Selling online with Shopify, Amazon, Walmart, and eBay: eCommerce tools for 2022

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:

  1. Understanding the supply chain when selling through an online marketplace
  2. Consignment vs drop shipment
  3. eCommerce options and integration platforms

4. What to watch out for when doing business with Shopify, Amazon, or Walmart


Top Reasons Why Salespeople Need CRM

Microsoft offers a powerful CRM system combining Dynamics 365, LinkedIn, and Office 365 to manage your sales, marketing and customer service while delivering an exceptional end-to-end customer experience

Eighty percent of business leaders from a recent study reported using CRM systems as a single source of truth for their customers. It’s clear the role of CRM has evolved beyond a contact management tool. Modern CRM systems enable leaders to effectively unite teams in a shared view of data — and more importantly, manage customer relationships with ease.

Customer relationships are key to your organization’s growth, so you need the ability to scale personalized interactions and create consistent experiences across the organization. Here’s how Microsoft Dynamics CRM systems can help grow your business.

  1. Connect with your ideal customers/prospects
  2. Proactively manage your customer relationships, and prospects
  3. Reduce your cost of sales
  4. Increase sales rep productivity
  5. Deliver better customer service
  6. Improve customer retention

CRM applications can help increase sales by up to 29%, sales productivity by up to 34% and sales forecast accuracy by 42%. (source: Salesforce)

74% of users said their CRM system gave them improved access to customer data. (source: Software Advice


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 man-hours, this webinar will answer the most pressing questions that will make the biggest impact on your sales.


A Walkthrough of Microsoft Dynamics for Sales

A Walkthrough of Microsoft Dynamics for Sales

This session is a walkthrough guide for Microsoft Dynamics 365 for Sales. Its purpose is to help new users you to set up the system and learn the basic navigation. We will follow a step-by-step reference on how to get started with Microsoft Dynamic 365 for Sales as well as provide education on the suite of products (Marketing, Customer service, Field Service, Customer insights)

Today we will go over the benefits of using Microsoft Dynamics 365:

  • You can easily integrate it into your current business application.
  • It has a flexible pricing option that allows you to choose the right package according to your needs and budget.
  • It offers real-time data access, reliable security, high availability of data, and no need for any training or maintenance cost.
  • This provides an easy interface with several additional features like mobile access, collaboration tools, social media integration, etc. that enable you to work anytime, anywhere.

 

This session is a walkthrough guide for Microsoft Dynamics 365 for Sales. Its purpose is to help new users you to set up the system and learn the basic navigation. We will follow a step-by-step reference on how to get started with Microsoft Dynamic 365 for Sales as well as provide education on the suite of products (Marketing, Customer service, Field Service, Customer insights) So, the benefits of using Microsoft Dynamics 365 are: • You can easily integrate it into your current business application. • It has a flexible pricing option that allows you to choose the right package according to your needs and budget. • It offers real-time data access, reliable security, high availability of data, and no need for any training or maintenance cost. • This provides an easy interface with several additional features like mobile access, collaboration tools, social media integration, etc. that enable you to work anytime, anywhere.

This session is a walkthrough guide for Microsoft Dynamics 365 for Sales. Its purpose is to help new users you to set up the system and learn the basic navigation. We will follow a step-by-step reference on how to get started with Microsoft Dynamic 365 for Sales as well as provide education on the suite of products (Marketing, Customer service, Field Service, Customer insights) So, the benefits of using Microsoft Dynamics 365 are: • You can easily integrate it into your current business application. • It has a flexible pricing option that allows you to choose the right package according to your needs and budget. • It offers real-time data access, reliable security, high availability of data, and no need for any training or maintenance cost. • This provides an easy interface with several additional features like mobile access, collaboration tools, social media integration, etc. that enable you to work anytime, anywhere.


CRM Reporting & Analytics for Driving Sales

CRM Reporting & Analytics for Driving Sales

CRM Reporting & Analytics for Driving Sales

CRM Reporting & Analytics for Driving Sales

CRM Reporting & Analytics for Driving Sales

Eliminate your C Drives and D Drives with SharePoint

Eliminate your C drives and D drives with SharePoint

If you’re like most companies, you have tens of thousands of files, hundreds of directories and several file servers storing corporate data through connected desktops in the office. This was a great invention, but it only works in the office or connected through a VPN.

SharePoint is a web-based collaborative platform that integrates with Microsoft Office. Launched in 2001, SharePoint is primarily sold as a document management and storage system, but the product is highly configurable, and its usage varies substantially among organizations.

If you are working from home, you will still need to create, collaborate, and share documents with your co-workers, but email isn’t the best solution. Furthermore, the shared drive concept wasn’t perfect, to begin with: people forget to store their files in the company drive, there are gaps in collaboration, content gets duplicated, and old versions get mistake for the latest.

This webinar is to showcase how SharePoint can effectively replace file servers and allow you to optimize and better arrange contents as you move to the cloud.

1. Introduction to SharePoint

2. Creating Folders

3. Creating Metatags

4. Version control

5. Integration into Teams

6. Searching, Sorting

 

Benefits to SharePoint over a file server

1. Complete access

2. Searching

3. Check-in and Check Out

4. Version history and backup protection

5. A single copy in a single space

Details

Date:
May 10, 2022
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
, , ,

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

Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call +1-705-466-7477.


Power BI - How to Get Started, The Project Plan to Get Going, & Best Practices

Power BI - How to Get Started, The Project Plan to Get Going, & Best Practices

Often managers struggle to get information out of their ERP system to make strategic changes in a timely fashion.  It is usually difficult or too costly to gather the information or the tools are too cumbersome and expensive.  If you have attended our previous Power BI sessions, then you have seen and experienced how easy and powerful the solution is, yet implementing a power bi project can be complex and challenging.

