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Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

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Page 1: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling
Page 2: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

Coaching Clinic Schedule

2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling Lead, USCMO)

2-21: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira)

2-22: Selling the Value of Dynamics 365 (Mike Ehrenberg, Technical Fellow)

2-23 Social Selling With Dynamics 365 Session 2, Social Selling Tools: Sociabble & Folloze (Susana Landeira)

2-24: The Power of the MS Platform in Dynamics 365 with PowerApps, Azure IoT & Cortana Intelligence (Ivan Labra, Sr PMM)

2-27: Dynamics 365 Compete Scenarios against SalesForce (Vince Bryden, D365 Sales/Strategy & Arjun Mehra, Sr PMM)

2-28: Microsoft’s Industry Strategy (Todd Bergeson, WW C&E Industry Marketing)

2-28 Dynamics Business Value Management Program (Jose Manuel Gomez, Director EPG Sales, D365)

3-1: Customer Insights & Social Selling tools included in Dynamics 365 (Alexandra Rijnoveanu, Business Solutions Architect)

3-1: How to Showcase Intelligent Customer Engagement Scenarios Within the CIE Experience (Jennifer Martin, CMO + Brainstorm)

3-2: Microsoft & Adobe Partnership (Gordon Smillie, WW Marketing Solutions Sales; Patric Timmermans, PMM; Bruce Swann, Sr PMM, Adobe)

3-2: How to Showcase Intelligent Customer Engagement Scenarios Within the CIE Experience (Jennifer Martin, CMO + Brainstorm)

3-3: Dynamics 365 Intelligent Customer Engagement in Action (Jujhar Singh, Corporate Vice President, D365)

On-Demand Links HERE

Page 3: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling
Page 4: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

Name General DefinitionExamples

Manufacturing Retail Healthcare

Micro Vertical A subsection of a sub vertical focused on

specialized products or services

Dealerships and

maintenance

Boutique Oncology

Sub Vertical A subsection of a vertical market, focused on

providing goods or services to a particular

customer

Automotive Fashion Hospital

Vertical A market that meets the needs of a particular

industry by producing goods and services

Discrete

Manufacturing

Specialty

Retail

Healthcare provider

Industry/ Sector The aggregate of production in a given field Manufacturing Retail Health

Page 5: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling
Page 6: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

Page 7: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

✓ Turnkey solution for a business user

✓ 1st or 3rd Party delivered & supported

✓ Requires configuration not customization

✓ Targeted at Functional (e.g. Finance, Marketing)

or Vertical use case

✓ Good for quick POCs and accelerates

implementations

✓ No commitment to update or support

✓ Based on common tech and biz patterns

✓ Application around a specific business use case

✓ Maintained, supported and updated

✓ Extensible

✓ Microsoft application platform for

building business apps

✓ Fully supported as products

Business Application Platform

Cortana Analytics, IoT, Power BI, AD, XRM, Power Apps

WWCB motions to drive adoption• Vertically aligned sellers

• Partner recruit roles (PPD, PPR)

• ISV co-sell (PSE, ATU, STU)

• Early seeding by MCS, Engineering & One

Commercial Team

• Partner driven over long-term

Built by Microsoft

e.g. Anti Money Laundering

Business Application Platform

Cortana Intelligence, IoT, Power BI, AAD, Dynamics 365, PowerApps, Microsoft Flow, Common Data Services

Preconfigured Solutions

e.g. Remote Monitoring, Asset Management, Fraud Detection, Customer Service, Sales Productivity

Templates e.g. Vehicle Telemetry Analysis

No support planned

Support planned

Legend

Industry SaaS Solutions Delivery Strategy

Finished Solutions

e.g. Connected Field Service

Built by Partner

e.g. Patient Care CoordinationRetail ExecutionNext Best Offer/Action

Page 8: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling
Page 9: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling
Page 10: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

Solution governance model

Page 11: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

Build Vertical Based

Solution Momentum (~FY17)

• Initiate: Recruit, hire, onboard, ready,

and enable world-class

industry/vertical centric sales and

delivery resources

• Land: Vertical-based solution

opportunities/wins with Industry

relevant customers/partners in

priority markets

• Build: Strong multi-year pipeline

(FY17-19)

