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Tips and Tricks Dynamics CRM
Agenda
October 1, 2015
1:30 pm – 2:30 pm
Do your users love Dynamics CRM or just tolerate it?
Is it ‘chilling’ sales or driving more?
A good CRM system delivers useful information about your customer’s quickly to the people who are on the phones or dancing in front of prospects on site.
The purpose of this webinar is to increase the productivity of your users so that they will learn how to use it more effectively and efficiently.
1:30 – 1:45 pm |
Introduction to CRM 2015Although this webinar assumes you are already running Dynamics CRM, many of our customers are on previous versions, or are unfamiliar with how it all ties together. We will provide a brief orientation and overview of Dynamics CRM 2015.
Jim Heaton – President |
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1:45 – 2:15 pm |
Tips and TricksEd is a 15 year veteran of CRM and will demonstrate the top usability tips and tricks. Even if you think you are an expert, you might be surprised and pick up a couple of gems.
– Navigation – Searching – Charts and Dashboards – Email tips – Phone call tips – Notes tips – Opportunity tricks and best practice
Ed Michitsch – Application Consultant |
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2:15 – 2:25 pm |
Ask the ExpertIs there something that is bugging you about CRM and you don’t know why or how to resolve? We’ve reserved some time to ask Ed, so bring your questions!
Ed Michitsch – Technical Consultant
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