An overview of Social CRM with InsideView and iGo2

1. iGo2 Overview
iGo2 Group Pty Ltd – Providing you smart integrated responsible social business solutions

2. Agenda
 Who is iGo2?
 InsideView Dynamics Overview
 InsideView Demo
 Why Partner?
 Other opportunities

3. iGo2 Focus Areas
Strategy
:
formula/ng
policy
and
strategy
through
researching
your
brand,
customers,
partners
and
compe/tors
Tac/cs:
building
your
social
presence
and
integra/ng
to
your
business
processes;
training
and
empowering
employees
and
partners.
Intelligence:
monitoring,
collec/ng,
and
analyzing
social
data
to
make
informed
and
agile
business
and
policy
decisions.
Tools:
delivering,
installing,
suppor/ng
and
integra/ng
best
of
breed
products
for
u/lising
the
social
web

4. for
iGo2 Group Pty Ltd – Providing you smart integrated responsible social business solutions

5. What Sales Reps want?
Reach the right person
at the right time
with the right message
| SLIDE :5

6. …Increases sales productivity
by delivering
relevant business and social insights
when and where you need them.
6

7. Company Social News
Contacts Connections
Info Networks Alerts
All in One Intelligence
to Discover
Opportunities & Engage
People.
Right
Person
Right
Time
Right
Message
| SLIDE :7

8. InsideView For Microsoft Dynamics CRM
• Company Info
• Contacts
• Alerts
• Social Media
• Social Networks
• Family Tree
• Competitors
• Sync to CRM
• List building
FREE!
5
minute
Install
Dynamics
Marketplace
Partner
of
the
Year
CRM 2011 and 4.0 | Within Accounts, Leads, Contacts, & Opportunities
2011

9. Rich Executive Profiles

10. Data Sync into CRM

11. Daily Watchlist Email Alert
Be the first to know…Watchlists for
prospects, customers, and competitors
| SLIDE :11

12. Key Features in Demo
1. Aggregated company and contact
information from many sources
2. Social Media and Social Profiles/Networking
3. Smart Tools
– Smart Agents – alerts
– Smart Connections – beyond LinkedIn
– List Building
– Account/Contact sync into CRM
| SLIDE :12

13. DEMO
.
iGo2 Group Pty Ltd – Providing you smart integrated responsible social business solutions

14. Do you really need more contact data?
When was the last time you agreed to
meet with someone who only knew your
name?
| SLIDE :14

15. Contact data, alone, gets you to
the door. InsideView gets you
Inside.
 Inside the prospect s world
 Inside their social networks
 Inside the issues that matter to their business
o Past the gatekeepers
o Past the noise
o Past your competition

16. Key Benefits
 Expert sales preparation (fast and effective)
 Higher win rates
 Faster CRM Adoption
 Reduced spend on multiple data sources
InsideView
Users
are
more
successful.
CSO Insights, 2011
| SLIDE :16

17. InsideView for Dynamics CRM Customer Pricing
CRM+
TEAM*
FREE
Company
Details
" " "
TwiPer
&
Blog
Men/ons
" " "
News
Aggrega/on
" " "
Sales
Data
Social
Profiles
" " "
Family
Trees
" "
Compe/tor
Profiles
" "
Contact
Details
" "
Company
Tracking
Limited
Limited**
"
Standard
Sales
Triggers
Limited
" "
Sales
Intelligence
Custom
Sales
Triggers
"
Major
Social
Networks

" "
Smart
Connec/ons

" "
Triggers
&
Connec/on
Sharing

"
CRM
Import
&
Sync
Limited***
"
CRM
Integra;on
CRM
Data
Governance
" "
&
List
Export
List
Building
"
Company
and
Contact
List
Export
"
Price
Per
User
Per
month
$0
$29
$49
CRM
+
Requires
license
for
all
CRM
users,
$4,000
minimum
ACV.
TEAM
$4,000
minimum
ACV.
PRO
for
Individuals
No
min
seat
requirement.
$99
per
month
billed
to
credit
card.
| SLIDE :17
*TEAM promo pricing valid thru 12/31/11. **1 Watchlist with 3 Agents ***Unlimited company sync. 50 contact sync /person month.

