Microsoft Dynamics CRM for Sage X3 - Sage 500

1. Live Webinar:
Webinar Audio:
You can dial the telephone numbers located on your webinar panel.
Or listen in using your headphones or computer speakers.
Welcome!
Modern Day Social CRM for Sage X3 / Sage 500
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2. Today’s Presenters
Derek Jacobson | Net@Work
CRM Practice Director
Net@Work is a partner of several leading CRM Platforms with hundreds of
successful implementations under our belt
Tom Dieterle | Net@Work
Sage X3 / Sage 500
Senior Account Executive

3. Webinar Details
• Presentation is roughly 40 to 60 minutes
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your
Questions Box located at the bottom of your webinar panel

4. 180+ Business
Technology Architects
and Consultants
IT Road
Mapping
& Strategic
Planning
Business
Process Review
Ecosystem
BI, Analytics
& Reporting
Cloud & IT
Managed Services
ERP/
Accounting
Web
Development &
e-Commerce
Sister Company
Payment
Processing
SWYPE
Sister Company
CRM &
Marketing
Automation
HRMS/
Employer
Solutions
Document
Management
Nonprofit
Solutions
Managed Print
Services
Sister Company

5. Digital Transformation Strategies
for Sage X3 / Sage 500
Live Webinar Demo:

6. CRM Focus for Sage X3 / Sage 500 Users
• What is different about the CRM space today?
• How have CRM solutions changed and what value do they provide?
• Why it’s time to re-evaluate CRM as a solution to drive change in sales,
marketing and customer service.
• Walk through of Microsoft Dynamics 365 as an example of today’s
Social CRM solution set.

7. CRM Today – It’s More Than About Logging Notes
Most people associate CRM with managing leads, notes, and basic opportunities
• Measures sales pipelines
• Tracks Prospect Development
• Provides basic analysis and task management for field sales
All true. But CRM solutions have evolved to encompass much more.
• Today, CRM is meant to be the solution that manages your entire ‘Front of the House’ – all
processes and interactions that are customer facing

8. Driving Change and Results in the Digital Era
CRM Changes How You Acquire, Support, Grow and Retain Customers
• CRM drives Marketing across all channels CRM to increase
ROI and measurable results
• Customer Service is enabled through multiple channels to
ensure requests are routed to the right person immediately
and addressed quickly – reducing operational costs
• CRM drives predictive behaviors in sales to increase net new
client acquisition (conversion) and grow annual spend with
your existing customer base
• CRM is used to identify targets for nurturing and engagement
for retention WHILE increasing customer self sufficiency
through portals and community solutions
• CRM forms the analytical base to predict what is going to
happen vs. looking in the past and guessing
Graphic courtesy of Microsoft, ”Digital Transformation in Sales: Evolving the Art of Customer Engagement”

9. Thank You For Attending!
Connect with
800-719-3307
www.netatwork.com
netatwork.com/blog
Net@Work YouTube
Follow us on Twitter: @netatwork_corp
Follow Net@Work on LinkedIn
Follow Net@Work on Google+
Follow Net@Work on Facebook
For those of you already partnering with Net@Work,
please contact me for more details and support.
Tom Dieterle | Net@Work
Senior Account Executive - Sage X3 / Sage 500
Phone: (646) 293-1786
tdieterle@netatwork.com