Effective use of Microsoft CRM can help increase sales by up to 29%, sales productivity by up to 34% and sales forecast accuracy by 42%.   

The webinar will walk you through the 3 steps to get started: 

1.  Setting up and configure your CRM Sales environment 

• How to access and navigate the CRM Sales dashboard 

• How to create and manage accounts, contacts, leads, and opportunities 

• How to customize your views, fields, and forms 

• Expected outcome: You will be able to set up and personalize your CRM Sales workspace according to your needs and preferences with no programming 

1.  Using CRM Sales to communicate and collaborate with your customers and sales team 

• How to use email, phone, chat, and social media to interact with your customers 

• How to track and record your customer interactions and activities 

• How to use tasks, appointments, and reminders to manage your workflow 

• Expected outcome: You will be able to use CRM Sales to communicate effectively with your customers and team, and keep track of your progress and results 

1.  Using CRM Sales to analyze and optimize your sales performance 

• How to use reports, dashboards, and charts to monitor your sales metrics and trends 

• Power BI reporting in CRM sales 

• Sales Copilot (Chat GPT) 

• Expected outcome: You will be able to use CRM Sales to analyze and optimize your sales performance and customer relationships 

Using CRM Sales is the first step to selling more, try CRM marketing next it is included at no charge! 

Empower your service leadership by unlocking the robust capabilities of Dynamics 365 Field Service. Ensure your teams are more connected, proactive, and efficient, enabling exceptional customer service and optimized operations. Harness real-time data, advanced scheduling, and actionable insights to elevate your field service management and deliver results that make a difference.

1. Customer Satisfaction:

Why It’s Important:

Ensuring customers are satisfied with the service they receive is paramount. Happy customers are likely to remain loyal, make repeat purchases, and become brand advocates. To achieve this, service leaders must ensure their teams are well-trained, responsive, and capable of resolving issues efficiently.

How to Address with Dynamics 365 Field Service:

Utilize real-time data and advanced scheduling to ensure that the right service personnel reach the customer promptly. Use customer feedback and analytics to continuously improve service quality and delivery.

2. Operational Efficiency:

Why It’s Important:

Streamlined operations help in providing timely and effective service, reducing costs, and ensuring that resources are used optimally. It’s essential for meeting and exceeding service delivery expectations and standards.

How to Address with Dynamics 365 Field Service:

Leverage the advanced scheduling and resource management features to optimize the deployment of service personnel and resources. Use AI-powered insights and analytics to identify and eliminate inefficiencies in service delivery.

3. Technological Advancement:

Why It’s Important:

Embracing modern technology is vital for staying competitive, enhancing service delivery, and meeting the evolving expectations of customers and the market. Technology can optimize various aspects of field service, from scheduling to real-time communication and reporting.

How to Address with Dynamics 365 Field Service:

Utilize the AI and IoT integration capabilities of Dynamics 365 Field Service to enhance predictive maintenance, automate scheduling, and provide service personnel with real-time information and

insights to resolve issues more effectively.

Agenda:
· Contact Management
· Pipeline Management
· Configuring the screens
· Dashboard and Reports

Embark on a hassle-free journey to set up your Microsoft CRM swiftly and effectively. Unearth practical tips, expert insights, and a straightforward roadmap to expedite the CRM readiness, ensuring a seamless customer relationship management experience without the delays and complexities.

Agenda

1. Essential 1: Clear Objectives and Expectations

a. Teams

b. OneNote

c. Whiteboarding

d. Dashboards

2. Essential 2: Effective Data Management

a. Data Cleanup Techniques

b. Importing into CRM

3. Essential 3: Customization of CRM to your needs

a. Modifying Views

b. Changing Screens

c. Modifying Processes

d. Creating Dashboards

4. Essential 4: Training and Support Infrastructure.

a. Viva Sales

b. Viva Learning

c. User Adoption and overcoming common training challenges

Unify your Sales and Marketing teams with Dynamics 365 to create a seamless, efficient, and collaborative environment. Experience enhanced communication and data sharing, ensuring both teams have access to real-time insights and customer information. This integration enables more effective targeting, personalized marketing strategies, and a streamlined sales process, leading to increased customer satisfaction and boosted revenue. With Dynamics 365, break down the silos, align your teams’ goals, and watch your business flourish as your teams work together more efficiently and productively than ever before.

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

Agenda:
1. What is CRM
2. Contact Management
3. Leads and Opportunities
4. Products and Services
5. Quotes and Orders

Agenda:
1. What is CRM
2. Contact Management
3. Leads and Opportunities
4. Products and Services
5. Quotes and Orders

Agenda:
1. How to turn your sales process into a state of the art, revenue-generating machine
2. See everything about a lead in one place
3. Log Sales Activity Automatically
4. Manage your pipeline with Total Visibility