Best Microsoft Software & Tools for 2023
Microsoft’s Dynamics 365 CRM and ERP platform continues to evolve with new features and capabilities. In 2023, we can expect to see further integration with other Microsoft products such as Teams and Power Platform, as well as new capabilities such as AI and machine learning. This webinar will focus on software and tools that a typically Canadian Manufacturer or Distributor will require for 2023 and beyond.
Agenda
1. Security and Infrastructure
2. ChatGPT and Project Cortex
3. Sales, Marketing and Service
4. Accounting
5. Manufacturing and Distribution
6. Microsoft 365
7. Power Platform
Microsoft CRM for Service
AGENDA
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.
Microsoft and Workplace Better Together in the Cloud
The workplace of the future will look a lot different than it did before Covid-19. The global pandemic has caused both employees and companies to rethink how and where work gets done. As more organizations make remote work a permanent part of their cost and workforce management strategies they will also need to re-examine the infrastructure and working environments to keep employees safe and productive while enabling greater agility.
Agenda:
1. Learn how to enable a seamless and secure remote experience
2. Productivity Tools for the modern office worker
3. Insights and Innovative Technology in 2022 from Microsoft
4. Why Microsoft works better together in the cloud
Drive Business Success with Dynamics CRM 365 for Sales
Save time, save money, and grow your business. This is the purpose of a CRM and so this session is designed for small business leaders seeking to understand how best to manage customer relationships and encompasses everything from business strategy and HR to sales, marketing, events, and more.
We’ll cover which Dynamics 365 offering is right for you? What features do you need? Do you have the people and processes in place to get the most out of whichever one you choose?
This session is designed to help business leaders better understand effective CRM and identify the right solution for their business–but it’s about much more than software; effective CRM requires appropriate team structures, intradepartmental collaboration, and process efficiency.
Packed with tactics and strategies that will save your company thousands of dollars and man-hours, this webinar will answer the most pressing questions that will make the biggest impact on your sales.
Top 5 Reports you should run as a sales manager
Agenda:
- 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
- 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!
- There are 29 standard CRM reports, but let’s go right to the dashboards and analytics in Power BI – see below
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
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
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
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
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
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
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
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
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
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.
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.