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Partner Showcase [clear filter]
Wednesday, October 14
 

3:00pm

Bridging the Gap Between Marketing and Sales with ClickDimensions
Join ClickDimensions' VP of Sales, Brad Burks, to hear how he uses Microsoft CRM plus the ClickDimensions marketing automation solution to bridge the gap between marketing and sales. Brad will provide real examples of how ClickDimensions uses email marketing, web forms and surveys, nurture programs, content marketing and more, to generate and manage leads that turn into revenue. Get ideas that will energize you to take your sales and marketing efforts to the next level.

Speakers
avatar for Brad Burks

Brad Burks

VP of Sales, ClickDimensions


Wednesday October 14, 2015 3:00pm - 4:00pm
D8

3:00pm

Complex Quotes in Seconds with Experlogix
Sell more than just widgets? Do you configure your products and services to a customer's unique needs? Learn how Experlogix CPQ (Configure, Price, Quote) can dramatically improve quote and order speed and accuracy. This session will demonstrate several real-world examples of how Dynamics CRM customers are more competitive in today's market with the combination of Experlogix CPQ and Dynamics CRM.

Speakers
avatar for Gwyn Golden

Gwyn Golden

Director, Business Development, Experlogix
CPQ (Configure, Price, Quote) specialist


Wednesday October 14, 2015 3:00pm - 4:00pm
D2

3:00pm

Dealer Support Builds Revenue for Everyone
All too often Industrial Manufacturers are not fully aware of how their distributors or dealers view them when compared to competitive offerings. To make sure you are first choice of the best distributors and dealers, you need to put renewed focus on making yourself so attractive that you can recruit the best and support them so they generate more revenue for themselves and for you.

Speakers
avatar for Mark Schindler

Mark Schindler

Cincinnati, Director: Pre-Sales


Wednesday October 14, 2015 3:00pm - 4:00pm
D3

3:00pm

Getting Exactly the Perfect CRM Functionality for Your Company
This session includes FREE CRM solution Add-ons and tips for customizing CRM to fit right on the cheap. Microsoft CRM is a really good 80-90% fit for most companies. But real productivity gains, real customer focus and service excellence takes a 100% fit, flow, and management alignment of CRM your company and your customer mission... and that changes over time.  Find out how to get it right on a low budget.

Speakers

Wednesday October 14, 2015 3:00pm - 4:00pm
D9

3:00pm

Mobilize your Stakeholders with RESCO.NET
Microsoft Dynamics CRM doesn't have to be designed for employees only. In this showcase, RESCO.NET will outline the options and examples of how to combine CRM and mobility to provide a unique mobile experience for your stakeholders whether they are your customers, suppliers, contractors, agents, or citizens.

Speakers
avatar for Ivan Stano

Ivan Stano

COO, Resco.Net, Inc.


Wednesday October 14, 2015 3:00pm - 4:00pm
C3

3:00pm

Scribe Software Super Session: Roadmap, Demo, and Q&A
As a CRM user, customer data is at the center of your universe. At Scribe, customer-centric data has been our passion for 20 years. We will show you how our software makes CRM integration happen. We'll give you insight into the integration problems we're solving for customers worldwide. This will be a hands-on session, showing how our products work and how to take advantage of them. Ask the experts your integration questions.

Speakers
avatar for Pierre Hulsebus

Pierre Hulsebus

Senior Sales Engineer, Scribe
I have been working with Dynamics CRM since v 1.0 with a focus on data integration, and process design. I work with the biggest, and coolest, Dynamics CRM implementations many in other countries. So if you want to talk about integration of data into CRM and how to improve your... Read More →


Wednesday October 14, 2015 3:00pm - 4:00pm
C2

3:00pm

Security Audit and Compliance Solutions for Dynamics CRM
Are you looking for more information than the native Dynamics CRM Audit Trail tool can give you? Do you want to know who has viewed CRM records? Do you want to know which users made which changes to your CRM data (not just that changes were made)? Join Fastpath for this partner showcase where we’ll show you the reporting capabilities of our latest tool.

