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How VOX ISM uses Microsoft Dynamics 365 CRM today - August 28 - Webinar

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


August 28, 2019
2:30 pm - 3:15 pm - ET EDT
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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

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