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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.


February 3, 2021
1:30 pm - 2:15 pm - ET EST
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.

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