Microsoft Dynamics CRM

The New CRM Jackpot is LinkedIn; this is what you need to know - October 10 Webinar

[my_title]

Microsoft Dynamics 365 CRM

Agenda Coming Soon

Jim Heaton

President, Vox ISM


Jim graduated from Victoria Park High school, University of Toronto, and has a Western MBA. Jim started out as an accountant and has worked in the IT industry for the last 30 years. He is the president of Vox ISM, which has twice won a two-time Microsoft Partner of the Year award winner (#1 of 12,000 Microsoft Partners).

Jacob Steinfeld

Microsoft Dynamics CRM Expert


Jacob is a Microsoft Certified CRM Sales Consultant with Vox ISM. He provides on-site and remote customer training as well as direction and guidance throughout our Dynamics 365 implementations. Jacob specializes in automation and CRM configurations and often presents at our free webinars, providing insights, best practices, and sharing his knowledge of new features in Dynamics 365. He is also part of Vox ISM’s Project Management Team. As a graduate of Langara College’s Electronic Media Design program with a background in marketing and administration in the capital equipment sector, he posses in-depth knowledge on enriching the user experience.

[event_details]

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.

Hope to see you on the webinar. For questions, reach out to linda@voxism.com, or call 905-840-7477


Microsoft Dynamics 365 CRM

4 Ways You Can Increase Your Business Revenue with Dynamics CRM - September 19 Webinar

[my_title]

Microsoft Dynamics 365 CRM

To increase your business revenue, you need to empower your sales force with the right tools. That includes an easy way to track their pipeline, manage open deals, and get the information they need to close without having to go through multiple channels.

Microsoft Dynamics 365 offers that by including their various productivity modules into a single, fully integrated system. Increase productivity with activity tracking and the AI-powered Relationship Assistant. Increase efficiency with Business Process Flows that guide your reps through a repeatable process.

Turn relationships into revenue with Social Selling, and track the value of your marketing initiatives with Campaigns. Did we mention it is fully integrated to work with your Office 365 products? Because it is. Draft perfect quotes with MS Word, generate interactive reports with MS Excel and store your notes in OneNote, OneDrive, or SharePoint. Do it all in Microsoft Dynamics 365 for Sales.

  • Tracking sales statistics to turn sales into a numbers game, and not just a head game.
  • Relationship selling with LinkedIn
  • Increase your hit rate with synchronized marketing
  • Respond faster with CRM tools at your fingertips (mobility)

Jacob Steinfeld, Microsoft Dynamics CRM Expert

Jacob is a Microsoft Certified CRM Sales Consultant with Vox ISM. He provides on-site and remote customer training as well as direction and guidance throughout our Dynamics 365 implementations. Jacob specializes in automation and CRM configurations and often presents at our free webinars, providing insights, best practices, and sharing his knowledge of new features in Dynamics 365. He is also part of Vox ISM’s Project Management Team. As a graduate of Langara College’s Electronic Media Design program with a background in marketing and administration in the capital equipment sector, he posses in-depth knowledge on enriching the user experience.

[event_details]

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.

Hope to see you on the webinar. For questions, reach out to linda@voxism.com, or call 905-840-7477


Dynamics 365 (CRM) for the Power User (Outlook, Mobile) - August 29 Webinar

[my_title]

Microsoft Dynamics 365 CRM

If you’re like many people, Microsoft Office Outlook is your communications, scheduling, and contact management hub. It’s where you monitor everything pertinent to your day-to-day activities. With the Dynamics 365 App for Outlook, you can now manage your pipeline, generate reports, and improve your customer service straight from Outlook as well. With the click of a button, Dynamics 365 deploys into your Outlook applications, both on your desktop, in your browser, and on your phone. This means full access to the CRM tools you need from anywhere, anytime.
  • The app’s capabilities
  • Viewing communication history and scheduled activities
  • Update your pipeline in Dynamics 365 without leaving Outlook
  • Add email templates & sales literature to your responses
  • Add products, adjust pricing, and send a finished proposal direct from your phone in under 5 minutes.

Jacob Steinfeld

CRM Expert


Jacob is a Microsoft Certified CRM Sales Consultant with Vox ISM. He provides on-site and remote customer training as well as direction and guidance throughout our Dynamics 365 implementations. Jacob specializes in automation and CRM configurations and often presents at our free webinars, providing insights, best practices, and sharing his knowledge of new features in Dynamics 365. He is also part of Vox ISM’s Project Management Team. As a graduate of Langara College’s Electronic Media Design program with a background in marketing and administration in the capital equipment sector, he posses in-depth knowledge on enriching the user experience.

