Configure your CRM in a day

Microsoft CRM Microsoft Dynamics 365 for sales is a CRM tool to enhance sales performance and efficiency, to provide salespeople with every tool to perform better while always remaining on their sales pipeline. Plus, it enables them to Simplify customers’ interactions and improve the sales cycle for building strong relationships with their customers, make decisions based on insights, and close deals faster.

The software allows you to configure each screen and field to meet your companies specific sales & marketing requirements without any programming. This is a 6-step process and we will cover Step 2 (Screen and System configuration) in todays webinar:

The 6 steps to go live with Microsoft CRM are:

1. Discovery (review your current system and your requirements)

2. CRM configuration in a day

3. User Acceptance Testing

4. Staff Training

5. Data conversion

6. Go-Live

We will cover all 6 steps above, with a focus on CRM configuration.

When developed and used properly, a CRM solution can help your company:

1. Organize and manage customer interactions across all the company’s departments, from the first customer request to the end of service.

2. Collect and keep all the information in one safe place and make it easy to access it to ensure superior support of the existing and potential clients.

A well-developed CRM system can increase your companies sales by 15%!

Sell more with CRM Automation

CRM automation is a method of automating necessary but repetitive, manual tasks in customer relationship management to streamline processes and improve productivity. It enables sales teams to save time, nurture leads, and convert faster by automating tedious sales processes.

CRM Automation for Mfg. and Distributors (M&D)

Power your customer-centric operations with a purpose-built M&D platform.

· Unify opportunities with demand forecasts

· Serve customers and distributors faster

· Bring AI insights to your daily operations

3 Steps to turn Sales Reps into Selling Machines

We will optimize your sales staff use of the 4 screens that they use every day: (Accounts, Contacts, Opportunities, Activities, and your Dashboards). Then we will:

1. Connect sellers with customers through their preferred communication channels with Microsoft Teams and Dynamics 365 Sales.

2. Grow customer relationships and sell at scale by empowering sales teams with actionable sales intelligence. (Power BI & CRM together)

3. Predict revenue fluctuations and highlight areas of focus from top to bottom of the funnel. AI and your sales forecast, working together

4. Learn about your prospect by having LinkedIn integrated to your CRM.

Run your sales and revenue management processes on a common platform centered around the customer and integrated with the back office.

1. Start with a single source of truth. Power a unified digital experience for customers by connecting all customer data across every system and business.

2. Elevate performance for all sellers. Level up your sales teams with collaborative, workflow-enabled selling processes infused with actionable AI insights, guided quoting, and consistent pricing execution.

3. Orchestrate your revenue management flow. Unify revenue management and supporting processes on a single platform. Drive efficiencies, improve experiences, and reduce revenue and margin leakage

Best Practices for HR

Empower employees to get the information they need—on their own—through easy-to-use self-service HR tools and Microsoft Teams.


Human resource management is the strategic approach to the effective management of people in an organization so that they help the business to gain a competitive advantage. It is designed to maximize employee performance in service of an employer’s strategic objectives.

Many manufacturers have a need for HR software but lack the funds to purchase an HRIS system.


It can track communication (phone calls, emails, documents, appointments) through Outlook and has several modules designed to manage the lifecycle of an employee.

• Administer organizational structures.

• Maintain comprehensive worker information from hire to retire.

• Define and administer benefit plans, skills, equipment, reviews, health benefits and payroll benefits.

• Establish and monitor absence and vacation policies.

• Manage worker competencies.

• Review performance and implement worker goals.


ChatGPT is a development on par with the printing press, electricity, and even the wheel and fire.” Says former US Treasury Secretary LHSummers.

Microsoft Confirms Its $10 Billion Investment Into ChatGPT, Changing How Microsoft Competes With Google, Apple And Other Tech Giants – Jan. 23rd, 2023

With Microsoft finally confirming the recent extension of its partnership with OpenAI, it looks like further updates to this tool can be expected in the near future. It will be exciting to see how Microsoft utilizes this technology in its suite of products and if the company can monetize this new tool.

Agenda for a ChatGPT Webinar:

  1. Introduction to AI and NLP (Natural Language Processing)
  2. Overview of ChatGPT and its capabilities
  3. Real-world applications and case studies of ChatGPT
  4. How to integrate ChatGPT into your business or organization
  5. Q&A session with our ChatGPT expert
  6. Future outlook and potential developments in the field of AI and NLP
  7. Conclusion and wrap-up.

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.


1. Security and Infrastructure

2. ChatGPT 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.

Microsoft has been named a leader for Core CRM Solutions!

We at VOX ISM have exciting news! Microsoft has been named a leader in the Forrester Wave for Core CRM Solutions!

Microsoft & VOX ISM are proud to be spearheading new customer relationship management technology and to be recognized for our commitment to delivering innovative and effective solutions for our customers all over Canada.

Whether you are looking to organize your sales processes, improve customer engagement, or gain valuable insights into your business, Microsoft has the tools and expertise to help you succeed.

If you want to learn more about CRM please register for our Free Interactive Training Webinar: Microsoft Dynamics 365 CRM For Dummies – February 2 2023 1:30 PM EST

Register Now

Microsoft Dynamics 365 For Dummies

Microsoft Dynamics 365 is designed to streamline your marketing, sales and service staff activities with well-organized tools, automated workflows and configurable screens. This makes the software easy to use for busy staff while providing visibility to managers on what’s happening on a daily basis. Today’s webinar is designed for people new to organization that already case Dynamics 365 or executives looking to improve operations.

Microsoft Dynamics 365 Agenda

· Why is CRM?

· What is Microsoft Dynamics 365 CRM?

· What is Microsoft 365, and how does it integrate to Microsoft Dynamics 365 CRM

· Benefits of Microsoft Dynamics 365 CRM

· Setting up Microsoft Dynamics CRM online Account

· Functional modules of Dynamics 365 CRM

· Microsoft Dynamics 365 CRM Records and Entities

· Different types of activities in Microsoft Dynamics 365 CRM

· Difference between Microsoft Dynamics and SalesForce

· Future of Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM For Dummies

Save time, save money, and grow your business. This is the purpose of a CRM and so this
session is designed for small business leaders seeking to understand how best to manage
customer relationships and encompasses everything from business strategy and HR to sales,
marketing, events, and more.

We’ll cover which Dynamics 365 offering is right for you? What features do you need? Do you
have the people and processes in place to get the most out of whichever one you choose?

This session is designed to help business leaders better understand effective CRM and identify
the right solution for their business–but it’s about much more than software; effective CRM
requires appropriate team structures, intradepartmental collaboration, and process efficiency.

Packed with tactics and strategies that will save your company thousands of dollars and manhours, this webinar will answer the most pressing questions that will make the biggest impact
on your sales.