http://bit.ly/MicrosoftCRMfreeTrial - - - - - This free no-obligation 30 day trial below allows you to kick-off your MS Dynamics CRM review and test Microsoft’s CRM system for 30 days at no charge.

1. !"##$$%&'()&')*+$),-.&/&*0)123$
!"#$%&'(&)$*&+','#"-.'./0(1.&%('/0('-/#%&-+'/2&'+-"23$04'-.&'52"0-'
#&/2$04'6"72'#7+$0&++'82"*&++&+9'&38%"6&&+9'*7+-"3&2+'/0('*"+-+'/0('

2. INTRODUCTION
'()$%*$+,-.)(*#%/$0-.$%(+1%2-/(3(+4%5"6%/$$*%+5$%*$7+%/(#%+5(*#%0-.%"/-8+%
"%9$:"9$;%%<5.-8#5-8+%+5(6%=$.(-91%>$*9-.6%5">$%9$3(>$.$9%+-%2".)$+%
3(2(+$9%/4%+5.$$%)$4%(668$6?
+"/3$+1%$>$.4-*$%6",%"+%-*:$%5-,%=-,$.083%(+%:"*%/$%+-%6(2=34%5">$%+5$%.(#5+%
:-*:$.*$9%,(+5%+5$%:-6+6%-0%+.">$3;%%@5(3$%+5$6$%+,-%(668$6%2"4%6$$2%
646+$2%:"*%3$>$."#$%+5$%2-/(3$%(*0."6+.8:+8.$%+-%9$3(>$.%/86(*$66%>"38$%+-%
A6%,(+5%2"*4%*$,%=.-98:+6%(*%*$,%2".)$+61%+"/3$+%"*9%62".+%=5-*$%6"3$6%".$%
$7=3-9(*#;%%A::-.9(*#%+-%B".+*$.1%/4%&CDE%+5$%+"/3$+%:"+$#-.4F6%+-+"3%6"3$6%,(33%
68.="66%&CG%2(33(-*%8*(+61%"*9%H-..$6+$.%$7=$:+6%+5"+%+"/3$+%6"3$6%,(33%.$":5%
2(33(-*%(*%&CDC%+-%IG;J%2(33(-*%(*%&CDK%,5(3$%9$6)+-=%!L%6"3$6%9$:3(*$%63(#5+34%
0.-2%&C;K%2(33(-*%(*%&CDC%+-%DG;&%2(33(-*%(*%+5$%6"2$%4$".;
$7=$:+%+5"+%+5$4%,(33%:"=+8.$%2".)$+65".$%0-.%.-"9%,"..(-.6;%%
!"#$%&

3. +5$%/86(*$66%-.%0-.%+5$%:86+-2$.%9(.$:+34;%%<5(6%.$=.$6$*+6%"%*$,%"*9%2-.$%
:"33$9%M6,".2(*#ND
0.-2%+5$%,(.$3$66%,$/%+5.-8#5%62"33%9$>(:$6;
68.0$.%5"6%2(#."+$9%5"/(+6%0.-2%#$*$."3%=8.=-6$%@$/%"::$66%+-%:-*682(*#%
O-/(3$%LPO%5"6%/$$*%,(+5%86%0-.%2-6+%-0%+5$%3"6+%9$:"9$%(*%-*$%0-.2%-.%
2".)$+%,"6%*-+%(2=.$66$9;%%A6%*$+,-.)%">"(3"/(3(+4%5"6%(2=.->$9%>$*9-.6%
.$683+6;%%
0-.%(+6%-,*%6")$1%/8+%/$:"86$%(+%5$3=6%+5$2%2")$%"*9Q-.%6">$%2-*$4%R%2-.$%
2-*$4%+5"*%+5$%+$:5*-3-#4%:-6+6%+-%=8.:5"6$%"*9%(2=3$2$*+;%%
S86+%"6%.-/86+%2-/(3$%+$:5*-3-#($6%5">$%/$:-2$%">"(3"/3$%,$%5">$%/$#8*%
9$:"9$%08$3%:-6+6%5">$%*$".34%+.(=3$91%=3":(*#%"%/8.9$*%-*%/86(*$66%+.">$3;%%
:3(2"+$%9-$6%*-+%"33-,%0-.%="66(*#%+5$6$%:-6+6%-*1%6-%2".#(*6%".$%/$(*#%
/86(*$66%=$-=3$%:3-6$.%+-%:86+-2$.6%"*9%+-%.$98:$%+5$%*$$9%0-.%+5$2%+-%
"*9%/4%$7+$*6(-*%+5$%:86+-2$.;%%O-9$.*%2-/(3$%+$:5*-3-#4%:-8=3$9%,(+5%
/86(*$66$6;
D% %
:&0-726
!"#$%%I

4. ,$33;
II
&J
(!5-*$ &K
@(*9-,6%O-/(3$ G
<"/3$%&%65-,61%A==3$%5"6%+5$%9-2(*"*+%65".$;
G&
J
J
$*68.$%4-8%8*9$.6+"*9%+5$%2".)$+;
!"#$%%E

5. LPO%=.-98:+;
+-%9$6+.-4%"33%9"+"%-*%+5$%9$>(:$%(*%+5$%$>$*+%+5"+%(+%(6%3-6+%-.%6+-3$*;
HOW IT WORKS
.$3"+$9%(+$261%86$%+5$%9$>(:$%,5$*%-8+%-0%*$+,-.)%:->$."#$%68:5%"6%-*%"*%
">"(3"/3$;%%<5$%LPO%9"+"%6+-.$9%3-:"334%(6%"36-%$*:.4=+$9;
!"#$%%K

6. +5$%.$=%2"4%/$%"/3$%+-%:"..4%"%:-2=3$+$%:-=4%-0%LPO%9"+"%-*%+5$%2-/(3$%
$*5"*:$%+5$%LPO%$7=$.($*:$%(*%+5$%2-/(3$%6=":$;
4$2(/$)5$6$27#+)17-"89)::;
!