Social CRM for Microsoft Dynamics

iGo2 Group Pty Ltd – Providing you smart integrated responsible social business solutions

iGo2 Overview

Agenda

 Who is iGo2?   InsideView Dynamics Overview   InsideView Demo  Why Partner?  Other opportunities

iGo2 Focus Areas

Strategy : formula/ng policy and strategy through researching your brand, customers, partners and compe/tors

Tac/cs: building your social presence and integra/ng to your business processes; training and empowering employees

and partners.

Intelligence: monitoring, collec/ng, and analyzing social data to make informed and agile business and policy

decisions.

Tools: delivering, installing, suppor/ng and integra/ng best of breed products for u/lising the social web


for

Reach the right person at the right time with the right message

What Sales Reps want?

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…Increases sales productivity by delivering

relevant business and social insights when and where you need them.

6

“All in One” Intelligence to Discover Opportunities & Engage People.

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Right Time Right Message

News Alerts Connections Company

Info Contacts Social

Networks

Right Person

InsideView For Microsoft Dynamics CRM

CRM 2011 and 4.0 | Within Accounts, Leads, Contacts, & Opportunities

•  Company Info •  Contacts •  Alerts •  Social Media •  Social Networks •  Family Tree •  Competitors •  Sync to CRM •  List building

FREE!

5 minute Install

Dynamics Marketplace Partner of the Year 2011

Rich Executive Profiles

Data Sync into CRM

Daily Watchlist Email Alert

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Be the first to know…Watchlists for prospects, customers, and competitors

Key Features in Demo

1.  Aggregated company and contact information from many sources

2.  Social Media and Social Profiles/Networking

3.  Smart Tools – Smart Agents – “alerts” – Smart Connections – beyond LinkedIn – List Building – Account/Contact sync into CRM

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DEMO

.

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Do you really need more contact data?

When was the last time you agreed to meet with someone who only knew your name?

Contact data, alone, gets you to the door. InsideView gets you Inside.

 Inside the prospect’s world  Inside their social networks  Inside the issues that matter to their business

o Past the gatekeepers o Past the noise o Past your competition

Key Benefits

 Expert sales preparation (fast and effective)  Higher win rates   Faster CRM Adoption  Reduced spend on multiple data sources

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InsideView Users are more successful.

CSO Insights, 2011

InsideView for Dynamics CRM Customer Pricing

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FREE CRM+ TEAM*

Sales Data

Company Details " " "TwiPer & Blog Men/ons " " "

News Aggrega/on " " "

Social Profiles " " "

Family Trees " "

Compe/tor Profiles " "

Contact Details " "

Sales Intelligence

Company Tracking Limited Limited** "

Standard Sales Triggers Limited " "

Custom Sales Triggers "

Major Social Networks " "Smart Connec/ons " "Triggers & Connec/on Sharing "

CRM Integra;on & List Export

CRM Import & Sync Limited*** "CRM Data Governance " "List Building "Company and Contact List Export "

Price Per User Per month $0 $29 $49

CRM + TEAM

Requires license for all CRM users, $4,000 minimum ACV. $4,000 minimum ACV.

PRO for Individuals No min seat requirement. $99 per month billed to credit card.

*TEAM promo pricing valid thru 12/31/11. **1 Watchlist with 3 Agents ***Unlimited company sync. 50 contact sync /person month.

InsideView Dynamics Partner Pricing (thru 12/31)

  FREE  CRM+ - $19 per user per month (all CRM seats)   TEAM - $49 per user per month (5 seat min)  PRO - $99 per user per month (individual user, credit

card billing)

Must be ordered through: [email protected]

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Partner Benefits

For Partner’s Clients   Immediately actionable value from CRM   Faster CRM Adoption  Higher CRM ROI  Reduced spend on lists/data

For CRM Partners   “Sizzling” CRM Demos  Crush SFDC/Jigsaw!   20% Referral commissions on 1st year

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60 x per day

InsideView Value Proposition: It’s about more than just business card data

Detailed Company Data: (Name, Address, Revenues, Employees,

Business Description, News Alerts) (Basic data only)

Contact Data: (Name, Title, Phone #, Email) (Business card data

only)

Company Intelligence: “Reasons to Call”

(25,000+ Sources)

Relationship Intelligence: “Connections”

(Reference, Professional, Social)

Social Selling Thought-Leadership, Training &

Certification:

Data.com

InsideView v. Jigsaw (Data.com)

  InsideView is a complete “sales intelligence” application –  Includes rich company and contact information from the

world’s best sources •  Reuters, Capital IQ, NetProspex, Cortera, websites, and more

–  More complete and accurate decision-maker contacts –  Easy to use “all in one” application

•  Family Tree, Competitors, Deep Financials –  Provides “smart tools”

•  Alerts, Smart connections, watchlists

  Jigsaw is a user-contributed business card database –  Accuracy is lower because it’s user contributed –  Large volume of contacts - 90% are staff level –  Auto-update – will make a mess out of your CRM data

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Critical Information to Know

  http://igo2group.com/resources/Insideview –  Resource library –  Install instructions –  Presentation

  Register referrals – [email protected]   InsideView Support – [email protected]   Automatic 30 day TRIAL of full version

  Subscription Options –  CRM+ $29*/user/month –  TEAM $49/user/month (expires 12/31/11) –  PRO $99 (single user on monthly credit card)

*$29 for customers, $19 for MSFT partners (thru 12/31/11)

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Other Opportunities

CRM + Communities = Social CRM for MSFT

The Leader in Social Community Software

Why social communi;es?

Enhance customer support

Empower employee collabora;on

Engage customers

Gain valuable insight

Why Telligent?

Serving the industry since 2004

Offices in Dallas, London, Paris and SeaSle

More than 3,000 customers

How? World-‐class social suite

Online customer communi;es

Enterprise employee communi;es

Social analy;cs

The Social Ecosystem

Par;cipa;ng Listening, establishing reputa/on (I’m one of you)

Managed Listening, suppor/ng, building reputa/on, marke/ng

Owned Listening, suppor/ng, building rela/onships, collabora/ng

External Communi/es

Closed Network

Internal Communi/es

Example: customer communi/es

Example: channels, members

Example: Intranets, communi/es of prac/ce

Wikis

Community Use Cases (80% of clients)

Internal Communi;es

Corporate Communica;on

Employee Networking & Collabora;on

Innova;on

External Communi;es

Customer-‐Driven Support

Interac;ve Marke;ng

Associa;on Marke;ng


The Founders of iGo2 Group

  All CerDfied Strategists in Social Media

  All have more than 20 years business experience in IT and industry


Thank you! [email protected]

www.igo2group.com

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Heidi Tucker, VP, Global Alliances [email protected]

Paula Mahlberg, Microso` Alliance Manager [email protected]