Slidecast how SalesCentric Relationship Charts helps cost justification, user adoption and data accuracy to extend the power of Dynamics CRM (audio included - select green arrow at foot of slidecast window)

1. Relationship ChartsFor Microsoft Dynamics CRMMatthew Crook, CEO

2. Why Microsoft Dynamics CRM ? Deliver an easier and more natural user experience Works the way you do Deliver a system that matches the way you do business Works the way your business does Deliver an affordable solution that fits your business Works the way technology should

3. The Way Sales People Work When planning or reviewing sales opportunities and relationships with key contacts and influencers, people tend to think in pictures

4. Challenges for CRM Implementers AMR "You have to recognize that you can go through systems selection, buy a CRM system, implement it, integrate it and it still might not work right anyway. If you haven't addressed end-user adoption or change management properly, you can fail.“ Joanie Rufo, Research Director Forrester Research “Much of the software on the market... doesn’t necessarily provide incremental value back to the user. Sales people often complain that CRM or SFA is just an administrative burden, and does little more than prove to their boss that they are doing their job. So adoption wanes, and users go back to using familiar tools like spreadsheets, databases or even just Rolodexes” Rob Boise, Research Director Providing exciting user adoption tools is critical to successful Phase One CRM implementations

6. Chart content read from and saved to CRM database

8. Configure to display any CRM entity and attributes

10. Visualize relationships between different CRM entities

11. Specifically target key user communities

13. Drag and drop to change parent account relationship

15. Easily navigate across multiple related Accounts

17. Display and update CRM attributes

19. Improve sales forecast accuracy

22. Better qualified sales opportunities and forecasts

24. Through improved sales force productivity

26. Drive new leads and revenue opportunities

27. Improve marketing ROI

28. Excite users and increase CRM adoption rates

29. Quickly configure into Dynamics CRM

30. Extendthe power of the Microsoft Dynamics CRMChief Information Officer

31. Summary Improve financial justification of CRM Through increase sales revenue Quick and easy to implement Once CRM has been configured, Relationship Charts can be fully implemented within a couple of hours Position Relationship Charts as Phase One user adoption tool Excite users with a graphical interface rather than just forms based CRM Particularly to key client facing users

32. www.salescentric.commatthew.crook@salescentric.com