• Deliver: Customer approved delivery

and consumption plans

• Support: Customer commitment for

joint PR with signed release

agreement

Demonstrated Industry

Market Impact (~FY18)

• Ramp: Increased volume of vertical-

based solution opportunity/wins with

larger set of key customers/partners

in extended markets

• Grow: Increased “sold-in” and

delivered solution consumption on

Azure

• Evangelize: Published customer

evidence, demonstrated AR/PR

traction & momentum

• Expand: Vertical based solution

portfolio, geo coverage, &

sales/partner capacity expanded

Globally Recognized Industry

Solution Provider (~FY19)

• Scale: Selling industry solutions to

business leaders via pattern based

vertical-based solution

opportunity/wins

• Comprehensive: Vertical-based

solution portfolio with global

availability and supporting

sales/partner capacity

• Recognized: Industry leadership as

leading vertical-based provider

• Profit: Cost recovery and revenue

acceleration via demonstrated Azure

consumption revenue (over 3 years)

Page 12: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling
Page 13: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling
Page 14: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

Retail Management (Retail)

Remote Monitoring (Manufacturing)

Predictive Maintenance (Manufacturing)

Connected Field Service (Manufacturing)

Retail Execution (Retail)(AFS)

Next Best Action (Banking)(Veripark)

Citizen Services (Government)(Avepoint)

Retail Personalization (Retail)(Plexure)

Customer Insight(Banking)

Patient Care Coordination (Healthcare) (Tribridge)

Connected Field Service (Government)

1. Inventory Optimization (Retail) (Neal Analytics)

2. Banking Screen (Banking) (Temenos)

3. Quote to Cash (Manufacturing)(Apttus)

4. ProperPay (Healthcare) (CGI Federal)

1. Trade Promotion Management (Retail) (Flintfox)

2. Asset Performance Management (Manufacturing) (Cognizant)

3. Risk Management (Banking) (VectorRisk)

4. Urban Mobility (Government)

5. Clinical Analytics (Healthcare) (KenSci)

6. Case Management (Government) (Grantvantage)

Solution

Microsoft Confidential

Page 15: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

Steps

Bars + ++

Page 16: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling
Page 17: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

C+E Industry Solutions – Live 17

Delivery Solutions + ISV Naming Notes Industry

Engage your

Customers &

Citizens

Empower your

Employees

Optimize your

Operations

Transform

Your Products

Delivered as 3rd

Party SaaS app

on AppSource

(customer can

deploy directly)

Banking Next Best Action (Veripark) Unchanged Banking

Government Citizen Services (AvePoint) Unchanged Government

Retail Personalization (Plexure) Addition of “Retail” to final name Retail

POP Retail Execution (AFS) POP in name as POP (Point of

Purchase) is/was existing AFS solution

Retail (CPG)

Health360 Care Coordination (Tribridge) Health360 in name as Health360

is/was existing Tribridge solution Healthcare

Delivered as

First Party

Solution

(needs an

SI/MCS

to deploy)

Manufacturing Connected Field Service Descriptive naming

remains constant in first party

Manufacturing

Banking Customer Insight Banking

Government Connected Field ServiceGovernment

Manufacturing Predictive MaintenanceManufacturing

Manufacturing Remote MonitoringManufacturing

Retail Management System Retail

Page 18: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

C+E Industry Solutions – Upcoming 18

Delivery Solutions + ISV Naming Notes Industry

Engage your

Customers

& Citizens

Empower your

Employees

Optimize your

Operations

Transform

Your Products

Delivered as

SaaS app on

AppSource

by March 1

Manufacturing Quote to Cash (Apptus) Net new - replaces Connected Product

Innovation as unable to SaaS-ify in FY17Manufacturing

Healthcare ProperPay Claims Analytics

(CGI Federal) Previously Operational Analytics

Healthcare

Retail Inventory Optimization

(Neal Analytics)

Unchanged

Retail

Banking Screen (Temenos) Previously Fraud Management.

