Top 5 Reports you should run as a sales manager

Top 5 Reports you should run as a sales manager

Agenda:

  1. The 5 screens that are the foundation of CRM, the only screens that your reps need to look at (Accounts, Contacts, Opportunities (Quotes), Activity, Rep dashboard
  2. If you are a sales manager – add Opportunity dashboards by rep, company, and product line.  Microsoft added Artificial intelligence to improve the quality of sales forecasting data!
  3. There are 29 standard CRM reports, but let’s go right to the dashboards and analytics in Power BI – see below

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Most CRMs will provide some basic reporting functionality:

  • Sales: looking at the sales pipeline and how the business is performing against target.
  • Marketing: tracking on campaigns from email to social media.
  • Customer data: assessing the customer profile for the business and insight on the most profitable customers.

A well used CRM system will improve your sales by 10%, add in analytics and reporting, get another 10%


Dynamic 365 CRM Field Service_From the Front Line_April 20_2022

Dynamic 365 CRM Field Service: From the Front Line

Join us for an online training session on Dynamics 365 Field service. In this session, we will cover what is in CRM vs what is in Dynamics 365 Field service. Participants will get an understanding of how the Dynamics 365 Field Service processes, system architecture and the application streamline and support your front-line workers.

Detailed Agenda 

  • Overview of Dynamics 365
  • What is CRM vs Field Service?
  • Field Service configuration and set up
  • Demonstration of field service concepts

– Resources

– Scheduling Board

– Service Types

– Incident Types

  • Administration
  • Customization
  • Mobile User Interface

Details

Date:
April 20, 2022
Time:
1:30 pm - 2:15 pm - ET EDT
Event Category:

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.


Microsoft CRM Reporting For Sales Managers

Microsoft CRM reporting for sales managers

Whether or not it’s your responsibility to build, come join us for this webinar and make sure you know how to create sales metrics in Dynamics 365 for Sales.

Agenda:

1. What is Dynamics 365 CRM

2. Using Metrics to track your team’s targets (weekly, monthly and quarterly)

3. Using filters and views

4. Exporting to Excel

5. Dashboards

6. Power BI

7. AI

Details

Date:
May 4, 2022
Time:
1:30 pm - 2:15 pm - ET EDT
Event Category:

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.


How to sell remotely like a pro with Microsoft tools_June 8 _2022

How to sell remotely like a pro with Microsoft tools

Virtual selling is not new as sales conversations have been taking place on the phone without actually being the same physical location, but they’re definitely is an art to selling in a remote meeting. This webinar will cover some of the basic principles, strategies as well as technology in order to sell like a boss remotely.

Agenda

1. The importance of being prepared

a. Ensure you have an agenda

b. Review your notes

c. Stage your environment

d. Prepare objection/rebuttals in advance

2. The importance of reliable technology

a. Rebooting your computer

b. Plug directly into the internet

c. Shut down all other connected devices

3. Body Language, Eye Contact, Sound Quality

a. Turn on the webcam

b. Ditch the PJ’s!

c. Move the images of the participants below the camera

4. Leverage Teams

a. Use the AI coach with Power Point

b. Use the Whiteboard to illustrate

c. Record the meeting in Teams

d. Turn on sound suppression in Teams

e. Turn on lighting adjustment in Teams

5. Use CRM

a. Record your notes in CRM

b. Send back clean paperwork

c. Share the video

d. Book the follow-up

Details

Date:
June 8, 2022
Time:
1:30 pm - 2:15 pm - ET EDT
Event Category:

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.


How to create and use the Sales Pipeline

How to create and use the Sales Pipeline

In this webinar, we will explain “What is a sales pipeline and how do you use it?

When people think of sales, they often think of the close of the sale, but to truly understand the closing process you must look at the entire process from beginning to end. If you understand and are able to identify when the prospect engages initially with your organization and how they move through the different stages, then you can build a sales pipeline and manage small problems before you lose the opportunity. This is the true value of using a CRM system like Microsoft Dynamics 365 for Sales.

Agenda ·

What is a sales pipeline?

What are the stages of a sales pipeline?

How do you build a healthy sales pipeline?

How do you evaluate a sales pipeline?

How do you work with reps to improve the sales pipeline?

Sales Pipeline Steps

1. Prospecting

2. Lead Qualification

3. Sales call, Demo or Meeting

4. Proposal

5. Negotiation and commitment

6. Contract signing

7. Post Purchase

Details

Date:
April 12, 2022
Time:
11:00 am - 11:45 am - ET EDT
Event Category:

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.


