Help Your Teams Adapt to a Rapidly Changing Environment – Remote Selling Accelerated - July 7 - Webinar

Help Your Teams Adapt to a Rapidly Changing Environment – Remote Selling Accelerated - July 7 - Webinar

Work has completely changed. Perhaps, forever. The combination of Microsoft Dynamics 365 CRM for Sales, TEAMS, Mobile App, and Power BI will help your sales reps close more deals faster with forecasting tools, lead management, and the ability to configure, price, and quote every deal.

In this webinar, we’ll cover:

  1. The 5 screens that your reps will use every day
  2. It all works together:
    • TEAMS integration to Dynamics 365 CRM
    • Mobile App
    • Marketing – LinkedIn integration
    • Power BI for your sales rep’s dashboard
    • Artificial intelligence – AI to help reps keep track of daily activities and critical closing calls to make

Details

Date:
July 7, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
,

This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


Take your business to new heights with Dynamics 365 - June 23 - Webinar - VOX ISM

Take your business to new heights with Dynamics 365 - June 23 - Webinar

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 2021:

  • 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:
June 23, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Category:

This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


Increase Sales and Marketing Productivity with Dynamics 365 - June 30 - Webinar

Increase Sales and Marketing Productivity with Dynamics 365 - June 30 - Webinar

Have your sales rep work be done automatically by streamlining workflows using Microsoft’s point-and-click business process automation tool for Dynamics 365 for Sales.  This allows your reps to focus on closing more business.

The webinar begins by quickly introducing fundamental concepts of building workflows. From there, you expand your skill set by examining more advanced capabilities such as scheduling actions and transitions to changes to sales data in related records.

You’ll also learn how to:

  • Focus on what’s most important by using holistic customer data and real-time dashboards.
  • Quickly adapt a solution that fits your business needs.
  • Increase close rates, shorten sales cycles, and improve customer satisfaction and retention.

Agenda

  • Collaboration hub: Access a shared workspace for Office apps that most of us already use to work sales opportunities.
  • Cross-functional collaboration: Work together with customers and any colleague across functions, even if they aren’t a Dynamics 365 for Customer Engagement apps user.
  • File integration: Co-author documents using Office 365 and automatically sync to Dynamics 365.
  • Teams mobile app: Search from Microsoft Teams mobile app using the Dynamics 365 bot while on the go.

Details

Date:
June 30, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
,

This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


Overview of Microsoft Field Service Management Software - June 9 - Webinar - VOX ISM

Overview of Microsoft Field Service Management Software - June 9 - Webinar

The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they’re onsite with customers fixing issues.

In this interactive webinar, we will look at how to receive an incoming request to fix a piece of failed equipment, diagnose the problem and dispatch a field representative who will report the time, material and expenses for invoicing the customer.

In this webinar, we’ll cover:

  1. Overview of Dynamics 365 Field Service
  2. Assets
  3. Agreements
  4. Cases
  5. Work Order Bookings
  6. Scheduling
  7. Mobile experience
  8. Job Costing
  9. Invoicing

Details

Date:
June 9, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
,

This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


Microsoft Dynamics 365 CRM For Dummies - June 2 - Webinar - VOX ISM

Microsoft Dynamics 365 CRM For Dummies - June 2 - Webinar

Dynamics 365 CRM for Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities.

Sell smarter & faster.

  • Increase sales force activity and sales revenue
  • Keep track of every customer interaction
  • Automate redundant tasks and admin work
  • Easy to use for your reps.

In this webinar, we’ll cover:

  1. Overview of Microsoft Technology – it all works together
  2. The 5 screens that your sales reps will use
      • Accounts
      • Contacts
      • Opportunities
      • Activity Management
      • Dashboard
  3. Sales Management

Details

Date:
June 2, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
,

This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


Power BI 201 - Advanced Level Online Training Workshop - July 21

Power BI 201 - Advanced Level Online Training Workshop - July 21

This session will cover:

– Visualizations, Linking Tables and Dashboards – an Overview

– Drill through functionality aka ‘taking your users through a data journey across many tabs’

– Using images as slicers

– MTD, YTD vs previous year

– Fiscal Year and Fiscal Period

– AI Decomposition Tree

– Scatter Charts/Correlation

– Modelling or ‘What-If’ inputs/variables

Why this training?

You can learn at your desk with our sample datasets, with an easy to follow instructions using the free version of Power BI desktop.

Participants will receive the recorded version of the webinar in addition to the training PowerPoint.  

How will it benefit me?

