Enable a Data-centric culture within your organization with Model-driven Apps - February 10 - Webinar

Enable a Data-centric culture within your organization with Model-driven Apps - February 10 - Webinar

Enable a Data-centric culture within your organization with Model-driven Apps - February 10 - Webinar

Agenda Coming Soon

[event_details]

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.


Deliver Proactive Service with Dynamics 365 Customer Service - February 10 - Webinar

Deliver Proactive Service with Dynamics 365 Customer Service - February 10 - Webinar

Deliver Proactive Service with Dynamics 365 Customer Service - February 10 - Webinar

Agenda Coming Soon

[event_details]

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.


Top Cybersecurity Questions to Ask Yourself in 2021 - February 9 - Webinar

Top Cybersecurity Questions to Ask Yourself in 2021 - February 9 - Webinar

Top Cybersecurity Questions to Ask Yourself in 2021 - February 9 - Webinar

Agenda coming soon

[event_details]

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 Use Dynamics 365 for Sales As A Sales Executive - February 3 - Webinar

How To Use Dynamics 365 for Sales As A Sales Executive - February 3 - Webinar

How To Use Dynamics 365 for Sales As A Sales Executive - February 3 - Webinar

  1. The 5 screens that every sales rep. will use (Accounts, Contacts, Opportunities, Activities, and a Dashboard to keep you on-track)
  2. Sales Manager Reporting
    • Quotes & Opportunity Tracking
    • Sales Forecasting – new, in the April 2nd release
    • Activity Based Selling – (ABS)
    • CRM compliance – are your reps using the system, would you like to know what quotes are not being worked on?
    • Power BI
  3. 5 tools that you will make your job easier as a sales manager
    • Mobile
    • Power BI for reporting
    • Run out of Outlook
    • Integration to LinkedIn
    • Microsoft Teams for communication and collaboration
  4. Microsoft CRM has a new release for spring 2020, it came out April 2, be the first to see it with us!
  5. Marketing, “65% of the sale is done before they talk to the sales rep”, the top 5 marketing tips for these difficult times.
  6. Online training tools and videos to get started

If you can’t make it, register now, and we’ll send you a link to the webinar recording once it’s ready.

[event_details]

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.


Secrets Ingredients of Successful of B2B Marketing - February 3 - Webinar

Secrets Ingredients of Successful of B2B Marketing - February 3 - Webinar

Secrets Ingredients of Successful of B2B Marketing - February 3 - Webinar

Did you know that 65% of the sale of your product or service is done before the first contact from the sales department? 

If you are a manufacturer or distributor that wants to expand and grow your territory and acquire new customers, than you need to learn how to market B2B using modern technology, digital strategies and channels. 

Living marketing automation 

Most of the marketing activities are directly performed in the CRM system: e-mailing, web tracking, nurturing, lead scoring, event management, social posting and, of course, the entire campaign management – no interfaces, no time and data loss.

In this webinar, we will show you the secret ingredients of a successful B2B marketing strategy you can utilize to increase leads, ROI, and, most importantly, your sales.

Webinar Agenda:

· Intro to Microsoft CRM for Sales & Marketing

· Top 5 Secrets of Successful B2B Marketing

· Integration with LinkedIn

· The use of Social Media

· Free Marketing Resources you can take advantage of

· Marketing is all about numbers – 

· Roundup & Q&A

VOX ISM has twice been Microsoft Worldwide CRM Partner of the year (# 1 of 12,000)

If you can’t make it, register now, and we’ll send you a link to the webinar recording once it’s ready.

[event_details]

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.


5 Big Reasons Why Dynamics 365 will Overtake Salesforce - January 27 - Webinar

5 Big Reasons Why Dynamics 365 will Overtake Salesforce - January 27 - Webinar

5 Big Reasons Why Dynamics 365 will Overtake Salesforce - January 27 - Webinar

Salesforce.com & Microsoft Dynamics 365 CRM are the top two selling CRM’s on the market today.

