Join Microsoft & VOX ISM for an exclusive webinar where we will delve into how a CRM and Copilot system can help keep your sales team on track and selling, and help you identify and add new leads easily and quickly and get them to your sales reps. By focusing on the right leads, sales can prioritize the opportunities that will close deals, and marketing can identify leads that need more nurturing and prime them to become quality leads. Using CRM well will increase your sales by 10%!

Agenda:

1. Sell more with CRM Copilot for sales (5 key screens)

2. The 3 key CRM tools of 2025 that are included at no charge (Copilot, Power BI for reporting, Teams calling)

3. Marketing, the forgotten art, generate more leads, sell more

4. Sales & Marketing reporting, it is all about the numbers!

Join Microsoft & VOX ISM for an exclusive webinar where we will delve into how a CRM system can help keep your sales team on track and add new leads easily and quickly and get them to your sales reps. By focusing on the right leads, sales can prioritize the opportunities that will close deals, and marketing can identify leads that need more nurturing and prime them to become quality leads. Using CRM well will increase your sales by 10%!

1. Generating new leads

2. Sales Reps – tracking, and converting leads to prospects and then quotes

3. Tools to help the sales manager keep on track with his leads

4. Sales & Marketing lead reporting

Microsoft CRM (Dynamics 365 Sales) helps track sales leads by allowing you to capture lead information, track their interactions, manage the sales process, and visualize data through dashboards, ultimately improving sales efficiency and insights

Join Microsoft & VOX ISM for an exclusive webinar where we will delve into how a Microsoft Dynamics CRM for Sales software that can help you sell more. Firms using CRMs increase their sales by 29% on average.

A CRM is much more than a digital address book. It organizes customer data, tracks sales, and streamlines your team’s workflow. Using CRMs to automate sales tasks like follow-ups and centralizing communication saves time and reduces errors for your reps

Agenda:

1. Sell more with CRM for sales (5 key screens), the 5 screens that your reps will use daily

2. The 3 key CRM tools of 2025 that are included at no charge (Copilot, Power BI for reporting, integrated calling).

3. Sales manager tools & reporting, it is all about the numbers!

Marketing is all about the numbers. The Microsoft CRM system has many analytic dashboards and reporting analytics to show you the current numbers and future trends. You will use a combination of the latest tools in 2025, (Copilot, Power BI, and marketing segmentation).

Unify your Sales and Marketing teams with Dynamics 365 to create a seamless, efficient, and collaborative environment. Experience enhanced communication and data sharing, ensuring both teams have access to real-time insights and customer information. This integration enables more effective targeting, personalized marketing strategies, and a streamlined sales process, leading to increased sales:

Agenda:

1. Microsoft CRM for sales and marketing, the 5 key screens

2. How to find and use the marketing information that is their (look at the key dashboards, reports, and analytics)

3. Using the 3 key tools for 2025 (Copilot, Power BI, Office 365 – Teams & SharePoint)

4. The 56 standard CRM reports for Sales and Marketing, my best 5.

Join Microsoft & VOX ISM for an exclusive webinar where we will delve into how a CRM system can help keep your sales team on track and selling, and help you identify and add new leads easily and quickly and get them to your sales reps. By focusing on the right leads, sales can prioritize the opportunities that will close deals, and marketing can identify leads that need more nurturing and prime them to become quality leads. Using CRM well will increase your sales by 10%!

Agenda:

1. Sell more with CRM for sales (5 key screens)

2. The 3 key CRM tools of 2025 that are included at no charge (Copilot, Power BI for reporting, Teams calling)

3. Marketing, the forgotten art, generate more leads, sell more

4. Sales & Marketing reporting, it is all about the numbers!

Microsoft has released new tools for building client portals. These portals allow partners, vendors, clients, and other stakeholders to securely access specific parts of a company’s network. Users are restricted to the sections they are granted access to, keeping the rest of the network secure. With these tools, Power Apps makers can create external-facing websites that display necessary data securely.

What You Will Learn

• About Portals: Collaboration, Accessibility, Customized Content, Connected Devices, Better Communication, Improve Customer Loyalty, Enhance Customer Service, Increase Productivity, Reduce Errors, Increase Responsiveness, Analytics, Security.
• Design:
  • Portal Design: Create portals using the WYSIWYG Power Apps Portals Studio.
  • Configuring Components: Set up components on webpages.
  • Connecting Lists and Views: Integrate lists and views from Microsoft Dynamics 365.
• Copilot Integration