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1 CRM 2013 and Trend Miner October 22 nd, 2013 Kris Kyritzopoulos Manager, Business Technology

2 Agenda CRM 2013 What s New? Trend Miner to Extend BI for Dynamics CRM

3 Introduction to CRM 2013 Assist in delivering differentiated and compelling customer experiences Reimagined user experience for CRM 2013 Help Sales, Marketing, Customer Care deliver amazing customer experience

4 CRM 2013 Charter

5 Investment Areas

6 Reimagined User Experience

7 It s All About Efficiency

8 Simplified Data Entry

9 Customer Summary

10 Process Excellence & Agility

11 Easily Configurable

12 CRM On the Go

13 Seamless Experience

14 On the Go! Write Once Deploy Everywhere Touch-optimized Phone Applications Access Your CRM Data Easy Interaction Tailor Your Experience Tablet-optimized Web Browser Experience

15 Interactive Business Intelligence

16 Enterprise Collaboration Social in context Server-side Synchronization Communicate with Ease

17 Demo

18 For More Information November 4 th, Premier Event - Dynamics CRM 2013

19 Trend Miner

20 THE NEED FOR TREND MINER WHY?

21 THE NEED FOR TREND MINER WHY?

22 THE NEED FOR TREND MINER WHY?

23 THE NEED FOR TREND MINER WHY? But wait.can t I get that from CRM?

24 THE NEED FOR TREND MINER WHY?

25 THE NEED FOR TREND MINER WHY? Our customers needed it and so did we! How much time and $$ have you invested in reports, views, and dashboards? Do your CRM dashboards and reports reveal detailed trends over time? Are your charts useful enough? Think of the people resources needed to make reports & dashboards? IT? Third Party Vendor?

26 THE SOLUTION: Trend Miner offers unprecedented B.I. visualization for Dynamics CRM. Quickly and easily view trends and perform data analysis on your CRM data and custom fields.

27 THE SOLUTION:

28 FEATURES AND BENEFITS Historical Snapshotted Data for Trend Analysis Wizard-driven Data Warehouse creation Include custom CRM entities and fields (xrm integration) Out-of-the-box Dashboards with Tableau OLAP Cube Drill Directly to CRM Continuously monitor results

29 HOW IT WORKS Trend Miner Configuration Wizard OLAP Cube

30 DYNAMICALLY CUSTOMIZE DATA WAREHOUSE

31 SO WHAT? Let s see how Trend Miner can help management in Sales, Marketing, and Service Uncover trends Create more timely and relevant plans Follow-up and ensure results SHOW ME! Visit trendminer-xrm.com/ and book a demo.