Relationship ChartsFor Microsoft Dynamics CRMMatthew Crook, CEO

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

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

Challenges for CRM ImplementersAMR"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 DirectorForrester 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 DirectorProviding exciting user adoption tools is critical to successful Phase One CRM implementations

Excite Users with a Powerful Graphical InterfaceRelationship Charts Components CRM entities displayed as Actors on chart canvass Chart content read from and saved to CRM databaseMicrosoft Silverlight animationIntuitive charts and simple mouse movements, Relationship Charts helps sales people see and manage their customer and partner relationships BenefitsExtend the power of Dynamics CRMImprove CRM user experience, adoption and productivity

CRM entities displayed as Actors on chart canvass

Chart content read from and saved to CRM database

Microsoft Silverlight animation

Extend the power of

Improve CRM user experience, adoption and productivity

Easy to ImplementRelationship Charts Administrator Relationship Charts Administration moduleConfigure to display any CRM entity and attributesCertified for Dynamics CRM; adheres to CRM securityOnce CRM has been configured, Relationship Charts can be fully implemented within a few hoursBenefitsQuick and easy to implementVisualize relationships between different CRM entities Specifically target key user communitiesImprove CRM data accuracy

Relationship Charts Administration module

Configure to display any CRM entity and attributes

Certified for Dynamics CRM; adheres to CRM security

Quick and easy to implement

Visualize relationships between different CRM entities

Specifically target key user communities

Improve CRM data accuracy

Account ManagementAccount Management ComponentsDisplay Accounts and Sub-AccountDrag and drop to change parent account relationshipBring related Sub-Accounts to the chartEasily manage one-to-many and many-to-many CRM relationships. Display relationships between different CRM entitiesBenefitsImprove global account managementEasily navigate across multiple related AccountsDrag and drop to reorganize Accounts and Sub-Accounts and save to CRM

Display Accounts and Sub-Account

Drag and drop to change parent account relationship

Bring related Sub-Accounts to the chart

Improve global account management

Easily navigate across multiple related Accounts

Drag and drop to reorganize Accounts and Sub-Accounts and save to CRM

Opportunity ManagementOpportunity Management ComponentsGroup CRM information with multiple Actor cardsDisplay and update CRM attributesClick Actor to open CRM Contact formSee and manage relationships between decision makers and key influencers. Add Contacts, Users, Ghosts or any CRM entityBenefitsIncrease sales win ratesImprove sales forecast accuracyCost justify CRM with increased sales revenue

Group CRM information with multiple Actor cards

Display and update CRM attributes

Click Actor to open CRM Contact form

Increase sales win rates

Improve sales forecast accuracy

Cost justify CRM with increased sales revenue

Example Financial Justification Sales Revenue 20,000,000 Average Sale 500,000 Close Rate 50% CRM Budget 250,000 Improved Close Rate 55% Revenue Upside 2,000,000

Relationship Charts Business BenefitsVP of SalesAchieve sales revenue objectivesBetter qualified sales opportunities and forecastsIncrease sales with improved customer coverageChief ExecutiveOfficer Achieve revenue and profit goals Through improved sales force productivity With more accurate and reliable sales forecastsVP ofMarketingImprove customer contact data Drive new leads and revenue opportunitiesImprove marketing ROIExcite users and increase CRM adoption ratesQuickly configure into Dynamics CRM Extendthe power of the Microsoft Dynamics CRMChief Information Officer

Achieve sales revenue objectives

Better qualified sales opportunities and forecasts

Increase sales with improved customer coverage

Achieve revenue and profit goals

Through improved sales force productivity

With more accurate and reliable sales forecasts

Improve customer contact data

Drive new leads and revenue opportunities

Improve marketing ROI

Excite users and increase CRM adoption rates

Quickly configure into Dynamics CRM

Extendthe power of the Microsoft Dynamics CRM

SummaryImprove financial justification of CRM Through increase sales revenueQuick and easy to implementOnce CRM has been configured, Relationship Charts can be fully implemented within a couple of hoursPosition Relationship Charts as Phase One user adoption toolExcite users with a graphical interface rather than just forms based CRMParticularly to key client facing users

www.salescentric.commatthew.crook@salescentric.com