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Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

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Page 1: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Assistance PSA for Microsoft Dynamics CRM 2011Partner Program 2012

Page 2: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Our Mission

“Within the Microsoft eco system, worldwide market Leader in the Professional Service Industry”

Page 3: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Assistance Software

Based in Europe, The Netherlands , Naarden (near Amsterdam)

Leading Vertical Solution for the PSA market (in The Netherlands)

Version 1.0 was released March 1993. 800+ company Implementations and 12.000+ licenses sold

Developed a Unique solution for the Microsoft CRM 2011 platform, launched in March 2011

50 Partners Worldwide ISV Alliance agreement with Microsoft Corp. Solution is Certified for Microsoft

Dynamics CRM 2011

Page 4: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

ISV Alliance Agreement with Microsoft Corporation

“Our partners play a critical role in delivering specialized solutions for our customers” said

Doug Kennedy, vice president, Microsoft Dynamics Partners

“Assistance Software is an example of a partner that is utilizing the power and flexibility

offered by Microsoft Dynamics CRM to meet the specific needs of our customers and help

them be more productive.”

Page 5: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

World Wide Partner Network

Page 6: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Our Vision

Page 7: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Accounts

Contacts

Project and Contract management Time and Expenses

Project Activity Planning

ProjectSales Forecast

Project Calculation

MicrosoftOutlook

MicrosoftDynamics NAV/GP/AX

Invoices

HRM

Opportunities Leads

CampaignsProducts

Expense Claim

Price List

Project Resource Planning

Our Concept

Accounts

ContactsProducts

Price List

Project and Contract management Time and Expenses

Project Activity Planning

ProjectSales Forecast

Project Calculation

HRM

Project Resource Planning

Power of Choice:On Premise, SaaS and

CRM Online

Microsoft Dynamics CRM™ for Professional Services

Assistance PSA for Microsoft Dynamics CRM™

Page 8: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Profile our target market

Professional Services Organizations:

•IT Consultancy and Services•Legal Services•Consultancy and Management Services•Architects and Engineering Services•Advertising and Design Studios•Public Administration•Education Services•Other Services/Project organizations

Page 9: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Demo Project Live Cycle

Opportunity

Project management

Time Entry

Approval

Invoice

Page 10: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

License Structure

Assistance PSA Server License*

PSA Server lIcense8.500

Assistance PSA Users**

Full

500 - On Premise or Limited 250,-30,- SAAS Full or 15,00 SAAS Limited

*Only applicable with On Premise, **SAAS price is per month per user includes SLA, On Premise price is named per user without SLA, SLA is 21% of the license

Page 11: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Assistance Software Partner Program 2012

Page 12: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Partner Levels

Registered Partner Premium Partner

o Partner Annual fee 1,500 euroo Reseller agreement only for Assistance PSAo Microsoft Dynamics CRM Certifiedo Lead Registrationo Limited support up to 3 calls for free and then 150 Euro per callo Complementary E-Learningo A minimum of one employee need to be

PSA Certifiedo 20% Margin on Licenseso 15% Margin on Maintenanceo 5 PSA users for own use for free

o Partner Annual fee 2,500 euroo Reseller agreement for Assistance PSA o Microsoft Dynamics Microsoft Dynamics CRM Certified and/or NAV/AX/GP o Joint Marketing effortso Lead Registrationo Managed Partner Support by PAMo Limited support up to 30 tickets for freeo Complementary E-Learning and once per year Boot Camp in

Amsterdam or on Site (excluding expenses)o A minimum of two employees need to be PSA Certifiedo 40% Margin on Licenseso 25% Margin on Maintenanceo 50 PSA users for own use for free incl. maintenance

Page 13: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Registered Partner Program

Registered Partner

Page 14: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Partner Program

Sign Partner Reseller Agreement

Start E-Learning

Get Certified

Sell Assistance PSA

Page 15: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Premium Partner Program

Premium Partner

Page 16: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Partner Program

1. Start-Up• Start PSO Team• Marketing

Research

2. Go-To-Market• Join Assistance

Partner Program• Start Marketing

Activities

3. Sales• Demo Sessions• Quote• Contracts

4. Deployment• Implementation• Support Team

Page 17: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Phase 1: Start-Up

Sales Consultants

Support Marketing

PSO Team

1a. Sign Letter of Intent1b. Establish PSO Team

- Product Manager- Sales Pré Sales- Project management & Consultants (implementation)- Technical Consultants (installation)

