Transforming Customer Service in the New Normal - July 28 - Webinar

Transforming Customer Service in the New Normal - July 28 - Webinar

Provide seamless, end-to-end customer service experiences within a single solution built on the Microsoft cloud to deliver consistent, connected support across channels.  In the age of COVID 19, immediate and accurate remote customer support is critical to both your customers and your success.  Enhance the customer experience and enable agents to provide answers in real-time from any device.

  • Track customer issues through cases
  • Record all interactions related to a case
  • Share information in the knowledge base
  • Create queues and route cases to the right channels
  • Create and track service levels through service-level agreements (SLAs)
  • Define service terms through entitlements
  • Manage performance and productivity through reports and dashboards
  • Create and schedule services
  • Participate in chats
  • Manage conversations across channels

“Excellent customer service means going beyond meeting your customer’s basic needs. It involves much more than providing information & support in a timely and pleasant manner. More importantly, it means doing everything possible so your customers are not merely satisfied. They’re actually happy with your products and services.”  Forbes Jan. 2021

Details

Date:
July 28, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
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This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


All About Teams: Teams Orientation Webinar - July 27 - Webinar

All About Teams: Teams Orientation Webinar - July 27 - Webinar

Teams is Microsoft’s Hottest Technology in 2021, which provides a unique platform for group messaging for businesses of any size. It is more than a simple chat platform. With Microsoft Teams, it possible for a team in the organization to interact efficiently in real-time. It offers Planner functionality for planning and project management, Skype functionality for chat, Stream functionality for video sharing, SharePoint and OneDrive for file sharing, OneNote for taking and sharing notes directly in the app. There is no more switching required between different apps and windows.

Join us to learn and find the best practices on how to use Microsoft Teams effectively. 

Agenda:

  • Microsoft Teams Overview
  • Creation of Team roles
  • Creation of Team Members
  • Microsoft Teams has replaced Skype
  • Assigning roles and permissions in teams
  • Creation and management of Channels
  • Moderators for the channel
  • Team settings
  • Private Channels
  • Slack vs. Microsoft Teams
  • Best Practices

If you can’t make it, register now, and we’ll send you a link to the webinar recording once it’s ready.

Details

Date:
July 27, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
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This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.

Hope to see you on the webinar. For questions, reach out to linda@voxism.com, or call 905-840-7477


Boost your email marketing results with Dynamics 365, MailChimp and WordPress - July 14 - Webinar

Boost your email marketing results with Dynamics 365, MailChimp and WordPress - July 14 - Webinar

Mail Chimp is one of the best marketing tools that can easily be integrated with all versions of Microsoft Dynamics CRM. By using it, you can not only create and send bulk emails to hundreds of prospects, but you can also have a comprehensive view of the various statistics of the sent emails. Marketing Campaigns and Marketing lists can be designed and scheduled too.  

In this webinar, we’ll cover:

  • Overview of Dynamics 365, MailChimp and WordPress integration
  • MailChimp Campaigns
  • Email Data Management and Validation
  • Q&A

Details

Date:
July 14, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
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This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


Help Your Teams Adapt to a Rapidly Changing Environment – Remote Selling Accelerated - July 7 - Webinar

Help Your Teams Adapt to a Rapidly Changing Environment – Remote Selling Accelerated - July 7 - Webinar

Work has completely changed. Perhaps, forever. The combination of Microsoft Dynamics 365 CRM for Sales, TEAMS, Mobile App, and Power BI will help your sales reps close more deals faster with forecasting tools, lead management, and the ability to configure, price, and quote every deal.

In this webinar, we’ll cover:

  1. The 5 screens that your reps will use every day
  2. It all works together:
    • TEAMS integration to Dynamics 365 CRM
    • Mobile App
    • Marketing – LinkedIn integration
    • Power BI for your sales rep’s dashboard
    • Artificial intelligence – AI to help reps keep track of daily activities and critical closing calls to make

Details

Date:
July 7, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
,

This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


Increase Sales and Marketing Productivity with Dynamics 365 - June 30 - Webinar

Increase Sales and Marketing Productivity with Dynamics 365 - June 30 - Webinar

Have your sales rep work be done automatically by streamlining workflows using Microsoft’s point-and-click business process automation tool for Dynamics 365 for Sales.  This allows your reps to focus on closing more business.

The webinar begins by quickly introducing fundamental concepts of building workflows. From there, you expand your skill set by examining more advanced capabilities such as scheduling actions and transitions to changes to sales data in related records.

You’ll also learn how to:

  • Focus on what’s most important by using holistic customer data and real-time dashboards.
  • Quickly adapt a solution that fits your business needs.
  • Increase close rates, shorten sales cycles, and improve customer satisfaction and retention.

Agenda

  • Collaboration hub: Access a shared workspace for Office apps that most of us already use to work sales opportunities.
  • Cross-functional collaboration: Work together with customers and any colleague across functions, even if they aren’t a Dynamics 365 for Customer Engagement apps user.
  • File integration: Co-author documents using Office 365 and automatically sync to Dynamics 365.
  • Teams mobile app: Search from Microsoft Teams mobile app using the Dynamics 365 bot while on the go.

Details

Date:
June 30, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
,

This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


Overview of Microsoft Field Service Management Software - June 9 - Webinar - VOX ISM

Overview of Microsoft Field Service Management Software - June 9 - Webinar

The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they’re onsite with customers fixing issues.

In this interactive webinar, we will look at how to receive an incoming request to fix a piece of failed equipment, diagnose the problem and dispatch a field representative who will report the time, material and expenses for invoicing the customer.

In this webinar, we’ll cover:

  1. Overview of Dynamics 365 Field Service
  2. Assets
  3. Agreements
  4. Cases
  5. Work Order Bookings
  6. Scheduling
  7. Mobile experience
  8. Job Costing
  9. Invoicing

Details

Date:
June 9, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
,

This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


Microsoft Dynamics 365 CRM For Dummies - June 2 - Webinar - VOX ISM

Microsoft Dynamics 365 CRM For Dummies - June 2 - Webinar

Dynamics 365 CRM for Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities.

Sell smarter & faster.

  • Increase sales force activity and sales revenue
  • Keep track of every customer interaction
  • Automate redundant tasks and admin work
  • Easy to use for your reps.

In this webinar, we’ll cover:

  1. Overview of Microsoft Technology – it all works together
  2. The 5 screens that your sales reps will use
      • Accounts
      • Contacts
      • Opportunities
      • Activity Management
      • Dashboard
  3. Sales Management

Details

Date:
June 2, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
,

This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


Power BI - How to Get Started, The Project Plan to Get Going, & Best Practices - July 22 - Webinar

Power BI - How to Get Started, The Project Plan to Get Going, & Best Practices - July 22 - Webinar

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:
July 22, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
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This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


Power BI 201 - Advanced Level Online Training Workshop - July 21

Power BI 201 - Advanced Level Online Training Workshop - July 21

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:
July 21, 2021
Time:
1:30 pm - 3:30 pm - ET EDT
Event Categories:
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This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


Power BI 101 - Intro Level Training - July 20 - Webinar

Power BI 101 - Intro Level Training - July 20 - Webinar

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:
July 20, 2021
Time:
1:30 pm - 3:00 pm - ET EDT
Event Categories:
, , , ,

This webinar will take place on the Cisco Webex platform. 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 705-466-7477.