CRM for Oil and Gas

User Group – July 2016

Host-Kristina Felchlin

Kristina FelchlinSupport Manager

920-560-3079

Kfelchlin@Ledgeviewpartners.com

User Adoption

Training Opportunities

Microsoft Dynamics 2016 Update 1 Release

User Questions

Upcoming Webinars

Agenda

Presenter-Michael Dodds

Michael DoddsSupport Consultant

920-560-6888

CRMSupport@Ledgeviewpartners.com

User Adoption

1 Focus on User Adoption from the Start

2 Define Expectations

3 Set Measurable Goals

User Adoption

4 Seek Continual Feedback

5 Encourage Buy-In from all Levels of Management

6 Enhance Features

User Adoption

7 Introduce Technology in Phases

8 Make CRM your One-Stop Shop

9 Keep it Clean

User Adoption

10 Follow-up Consistently with the Users

11 Go Mobile

12 Refine and Reward

User Adoption

13

14 Identify a CRM Power User

User Adoption is Never Complete

• Live Training Webinars

• General User

• Wednesday, August 3rd 10:30am-12pm CDT

• Sales Manager

• Wednesday, August 10th 10:30am-12pm CDT

Training Opportunities Available at LVP

Starting in Fall…

• New Hires will receive a weekly email from Ledgeview with links to videos and documents for training on key CRM features

New Hire Email Campaign

• On Tuesday August 2nd 2016 between 6pm and 6am PST August 3rd

• There are minimal noticeable changes• You may see a Welcome message or Guided Tour message

that can be bypassed• The current CRM Outlook Client Version users are utilizing

will remain compatible with 2016 Update 1• The current version of Email Router will being utilized by

Marketers will remain compatible

Upcoming Upgrade to Dynamics 2016 Update 1

User Questions

How do I Print or Save Quotes to a PDF?

• To Print a Quote

• Click on the 3 dots (overflow menu)

• Click on Run Report

• Click on Quote – Print

• This will bring up the quote where

you can print of save to a PDF

• Click on the Save button and click

on Acrobat (PDF) file

• If you have the Auto Track feature configured, all subsequent emails are tracked• For Email Router this can only be done through a Forward

Mailbox• This feature works 80-90% in a perfect environment• Recommend if utilizing Auto Track, to turn on Smart Matching

and Tracking Token• It is highly recommend that you manually hit the Track/Set

Regard button for the most current email in the chain at the end of the day

“When you select to track a message in Outlook, do all subsequent messages (received and sent) from within that conversation also get tracked? Or is it a manual process where you select to track each message individually?”

• I recommend creating one Dashboard that can be utilized by each Sales Person• What makes this unique to each sales person is utilizing the

Owner Equals Current User filter

• Regardless of the information included in the dashboard, you can utilize one dashboard for the entire team

• Create the views and/or charts

• Create a System Dashboard from Customizations

“How do I setup a user dashboard for a team member in Sales?”

• An Account cannot directly go back to a Lead, a workaround I recommend is• Deactivate the Account (this sets status to inactive for the

Account)• Close the Opportunity that was created from the Lead as

Lost• Deactivate the Contact that was created from the Lead • Open the Qualified Lead and click Reactivate Lead

• The other option is to then create a new Lead

“Does an account that is deactivated go back to being a lead? Can an account be moved back into a lead?”

• It is important to create a Competitor SOW first • Captures:

• Competitor• Department and Product Segment• GP, Revenue and Volume the Competitor is gaining from your customer

• Adds this information into graphical information under SOW• If there is an opportunity to be pursued:

• Creates a new Opportunity • Adds the information from the Competitor SOW directly into the Opportunity

“Since I input opportunities and SOW for some of our Sales Reps, it would be helpful to understand the process of creating a new opportunity or SOW and why we would choose one over the other?”

• When an Account is created the Account # will CRM Only Account• An Opportunity creation will not trigger the creation of an

Account

• Due to the Parental relationship between Opportunity and Account, when an Opportunity is deleted the Account will remain• When an Account is deleted the Opportunity and many other

Records that have a Parental Relationship with Account will also be deleted

“I see that when I create a new opportunity, a ‘CRM only’ account gets created, however, I do not understand why this ‘CRM only’ account stays in the system when I delete an opportunity. It would be helpful if you went over the reason why that ‘CRM only’ account gets created and what happens to it as the opportunity is opened/closed/deleted.”

ContactOpportunity

• In the Outlook Client• Open the list(created from Adv. Find) of the entity you would like• Select the Record(s) you want on the mail merge recipient list• On the Add Tab click Mail Merge• Select the Mail Merge Type• Choose to start with a blank document or template

• For Template click on the Lookup button to select the template

• Choose the Records to Merge (all selected records, all records on page, all records on all pages)• You can add or delete data fields

• Word supports up to 62 data fields, 2 have to be used for Owner and the Primary Key in CRM

• Click Download• In the Mail Merge Recipient box, confirm that the list is accurate and click OK• Update the Match Fields (Field in CRM to Mail Merge Field)• Follow the Mail Merge Instructions• Choose whether you would like to create Activities in CRM

• Assign Owner of the Activity and whether to close the Activities

• If you created a new template or updated a template, these can be uploaded• Save Document as a Template: in the Complete the Merge section, click Upload Template to CRM

• The template you uploaded can be edited by navigating to SettingsTemplatesMail Merge Templates

“I recently had to perform a mail merge out of CRM for envelopes. Can you go over how to setup a mail merge?”

Workplace>Documents or Videos

Resources

Support Consultant TeamContact Information:

Phone: 920-560-6888

Email: CRMSupport@ledgeviewpartners.com

Monday-Friday 8-5pm Central

Michael Dodds Tyler Felton Josh PhilippsTaylor Nassen

Upcoming Training

User Training

Wednesday August 3rd

10:30am-12pm CDT

Sales Manager Training

Wednesday August 10th

10:30am-12pm CDT

Ledgeview’s CRM for Oil and Gas User Group

Webinar

Topic: Dashboard 97*

*May Change Based on Training Webinar Feedback

Thursday August 18th, 2016, noon CDT

Upcoming Webinars

5 Strategies to Better Segment your

Current Lead Database

Thursday July 28th, 2016

To Register: Visit LedgeviewPartners.com

Click News and Events, Scroll to the Upcoming Webinars section.

Upcoming Webinars