1b. Local Marketing Research

Page 18: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Phase 2: Go-To-Market2a. Sign up for Assistance Software Partner Program

Preferred territory partners Multi-tier program (Certified, Silver, Gold levels) Marketing program support Comprehensive “Boot Camp” Training and Certification - No start-up fees On-line training and certification Pre-sales assistance during start-up through Assistance Software PAM 40% standard discount on Assistance Software 25% standard discount on recurring software maintenance Earn higher performance-based incentives

- Additional cash discounts

- Marketing Development Funds

Comprehensive partner portal

2b. Start Marketing Activities

Marketing Mix

Direct Mail

Internet Awareness

Live Events

Tele Marketing

Page 19: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Boot CampSales Module

(1 DAY)

Vision & Concept

How to Demo

Licensing & Prizing

Prepare Demo

Perform Sales Demo

Basic Module(1 DAY)

Concepts

Navigation

Create Blue Print

Employees, Projects, Calculation, Resource Planning, Time sheet &

Expenses and Invoicing

Connections

Implementation Module(1 DAY)

Sprint Method

Get Started with PSA

Certification exam

Technical Module(1 DAY ONLINE)

Installation & Configuration

Connections

Price per attendee:(1st boot camp with up to 2 attendees free of charge and two attendees per year, annual additional 2 attendees)

€ 1.650,-

Location: Assistance Software Group - Naarden, The Netherlands

Page 20: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Boot Camp

Page 21: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Direct online Exam

Page 22: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Trade show and Live Event Support

Page 23: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Phase 3: Sales3a. Demo Session

PSAonline demo environment Partner Portal Assistance Software Demo Support through PAM

3b. Quotes & Contracts

Page 24: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Phase 4: Deployment

4a. Start Deployment and Implementation

Implementation Support through our online services Free Lab documents and e-learning facility

4b. Start Support Team and Tech Team

Free Webinar Services (monthly call, update webinars etc) Online 3th line Support per e-mail, web meeting and telephone Additional support through our online services section

Page 25: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Software LicenseSoftware for your own Company Free Server License for 50 Users Maintenance included

Page 26: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Online Services

•Additional support agreement on assistance PSA

•30 tickets

•Additional hours to get your report, live consultancy, support etc.

•Fundamentals training•Advanced training

•Fundamentals Fast Track•Advanced Fast Track

Fast Track Implementation

Virtual Training Class

Annual SupportHour Packs

Page 27: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Partner Quotes

Page 28: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Our Partners

“Cole Systems was originally a FolioDev partner and we found that the complexity of configuring and setting up the solution did not fully meet the needs of the medium sized

businesses. While AX PSA has good tools, the overall flow and cost meant that we couldn’t compete with the project centric competitors,

with Assistance PSA for Microsoft Dynamics we can!“

Beau McKay Practice Manager

Cole Systems Associates, Inc.

Page 29: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Our Partners

“In the past we sometimes had to reprogram the adjustments we made for our client with every update of the Microsoft Dynamics software. Now, because every client has the same,

configurable software with Assistance PSA updating gets much easier!”

Henk WoltjesPractice Manager Professional Service Industry

Qurius

Page 30: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Our Partners

“Assistance PSA offers a tremendous opportunity for Microsoft reselling partners. Premier was first interested because of the strength of the application and how well designed it is for Professional Service Organizations. The optional integrations offered for 3 of the 4 Microsoft Dynamics ERP solutions, for Microsoft Dynamics SharePoint, SharePoint and office opens even

greater opportunities for us.”

“Since becoming a Partner of Assistance PSA, I have been very impressed with their channel program, particularly the marketing and lead generation assistance, the technical training

and the exceptional service we have received from Assistance”

Dale PotterPresident

Premier Computing

Page 31: Assistance PSA for Microsoft Dynamics CRM 2011 Partner Program 2012

Links

Home Pagehttp://www.assistancesoftware.com

Partner Portalhttp://www.assistancesoftware.com/partnerinfo/