Screen is existing Temenos solution;

MS proposed name alteration would

represent extensive engineering and

content changes for partner

Banking

Delivered as

SaaS app on

AppSource

in Q4

Government Agency Case Management Names not final Government

Healthcare Clinical AnalyticsHealthcare

Manufacturing Asset ManagementManufacturing

Banking Risk Management Banking

Retail New Product IntroductionRetail

Government Urban Mobility Government

Page 19: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

Goals & Objectives

Assumptions

Page 20: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

• DT Landing page

• Existing gated content

• Nurture Stream

• Digital Transformation Forrester Webinar (Feb)

• PGA Golf Tour Webinars (Feb/Mar)

Content Pack 3

Hannover

Messe

Industry:

Manufact

uring

Transfor-

m

Products

Content Pack 1

NRF

Industry:

Retail

Pillar:

Engage

Customer

US Go-Live: March 20

Global Go-Live: April 21

Content Pack 2

HIMMs

Industry:

Health

Engage

Customer,

Empower

Employee

US Go-Live: February 15

Global Go-Live: March 29

US Go-Live: January 17

Global Go-Live: February 22

Content Pack 0

DT All-

Up

Content

Top-level

pillar

coverage

DT

Landing

Page

US Go-Live: December 14

Global Go-Live: February 1

• Retail eBook

• Engaging Customers eBook

• 1x infographics

• 2x blog posts

• 6 Nurture emails

• CPG webinar:POI/AFS 12/14

• Healthcare eBook

• Empowering Employees eBook

• Other non-gated content

• 6 Nurture emails

• Webinars with Health ISVs

Page 21: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling
Page 22: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

By Industry View

By Role View

US Japan GCR France UK Australia WE Corp Total

Discrete Manufacturing 12 4 4 4 4 0 8 3 43

Retail and Consumer Goods 12 4 4 4 4 4 8 3 43

Banking & Capital Markets 12 4 4 0 4 4 8 3 39

Government 12 0 0 0 4 4 8 3 31

Health 12 0 0 0 4 4 8 3 31

Education 0 0 0 0 0 0 0 3 3

Managers 3 1 1 0 1 1 2 0 9

Total 63 13 13 8 21 17 42 18 199

US Japan GCR France UK Australia WE Germany Corp TotalIndustry PSS* 15 3 3 2 5 4 10 1 0 43Industry CSA/DSA* 30 6 6 4 10 8 20 2 3 89ISE* 15 3 3 2 5 4 10 1 0 43WW ISM 0 0 0 0 0 0 0 0 15 15Manager 3 1 1 0 1 1 2 0 0 9

Total 63 13 13 8 21 17 42 4 18 199

Page 23: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

Industry POD

ATU/STU

ISV

GBB

MCS / SI

* : MCS WW Industry Team

GBB = Global Black Belt (L400 expertise)

Page 24: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

Dev & Data BizApps Cloud Platform One Microsoft

Industry Solution Partner

Cortana Intelligence

SuiteSQL Dynamics 365 Power BI Azure Azure ML IoT Suite

Office 365, Office, Devices, HoloLens,

Yammer, Skype

Retail Retail Execution AFS ✓ ✓ ✓ ✓ ✓ ✓ ●

Retail Personalization Plexure ✓ ✓ ✓ ●

Retail Management N/A ✓ ✓ ✓ ●

Inventory Optimization Neal Analytics ●

Healthcare Operational Analytics CGI ✓ ✓ ✓ ✓ ✓ ●

Clinical Analytics KenSci ●

Care Coordination Tribridge ✓ ✓ ✓ ●

Manufacturing Connected Field Service N/A ✓ ✓ ✓ ✓ ●

Predictive Maintenance N/A ✓ ✓ ✓ ✓ ✓ ●

Remote Monitoring N/A ✓ ✓ ✓ ✓ ✓ ●

Quote-to-Cash Apttus ✓ ✓ ✓ ✓ ●

Banking Customer Insights VeriPark ✓ ●

Transaction Screen Temenos ✓ ✓ ●

Next Best Action VeriPark ✓ ✓ ✓ ✓ ●

Government CFS for Government N/A ✓ ✓ ✓ ✓ ●

Citizen Services AvePoint ✓ ✓ ✓ ✓ ●

Case Management GrantVantage ✓ ✓ ●

Key Built in

Coming soon

Works with

●+

Page 25: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

• BDM Decks for 5 Industries

• Solution deck for each solution

• How to Sell Academy Live presentations with ISV

• Blogs

• Demos - http://msindustrydemos.cloudguides.com

http://aka.ms/IndustryBDM

Page 26: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

• Verticals: Retail, Manufacturing, Government, Banking• Video & Demo package:

• This package arms the field to demo and sell industry. This package includes:

• 1 overview video (5 minutes)

• 1 overview click-through demo (5 – 10 minutes)

• 5 persona videos (each 2 minutes in length) (ie – “sales manager” view; “COO” view etc.)

