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Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
Social CRM for Microsoft Dynamics
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Social CRM for Microsoft Dynamics

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An overview of Social CRM with InsideView and iGo2

An overview of Social CRM with InsideView and iGo2

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  • 1. iGo2 OverviewiGo2 Group Pty Ltd – Providing you smart integrated responsible social business solutions
  • 2. Agenda  Who is iGo2?  InsideView Dynamics Overview  InsideView Demo  Why Partner?  Other opportunities
  • 3. iGo2 Focus Areas Strategy  :  formula/ng  policy  and  strategy  through   researching  your  brand,  customers,  partners  and  compe/tors   Tac/cs:  building  your  social  presence  and  integra/ng  to   your  business  processes;  training    and  empowering  employees   and  partners.   Intelligence:  monitoring,  collec/ng,  and  analyzing   social  data  to  make  informed  and  agile    business  and  policy   decisions.   Tools:  delivering,  installing,  suppor/ng  and    integra/ng   best  of  breed  products  for  u/lising  the  social  web    
  • 4. foriGo2 Group Pty Ltd – Providing you smart integrated responsible social business solutions
  • 5. What Sales Reps want? Reach the right person at the right time with the right message   | SLIDE :5
  • 6. …Increases sales productivity by deliveringrelevant business and social insights when and where you need them. 6
  • 7. Company Social News Contacts Connections Info Networks Alerts All in One Intelligence to Discover Opportunities & Engage People. Right  Person   Right  Time   Right  Message  | SLIDE :7
  • 8. InsideView For Microsoft Dynamics CRM •  Company Info •  Contacts •  Alerts •  Social Media •  Social Networks •  Family Tree •  Competitors •  Sync to CRM •  List building FREE!   5  minute     Install   Dynamics   Marketplace   Partner  of  the   Year  CRM 2011 and 4.0 | Within Accounts, Leads, Contacts, & Opportunities 2011    
  • 9. Rich Executive Profiles
  • 10. Data Sync into CRM
  • 11. Daily Watchlist Email AlertBe the first to know…Watchlists forprospects, customers, and competitors | SLIDE :11
  • 12. Key Features in Demo1.  Aggregated company and contact information from many sources2.  Social Media and Social Profiles/Networking3.  Smart Tools –  Smart Agents – alerts –  Smart Connections – beyond LinkedIn –  List Building –  Account/Contact sync into CRM | SLIDE :12
  • 13. DEMO .iGo2 Group Pty Ltd – Providing you smart integrated responsible social business solutions
  • 14. Do you really need more contact data?When was the last time you agreed tomeet with someone who only knew yourname? | SLIDE :14
  • 15. Contact data, alone, gets you to the door. InsideView gets you Inside. Inside the prospect s world Inside their social networks Inside the issues that matter to their businesso Past the gatekeeperso Past the noiseo Past your competition
  • 16. Key Benefits  Expert sales preparation (fast and effective)  Higher win rates  Faster CRM Adoption  Reduced spend on multiple data sources InsideView  Users  are  more   successful.     CSO Insights, 2011 | SLIDE :16
  • 17. InsideView for Dynamics CRM Customer Pricing CRM+   TEAM*   FREE   Company  Details   " " " TwiPer  &  Blog  Men/ons   " " " News  Aggrega/on   " " "    Sales  Data   Social  Profiles    " " " Family  Trees   " " Compe/tor  Profiles   " " Contact  Details   " " Company  Tracking   Limited   Limited**   " Standard  Sales  Triggers   Limited   " "    Sales  Intelligence   Custom  Sales  Triggers   " Major  Social  Networks      " " Smart  Connec/ons        " " Triggers  &  Connec/on  Sharing       " CRM  Import  &  Sync   Limited***   "    CRM  Integra;on   CRM  Data  Governance   " "    &  List  Export   List  Building   " Company    and    Contact  List  Export   " Price  Per  User  Per  month       $0     $29   $49  CRM  +   Requires  license  for  all  CRM  users,  $4,000  minimum  ACV.  TEAM   $4,000  minimum  ACV.  PRO  for  Individuals   No  min  seat  requirement.    $99  per  month  billed  to  credit  card.   | SLIDE :17 *TEAM promo pricing valid thru 12/31/11. **1 Watchlist with 3 Agents ***Unlimited company sync. 50 contact sync /person month.      