[event_details]

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.

Hope to see you on the webinar. For questions, reach out to linda@voxism.com, or call 905-840-7477


Seminar at Microsoft Canada HQ in Mississauga (ON) - Microsoft Dynamics 365 – CRM for Sales & Marketing

[my_title]

Microsoft Dynamics 365 CRM

Please join us on Tuesday, August 14th, 2018 from 1:30 pm to 3:00 pm to learn how to run a professional sales force and marketing department using modern, easy to use Microsoft Dynamics 365 CRM software.

In this seminar, you’ll learn:

  • Getting started – the five screens in Microsoft Dynamics 36 CRM that every sales rep. will use
  • Sales management – it is all about the numbers
  • Marketing – the basics
  • Marketing advanced
  • Synchronized marketing – double your results
  • Social selling – LinkedIn is the key
  • The under 30 crowd – fully mobile, run from Outlook
  • COJG – government funding to pay for the training

Jim Heaton

President, Vox ISM


Jim graduated from Victoria Park High school, University of Toronto, and has a Western MBA. Jim started out as an accountant and has worked in the IT industry for the last 30 years. He is the president of Vox ISM, which has twice won a two-time Microsoft Partner of the Year award winner (#1 of 12,000 Microsoft Partners).

Jacob Steinfeld

Microsoft Dynamics CRM Expert


Jacob is a Microsoft Certified CRM Sales Consultant with Vox ISM. He provides on-site and remote customer training as well as direction and guidance throughout our Dynamics 365 implementations. Jacob specializes in automation and CRM configurations and often presents at our free webinars, providing insights, best practices, and sharing his knowledge of new features in Dynamics 365. He is also part of Vox ISM’s Project Management Team. As a graduate of Langara College’s Electronic Media Design program with a background in marketing and administration in the capital equipment sector, he posses in-depth knowledge on enriching the user experience.

[event_details]

Microsoft Canada
1950 Meadowvale Blvd
Mississauga, ON
L5N 8L9, Canada

1950 Meadowvale Blvd
Mississauga, Canada, L5N 8L9


Vox ISM free webinars and seminars - first half of 2018 events schedule

Vox ISM Free Webinars and Seminars

82 free webinars with monthly seminars this year.

Vox ISM offers a free webinar every week, and monthly seminars, on the latest technology to improve your business. This year we are aiming to host 82 free events. As part of our commitment to our customers and the Microsoft user community we research, test, and deploy the latest software offerings from Microsoft and our very own partners. Then at each event we show you how you can use your existing software, or the latest software to increase sales, increase your bottom line, and deliver projects on time and on budget. We will also show you how to increase insights into your operations and take action without waiting for weekly or monthly reports to come through, and we don't stop there. We also show our customers how easy it can be to upgrade, integrate, and connect all of their operations including sales, service, inventory, account and more, into 1 single solution. Join us at an event this year and bring us your questions, or just lend us your ears and learn about how you yourself can implement better practices that grow your business.

First half of 2018 Calendar. Vox ISM free webinars and seminars - Topics

  • Top 10 CRM 2018 Features - NEXT UP February 7 @2pm
  • Digitally Transforming the workplace
  • Microsoft for Manufacturing
  • Securing Government funding for your software implementation
  • VISUAL to NAV - What's the difference?
  • Top 10 NAV 2018 Features
  • MRP and Master Scheduling with Dynamics NAV
  • How to run your HR department out of Microsoft CRM
  • Advanced Manufacturing
  • Office 365 working with Dynamics 365
  • Excel with Excel
  • Upgrading to CRM 2018 on-premise or in the cloud
  • Jet Reports Express NAV 2018
  • Customer Service
  • Labour Time Reporting Program in NAV
  • Month and Year End Processes
  • Project Management in CRM
  • Project Management in NAV
  • Field Service
  • and more...
To see our growing list of events, and what is coming up with week, head over to our events page.

Project Service Automation from Dynamics 365

Increase visibility into your projects, sell to capacity, and maximize revenue!

