A fully managed service for fan, member and sponsor management with integrated athlete/player administration, marketing communications, website portals, events and ticketing.

1. Microsoft Dynamics
xRM4Sports
Information Kit
October 2012
www.xRM4Sports.com

2. Overview
xRM4Sports.com
Microsoft Dynamics CRM – facts and figures
What sports clubs need from a CRM system
Microsoft Dynamics CRM – the latest wave
Microsoft xRM4Sports for Member and Fan Management
More information
Microsoft Dynamics xRM4Sports

3. xRM4Sports.com | Background – CRM & ERP
A product of A/P Dynamics Corporation – a member of the Microsoft
Partner Network, ISV and Certified Software Advisor
International IT services group with offices in Sydney, London and
New York
Extensive business systems software experience and expertise
across ERP, CRM, application and web development
Microsoft Dynamics focus on professional services – legal,
accounting, finance, engineering and sports
IT support when you need it; Business software the way you want it
Microsoft Dynamics xRM4Sports

4. A/P Dynamics | Team Experience
Business analysis, requirements analysis and product selection – Ausenco (ASX
listed public company), Howard Hughes Medical Institute (Maryland, USA)
Web applications – over 75 ANZ IT Reseller e-Commerce website deployments
2011-2012
Integration – finance, practice and document management
Project management, requirements analysis, concept design, build and implement
online application integrated with Amazon and eBay to manage products,
customers, orders – Orion Vision Group (Atlanta, USA)
CRM and SharePoint integration – Ausenco (ASX listed public company)
CRM, event management and business development – Buddle Findlay, Minter
Ellison, Russell McVeagh, Chapman Tripp, Piper Alderman, BCF (Montreal)
Microsoft Dynamics xRM4Sports

5. xRM4Sports.com | for Athlete, Fan & Member Management
Powered by Microsoft CRM
Developed by A/P Dynamics
Distributed and supported globally by:
ShellWorx (Cyprus)
Crimson (UK)
Bell Createch (Canada)
Swerdlove (USA & ANZ)
Link (Portugal & Brazil)
Microsoft Dynamics xRM4Sports

6. Microsoft CRM | At A Glance
Over 35,000 customers
Over 2.5 million users
Over 2,500 partners
Full suite of marketing,
sales, and service
Native Office experience
Web services architecture
Fast, flexible & affordable
Available in 40+ languages
Microsoft Dynamics xRM4Sports

7. What is CRM?
How does it differ from simple “contact management”?
Fan/Member-facing
Sales, service, and marketing activities
Attain, retain and grow fan-base and membership
Process-focused
Workflow drives consistent execution
Real-time visibility into fan and member interactions and business
operations at all times
Team-oriented
Collaborate with others inside & outside
of the organization – employees, fans, members & sponsors
Microsoft Dynamics xRM4Sports

8. Major Problems with “First-Generation” CRM
A 2004 AMR Research study found that:
28 percent of CRM projects failed to go live
33 percent had serious user adoption problems
A 2005 Forrester Research study found that:
Two-thirds of respondents were unhappy with
the ease of use of their CRM system
More than half of respondents were not satisfied with
their CRM system's return on investment (ROI)
Microsoft Dynamics xRM4Sports

9. Takeaways for End-User Adoption
Benefits from CRM software will only be achieved if
end-users see an application as a blessing rather
than a curse
The top two reasons for CRM failure are lack of user
acceptance and failure to populate and maintain data
Changing the way your business works to fit round a
package can be damaging, because your processes
can differentiate you and may be what made you
successful in the first place
Microsoft Dynamics xRM4Sports

10. What Do Clubs Need From a CRM System?
Reliable user adoption
If people won’t use it, it has no value
Data becomes incomplete or out of date
Great business fit
Consistent processes and real-time visibility
Recognize that you are unique!
Fast, flexible, and affordable technology
Quick to deploy and easy to manage
Fast time to value, low cost of ownership, high return on investment
Microsoft Dynamics xRM4Sports

11. Microsoft Dynamics CRM | The Latest Wave
A complete CRM suite that leverages
Service (Athlete the power and productivity of the
Sales (Fans & Management)
Supporters) Microsoft (Cloud) platform.
Marketing
Works the Way You Do
Native Office and Outlook experience
Full range of mobile solutions
Works the Way Your Club Does
Easily adapts to your needs
Powerful workflow and analytics
Works the Way Technology Should
Fast to deploy (cloud) and easy to manage
Powerful Web services architecture
Available in “the cloud” or on premise
Microsoft Dynamics xRM4Sports

12. Key Messages
Microsoft xRM4Sports allows you to put just the right amount of CRM
capabilities into the familiar and comfortable environment where your
people work every day (rather than “go someplace else” to do CRM)
Every unique process can be supported by Microsoft CRM’s powerful
workflow engine – as simple or as complex as your business needs
Powerful reporting and analytics ensure you can measure the efficiency
and productivity of all your athlete, fan and member interactions
Microsoft CRM integrates with your public website, employee Intranet and
sponsor Extranets, enabling full (global) search and knowledge
management on all CRM data
Microsoft Dynamics xRM4Sports

13. xRM4Sports | Works the Way You Do
• Native Microsoft
Outlook Folders &
Command Bar
• Automatic
calendar, contact,
task and email
synchronization
• Quick views
of relevant
information
Microsoft Dynamics xRM4Sports

