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%!

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

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

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.