Speakers
avatar for Nate Boettcher

Nate Boettcher

Applications Engineer, Fastpath, Inc.


Wednesday October 14, 2015 3:00pm - 4:00pm
D7

3:00pm

Small Business Accounting Inside Microsoft Dynamics CRM
Are you part of a small business? Have you outgrown QuickBooks, but aren't ready to implement an enterprise system? Welcome Rockton Connect, the user-friendly accounting software built directly inside of Microsoft Dynamics CRM. Rockton Connect helps multiple roles in your company gain visibility: IT & Operations, Accounting, Sales, Marketing, and the Business Owner. Learn how Rockton Connect gives an inside view to your entire company by joining this Partner showcase!

Speakers
avatar for Mark Rockwell

Mark Rockwell

President, Rockton Software
Life.


Wednesday October 14, 2015 3:00pm - 4:00pm
D1

3:00pm

The CRM Lab: Killer Solutions to Empower CRM Users
The CRM Lab @ Cobalt is where we experiment with solving everyday problems and providing free solutions to the CRM community that fill the gap between MSCRM releases and your CRM needs. Come see us show off our most successful experiments - CRM Snapshot & CRM Intelligent Query and get a glimpse at the portal widgets that power CRMUGs website. Of course, bring your ideas. Maybe it could be the next killer free add-on!

Speakers
avatar for Chris Capistran

Chris Capistran

President, Cobalt
avatar for Michael Ochs

Michael Ochs

Lead Architect, R&D, Cobalt


Wednesday October 14, 2015 3:00pm - 4:00pm
C1

3:00pm

TKDialogs Call Scripting and Web Self Service
In this session we will show how TKDialogs can deliver great customer service in the contact center and on the web and how we complement Microsoft Dynamics CRM and Parature.

Speakers

Wednesday October 14, 2015 3:00pm - 4:00pm
D10

3:00pm

Transforming the Web Engagement Experience with Adxstudio Portals
Join Shan McArthur, CEO of Adxstudio and CRM MVP, to learn about how to extend Dynamics CRM to the web and create a fully configurable customer, partner, or citizen engagement platform. With Adxstudio Portals you can create web applications that use standard CRM entities such as lists, permissions, forms, and actions to design and deliver a self-service web portal with Dynamics CRM as the database. Learn about the possibilities in this demo on how to transform your web engagement experience with Adxstudio!

Speakers
avatar for Shan McArthur

Shan McArthur

CEO / CTO, Adxstudio, Inc.
Portal solutions for Dynamics CRM are my specialty. As we are an ISV that has invested significantly in CRM solution management, I also am quite familiar with ALM topics as well.


Wednesday October 14, 2015 3:00pm - 4:00pm
D4
 
Thursday, October 15
 

9:30am

10 Commandments of Dynamics CRM Integration
Thou shalt not integrate, migrate, or automate without these simple rules. Join CRM Channel Manager, Katie Soderberg and Data Integration Architect, Chris Dew as they share 10 guiding principles to keep in mind as you bring together CRM with your front office, back office, or cloud-based applications. This session includes a short demonstration of SmartConnect,the No-Code Integration, Migration, and Automation Platform for Dynamics CRM.

Speakers
avatar for  Chris Dew

 Chris Dew

Director of Product Management, eOne Solutions
I love customizing and integrating Microsoft Dynamics GP and Microsoft CRM! You can ask me about any of the following: Integration, Customization, Reporting, SmartList, SmartList Builder, Excel Reports, SmartConnect, Integration Manager, eConnect, SmartPost, Flexicoder, Extender... Read More →
avatar for Katie Soderberg

Katie Soderberg

CRM Channel Manager, eOne Solutions
Over the past 8 years working with Dynamics CRM, I've developed a passion for creating better customer experiences. I love “geeking out” on business process design, integrating CRM with world-class solutions, and leveraging automation to make life easier for CRM users. Looking... Read More →


Thursday October 15, 2015 9:30am - 10:30am
D9

9:30am

Best Practices in Professional Service Automation
From better project management and resource management to time and expense entry, hear best practices from McGladrey, a leading professional services firm, about their implementation of a professional service automation system with Dynamics CRM and Assistance PSA.