If you are a Microsoft 365 (formerly Office365) user or Dynamics 365 Business Central (formerly NAV) user, you should have a long look at Microsoft Dynamics 365 CRM; it all works together. Microsoft Dynamics 365 CRM, Office 365 & LinkedIn.

The general consensus from CRM users is that Salesforce ‘seems’ easier to use and better for task management. In recent years Microsoft has made dramatic improvements to the Dynamics 365 user interface, mobile access and integration to Office Products that make SF.com look old and dated. Add in the integration capabilities to the ERP, TEAMS, & Power BI; these added capabilities give Dynamics 365 the edge over Salesforce.com. 

Join us on this fun and interactive webinar to discover why Dynamics 365 for sales has overtaken Salesforce.com in 2020.  

Agenda

1 – Integration with ALL Microsoft Office Products (Excel, Outlook, Power BI, & Teams)

2 – Extendibility (to your accounting and operations system, i.e. Business Central/NAV)

3 – Sales reporting and Forecasting with Power BI and AI

If you can’t make it, register now, and we’ll send you a link to the webinar recording once it’s ready.

[event_details]

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.


Omnichannel Customer Experience with Dynamics 365 Customer Service - January 27 - Webinar

Omnichannel Customer Experience with Dynamics 365 Customer Service - January 27 - Webinar

Omnichannel Customer Experience with Dynamics 365 Customer Service - January 27 - Webinar

Omnichannel for Customer Service is a robust application that extends the power of Dynamics 365 Customer Service to enable organizations to instantly connect and engage with their customers via channels like Live Chat and SMS.

Omnichannel for Customer Service also provides a modern, customizable, high-productivity app that allows agents to engage with customers across different channels. The application offers contextual customer identification, real-time notification, integrated communication, and agent productivity tools like KB integration, search, and case creation to ensure agents are effective.

Supervisors get real-time and historical visibility and insights into the operational efficiency of agents and the utilization across various channels.

The enterprise-grade routing and work distribution engine allows customers to configure agent presence, availability, and routing rules, thus ensuring agents are working on the most relevant engagements.

In the age of COVID, remote customer service is the key to business success.  Microsoft Customer Service Earn customers for life by providing seamless, end-to-end customer service experiences within a single solution built on the Microsoft cloud to deliver consistent, connected support across channels.

We will show you how to:

  • Take customer requests, track and respond to them using Chat, Social, & Videos –
  • Chat
  • Social Channels
  • Videos
  • How to configure an SMS channel

If you can’t make it, register now, and we’ll send you a link to the webinar recording once it’s ready.

[event_details]

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.


Earn Customers for Life with Dynamics 365 Customer Service - January 20 - Webinar

Earn Customers for Life with Dynamics 365 Customer Service - January 20 - Webinar

Earn Customers for Life with Dynamics 365 Customer Service - January 20 - Webinar

In the age of COVID, remote customer service is the key to business success. Microsoft Dynamics 365 Customer Service Earn customers for life by providing seamless, end-to-end customer service experiences within a single solution built on the Microsoft cloud to deliver consistent, connected support across channels.

We will show you how to:

  • Take customer requests, track and respond to the requests – Case Management
  • Knowledge management
  • Analytics & reporting
  • Getting the work done (Use TEAMS for communication)

[event_details]

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.


Drive business success with Dynamics 365 CRM for Sales - January 20 - Webinar

Drive business success with Dynamics 365 CRM for Sales - January 20 - Webinar

Drive business success with Dynamics 365 CRM for Sales - January 20 - Webinar

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

If you can’t make it, register now, and we’ll send you a link to the webinar recording once it’s ready.

[event_details]

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.


Dynamics 365 CRM Playbooks

Staying ahead of the Sales Game with Dynamics 365 CRM Playbooks

Does your Sales Team struggle with scheduling the next best actions with regards to a lead or an opportunity? A couple of examples would be if a new lead is generated on the website and scheduling standard set of activities such as a phone call and an appointment, or if implementing best strategies when a key decision-maker departs while pursuing a large opportunity or if when a top-tier customer requests a discount on a quote? Well, look no further because Dynamics 365 CRM Playbooks are here to help!

