Maximize Your Sales By Using LinkedIn With Dynamics 365 - May 26 - Webinar

Maximize Your Sales By Using LinkedIn With Dynamics 365 - May 26 - Webinar

Join this webinar to learn:

  • How to optimize your LinkedIn profile to hugely increase your visibility and generate leads.
  • How to build a massive database of thousands of your ideal clients using LinkedIn
  • The best LinkedIn Marketing Strategies to generate leads every month
  • Free Marketing Resources you can take advantage of
  • Integration between Sales Navigator and your CRM

Details

Date:
May 26, 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.


How to Grow Your Business During Uncertain Times with Microsoft - May 19 - Webinar

How to Grow Your Business During Uncertain Times with Microsoft - May 19 - Webinar

Is it time to switch from Outlook, spreadsheets and QuickBooks so that you can enable growth in 2022 for your consulting firm?  

Have you ever wondered what system Microsoft Gold Partner company (VOX ISM) uses to run the professional services group?  

Join us on an interactive webinar where we will peek behind the curtain and demonstrate how we use Microsoft tools to connect sales, consultants, resourcing, project management, and finance teams within a single application to help win more deals, accelerate project delivery, and maximize profitability. 

Agenda

  1. Introduction to Microsoft Technology for Canadian Businesses
  2. Sales
  3. Marketing
  4. Project management
  5. Resourcing
  6. Bookable Time
  7. Expense Entry
  8. Power BI Dashboards

Details

Date:
May 19, 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.


An Introduction to Microsoft CRM and How it Can Enable Business Growth - May 12 - Webinar

An Introduction to Microsoft CRM and How it Can Enable Business Growth - May 12 - Webinar

This is an introduction webinar training to Dynamics 365 for Sales that explains how to find and open the most common user interface elements including lists, forms and business processes. The objective is to help with the onboarding of new Microsoft CRM Sales users.

We will show the 5 main screens every sales rep uses (accounts, contacts, opportunities, activities, and a dashboard). We will show how a sales rep can do everything on his phone, or in Microsoft Outlook, how about also with LinkedIn!

Details

Date:
May 12, 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.


TEAMS, TEAMS, & more TEAMS Microsoft's Hottest Technology

TEAMS, TEAMS, & more TEAMS Microsoft's Hottest Technology - May 4

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:
May 4, 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 on the webinar. For questions, reach out to linda@voxism.com, or call 905-840-7477


Power BI - How to Get Started, The Project Plan to Get Going, & Best Practices - February 25 - Webinar

Power BI - How to Get Started, The Project Plan to Get Going, & Best Practices - February 25 - Webinar

Power BI - How to Get Started, The Project Plan to Get Going, & Best Practices - February 25 - 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:
February 25, 2021
Time:
1:30 pm - 2:15 pm - ET EST
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 201 - Advanced Level Online Training Workshop - February 24

Power BI 201 - Advanced Level Online Training Workshop - February 24

Power BI 201 - Advanced Level Online Training Workshop - February 24

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:
February 24, 2021
Time:
1:30 pm - 3:30 pm - ET EST
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 101 - Intro Level Training - February 23 - Webinar

Power BI 101 - Intro Level Training - February 23 - Webinar

Power BI 101 - Intro Level Training - February 23 - 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:
February 23, 2021
Time:
1:30 pm - 3:00 pm - ET EST
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.


5 Big Reasons Why Dynamics 365 will Overtake Salesforce - January 27 - Webinar

5 Big Reasons Why Dynamics 365 will Overtake Salesforce - January 27 - Webinar

5 Big Reasons Why Dynamics 365 will Overtake Salesforce - January 27 - Webinar

Salesforce.com & Microsoft Dynamics 365 CRM are the top two selling CRM’s on the market today.

If you are a Microsoft 365 (formerly Office365) user or Dynamics 365 Business Central (formerly NAV) user, you should have a long look at Microsoft Dynamics 365 CRM; it all works together. Microsoft Dynamics 365 CRM, Office 365 & LinkedIn.

The general consensus from CRM users is that Salesforce ‘seems’ easier to use and better for task management. In recent years Microsoft has made dramatic improvements to the Dynamics 365 user interface, mobile access and integration to Office Products that make SF.com look old and dated. Add in the integration capabilities to the ERP, TEAMS, & Power BI; these added capabilities give Dynamics 365 the edge over Salesforce.com. 

Join us on this fun and interactive webinar to discover why Dynamics 365 for sales has overtaken Salesforce.com in 2020.  

Agenda

1 – Integration with ALL Microsoft Office Products (Excel, Outlook, Power BI, & Teams)

2 – Extendibility (to your accounting and operations system, i.e. Business Central/NAV)

3 – Sales reporting and Forecasting with Power BI and AI

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:
January 27, 2021
Time:
1:30 pm - 2:15 pm - ET EST
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.


Drive business success with Dynamics 365 CRM for Sales - January 20 - Webinar

Drive business success with Dynamics 365 CRM for Sales - January 20 - Webinar

Drive business success with Dynamics 365 CRM for Sales - January 20 - Webinar

There are 6 steps to getting Dynamics 365 for the Sales CRM system to really help your sales reps. to sell more. In this webinar, we’ll cover them: 

  1. The foundation – the 5 screens that every sales rep uses (Accounts, Contacts, Opportunities, Activity, and a dashboard)
  2. Making it easy for the rep, including working on your phone, from home, and directly in Outlook with all your information available
  3. Tools for the sales manager  
  4. Boost productivity with built-in integration to Office, LinkedIn & Accounting info
  5. Generate hundreds of leads to call through marketing campaigns.
  6. Collaborating & Communicating with co-workers and generating proposals and paperwork with Teams

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:
January 20, 2021
Time:
11:00 am - 12:00 pm - ET EST
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.


Staying ahead of the Sales Game with Dynamics 365 Playbooks - January 13 - Webinar

Staying ahead of the Sales Game with Dynamics 365 Playbooks - January 13 - Webinar

Staying ahead of the Sales Game with Dynamics 365 Playbooks - January 13 - Webinar

  1. What is is a “Playbook”?
  2. Setups for Sales Managers
  3. Launch and Use

Details

Date:
January 13, 2021
Time:
1:30 pm - 2:15 pm - ET EST
Event Category:

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.