Speakers

Thursday October 15, 2015 9:30am - 10:30am
C1

9:30am

Better Documents. Faster. Knockout Customer Engagement using Dynamics CRM
Providing customers with highly personalized business documents is the key to improve customer engagement. Learn how to easily merge CRM data with dynamic customer communications in a single click. Discover powerful capabilities for template creation, collaboration workflows, and e-signature, enabling business users to manage impactful documents with optimal ease and efficiency. Supporting CRM 4 through 2015, and Cloud or on premise, Xpertdoc helps companies bring document management to a whole new weight class.

Speakers

Thursday October 15, 2015 9:30am - 10:30am
C3

9:30am

Building CRM Portals in 60 Minutes or Less!
We will build out an end to end portal solution with Dynamics CRM data in under 60 minutes! You help choose the portal elements and before your eyes, we will create a fully functioning portal solution. Delivering a CRM Portal Solution within hours, without code development sounds exciting right! How many doors of opportunity does that open within your organization or your CRM practice? Come to this session and get EXCITED about CRM Portals!

Speakers
avatar for Ian Pavlik

Ian Pavlik

Presdient, The Portal Connector
I am passionate about building the best, easiest to use and most powerful portal technology for Dynamics CRM. I am constantly amazed by the technology our team has build that allows you to build incredible, powerful and dynamic web portal. The Portal Connector allows you to engage... Read More →


Thursday October 15, 2015 9:30am - 10:30am
C2

9:30am

Data Integration for Microsoft Dynamics CRM Done Right
Join Daniel Cai, from KingswaySoft to see how easy it is to make data migration and integration happen using the SSIS Integration Toolkit. You will learn how to integrate Microsoft Dynamics CRM data with other application or database systems using drag and drop capabilities. We will also discuss advanced topics including some best practices for your data integration development. Come see in action data integration that can be done in a matter of minutes!

Speakers
avatar for Daniel Cai

Daniel Cai

MVP/Principal Developer, KingswaySoft Inc.


Thursday October 15, 2015 9:30am - 10:30am
D10

9:30am

Driving More Value out of Microsoft Dynamics CRM
One of PowerObjects 5 core values is "Always Add Value", and we spend most of our time inventing new ways to add value to our customers and to Dynamics CRM. In this session, we'll look at case studies of how organizations get the greatest value out of CRM through planning, building, and training. We'll talk about how organizations can add value using development, mobile, and add-ons. And we'll discuss how Dynamics CRM and related technologies are being developed with customer experience in mind.

Speakers
DJ

Dean Jones

CEO, PowerObjects
I love to talk about CRM.


Thursday October 15, 2015 9:30am - 10:30am
D4

9:30am

Duplicate Data:  Prevention and Cure
Your CRM data is likely your most valuable asset. Duplicate data severely affects its value and usefulness. We'll discuss strategies and tactics - real solutions - to assist in improving and maintaining the cleanliness of the data on which your organization relies. Join us to learn about Qgate's prevention and cure for duplicate data: a system for improved searching so users find what they're looking for, a proactive duplicate prevention solution to avoid creating duplicates, and a tool for cleaning up the duplicates you already have.

Speakers

Thursday October 15, 2015 9:30am - 10:30am
D8

9:30am

Increase Your Customer Engagement, Not Your Budget
Whose primary goal is to increase their software costs? No one we know. Our customers are interested in driving what we do best - engagement. Drive deeper engagement by simplifying complex business processes through our Portal solution that’s easy for your company and the end user to use, all while staying below your budget. Session includes re-brand announcements, a product demo and case study. Your CFO and your customers wouldn't want you to miss this.

Speakers

Thursday October 15, 2015 9:30am - 10:30am
D7

9:30am

Put Customers First - Build a Community

Customers, especially with a booming Millennial generation, are and will continue to talk – on the organization’s website, within social channels, on popular review sites, and even at in-person events. How do you turn all the chatter into a productive dialogue with your customers? See how leading businesses use online to engage their customers: drive conversations, ask and answer questions, share resources and relevant content.