The Dynamics 365 CRM Playbooks tool for Sales is designed to enforce a series of defined activities that should be triggered in the event of a specific scenario, or within the context of a process – guiding team members along the way and responding more effectively to common sales scenarios as mentioned earlier.

If you are interested, check out this quick intro demo from Microsoft here: https://youtu.be/_N88QLIom10.

The full product documentation can be viewed here as well: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enforce-best-practices-playbooks.

Getting started!

To start, you will need to make sure that the Playbook solution is installed into your current Sales Hub App. You also need to make sure that entities such as Playbook categories and Playbook templates are published on the site map as well. Then, a team member with a Playbook manager role or equivalent permissions creates playbook categories to classify the playbooks.

The playbook manager creates playbook templates that define a set of best practices based on past experiences and their organization’s standards. A business user such as a salesperson or service rep who has been assigned a Playbook user role can then open one of these playbook templates while they work on their records. The playbook template helps ensure that best practices are applied consistently at every step.

Launch a Dynamics 365 CRM Playbooks to carry out activities consistently

To ensure consistency in your business process or to know what steps to follow in certain scenarios or events, rely on the playbooks prepared by your managers that guide you with the actions you can take. Dynamics 365 CRM Playbooks can also contain best practices based on practices that have worked in similar situations before.

  1. Make sure you have the Playbook user role or equivalent permissions.
  2. Go to the record you want to launch the playbook from. For example, if you know your organization has playbooks created for opportunities, open an opportunity record.
  3. On the command bar, select Launch playbook.
  4. In the Playbook templates dialog box, select a playbook that you want to use and then select Launch.

You’ll see a notification “Playbook launched successfully.”

Dynamics 365 CRM Playbooks_1

Mark a playbook as completed

When you complete all the activities created for a playbook, you must mark the playbook as completed. This helps you to know if the playbook was successful or not.

  1. To mark a playbook as completed, go to the record you launched the playbook from (calling record).
  2. Select the Related tab, and then select Playbooks.
  3. Open the playbook record.
  4. In the playbook record, on the command bar, select Complete as, and then select one of the following results:
    • Successful
    • Not Successful
    • Partially Successful
    • Not Required

Dynamics 365 CRM Playbooks_2

Track playbook activities

When a playbook is launched, its related activities are created and associated with the record the playbook is launched from (also called the calling record). You must complete these activities to ensure every event is dealt with consistently.

If the playbook template used for the playbook has its Track progress field set to Yes, the activities are created under a playbook record that is under the calling record. If the Track progress field is set to No, the activities are created directly under the calling record.

To see the activities created by the playbook when the Track progress field in the playbook template is set to Yes:

  1. Go to the record you launched the playbook from. For example, if you launched the playbook from an opportunity record, go to the opportunity record.
  2. Select the Related tab, and then select Playbooks.

Dynamics 365 CRM Playbooks_3

3. In Playbook Associated View, the playbook launched from the record is listed.

Dynamics 365 CRM Playbooks_4

4. Select the playbook. The playbook record shows all the details about the playbook and its associated activities.

Dynamics 365 CRM Playbooks_5

For example, it shows when the playbook was launched, how many total activities it has, how many of the activities are completed, and the estimated close date. It also shows all the related playbook activities in the Playbook activities section. After you are done working on these activities, mark them as completed.

To see the activities if the Track progress field of the playbook template is set to No, in the calling record, see the Timeline section.

Alternately, in the calling record, select the Related tab, and then select Activities.

Dynamics 365 CRM Playbooks_6

The Open Activity Associated View lists all the activities for the calling record along with the playbook activities created since the playbook was launched. However, this view doesn’t show the total number of activities that have been created in the context of a playbook.

Conclusion

Now that you have read how Dynamics 365 CRM Sales Playbooks can be for you and your Sales Team – come check out our next CRM webinar coming this Wednesday, January 13, 2021, where we will see Dynamics 365 CRM Sales Playbook LIVE in action!

Staying ahead of the Sales Game with Dynamics 365 Playbooks - January 13 - Webinar
Register Now