Take an EXCLUSIVE, NEVER-BEEN-SEEN, sneak peek of how VOX ISM uses Dynamics 365 Cloud to run the company! From Marketing to Sales, to Project Management and Analytics/Reporting.

Webinar Agenda:

1.       Intro to Dynamics 365 Cloud– MS Stack, Role Centric, Mobile. 
2.       Marketing
–          Lead Gen via LinkedIn | Campaigns | Events Managements (scheduling & managing resources) | Website Integration (email workflows & follow-ups – Resource Center)
3.       Sales
–          Prioritization & Triage of Leads
–          Nurturing Process
–          Qualifying Process
–          Scheduling Sales Activities (Demo prep & Demo presentation)
–          Managing Opportunities (Quotes, Follow up Calls, Lost & Won)
–          Using MS Teams for Internal Communication
–          Using MS Teams Meetings for Remote Client Sessions
4.       Project Management
–          Milestones, Budgets, Resource Allocation & Scheduling (Time Entries, Consultant Dashboard for Appointment Management)
–          Case Management/Scope Management & Customer Portals!
–          Using MS Teams for Internal Coordination
–          Using MS Teams Meetings for Remote Client Sessions
5.       Management & Analytics Reporting (Dashboards & Power BI)
–          Marketing Dashboard
–          Sales Dashboard
–          PMO Dashboard
–          Presidents Dashboard