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Dynamics Day 2014: Microsoft Dynamics CRM - Client Success Stories - Beef + Lamb


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A showcase of Beef + Lamb’s Digital Clipboard: an iPad-based Dynamics CRM solution destined to simplify registrations at more than 200+ events a year.

Dynamics Day is Australasia's leading event for users of Microsoft Dynamics. For those of you who couldn't make it along to the event, we have made all session content available online.

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Dynamics Day 2014: Microsoft Dynamics CRM - Client Success Stories - Beef + Lamb

  1. 1. Beef+Lamb Digital Clipboard showcase Rex Wessels CRM Practice Lead - Wellington
  2. 2. Agenda Background and Business need Solution Results Demo Q&A
  3. 3. Background  Beef + Lamb is the farmer-owned industry organisation representing NZ's sheep and beef farmers.  We invest farmer levies in programmes to grow the sheep and beef industry to provide sustainable returns, now – and for future generations.  Programmes are delivered nationally, to thousands of attendees. Attendees per month Beef+Lamb NZ – Digital Clipboard | 3
  4. 4. Business Need  200+ events per annum  Various attendance sizes  Minimal pre-registrations Most popular events by attendance Attendee count  Paper based attendance register was used  Painful manual data entry  Duplicates, errors, other common problems Beef+Lamb NZ – Digital Clipboard | 4
  5. 5. Solution design  Workshop  Requirements  Existing Apple infrastructure  Security and privacy considerations Event Count  End user experience –audience may not be IT savvy  “Guided access mode” Locks the iPad down  CRM 2011+ Digital Clipboard usage per week Beef+Lamb NZ – Digital Clipboard | 5
  6. 6. Solution design  HTML 5 based application  Easily integrated into CRM  Multiple devices per event  Offline capability  No need for “app store” deployments  Central deployment for updates # of iPads used per event Beef+Lamb NZ – Digital Clipboard | 6
  7. 7. Solution design  Automated reconciliation into CRM  Duplicate avoidance  Manual intervention if required  Head office administration New contacts from Digital Clipboard Month New contacts Beef+Lamb NZ – Digital Clipboard | 7
  8. 8. Benefits realised  Faster turn-around into the system  No more paper  Viewed positively by key stakeholders  Attendees don’t need to recapture info Time to process  Realising increased number of attendance records captured  iPads can be used for extended functionality  Presenter activities e.g. health and safety checks  Showcase demos and videos Beef+Lamb NZ – Digital Clipboard | 8
  9. 9. Thank you Email: Twitter: @TeamIntergen