three
Congratulations!
Now you are ready to start getting GEA Leads
and create your own Sales and Marketing
Campaigns!