Microsoft CRM for Dummies
Agenda:
1. What is CRM
2. Contact Management
3. Leads and Opportunities
4. Products and Services
5. Quotes and Orders
Microsoft Dynamics 365 CRM For Dummies
Agenda:
1. What is CRM
2. Contact Management
3. Leads and Opportunities
4. Products and Services
5. Quotes and Orders
Top Reasons why Salespeople Need CRM
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
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.