This webinar will show you how to align the goals of management with department performance, how to monitor the quality of data and avoid many mistakes, rework or additional costs.  Our objective is to help you build out an implementation roadmap to move your company forward with Power BI, which will directly result in better performance and revenue growth!

Agenda:

1. Overview of what Power BI can do for you

2. What is Power BI Desktop?

3. What is Power BI Pro?

4. What is Power BI Premium?

5. What is the difference between Power BI Pro vs Premium in terms of functionality?

6. What is the difference between Power BI Pro vs Premium in terms of cost?

7. What are the strengths and weaknesses between Power BI Pro vs Desktop?

8. How can a small business reduce the overall cost of Power BI, and what should the strategy be?

9. Jet Reports for Financial Reporting

10. Q&A Session

Details

Date:
March 10, 2022
Time:
1:30 pm - 2:15 pm - ET EST
Event Categories:
, , , ,

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

Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call +1-705-466-7477.


Power BI 201 - Advanced Level Online Training Workshop

Power BI 201 - Advanced Level Online Training Workshop

This session will cover:

– Visualizations, Linking Tables and Dashboards – an Overview

– Drill through functionality aka ‘taking your users through a data journey across many tabs’

– Using images as slicers

– MTD, YTD vs previous year

– Fiscal Year and Fiscal Period

– AI Decomposition Tree

– Scatter Charts/Correlation

– Modelling or ‘What-If’ inputs/variables

Why this training?

You can learn at your desk with our sample datasets, with an easy to follow instructions using the free version of Power BI desktop.

Participants will receive the recorded version of the webinar in addition to the training PowerPoint.  

How will it benefit me?

  • Understanding the trends and outliers in your business can aid in making informed decisions that can result in success. 
  • Turning data into knowledge that can help drive your business, providing insights for better business decisions.
  • Time Analysis is significantly easier when using a tool like Power BI.

What are the objectives of the training series?

Upon completion, learners will be ready to model data and build amazing analytics in real-world scenarios, such as analytics on sales data, financial data, or manufacturing or distribution data.

Who is the target audience?

Anyone who has attended one of our previous training session on Power BI 101 and wants to step up their skills. 

This course is not for beginners.

Users will be expected to know the fundamentals of getting data, creating visuals and working with basic Dax formulas.

Prerequisites:

  1. You should have a laptop.
  2. Download Power BI to your desktop/laptop
  3. Download sales data into Excel from your ERP system (we will provide if you forget)
  • Invoice #, Amount, Customer, Date are the minimum fields
  • Country, City, Sales Rep, Part, Product Types are recommended if available

Details

Date:
March 9, 2022
Time:
1:30 pm - 3:30 pm - ET EST
Event Categories:
, , ,

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

Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call +1-705-466-7477.


Power BI 101 - Intro Level Training

Power BI 101 - Intro Level Training

https://vimeo.com/686363502https://vimeo.com/686363502

Hey! Did you sign up for the Power BI 201 course but didn’t take our 101?

Better, sign up for this event to get you ready and prepared for the 201 course. In this webinar, we will give you a crash course on how to create dashboards and visualizations using Power BI in 90 minutes.   

Webinar Agenda: 

1. Training on report layouts, visualization, tools, filters and navigation

2. Creating your first Dashboard in Power BI

Prerequisites:

1. You should have a laptop.

2. Download Power BI to your desktop/laptop

3. We will email you the training database

Deliverable:

At the end of the webinar, each person will have created Power BI – Dashboard with graphs and slicers

Why this training?

  • You can learn at your desk with our sample datasets, with easy to follow instructions using the free version of Power BI desktop.
  • Participants will receive the recorded version of the webinar in addition to the training PowerPoint.

How will it benefit me?

  • Understanding the trends and outliers in your business can aid in making informed decisions that can result in success.
  • Turning data into knowledge that can help drive your business, providing insights for better business decisions.
  • Time Analysis is significantly easier when using a tool like Power BI.

What are the objectives of the training series?

  • Upon completion, learners will be ready to model data and build amazing analytics in real-world scenarios, such as analytics on sales data, financial data, or manufacturing or distribution data.

Details

Date:
March 8, 2022
Time:
1:30 pm - 3:30 pm - ET EST
Event Categories:
, , ,

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

Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call +1-705-466-7477.


Eliminate your C drives and D drives with SharePoint

Eliminate your C drives and D drives with SharePoint

If you’re like most companies, you have tens of thousands of files, hundreds of directories and several file servers storing corporate data through connected desktops in the office.  This was a great invention, but it only works in the office or connected through a VPN.

If you are working from home, you will still need to create, collaborate and share documents with your co-workers, but email isn’t the best solution. Furthermore, the shared drive concept wasn’t perfect, to begin with: people forget to store their files in the company drive, there are gaps in collaboration, content gets duplicated, and old versions get mistake for the latest.

This webinar is to showcase how SharePoint can effectively replace file servers and allow you to optimize and better arrange contents as you move to the cloud.

Agenda

  1. Introduction to SharePoint
  2. Creating Folders
  3. Creating Metatags
  4. Version control
  5. Integration into Teams
  6. Searching, Sorting

Benefits to SharePoint over a file server

  1. Complete access
  2. Searching
  3. Check-in and Check Out
  4. Version history and backup protection
  5. A single copy in a single space

Details

Date:
January 25, 2022
Time:
1:30 pm - 2:15 pm - ET EST
Event Categories:
, , ,

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

Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call +1-705-466-7477.