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Dynamics 365 CRM design to optimize your use on any device - July 13 - Webinar VOX ISM

The #1 problem with deploying a CRM system to your sales reps is getting them to use it, and the most crucial factor is the ease of use and workflow for a sales rep is working from your phone or tablet. 

 Benefits of mobile CRM.

  • Plan using calendar integration on your phone.
  • Dial into meetings with click-to-call.
  • Access and update leads, contacts and opportunities in front of the customer, on your phone.
  • Open and share files.
  • Access dashboards on the go.
  • Track, manage and respond to customer service cases.
  • Access to up-to-date data at all times.

 

Since it’s hard to imagine life today without the contacts on your phone, we’ll focus on configuring the screens on your mobile device to make the CRM system easier to use and a joy to work with. This includes not just the contacts but everything a rep would need – tracking appointments, phone calls, meetings, minutes and updating opportunities.

Agenda:

  1. The foundation of a CRM system (Accounts, Contacts, Activities and Opportunities)
  2. Social Aspects (LinkedIn, CASL)
  3. Configuring using Sales Hubs
  4. Deploy on phones
  5. Tuning up the workflow
  6. Dashboards and Charts

VOX ISM will be hosting 80 training webinars this summer, yes two every day, for your enjoyment and continuing education. Please make us part of your daily summer routine, whether you are working from home or at the office.

https://voxism.com/events/

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:
July 13
Time:
2:30 pm - 3:15 pm - ET EDT
Event Category:

Venue

WebEx Conference Line

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