Copilot for CRM Service
Learn about the growing trend of AI in customer service and how your organization can use intelligent technologies to personalize customer experiences while reducing costs. We will cover the 3 CRM service modules (Service (Cases), Field Service, and Operations for Projects)
What we’ll cover:
· Introduction & strategic benefits of AI for your service team (30% labor savings)
· AI-driven service management
· Customer engagement and personalized insights
· Integration with Microsoft 365 (Outlook, Teams, Excel, Power BI)
· Prompting tips and best practices
· Pricing & licensing overview
Rather than replace people, AI works alongside customer service teams to automate routine tasks and deliver intelligent support. AI in customer service gives teams more time to focus on complex, high-value tasks and generates insights needed to personalize interactions, resolve issues, and drive satisfaction
Microsoft Copilot for CRM Sales & Marketing
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. Sales Copilot is now everywhere in Microsoft CRM, and is included at no charge, and will help you increase your sales and reduce your reps time and effort on mundane tasks.
Agenda:
1. Sell more with CRM for sales (5 key screens), the 5 screens that your reps will use daily including Sales Copilot!
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!
Your Growth Playbook Starts in the CRM — If It’s Built Right
Microsoft CRM software helps you sell more by providing a centralized platform to manage customer data, track sales pipelines, and automate follow-up tasks. It personalizes customer interactions using real-time insights and streamlines daily work with AI-assisted tools (Sales Copilot) that reduce manual effort. The software also allows for quick setup and minimal training, making it easy to scale as your team and needs grow. With secure, cloud-based access from anywhere, you can respond quickly and personalize every interaction, follow leads through longer sales cycles, and keep service consistent with fewer resources.
Copilot for Sales is an AI assistant designed for sales teams to maximize productivity and close more deals, bringing sales insights and next-generation AI into the tools you use daily like Microsoft Outlook, Microsoft Teams, and other Microsoft 365 apps. Using CRM software can significantly enhance sales performance. Studies indicate that for every dollar spent on a CRM, businesses can expect an average return on investment (ROI) of $8.71, making it one of the most profitable software investments.
Agenda:
1. The 5 screens that each sales rep. uses (Account, Contacts, Activities, Quotes, Dashboard).
2. Sell more, how about a little marketing.
3. Sales Copilot – AI to sell 30% more!
4. Sales reporting and analytics
5. Customer Service
6. Fully integrated to Microsoft Office
Microsoft CRM: How to make it work for you
Whether you're in sales, marketing, customer service, or operations, this session will show you how to use your Microsoft CRM & Sales Copilot to its full potential. We'll explore how to boost sales with targeted marketing, deliver better service that drives loyalty, run projects that keep customers engaged, and how it all seamlessly integrates with Microsoft Dynamics 365 Business Central & Copilot. By aligning your teams and tools, you’ll unlock new revenue opportunities and deliver exceptional customer experiences.
1. Sell More with CRM
· Centralize customer data and sales activities.
· Use AI to prioritize leads and opportunities.
· Track pipeline performance and forecast with confidence.
· Use Sales Copilot to save you 45 minutes a day, and sell more
2. Increase Sales with Marketing + 10%
· Segment and target the right audience.
· Automate personalized campaigns.
· Measure campaign ROI and optimize continuously.
3. Better Customer Service to Sell More
· Resolve issues faster with a 360° customer view.
· Turn service interactions into upsell opportunities.
· Build trust and long-term relationships.
4. Run Projects That Drive Customer Success
· Manage project timelines, budgets, and resources.
· Collaborate across teams with shared visibility.
· Deliver on promises and increase customer satisfaction.
5. Seamless Integration with Business Central
· Sync financials, inventory, and operations with CRM.
· Eliminate data silos and manual entry.
· Make faster, data-driven decisions across the business.
Microsoft CRM supports sales growth, marketing effectiveness, customer service, project management, and integrates fully with Business Central and Sales Copilot.
Time to Ditch SalesForce and Upgrade to Microsoft CRM
Are you ready to take your customer relationship management to the next level? In this webinar, we’ll explore how Microsoft CRM offers a superior alternative to SalesForce, enhancing your business processes with powerful integration, simplicity, and efficiency. Whether you’re managing customer data, automating workflows, or driving analytics-based decisions, Microsoft CRM equips you with the tools to transform operations and achieve lasting results. Join us to discover why now is the time to upgrade.
Agenda
· Streamline customer data management through intuitive interfaces and seamless integration with other Microsoft tools.
· Automate workflows to eliminate repetitive tasks and boost productivity.
· Leverage AI-driven insights to enhance customer engagement and improve decision-making.
· Optimize analytics and reporting with real-time dashboards that provide actionable insights.
· Showcase how Microsoft CRM simplifies configuration and maintenance, reducing overhead costs.
· Highlight migration strategies to smoothly transition from SalesForce to Microsoft CRM without disrupting operations.
Streamline customer data with Microsoft tools and AI-driven insights. Automate workflows, optimize analytics, and simplify CRM migration to reduce costs and boost productivity.
You’re Drowning in Data. Let AI Do the Heavy Lifting
Harmonize Sales & Service with Microsoft CRM
Join Microsoft & VOX ISM for an exclusive webinar where we will show you both how to sell more, and then how to service the customer better with Microsoft CRM
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, integrated calling)
3. Customer Service, managing customer calls, warranties, and product launches.
4. Sales and Service reporting, it is all about the numbers!
Sell More with Microsoft CRM
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. Sales Copilot is now everywhere in Microsoft CRM, and is included at no charge, and will help you increase your sales and reduce your reps time and effort on mundane tasks.
Agenda:
1. Sell more with CRM for sales (5 key screens), the 5 screens that your reps will use daily including Sales Copilot!
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!
CRM for Dummies
Agenda:
Microsoft Dynamics 365 for Sales & Marketing,
• The 5 screens at the heart of the CRM (Accounts, Contacts, Opportunities, Activities, and your Dashboards).
• 5 more screens that you will love in
The Microsoft Technology in 2024
• Dynamics CRM 365 + Office 365 + Copilot
= Better Together
· Mobility, Outlook, LinkedIn integration
Microsoft Copilot for CRM Sales & Marketing
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!