SMB Customer Talk workbooks
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Customer Talk workbooks


A large number of small and midsize businesses (SMB) are using older technology, representing a significant revenue opportunity for your business. Request and use your U.S. SMB Customer Talk workbook* to identify your customers who are using older versions of Microsoft software, and then equip your business with sales and marketing resources to have compelling upsell conversations with them.

After you have your workbook, use the information and resources below to maximize your Campaign Talk participation.

Opportunity spotlight: Windows Server 2003

Time is running out to upgrade your Windows Server 2003 customers prior the end of Microsoft support on July 14, 2015. All versions of Windows Server 2003 will no longer receive critical updates or maintain regulatory compliance, which can affect their other applications and services. Leverage this opportunity to modernize your customer’s network.

Each migration leads to multiple opportunities to equip your customers with the latest Microsoft products and services, both on premise and in the cloud. It can take anywhere from a few weeks to a few hundred days to migrate servers and applications, so it is important to start the conversation now and establish a plan to ensure a smooth transition.

Quickly identify your partners on Windows XP and Windows Server 2003 by requesting your Customer Talk workbook! Be sure to also use the tools and resources below to up-level your customer’s infrastructure to Windows Serve 2012 R2, Microsoft Azure, and Office 365.

Recommended actions

Product resources

Windows Server 

Create demand using Ready-to-Go Marketing:

Microsoft Azure

Create demand using Ready-to-Go Marketing

Browse Gear Up for materials to pitch Azure

Microsoft Office and Microsoft Office 365

Create demand using Ready-to-Go Marketing:

Browse Gear Up for materials to pitch the new Office:

Microsoft Exchange

Create demand using Ready-to-Go Marketing:

Microsoft SQL Server

Create demand using Ready-to-Go Marketing:

Browse Gear Up for pitch materials:


*The workbook contains Microsoft Confidential Information, and is intended for internal use only by you as a Microsoft partner. Workbooks may not be available to all partners.