Project Management From Start to Finish

Run your project-based business more productively by increasing visibility into all aspects of your projects. This includes quoting, implementation, resource scheduling, delivery, and evaluation. With the right tools and loads of automation features, once lengthy management processes become simple turnkey solutions. Microsoft has strategically placed single click automation options. Want to quickly generate project estimates for your sales team? No problem. Enter your time for the week by automatically converting your scheduled tasks into time entry records? No problem again. “That’s all fine and dandy, but what about if there’s a hiccup in my project and I need to reschedule 2 months’ worth of activities for my resources?” No problem! Push the delivery date of your delayed WBS and all your ducks automatically fall in line, including resource scheduling.

Project Service Automation Key Features

  1. Project Quoting with ease
  2. The Resource Scheduler
  3. Costs and Billing Tracking
  4. Reporting

Selling your project

Make it easy for your sales and project managers to collaborate on estimates using templates. As you begin to use the software you can convert projects into a templates. This allows you to turn your familiar projects into quick-loading templates for your sales teams and project managers to use in the future. Now the next time you’re selling a similar deal you can import your project details and estimated costs with 1 button.  This Project Service Automation solution also links to Microsoft Project. With its scheduling and management strength, to improve your project planning from estimation to completion.

The Resource Scheduler

Assign the best consultants to each project based on their skills, availability, and interest by unifying resources and scheduling. You can quickly find the most qualified consultants who are available to work on projects, and you can easily see how to better schedule them during the course of each project. To add some ease to the process resources can be automatically picked and scheduled based on the criteria previously mentioned.

project service automation resource scheduling

Costs and Billing Tracking

Track your costs by using your Cost Rate, or Bill Rate. View valuable KPI such as Remaining Cost (ETC), Schedule Variance, Estimated Remaining Revenue, and more. As well your resources have access to a simplified Time Entry and Expense Entry forms which are accessible from desktop, web, and mobile apps. Submitting information, assigning it to customers, approving it, and updating the project status are made easier than ever. Automation technology assists configurable process flows that ensure tasks go smoothly at every step.

Project Service Automation Cost Tracking

Reporting

View your data with strong visuals. See your cost by month, gross margin by month, total sales by month, total hours by month, and utilization by role compared to their target utilization. Gain insights into your project effort with valuable KPI for the project as a whole, as well as with drill-downs by project tasks. Take a look at some of the examples below from our Project Service Automation demo environment.

Project Service Automation Power BI Report

Want to see the software in action?

We’re hosting a free seminar at Microsoft Canada Headquarters in Mississauga, Ontario on January 18. For more information about the event head over to the registration page.


Microsoft and LinkedIn Sales Navigator: Dynamics 365 (CRM) Integration

As many of my readers know, on June 13, 2016, Microsoft Corp. acquired LinkedIn Corporation for $196 per share, valued at $26.2 billion.

microsoft and linkedin _purchase

This recent deal allows Microsoft to embed LinkedIn in its many existing products including Dynamics 365. At the time, Microsoft CEO, Satya Nadella, knew he had bought a precious social network product. LinkedIn's popularity has skyrocketed over the last decade and has influenced over 500 million subscribers from more than 200 countries to join its network. It is explicit, with 227 million users using LinkedIn monthly and profile details regularly updated, allows companies to empower every person and organization listed on LinkedIn.

Taking selling to a completely new level

In the fourth quarter of this year (2017), Dynamics 365 and Dynamics and LinkedIn Sales Navigator will be integrated together. No more Lead Sales lists or Excel worksheets required. This seamless experience will allow reps to save valuable time. Instead of flipping back and forth between Dynamics 365 (CRM) and LinkedIn Sales Navigator, the Sales Reps can spend more time selling. The LinkedIn Sales Navigator has been available for purchase for some time. It has enhanced its users in many ways by providing the following:

  • Highly tailored relationship mapping
  • Nurturing Leads in the pipeline
  • Making Direct Contact with Decision-Makers

With Microsoft Dynamics 365, the Sales Rep can navigate to any contact or company record directly from their Dynamics CRM having LinkedIn as a side bar with useful information. From this LinkedIn side bar, they can use the data to create, track, and close sales deals faster. Sales Reps can use LinkedIn to research their company leads and their employees. At their fingertips, the rep has data of where these people are working now, their profile (head shot) photo and job titles, and work history directly from within Dynamics. From their CRM, the rep can also gather data from LinkedIn to find out what school their connections went to and what interest groups these people share. From the account records, the rep has a glance at their industry, size, and location.