• 1 offline click-through persona demo with navigation (10 minutes) which puts the 5 persona demos into an asset that the field can use to present on the road.

• Collateral:

• D365 slides for Core Industry Decks

• We’ll use the BDM customer decks here as a starting point to select the solution(s) within that light up D365 most.

• D365 in xIndustry Fact Sheet

• 2 pager summarizing technical value/attributes which will be done after the core deck – this is net new/specific to the solution.

• D365 in xIndustry Brochure

• 3 pager meant to be a customer leave behind at the BDM level – this is net new/specific to the solution.

• Blog series on D365 in xIndustry

• This is 6 blogs, 3 photos, 3 graphics + Social Media posts (boiling the key point(s) down into post-able form)

• The Industry Content Team can give granular guidance on how to approach.

Work starting now, completion expected by end of April

Page 27: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

US DT Days – Dynamics 365 DaysDay 1 March 7th, Partners & Industry Alignment

# Location Region Industry Play Partner

1 Seattle, Bellevue, WA West Retail UXC Eclipse

2 Silicon Valley, Mountain View, CA West Manufacturing Armanino

3 Irvine, CA West Professional Services Hitachi

4 Minneapolis, MN Central Manufacturing / Retail / Healthcare (P & P) FullScope (Mfg) / PowerObjects

5 Chicago, IL Central Retail Avanade

6 Detroit, MI Central Manufacturing MCA Connect

7 Dallas, TX Central Retail Avanade

8 Houston, TX Central Oil & gas (Field Services) Power Objects

9 Boston, MA East Manufacturing elogic

10 New York FSI East FSI Hitachi

11 NY Metro, NY East Retail Power Objects

12 Philadelphia, PA East Health Care (Payer / provider) Avanade

13 Atlanta, Alpharretta, GA East Professional Services AEC360

• Industry deep dives in district on March 7th; ; schedule subject to change.

• Varies by Geo based on market’s industry opportunity.

• Featuring “Go to” partners successful leading with Dynamics 365.

Page 28: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling

US DT Days – Dynamics 365 DaysDay 1 March 7th, Partners & Industry Alignment

• For questions on local agendas, contact your District Landing Lead

• or email

[email protected].

District/Region/Vertical GMs Dynamics 365 Landing Lead

EPG PacWest Jennifer Chason (SMITH) Jennifer Kim

EPG NorCal Kathleen Brown Rasam Tooloee

EPG SoCal Cathy Bender Leo Loro

EPG Desert Mountain JP Westwood Paige O'Brien

EPG Great Lakes Tracy Galloway Kaul Lefief

EPG Gulf Coast Craig Hodges Shonda Anderson-Williams

EPG Midwest Sherlaender Phillips Stephanie Howard (sthowar)

EPG Middle America Ervin Flores

Juliane Carlson, Dana McEachen, Chris

Ridolphi , Paula Meidel

EPG North Central Joyce Gottbetter Juliane Carlson, Molly Kuehl , Jay Lendl

EPG South Central Lane Sorgen Karen Downard

EPG Northeast Robert Davy Rick Wesley

EPG Greater Southeast Mary Carol Alexander Mark Storm

EPG New York Metro Laura Clayton McDonnell Ranjit Pabla

EPG New York FSI Edward Fandrey Robert Contreras

EPG Mid Atlantic D.P. Brightful Jay Curry

CA West Region Michael Clark Chris Perry (PHOENIX)

CA Central Region Stacy Trackey Meagher Mark Everix

CA East Region Karen Del Vescovo Heather Hall King

PubSec Federal Greg Myers Kevin Briggs

PubSec SLG Michael Donlan Dan Jones

PubSec Education Margo Day Rebecca Crowe

PubSec HLS Laura Wallace Rebecca Crowe

SMB Cindy Bates Alexis Mecca

Page 29: Coaching Clinic Schedule - Microsoft · PDF fileCoaching Clinic Schedule 2-16: Social Selling With Dynamics 365 : Leverage LinkedIn Sales Navigator (Susana Landeira, Social Selling