Selling online with Shopify, Amazon, Walmart, and eBay: eCommerce tools for 2023 for CRM
Agenda:
• Understanding the supply chain when selling through an online marketplace
• Consignment vs drop shipment
• eCommerce options and integration platforms
• What to watch out for when doing business with Shopify, Amazon, or Walmart
Best Microsoft Software & Tools for 2023
Microsoft’s Dynamics 365 CRM and ERP platform continues to evolve with new features and capabilities. In 2023, we can expect to see further integration with other Microsoft products such as Teams and Power Platform, as well as new capabilities such as AI and machine learning. This webinar will focus on software and tools that a typically Canadian Manufacturer or Distributor will require for 2023 and beyond.
Agenda
1. Security and Infrastructure
2. AI and Project Cortex
3. Sales, Marketing and Service
4. Accounting
5. Manufacturing and Distribution
6. Microsoft 365
7. Power Platform
Modernize Your Sales Productivity in Hours, Not Days
Accelerate sales by using customer, marketing, and sales data to identify ideal customer targets, recommend next best actions, and collaborate with peers.
1. Visualize your customers with data: Unite data to better understand your customers and use AI to inform your next best action.
2. Move to yes faster: Accelerate the sales pipeline and improve experiences by connecting sales and marketing, with support from AI and automation.
3. Simplify workflows and mentor teams: Close more deals with real-time coaching and productivity tools. Design and run any business process with point-and-click simplicity using Workflow. Manage success with flexible approval processes for deal discounts, expenses, and more.
With the sales process management solution in Dynamics, you can save time and simplify approvals by automating your sales processes with just a few clicks. This easy-to-use workflow automation software allows you to visualize and create any process with drag-and-drop simplicity, no matter how complex the process. Create workflows that guide sales agents through qualification conversations, intelligently recommend next steps on a deal, or automate manual tasks like filling out orders or putting together complex proposals.
Modern Reporting with Power BI in CRM:
Build reports without help from IT.
Our CRM analytics software keeps you updated with customized sales forecasting reports that you can build with ease. Just drag and drop the fields, filters, groupings, and charts that you want, and get an immediate real-time view.
Modify charts in your report, on the same screen. Track team performance with dashboards and other sales reporting tools, and quickly make changes to components to get the most important information front and center.
Make critical decisions from anywhere. Use the customer analytics software within Dynamics CRM to help you check on your key business metrics from anywhere. From email and opportunity management to tasks and collaboration, get what you need to close deals faster, on any device.
How a CFO can leverage Dynamics 365 Business Central
Agenda
See the big picture – dashboards
Streamlining departments – workflows
Making smarter decisions – KPI’s and Analysis
Improve forecast Accuracy – Excel Integration
Extend your financials – Online services and ISV’s
Compliance Ready and Security
A Walk through of Microsoft ERP Solution: Business Central
Join us for a walkthrough of Microsoft’s next-generation ERP solution: Business Central in the cloud. We will walk you through a transactional (click-by-click) flow of the most common functions for a typical Canadian manufacturing or distribution business. This webinar will showcase the functionality of the new system and the usability of the application. We have broken down the flow by departments from start to finish to show you how tightly the system is integrated; it all works together.
Agenda
1. Quote to Cash
2. Procure to Pay
3. Manufacturing
4. Supply Chain
5. Inventory Control
6. Accounting
7. Integration with Microsoft 365 (formerly Office 365) products: Power BI, TEAMS, AI, and Workflows
This webinar is full of value and detail for new users and executives to see Dynamics 365 Business Central’s full potential.
Forget Everything you Know about Reporting
Report writing is about communicating ideas, trends and insights to managers, owners and investors in an organization so depending on who you are presenting information you will determine the right visualization and technology to use.
There are many types of reports that you might write, sales reports, daily work orders, analysis reports and dashboards.
This webinar will explore the methods, techniques and technologies used to create reports for different audience members.
“If the only tool you have is a hammer, you tend to see every problem as a nail.”
Think about this famous quote by Abraham Maslow when we present this webinar as he refers to an over-reliance on a familiar or favourite tool (hint, hint…Excel)
Agenda
1. Reporting Technologies
2. Business Central Reports
3. Business Central Financial Statements
4. Business Central Analysis Views
5. Business Central Dashboards
6. Excel Integration and Pivot tables
7. Jet Reports
8. Power BI
9. ***new*** Goals and Metrics
10. Azure Synapse
Microsoft & Distribution: Doing it the Right Way
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Reduce your Accounting Workload by 50% with Microsoft Dynamics BC
Microsoft Dynamics Business Central has 43 integrated modules that allows you to make 1 transaction instead of 3 that most stand-alone accounting systems (QuickBooks, Accpac) make you do. In addition, the software has your industries best accounting and finance practices already built in!
In the webinar we will cover:
· Multi currency, languages, taxes
· 3 forms of costing (Projects, Work Orders, Service)
· Budgeting & Forecasting
· Power BI, analytics, and reporting
· Teams, communications
· SharePoint – document management
· HR
· Fixed Assets
· Job Costing, Project Costing, Change Orders, and revenue Rec.
· Supply chain – 3-way match
· Bar coding & Shop Floor reporting
Having all of your accounting and financial information in the same place will save your accounting department time, let them better manage critical accounting tasks, and do big jobs faster — like close out a month in almost half the time it used to take.
Welcome Back, Winter review of Microsoft updates that were released, and a look ahead to the Winter updates planned for BC, CRM, & Power Apps - January 25 2023
We at VOX ISM just wanted to say Welcome to 2023!
Attending this Webinar will get you all the newest information Microsoft has to offer in 2023. Winter review of Microsoft updates that were released, and a look ahead to the Winter updates planned for BC, CRM, & Power Apps.
Selling Online with Shopify, Amazon, Walmart, and eBay: eCommerce Tools
In the world of distribution, Shopify, Amazon, Walmart, and eBay are called online marketplaces. These stores facilitate both the buyer and the seller in many ways. An online marketplace is just like an e-commerce website but the difference is that your product can be listed globally. Typically, the operator of the marketplace doesn’t own any inventory but relies on drop shipments to the end customer.
In this webinar, we’ll explain how marketplaces work with ERP systems and what you need to do to set up and integrate into an online store.
Agenda:
- Understanding the supply chain when selling through an online marketplace
- Consignment vs drop shipment
- eCommerce options and integration platforms
- What to watch out for when doing business with Shopify, Amazon, or Walmart