14. Key Messages
Microsoft Office and Microsoft Outlook are central to where users spend
their day and organize their work
Microsoft xRM4Sports is built on the premise that it’s better to integrate
CRM into how people already spend their workday than to try to drive
people to use separate, more complicated applications
The amount of CRM functionality that is presented is based on the role of
the user, exposing as much or as little data and capabilities as their job
requires
Putting the right amount of information right where people already work,
and tied to how they already work, is the fastest and most reliable way to
ensure user adoption!
Microsoft Dynamics xRM4Sports

15. xRM4Sports | Works the Way Your Club Does
New Member • Create workflow based on
Received standard and custom entities
• Evaluate conditions and actions
Existing
Y Create Alert across systems
Member? New Oppty Manager
N
Create New Assign to
Member Manager
• Powerful reporting
• Take data into Excel while
maintaining a live data link
• Secure, role-based access at
the database level
Microsoft Dynamics xRM4Sports

16. xRM4Sports | Works the Way Technology Should
• Use Outlook, browser, iPhone, iPad etc.
Roles-Based • Get just the right tasks to each user
User Experience • Intelligent links to Microsoft Word, Excel
• Tailored views for athletes, coaches, members
• Drive more consistent process execution
Business Workflow
• Tailor the system to fit your club
and Visibility
• Get instant visibility and alerts
• Web services architecture
Integration and
• Connect multiple systems in real-time
Extensibility
• Easily import and export data
Microsoft Dynamics xRM4Sports

17. Key Messages
xRM4Sports offers a great user experience, a rich set of application
functionality and a fast, affordable platform that can grow and change as
required
Your CRM platform should bring together all the pieces necessary: end
user desktop tools, scalable and secure athlete, fan and member database,
powerful integration and presentation technologies, mobility solutions and
financial system integration
xRM4Sports is the right solution for your club!
Microsoft Dynamics xRM4Sports

18. Microsoft xRM4Sports
for Member & Fan Management
Microsoft Dynamics xRM4Sports

19. Microsoft xRM4Sports | for Member & Fan Management
Powered by Microsoft CRM 2011
Membership
Meetings / events
Marketing
Accounting
Education
Customer service
Business intelligence and reporting
Administration
Integration / third party systems
Web Portal
Microsoft Dynamics xRM4Sports

20. Microsoft xRM4Sports | for Member & Fan Management
Membership
General contact information including multiple addresses
Unlimited membership levels
Unlimited query-based dues categories
Committees
Chapters
SIGs
Certification / accreditation
Publications / subscriptions
Job board
Microsoft Dynamics xRM4Sports

21. Microsoft xRM4Sports | for Member & Fan Management
Meetings / Events
Flexible registration engine
Unlimited registration categories
Meeting booths
Abstract processing
Cloning functionality
Microsoft Dynamics xRM4Sports

22. Microsoft xRM4Sports | for Member & Fan Management
Marketing
Campaigns
Personalized bulk messages and letters
Automated reminders
Surveys
Microsoft Dynamics xRM4Sports

23. Microsoft xRM4Sports | for Member & Fan Management
Accounting
Built-in credit card processing
Shipping calculator
Product catalogue
Orders
Invoices
Payments
Fundraising / sponsorship
Microsoft Dynamics xRM4Sports

24. Microsoft xRM4Sports | for Member & Fan Management
Education
Continuing education
Quizzes and tests
Microsoft Dynamics xRM4Sports

25. Microsoft xRM4Sports | for Member & Fan Management
Athlete Management
Athlete/player administration
Training and nutrition
Medical, biomechanics and physio
Squads/teams
Competition/results
Calendar and scheduling
Task assignment
Work queues
Searchable knowledge base
Complete communication history
Microsoft Dynamics xRM4Sports

26. Microsoft xRM4Sports | for Member & Fan Management
Business Intelligence and Reporting
Ad-hoc queries and reports
Saved lists and queries
Configurable executive
dashboard
Mailing labels
Badges and barcodes
Rosters
Complete member history
summary
Microsoft Dynamics xRM4Sports

27. Microsoft xRM4Sports | for Member & Fan Management
Administration
Role-based permissions structure
List export and import
Duplicate record detection and merge utility
Change log / audit history
Address verification / social media integration
Automated workflows
Customizable data validation rules
Microsoft Dynamics xRM4Sports

28. Microsoft xRM4Sports | for Member & Fan Management
Integration
Native integration with Microsoft
Outlook and Microsoft Office
Integration with Great Plains,
AX(apta), NAV(ision), MYOB and
QuickBooks
Support for mobile devices
APIs for integrating with other
third party systems
Microsoft Dynamics xRM4Sports

29. Microsoft xRM4Sports | for Member Management
Third Party Systems
Surveys, questionnaires and feedback
Computer Telephony Integration (CTI), Integrated
Voice Response (IVR) and call centre management
WebTrends analytics
Telemarketing and call scripting
Microsoft Dynamics xRM4Sports

30. Microsoft xRM4Sports | for Member & Fan Management
Web Portal
Web forms, surveys and polls – in-
depth understanding and opinions
E-Commerce – a one-stop shop!
Ideas feedback and other social tools
– influence the conversation
Web content management and
search – fully integrated
Conference and events
Membership
Multi-regional and multi-lingual
portals speak your language
Microsoft Dynamics xRM4Sports

31. Microsoft xRM4Sports | More Information
For a confidential discussion about your needs or to arrange
an online web demonstration please:
Email: DBlumentals@xRM4Sports.com or
Phone: David Blumentals on +61 409 245 354
Microsoft Dynamics xRM4Sports