microsoft and linkedin _accounts screen.jpg

Benefits of the Sales Navigator with CRM Integration

  • Sales Reps can prepare before calls to gain insights on the company and contact to have everything readily available.
  • Sales Reps can choose to use these Icebreakers interest groups to share experiences and interests to connect to their leads using commonalities.
  • The latest industry news feeds keeps the Sales Reps informed.
  • Sales Reps can also use LinkedIn’s Recommended Leads and TeamLink with their connections to connect to a network of leads and opportunities.
  • Sales Reps can receive Account and Lead Updates including news mentions and job changes when viewing accounts in Dynamics.
  • The LinkedIn Sales Navigator widget is useful for saving time and providing accurate data for planning and validating data for marketing campaigns, or planning an annual sales territory.

For further information on installing the CRM Widget for Microsoft Dynamics or implementing Dynamics 365, contact me, Linda Heaton, by phone, 905-840-7477 or by email, linda@voxism.com. At Vox ISM we are here to help you succeed.

References

  1. LinkedIn Corporation. (October 2017). Sales Navigator: CRM Integration. Use the Sales Navigator CRM widget for Microsoft Dynamics to stay connected. https://gallery.azure.com/artifact/20151001/linkedin.acdbc404-e99f-4c3e-927f-52fa28a6a682.1.0.4/Artifacts/Documents/350754047904-Dynamics20Widget20Tip20Sheet.pdf  
  2. Fortune (April 2017). LinkedIn Claims Half a Billion Users. http://fortune.com/2017/04/24/linkedin-users/
  3. Microsoft | TechNet (August 2017).  Dynamics 365 LinkedIn Integration.  https://blogs.technet.microsoft.com/lystavlen/2017/08/04/dynamics-365-linkedin-integration/

Management Reporting for Canadian Manufacturers in 2017

In Microsoft Dynamics NAV & CRM 2017 there are 47 modules, 12,500+ programs, and 545 standard reports that cover every conceivable topic for the 170,000+ NAV customer around the world. How do I know this? I spent an entire weekend with 3 team members and looked at every report in the system.  A very long weekend!

The average Vox ISM Microsoft Manufacturing Customer goes through 5 steps to get the management information they need to run and improve their business:

  1. Standard reports and forms (Income statement, Balance sheets), and correct forms (13 standard forms such as Purchase orders, order acknowledgements, invoices, checks, etc.)
  2. Dashboards to give you your key metrics
  3. The ability to download to Excel to do analysis
  4. Vox - Business Intelligence (BI) Cubes to do detailed analysis (Sales, Financials, Manufacturing, and Supply Chain.
  5. And Power BI – where the cool kids play. Also we have just started working with Artificial Intelligence (AI), this will be the story in 2018

This reporting evolution often takes a year to get in place, and leads to many surprises for the customer. The BI brings past mistakes to light, and gives you the data you need to improve your business.

See Below for the evolution of management reporting from a 1985 style income statement to a dashboard in Power BI (available on any device)            https://powerbi.microsoft.com/en-us/desktop/

Monthly income statement - old

Power BI and management on multiple devices

To see Microsoft for Manufacturing Software’s’ Management reporting in action, please join us by registering for the free event below.

“Drive your business with Big Data – Management Reporting”

Oct 26 - Management reporting

October 26, 2017 - 1:30 pm EDT - 3:00pm
Delta Hotel
2035 Kennedy Road
Toronto, ON M1T 3G2 Canada


Database Maintenance - Hire a Student

In 2008, our first student came to us from Seneca College in the Marketing Administration Co-op Program. Most of our students are related to our staff and some students use their earnings to pay for their schooling. Upon graduation, the skills that these students learn at Vox ISM, look impressive to their future employers. This summer, we have hired three students to help us in the marketing department to do database maintenance.

What is Database Maintenance?

Database Maintenance is a term we use to describe a set of tasks that both the sales and marketing team perform with the intention to improve their database integrity.

The Value of Database Maintenance

Over time, the database will go through numerous changes. Staff will routinely add data or remove data from CRM records to help increase performance. A database that is accurate will allow the marketing and sales team to reach out faster to their quality leads. It takes time to perform database maintenance – a student can focus on these tasks which lets the rest of the team have more time to call their leads, work on marketing materials, or prepare a quote.

What Can Students do for Database Maintenance?