Speakers

Thursday October 15, 2015 9:30am - 10:30am
E2

9:30am

Self-Service Quotes and Orders with a Customer-Partner Portal
What if your customers or distribution channel could create their own quotes and orders from your website and you see all the activity within Dynamics CRM? Learn how organizations are leveraging a Configure, Price, Quote solution with a Portal to streamline the quote-to-cash process.

Speakers
JH

Jeff Holway

Experlogix


Thursday October 15, 2015 9:30am - 10:30am
D2

9:30am

Small Business Accounting inside Microsoft Dynamics CRM
Are you part of a small business? Have you outgrown QuickBooks, but aren't ready to implement an enterprise system? Welcome Rockton Connect, the user-friendly accounting software built directly inside of Microsoft Dynamics CRM. Rockton Connect helps multiple roles in your company gain visibility: IT & Operations, Accounting, Sales, Marketing, and the Business Owner. Learn how Rockton Connect gives an inside view to your entire company by joining this Partner showcase!

Speakers
avatar for Mark Rockwell

Mark Rockwell

President, Rockton Software
Life.


Thursday October 15, 2015 9:30am - 10:30am
D1

9:30am

Supercharging Your Revenue Engine with Better Data

When we talk about supercharging your revenue engine with better data it is because data is the fuel that powers your revenue campaigns. As with any high performance machine, we want to make sure that we are not running on fumes.

  • A quarter of your lead data is wrong.
  • Nearly every contact record is missing key information.
  • Poor data quality is the most common cause of poor CRM adoption (Forrester Research)

Speakers

Thursday October 15, 2015 9:30am - 10:30am
D3
 
Friday, October 16
 

9:45am

Accelerate your business with electronic signature, document generation, and workflow
Automatically generating and e-signing dynamic documents within CRM is the final step away from paper; allowing you to interact with clients in a more engaging way. Employing electronic signature and CCM tools enables your business to speed-up processes & making it easier & convenient for customers to do business with you. You’ll learn how to create, deliver and sign contracts, NDAs, quotes, invoices and documents of any kind with e-SignLive and Xpertdoc-in a single click.

Speakers
avatar for Rahim Kaba

Rahim Kaba

Director, Product Marketing, e-SignLive by Silanis
e-SignLive by Silanis has been in the e-signature business for over 20 years. Learn about our latest integration with Microsoft Dynamics CRM.


Friday October 16, 2015 9:45am - 10:15am
D2

9:45am

Demand Forecasting: Integrate Your CRM-ERP Systems for Revenue Reporting
Armanino's Demand Forecasting Solution works alongside your existing CRM and ERP systems to deliver forecasting tools that support the Sales and Operations Planning (S&OP) process and provide insight into actual revenue and net revenue for billings, bookings, and backlog. Increase data visibility, cut days from the forecasting process and deliver accurate sales numbers. Using this solution you'll be able to leverage rich, interactive graphical representations to support a wide variety of complex forecasting needs.

Speakers

Friday October 16, 2015 9:45am - 10:15am
C3

9:45am

Supercharge Dynamics CRM with No Data Entry
Business Development Premier supercharges your Dynamics CRM database by automatically searching your business extended relationship network and populating your database; all without manual data entry. The data is enhanced by layering; who knows & whom; insights on top of Thomson Reuters Corporate Insight, which shows financial data, officers and directors, and competitors for millions of companies worldwide. It's insight that helps you win more work.

Speakers

Friday October 16, 2015 9:45am - 10:15am
D3

9:45am

The (Data Analysis) Force is Strong with this One
A long time ago, (ok, 5 years ago), analytics, reporting, and dashboards were the exclusive domain of a band of skilled IT and reporting forces. Now comes a new hope. Readily available BI and Analytics tools make personalized reporting accessible to users. Learn to get Jedi-like insight out of CRM data. This session will cover advanced find, CRM Charts/Dashboards, Excel reporting, Power BI integration, and BI services offered by Hitachi.

Speakers
avatar for Matthew C. Anderson

Matthew C. Anderson

Solutions Architect, Microsoft


Friday October 16, 2015 9:45am - 10:15am
D1