CRM for Sales Managers
Microsoft CRM helps a sales manager by providing a centralized platform to manage customer relationships and streamline sales processes. It offers tools for sales pipeline management, contact management, and sales activity logging, ensuring that every account, contact, lead, and opportunity is tracked and managed effectively. The platform also enables sales managers to gain insights into their sales performance, track opportunities, and collaborate with their team more effectively. By using Microsoft CRM, sales managers can improve their productivity, enhance customer satisfaction, and drive sales growth.
CRM Agenda:
· The 5 key screens you will use (Accounts, Contacts, Opportunities, Multiple Dashboard’s, (Sales rep, Sales Manager, Marketing Manager, Mgmt.)
· Sell more, do a little marketing! Included
· Activity Based Selling, track what each rep. is doing daily
· Sales forecasting & Pipelines, using AI, Includes Sales Copilot, AI does the work for you
Vox ISM is Double Microsoft Certified for Dynamics
Vox ISM is Proud to Be Microsoft Certified for Modern Work and Business Applications
Our Microsoft certification isn’t just a badge, it’s a promise. It means we’ve met Microsoft’s highest standards for expertise, performance, and customer success in two critical areas:
- Modern Work: Helping your teams collaborate securely and productively with Microsoft 365, Teams, and advanced cloud tools.
- Business Applications: Streamlining your operations with Dynamics 365 and Power Platform for smarter, faster business processes.
What this means for you:
- Proven Expertise: You’re working with a trusted partner recognized for delivering results.
- Future-Ready Solutions: Access the latest innovations, including AI-powered tools and advanced security.
- Optimized Value: Benefit from best-in-class implementation, training, and licensing options that reduce costs and maximize ROI.
- End-to-End Support: From planning to adoption, we guide you every step of the way.
Partnering with Vox ISM means confidence, innovation, and measurable success, all backed by Microsoft.
Vox ISM is also Microsoft Gold Certified. Being a Microsoft Gold Partner is one of the highest levels of recognition in Microsoft’s partner ecosystem, and it carries significant meaning for our customers.
Here’s what it represents:
- Top 1% of Partners Worldwide: Gold competency is reserved for partners who meet Microsoft’s most stringent requirements for technical expertise, customer success, and ongoing certification.
- Proven Track Record: It demonstrates consistent delivery of complex projects and advanced solutions across Microsoft technologies like Microsoft 365, Dynamics 365, Azure, and Power Platform
Excel like a Pro
Join Microsoft & VOX ISM for an exclusive master class designed for Excel enthusiasts and professionals who wish to leverage the advanced features of Excel. This webinar will guide you through powerful techniques and best practices, including using Power Pivot for data modeling, mastering DAX for complex calculations, and utilizing Copilot for enhanced analytics.
Agenda
· Introduction
· Power Pivot Techniques
· Setting up Power Pivot
· Creating and managing data models
· Connecting to external data sources
· Dax Formulas
· Copilot Analytics (new)
Microsoft Dynamics 365 for Dummies
Join Microsoft & VOX ISM for a free online interactive training webinar for new users on Microsoft Dynamics 365 Sales. Learn why sales professionals love it, how it functions, and its benefits for your sales and marketing teams.
Section 1: Understanding Microsoft Dynamics 365
· Overview of Microsoft Dynamics 365
· Key Features and Benefits
· Different Modules and Their Uses
Section 2: Navigating Microsoft Dynamics 365
· Overview of the Interface
· Navigation Tips and Tricks
· Customizing Your Workspace
· Creating and Managing Accounts
· Using Dashboards
· Generating Reports
Section 3: Sales and Marketing
· Managing Leads and Opportunities
· Automating Sales Processes
· Marketing Campaigns and Analytics
Section 4: Advanced Features
· Integrating with Office 365
· Using Power BI for Data Analytics
· Working with copilot
Section 5: Resources and Support
· Official Microsoft Documentation
· Community Forums and Support
· Further Learning and Certification
Excel 101: A Complete Guide
What you’ll learn:
• Sorting data
• Removing Duplicates
• Data Validation
• Math Functions
• Freeze Panes
• Working with Dates
• Search and Replace
• Formulas – IF, TRIM, LEFT, MID, SEARCH
• VLookup
• Pivot Tables, Charts and Graphs
• Working with ERP – Budgets, add/modify/delete
A Preview of the Microsoft Fall Release
Welcome and Introduction
- Brief introduction to the topic and goal of covering all new Microsoft software releases for the year
- Introduction to the panel of speakers and experts
Overview of Microsoft’s Software Roadmap
- Brief explanation of Microsoft’s annual software development cycle
- A quick look at key areas of focus for Microsoft this year
New Features in Microsoft 365
- Introduction to new applications being added to the Microsoft 365 suite
- Updates to Word, Excel, PowerPoint, and other Office apps
Advancements in Fabric/Co-Pilot
- New tools and features
- Integration into current software
Microsoft Teams: What’s Next?