Each student at Vox ISM contributes at least 10 hours per week and are assigned to help our full-time marketing team. What the students like best about working for Vox ISM, is that they have flexible hours. How? From their home or dorm, they have the ability to log into Microsoft Dynamics CRM remotely using a web browser. This flexibility is especially appreciated when the students are in school and need the day hours to get to their classes and work on their assignments. They can work in the evenings or on weekends. If they want to work on the CRM using the midnight oil, they can. And some of our student owls do.

Top Student Jobs/Assignments

  1. Constant Contact unsubscribes: Even though we hate to lose any subscriber to our newsletter, it does happen. Constant Contact will give us a weekly list of all unsubscribes. Our student will take this list and update CASL including selecting 'do not allow' bulk emails. This results in having our CRM database matching our Constant Contact database and vice versa.
  2. Constant Contact blocks: From Constant Contact, we can get a list of all emails that were not delivered. Sometimes the person leaves the organization, or their email is incorrect, or they block us using their Outlook. Our student will take this list and update our CRM database. The student then updates CASL to ‘do not allow’ and makes a note informing us why our newsletter was not received appropriately: bounced or undeliverable. This allows the marketing team the knowledge that they need to ask for the new email next time they reach out to this contact. During this assignment, the student will search for the contact’s LinkedIn page to see if he can determine if the email is incorrect or if the contact has left the organization. For those that left the organization, the student will deactivate the contact in our CRM and then populate a new contact record under their new company.
  3. Add lists to CRM: When Vox ISM receives a list of companies that are looking for ERP or CRM software, the students will cross-check and try to find the existing account in the CRM accounts and match it to the lead on the acquired list. Obviously some accounts will be new and the student will qualify the lead moving it over to the accounts. Once all leads are cross-checked, we will create phone call activities for the students to work as a team to hunt down these companies in the search engines. They will verify the street address from the website, add contacts, emails and social media that they find from their search.

In summary, if your Dynamics CRM database is corrupt and full of errors, may I suggest you hire a student. Remember, today’s students are tomorrow’s future. Over time, your database will become better; and, in the meantime, the student is learning many skills in which to put on his or her resume upon graduation.

 

-Linda Heaton

Marketing Lead generation Manager at Vox ISM, Inc.

 

 


Microsoft Overtakes Salesforce.com - The Forrester Wave

Microsoft overtakes Salesforce performance chart

This article was written by Wynand Roos, Co-Founder of The CRM Team, Fourways, Gauteng, South Africa. [1]

Microsoft Overtakes Salesforce.com – Forrester

They’ve led for decades. But things are now fading for Salesforce.com. Global agency Forrester recently put Microsoft ahead in Salesforce.com’s traditional stronghold: sales software[1]. This is a big coup for Microsoft who have been making gains in this area for a long time.

“Microsoft delivers on intelligent seller productivity.” – Forrester 2017 Q2 report

What should worry all Microsoft’s competitors: this latest Forrester Wave is based on Microsoft’s 2016 release. Wait until Forrester assesses Microsoft’s deep integration with LinkedIn – predicted to be a game-changer by many. The seamless flow between Outlook, Dynamics 365 and Sales Navigator (LinkedIn) is going to make it harder for Sales Directors to justify the higher expense of Oracle, SAP or Saleforce.com

The Satya Nadella Treatment

You might ask yourself what has given Microsoft the edge? While they have invested heavily in machine learning/artificial intelligence, and the now famous acquisition of LinkedIn, Forrester put it down to a “heightened focus on seller productivity”.

Sales software has traditionally focused on reporting and analytics. But with deep integration into Outlook, Microsoft has made it possible for sales reps to more productive on the go. Simple things such as not switching between apps has recently been shown to have a massive impact on revenue.

Forrester concludes:

“Microsoft is a best fit for companies looking to capitalize on the productivity gains of their other Microsoft cloud investments” – which is fairly obvious. But interestingly, they go on to say:

“..and those companies that are …looking to disrupt their peers with AI and machine learning

Sales teams across the globe are already disrupting their competitors with Microsoft’s new Dynamics 365 platform, but ironically, this disruptive ability is already being felt by Microsoft’s own competitors.

If you want to find out more, why not check out: Office 365 & Dynamics 365

[2] John Bruno, The Forrester Wave: Sales Force Automation Solutions, Q2 2017 (Forrester)

Get Microsoft for Manufacturing, Financials, and Sales

To learn more about Microsoft's ERP and CRM solutions contact a Vox ISM representative.