  • 18. InsideView Dynamics Partner Pricing (thru 12/31)  FREE  CRM+ - $19 per user per month (all CRM seats)  TEAM - $49 per user per month (5 seat min)  PRO - $99 per user per month (individual user, credit card billing)Must be ordered through: insideview@iGo2Group.com | SLIDE :18
  • 19. Partner BenefitsFor Partner s Clients  Immediately actionable value from CRM  Faster CRM Adoption  Higher CRM ROI  Reduced spend on lists/data 60 x per dayFor CRM Partners  Sizzling CRM Demos  Crush SFDC/Jigsaw!  20% Referral commissions on 1st year | SLIDE :19
  • 20. InsideView Value Proposition: It s about more than just business card data Data.comDetailed Company Data:(Name, Address, Revenues, Employees, Business Description, News Alerts) (Basic data only) Contact Data: (Name, Title, Phone #, Email) (Business card data only) Company Intelligence: Reasons to Call (25,000+ Sources)Relationship Intelligence: Connections (Reference, Professional, Social)Social Selling Thought-Leadership, Training & Certification:
  • 21. InsideView v. Jigsaw (Data.com)  InsideView is a complete sales intelligence application –  Includes rich company and contact information from the world s best sources •  Reuters, Capital IQ, NetProspex, Cortera, websites, and more –  More complete and accurate decision-maker contacts –  Easy to use all in one application •  Family Tree, Competitors, Deep Financials –  Provides smart tools •  Alerts, Smart connections, watchlists  Jigsaw is a user-contributed business card database –  Accuracy is lower because it s user contributed –  Large volume of contacts - 90% are staff level –  Auto-update – will make a mess out of your CRM data | SLIDE :21
  • 22. Critical Information to Know  http://igo2group.com/resources/Insideview –  Resource library –  Install instructions –  Presentation  Register referrals – insideview@iGo2Group.com  InsideView Support – insideview@igo2group.com  Automatic 30 day TRIAL of full version  Subscription Options –  CRM+ $29*/user/month –  TEAM $49/user/month (expires 12/31/11) –  PRO $99 (single user on monthly credit card)*$29 for customers, $19 for MSFT partners (thru 12/31/11) | SLIDE :22
  • 23. Other Opportunities CRM + Communities = Social CRM for MSFTiGo2 Group Pty Ltd – Providing you smart integrated responsible social business solutions
  • 24. The Leader in Social Community SoftwareWhy  social  communi;es?  Enhance  customer  support  Empower  employee  collabora;on  Engage  customers  Gain  valuable  insight    How?  World-­‐class  social  suite    Online  customer  communi;es  Enterprise  employee  communi;es  Social  analy;cs    Why  Telligent?  Serving  the  industry  since  2004    Offices  in  Dallas,  London,  Paris  and  SeaSle  More  than  3,000  customers    
  • 25. The Social Ecosystem Wikis  Par;cipa;ng  Listening,  establishing  reputa/on  (I’m  one  of  you)  Managed  Listening,  suppor/ng,  building  reputa/on,  marke/ng   External   Communi/es  Owned   Closed  Network  Listening,  suppor/ng,  building  rela/onships,  collabora/ng   Example:  customer  communi/es   Internal   Example:  channels,  members   Communi/es   Example:  Intranets,  communi/es  of  prac/ce  
  • 26. Community Use Cases (80% of clients)Internal  Communi;es   External  Communi;es   Corporate   Customer-­‐Driven   Communica;on   Support   Employee  Networking  &   Interac;ve  Marke;ng   Collabora;on   Innova;on   Associa;on  Marke;ng  
  • 27. The  Founders  of  iGo2  Group     All  CerDfied  Strategists  in  Social  Media     All  have  more  than  20  years  business   experience  in  IT  and  industry  iGo2 Group Pty Ltd – Providing you smart integrated responsible social business solutions
  • 28. Thank you! insideview@iGo2Group.com www.igo2group.comHeidi  Tucker,  VP,  Global  Alliances  michaelg@igo2group.com   | SLIDE :28Paula  Mahlberg,  Microso`  Alliance  Manager  willb@igo2group.com   iGo2 Group Pty Ltd – Providing you smart integrated responsible social business solutions

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