  • Understanding the trends and outliers in your business can aid in making informed decisions that can result in success. 
  • Turning data into knowledge that can help drive your business, providing insights for better business decisions.
  • Time Analysis is significantly easier when using a tool like Power BI.

What are the objectives of the training series?

Upon completion, learners will be ready to model data and build amazing analytics in real-world scenarios, such as analytics on sales data, financial data, or manufacturing or distribution data.

Who is the target audience?

Anyone who has attended one of our previous training session on Power BI 101 and wants to step up their skills. 

This course is not for beginners.

Users will be expected to know the fundamentals of getting data, creating visuals and working with basic Dax formulas.

Prerequisites:

  1. You should have a laptop.
  2. Download Power BI to your desktop/laptop
  3. Download sales data into Excel from your ERP system (we will provide if you forget)
  • Invoice #, Amount, Customer, Date are the minimum fields
  • Country, City, Sales Rep, Part, Product Types are recommended if available

Details

Date:
July 21, 2021
Time:
1:30 pm - 3:30 pm - ET EDT
Event Categories:
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This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


Maximize Your Sales By Using LinkedIn With Dynamics 365 - May 26 - Webinar

Maximize Your Sales By Using LinkedIn With Dynamics 365 - May 26 - Webinar

Join this webinar to learn:

  • How to optimize your LinkedIn profile to hugely increase your visibility and generate leads.
  • How to build a massive database of thousands of your ideal clients using LinkedIn
  • The best LinkedIn Marketing Strategies to generate leads every month
  • Free Marketing Resources you can take advantage of
  • Integration between Sales Navigator and your CRM

Details

Date:
May 26, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
,

This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


How to Grow Your Business During Uncertain Times with Microsoft - May 19 - Webinar

How to Grow Your Business During Uncertain Times with Microsoft - May 19 - Webinar

Is it time to switch from Outlook, spreadsheets and QuickBooks so that you can enable growth in 2022 for your consulting firm?  

Have you ever wondered what system Microsoft Gold Partner company (VOX ISM) uses to run the professional services group?  

Join us on an interactive webinar where we will peek behind the curtain and demonstrate how we use Microsoft tools to connect sales, consultants, resourcing, project management, and finance teams within a single application to help win more deals, accelerate project delivery, and maximize profitability. 

Agenda

  1. Introduction to Microsoft Technology for Canadian Businesses
  2. Sales
  3. Marketing
  4. Project management
  5. Resourcing
  6. Bookable Time
  7. Expense Entry
  8. Power BI Dashboards

Details

Date:
May 19, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
,

This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


An Introduction to Microsoft CRM and How it Can Enable Business Growth - May 12 - Webinar

An Introduction to Microsoft CRM and How it Can Enable Business Growth - May 12 - Webinar

This is an introduction webinar training to Dynamics 365 for Sales that explains how to find and open the most common user interface elements including lists, forms and business processes. The objective is to help with the onboarding of new Microsoft CRM Sales users.

We will show the 5 main screens every sales rep uses (accounts, contacts, opportunities, activities, and a dashboard). We will show how a sales rep can do everything on his phone, or in Microsoft Outlook, how about also with LinkedIn!

Details

Date:
May 12, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
,

This webinar will take place on the Cisco Webex platform. 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 705-466-7477.


TEAMS, TEAMS, & more TEAMS Microsoft's Hottest Technology

TEAMS, TEAMS, & more TEAMS Microsoft's Hottest Technology - May 4

Teams is Microsoft’s Hottest Technology in 2021, which provides a unique platform for group messaging for businesses of any size. It is more than a simple chat platform. With Microsoft Teams, it possible for a team in the organization to interact efficiently in real-time. It offers Planner functionality for planning and project management, Skype functionality for chat, Stream functionality for video sharing, SharePoint and OneDrive for file sharing, OneNote for taking and sharing notes directly in the app. There is no more switching required between different apps and windows.

Join us to learn and find the best practices on how to use Microsoft Teams effectively. 

Agenda:

  • Microsoft Teams Overview
  • Creation of Team roles
  • Creation of Team Members
  • Microsoft Teams has replaced Skype
  • Assigning roles and permissions in teams
  • Creation and management of Channels
  • Moderators for the channel
  • Team settings
  • Private Channels
  • Slack vs. Microsoft Teams
  • Best Practices

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:
May 4, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Categories:
, , ,

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.

Hope to see you on the webinar. For questions, reach out to linda@voxism.com, or call 905-840-7477