Take your business to new heights with Dynamics 365

Take your business to new heights with Dynamics 365

Meet today’s challenges by bringing your customers and business together with the next generation of Microsoft’s CRM & ERP Cloud applications.

A 15-minute walkthrough of all the software working together in 2022:

  • Sales: Your sales team needs more than traditional sales force automation to respond to today’s today’s unpredictable selling environment.  We will cover the 5 screens each sales rep uses every day, sales management tools and forecasting, supported by marketing and social.
  • Accounting: Redefine your traditional bookkeeping & accounting operations. Automate processes to increase efficiency. Decrease operational expenses and financial complexities, and get the reporting you need to improve your business.
  • Manufacturing: Quote, cost, and track your work.  Advanced production scheduling, full traceability, supply chain optimization, all standard with Microsoft for manufacturing.
  • Distribution: Track inventory movements and transactions in real-time. Optimize day-to-day warehouse operations by optimizing order processing to procurement, inventory tracking, shipping, logistics and financial management. This way, you gain control, with a 360-degree view of all areas of your business, on your dashboard or phone.
  • Management reporting & analytics: There are 4 levels or methods of getting reports/analytics with Microsoft: (1.  550 configurable standard reports, 2. Management dashboards by department, 3. Power BI for analytics, 4. Artificial intelligence suggestions, then how about a quick look at Jet Reports (Excel Based Reporting).
  • Microsoft TEAMS for communications and coordination: Teamwork and collaboration are fundamental to build resilience for your people, teams, and organization. Empower people to be productive and secure as they adapt to working in new ways with Microsoft 365 and Microsoft Teams.
  • Microsoft Software Pricing, and software implementation timelines

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:
April 11, 2022
Time:
11:00 am - 11:45 am - ET EDT
Event Category:

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.


An Introduction to CRM

An Introduction to CRM

In this webinar, we are going to introduce you to the key features of Dynamics CRM. This webinar is designed for those new to the sales team, sales processes or CRM software.

Agenda:

· Contact Management

· Pipeline Management

· Configuring the screens

· Dashboard and Reports

Details

Date:
April 6, 2022
Time:
1:30 pm - 2:15 pm - ET EDT
Event Category:

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.


Tools to Help You Be A D365 Super System Admin

Tools to Help You Be A D365 Super System Admin

Welcome to this fun and informative training session on how to become a Dynamics 365 System Administrator. We will cover the basics of working in the Dynamics 365 environment, give you advanced knowledge in administrative processes and guide you and your users to the best resources available.

Agenda:

1. Basic Information

a. Applications

b. User Permissions

c. Workflows

d. User Options

e. User Settings

f. User preferences

2. Administrative Functions

a. Global Applications

b. Assigning licenses

c. Security

d. Backups/Restore

e. Password Management

3. Support

a. Training Agendas

b. Quick Start Guides

c. Checklists

d. How to articles

e. Videos and Links to the best blogs and community support

f. Resources

Details

Date:
March 29, 2022
Time:
11:00 am - 11:45 am - ET EDT
Event Category:

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.


Top Reasons Why Microsoft Dynamics 365 CRM Beats Salesforce

Top Reasons Why Microsoft Dynamics 365 CRM Beats Salesforce

Come join us on this interactive webinar to learn more about how Dynamics 365 can help innovate and change the way you do business. VOX ISM has helped many businesses implement Dynamics 365 and migrate from Salesforce. We compiled a list of reasons why companies have been switching over from SalesForce.com as well as compared and contrast the 2 solutions for Sales Automation in the SMB market.

Agenda:

1. Licensing

2. No hidden costs

3. Office 365 integration

4. User Friendliness

5. Business Intelligence

6. Marketing Automation

7. Innovation

Details

Date:
March 23, 2022
Time:
1:30 pm - 2:15 pm - ET EDT
Event Category:

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.


Microsoft Dynamics 365 Customer & Field Service CRM

Microsoft Dynamics 365 Customer & Field Service CRM

In this webinar, we will cover the main components of both Microsoft Dynamics 365 Customer & Field Service CRM and find out which service solution best fits your business today, provides the right answers and resources for the way you work and allows you to stay agile and adapt at the pace of business in 2022

Microsoft Dynamics 365 Customer Service

· Cases

· Queues

· Auto-creation rules

· Routing Rules

· Subjects

· Knowledge Articles

· Dashboards

Microsoft Dynamics 365 Field Service

· Assets

· Work Orders

· Agreements

· Time Entry

· Scheduling

· Dashboards

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:
March 15, 2022
Time:
11:00 am - 11:45 am - ET EDT
Event Category:

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.