Recap presentation of Convergence 2013 Highlights around Dynamics CRM

2. Agenda

3. Convergence 2013
• Largest Convergence Ever Attended – 11500+
• 25% from outside North America, 85 Countries
• First Convergence to Trend on Twitter Top 10 – 7800 Tweets
• First Social Media Command Center! Join next year for free
pass!
• Tribridge was front and center!

4. Convergence 2013

5. Convergence 2013

6. Convergence 2013

7. Announcements for Dynamics CRM
Marketing Pilot UI Refresh and Rollout
• Connector available to work with Dynamics CRM
• Full Marketing Management – Think Total Picture
Microsoft Acquisition of Net Breeze – Social Analytics Game Changer
CRM 2011 “ORION” Timeframe – Summer 2013
• Next Version of CRM for On Premise & Online
• Newly remodeled Interface – Goodbye Ribbon!
• Fully Process Flow UI – Custom Entities included
• Mobility Windows 8 Tablet with ORION
CRM Online Email Router Coming Soon

9. Marketing Pilot
Marketing Pilot provides additional functionality not in marketing
ISVs
• End to End management of Marketing Agency
• Social Marketing
• Multi-channel Campaigns
• Digital Behavior Analysis
• Resource & Project Task Management
• Task Assignment Checklists and Fulfillment
• Complex Workflow and Business Process Management
• Budgeting and Financials
• Brand Management
• Media Planning
• Typical features you typically see from a Marketing ISV (hits, web etc.)
• Think End to End – Total Picture from a Marketing Director’s Point of View

10. Marketing Pilot

11. Marketing Pilot
“Yes, this
is a hint
of the
coming
MS CRM
Interface”

12. Marketing Pilot

13. Marketing Pilot

14. Marketing Pilot

15. Marketing Pilot

16. Marketing Pilot

17. Marketing Pilot
Pros
• Gartner leader in the Visionary Quadrant
• Complete End to End Marketing
• Cloud based Delivery
• Connector available for Microsoft Dynamics CRM 2011
Cons
• Still a way to go, not fully integrated with CRM, User accounts are not synced
• Only cloud based offering
• Certain functions would be duplication of other ERP systems
.

19. Social Listening & Analytics for CRM
Microsoft announces acquisition of netbreeze.ch (Switzerland)
• Fully integration for Social Analytics into CRM
• Oracle – Vitrue & Eloqua, SFDC Buddy Media
• The only Social Analytics tool that can does data mining and semantic text analysis
to support 28 different writing systems.
• This is a huge competitive advantage because other solutions translate to a
common language than analyze. Netbreeze does localized translation so nothing is
lost.
• Monitor a variety of social channels including Facebook, YouTube, Twitter as well
as over 6,000 online news and websites, 19 million blogs and 500,000 message
boards.

20. NetBreeze – Social Data Sentiment Analysis

21. NetBreeze – Trend of Keyword Mentions

22. NetBreeze – View Individual Social Posts

23. NetBreeze – Social Analysis in the CRM UI

25. CRM Roadmap – The New Era in CRM

26. CRM Roadmap - Timeframes

27. CRM Orion or Next Gen

28. CRM Orion Release or Next Gen

29. CRM Orion Release or Next Gen

30. CRM Orion Release or Next Gen

31. CRM Orion Release or Next Gen

32. CRM Orion Release or Next Gen

33. CRM Orion Release or Next Gen

34. CRM Orion Release or Next Gen

35. CRM Orion Release or Next Gen

37. CRM Orion Mobility Roadmap

39. Windows Live – Facts about the Service

40. CRM Online – Infrastructure Investments &
Goals

41. CRM Online Data Center Security Measures

42. CRM Online has good company

43. CRM Online Data Centers

44. CRM Online Architecture
Average of about 900 CRM Organizations in one scale group

45. CRM Disaster Recovery & High Availability