- New functionalities that will be added to Microsoft Teams
- How Teams is evolving as a workspace solution
Best Practices & Pro Tips for your Office 365 Admin
- Introduction: The Vital Role of an Office 365 Admin
- Understanding Office 365 Admin: Roles, Responsibilities, and Key Features
- Essential Best Practices Every Office 365 Admin Should Know
- Admin Center Mastery: Making the Most of the Management Portal
- User Management: Streamlining Processes for Maximum Efficiency
- Security Practices: Ensuring Data Protection and Compliance in Office 365
- Optimization Techniques: Pro Tips for Enhanced Performance & Productivity
- Common Challenges and Solutions in Office 365 Administration
- Case Studies: Examples of Effective Office 365 Admin Practices
- Q&A: Your Office 365 Admin Queries Addressed
- Conclusion: Empowering Office 365 Admins for Success
Best practices for Microsoft Dynamics implementations (Business Central, CRM, Power Platform)
- Introduction: Brief Overview of Microsoft Dynamics Ecosystem
- Deep Dive into Microsoft Dynamics Business Central: Understanding the Basics
- Optimal Practices for Implementing Business Central
- Exploring Microsoft Dynamics CRM: How it Revolutionizes Customer Relations
- Implementing CRM: Strategies for Success
- Power Platform: Leveraging Your Data and Processes
- Unleashing the Potential of Power Platform: Effective Implementation Tactics
- Case Studies: Successful Implementations of Microsoft Dynamics
- Q&A: Addressing Your Queries on Microsoft Dynamics Implementations
- Wrap-up and Takeaways: Ensuring Effective Use of Microsoft Dynamics in Your Business
Supercharge your Sales: Unveiling the Secrets of Dynamics 365
Introduction
- Brief Overview of Dynamics 365
Empowering Sales with Dynamics 365
- Key Features of Dynamics 365 for Sales
- How Dynamics 365 Can Supercharge Your Sales Process
Unveiling the Secrets
- In-Depth Look at Underutilized Dynamics 365 Sales Features
- Case Studies: Successful Sales Transformation with Dynamics 365
Practical Applications
- Demonstration: Leveraging the Full Power of Dynamics 365 for Sales
- Best Practices for Implementing Dynamics 365 Sales Strategies
Interactive Session
- Hands-On Exercise: Putting Dynamics 365 Sales Techniques into Practice
Conclusion
- Recap of Key Points
- Q&A Session
- Closing Remarks and Next Steps
Microsoft Portals
Microsoft has just released new tools to create client portals. Portals allow partners, vendors, clients and other stakeholders to gain access to part of a company of institution security. The users do not have access to the rest of the organizations network other than what is granted, and Microsoft Power Apps makers can now allows you to create a powerful new type of experience: external-facing websites that can expose any data securely that your clients might need to better enable operations.
You will learn
1. About Portals
a. Collaboration
b. Accessibility
c. Customized content
d. Connected devices
e. Better communication
f. How to improve customer loyalty
g. How to improve customer service
h. How to increase productivity
i. Reduce errors
j. Increase responsiveness
k. Analytics
l. Security
2. Design
a. We will also cover how to design the portal through the WYSIWYG power apps portals studio
b. How to configure components on webpages
c. How to connect lists and views from Microsoft Dynamics 365