April 13, 2016

Positioning CRM Online with Office 365

SherWeb Webinar Series

Ron ChangSenior Product Marketing Manager, Dynamics CRM at Microsoft

Speakers

Sasha KalevarProduct Technician, CRM at SherWeb

Cigdem AygunNational Partner Technology Strategist, Dynamics CRM at Microsoft

• The CRM Online Opportunity

• CRM Online with Office 365

• CRM Online Live Demo

• SherWeb’s CRM Online Value Prop

• Becoming a SherWeb Partner &

CRM Online Promo

• Q&A

Agenda

The CRM Online Opportunity

Some Key Stats…

• 87% of CRM deployments are in the cloud

• CRM usage has increased by 20% in the past 2 years

• 53% of businesses have invested in CRM systems

Why Add CRM to Your Cloud Portfolio?

• Add services revenue on top of your recurring license margin

• Retention of your current customer base

• Position yourself in a growing market

• Natural extension of Office 365

• Build new MRR and increase ARPU

• Low churn rate

CRM Online & Office 365

Why should a smaller business care? Because customer experience matters now more than ever

…and in an increasingly connected world, your reputation is more important than ever.

It’s what differentiates you

It’s how you win and keep customers

It’s how you grow your business

of all internet usersare now active on

social media

72%

of internet users trust consumer opinions posted

online

68%

of consumers are willing to pay more

for a better customer experience

86%

of customers have left a brand due to

bad customer service

65%

Microsoft Dynamics CRM Online

Get visibility into your organization to make informed decisions and grow your business

Business Insight

Empower your sales and service employees to do their best work every time from virtually anywhere

Team Productivity

Make it easy for everyone in your organization to get the information needed to deliver great customer experiences

Customer Engagement

DemoOverview

Veronica QuekSales

Representative

CONTOSO

An experienced sales executive

This demonstration provides a high-level overview about Dynamics CRM Online.

Dynamics CRM Online and Office 365A comprehensive solution

Get CRM that works seamlessly with familiar tools, like Outlook and Excel

Access customer history, set up meetings, and connect with anyone in a few clicks

Rely on an affordable enterprise-class cloud infrastructure from Microsoft

MicrosoftDynamics CRM

Qualify Develop Propose Close

Follow-up call with lead

Take notes while visiting a customer

Collaborate across organization

Generate quote and share with customer

Discover relevant documentsTrack incoming

email

Deal updates

Create proposal Managepipeline

SALES PRODUCTIVITY WITH OFFICE 365

DemoSales Productivity

Veronica QuekSales

Representative

CONTOSO

An experienced sales executive

Alex WuCustomer

NORTHWIND TRADERS

Decision-maker from Northwind Traders driving

3D printer purchase.

This demonstration highlights how CRM Online and Office 365 guide sellers to engage better with their customers and close more deals.

Jamie RedingCustomer Service

Representative

CONTOSO

An experienced customer service

center agent

An easy path with Microsoft Dynamics CRM Online

Partners can help customers define their

own path

Social Media InsightMarketing

AutomationCustomer Service

Opportunity Management

Easy for business of any size Uses familiar tools Work at your own pace

I N T E G R A T E D C R M S O L U T I O N H E L P S B I K E B U I L D E R S U P P O R T L O C A L S A L E S R E P S• “All of a sudden it was like, boom—all of this information is all in the open, transparent. Things were getting done because everyone had a new kind of awareness of what was going on in the group.”

• Steve Novoselac• Business Intelligence and .NET

Development Manager

CRM Online Licenses

4 Different SKUs Available to Partners

You can see a full comparison table at www.sherweb.com/crm-online/licenses

Essentials Basic Professional Professional Office 365 Add-On

For entry-level users All features available except Admin functionalities

Full capabilitiesfor power users

Best value

Bundle with O365 Business Premium or Enterprise E3 or E5

Why CRM Online with SherWeb?

• One-Stop shop Experience with Partner Portal

• Minimal investments required to build internal capabilities around: Sales and tech pre-sales Ongoing technical support

• Leverage SherWeb’s sales & professional services capabilities

• Industry-leading margins– An average of 18% margins for CRM

plans• Focus on selling!

CRM OnlinePartner Benefits

with SherWeb

• Still benefit from Microsoft’s revenue recognition (with your MPN ID)– Keep ownership of your CRM Online sales– Maintain MS access, competencies,

certifications and incentives

• Seamlessly transfer your existing MS Advisor and Open subscriptions– Multi-channel existing subscription move – Co-existing options

CRM OnlinePartner Benefits

with SherWeb

Unbeatable Tech Support

How much is this support really worth?A minimum of 5 techs (ideally 11) is required to cover a 24/7 support shift.

At $40K/year, this means an annual investment of $200K-$400K just to get started.

VIP Help Desk

Senior & Certified Technicians

40SECONDS

70+NET

PROMOTERSCORE

Average Response Time

Outstanding Customer Support

24/7/365BILINGUA

LSUPPORT

SherWeb CanadianCall Center

CRM Online Promotion

Partner Enablement

• Dedicated Account Executive

• 1:1 Partner training sessions (sales/tech)

• Training videos, guides and webinars (sales and technical)

• Partner toolbox with sales, technical and marketing tools

Sign up on our website: there’s no commitment!

www.sherweb.com/partners

CRM Online Promotion

SIGN UP TODAY! No obligation, training or certification required.

Contact your Account Executive!Website: www.sherweb.com/partnersEmail: partner@sherweb.comCall: 1-855-253-3213/

Q&A