18. InsideView Dynamics Partner
Pricing (thru 12/31)
 FREE
 CRM+ - $19 per user per month (all CRM seats)
 TEAM - $49 per user per month (5 seat min)
 PRO - $99 per user per month (individual user, credit
card billing)
Must be ordered through: insideview@iGo2Group.com
| SLIDE :18

19. Partner Benefits
For Partner s Clients
 Immediately actionable value from CRM
 Faster CRM Adoption
 Higher CRM ROI
 Reduced spend on lists/data
60 x per day
For CRM Partners
 Sizzling CRM Demos
 Crush SFDC/Jigsaw!
 20% Referral commissions on 1st year
| SLIDE :19

20. InsideView Value Proposition:
It s about more than just business card data
Data.com
Detailed Company Data:
(Name, Address, Revenues, Employees,
Business Description, News Alerts)
(Basic data only)
Contact Data:
(Name, Title, Phone #, Email) (Business card data
only)
Company Intelligence:
Reasons to Call
(25,000+ Sources)
Relationship Intelligence:
Connections
(Reference, Professional, Social)
Social Selling Thought-
Leadership, Training &
Certification:

21. InsideView v. Jigsaw (Data.com)
 InsideView is a complete sales intelligence application
– Includes rich company and contact information from the
world s best sources
• Reuters, Capital IQ, NetProspex, Cortera, websites, and more
– More complete and accurate decision-maker contacts
– Easy to use all in one application
• Family Tree, Competitors, Deep Financials
– Provides smart tools
• Alerts, Smart connections, watchlists
 Jigsaw is a user-contributed business card database
– Accuracy is lower because it s user contributed
– Large volume of contacts - 90% are staff level
– Auto-update – will make a mess out of your CRM data
| SLIDE :21

22. Critical Information to Know
 http://igo2group.com/resources/Insideview
– Resource library
– Install instructions
– Presentation
 Register referrals – insideview@iGo2Group.com
 InsideView Support – insideview@igo2group.com
 Automatic 30 day TRIAL of full version
 Subscription Options
– CRM+ $29*/user/month
– TEAM $49/user/month (expires 12/31/11)
– PRO $99 (single user on monthly credit card)
*$29 for customers, $19 for MSFT partners (thru 12/31/11)
| SLIDE :22

23. Other Opportunities
CRM + Communities = Social CRM for MSFT
iGo2 Group Pty Ltd – Providing you smart integrated responsible social business solutions

24. The Leader in Social Community Software
Why
social
communi;es?
Enhance
customer
support
Empower
employee
collabora;on
Engage
customers
Gain
valuable
insight
How?
World-­‐class
social
suite
Online
customer
communi;es
Enterprise
employee
communi;es
Social
analy;cs
Why
Telligent?
Serving
the
industry
since
2004
Offices
in
Dallas,
London,
Paris
and
SeaSle
More
than
3,000
customers

25. The Social Ecosystem
Wikis
Par;cipa;ng
Listening,
establishing
reputa/on
(I’m
one
of
you)
Managed
Listening,
suppor/ng,
building
reputa/on,
marke/ng
External
Communi/es
Owned
Closed
Network
Listening,
suppor/ng,
building
rela/onships,
collabora/ng
Example:
customer
communi/es
Internal
Example:
channels,
members
Communi/es
Example:
Intranets,
communi/es
of
prac/ce

26. Community Use Cases
(80% of clients)
Internal
Communi;es
External
Communi;es
Corporate
Customer-­‐Driven
Communica;on
Support
Employee
Networking
&
Interac;ve
Marke;ng
Collabora;on
Innova;on
Associa;on
Marke;ng

27. The
Founders
of
iGo2
Group
 All
CerDfied
Strategists
in
Social
Media
 All
have
more
than
20
years
business
experience
in
IT
and
industry
iGo2 Group Pty Ltd – Providing you smart integrated responsible social business solutions

28. Thank you!
insideview@iGo2Group.com
www.igo2group.com
Heidi
Tucker,
VP,
Global
Alliances
michaelg@igo2group.com
| SLIDE :28
Paula
Mahlberg,
Microso`
Alliance
Manager
willb@igo2group.com
iGo2 Group Pty Ltd – Providing you smart integrated responsible social business solutions