Effective use of Microsoft CRM can help increase sales by up to 29%, sales productivity by up to 34% and sales forecast accuracy by 42%.   

The webinar will walk you through the 3 steps to get started: 

1.  Setting up and configure your CRM Sales environment 

• How to access and navigate the CRM Sales dashboard 

• How to create and manage accounts, contacts, leads, and opportunities 

• How to customize your views, fields, and forms 

• Expected outcome: You will be able to set up and personalize your CRM Sales workspace according to your needs and preferences with no programming 

1.  Using CRM Sales to communicate and collaborate with your customers and sales team 

• How to use email, phone, chat, and social media to interact with your customers 

• How to track and record your customer interactions and activities 

• How to use tasks, appointments, and reminders to manage your workflow 

• Expected outcome: You will be able to use CRM Sales to communicate effectively with your customers and team, and keep track of your progress and results 

1.  Using CRM Sales to analyze and optimize your sales performance 

• How to use reports, dashboards, and charts to monitor your sales metrics and trends 

• Power BI reporting in CRM sales 

• Sales Copilot (Chat GPT) 

• Expected outcome: You will be able to use CRM Sales to analyze and optimize your sales performance and customer relationships 

Using CRM Sales is the first step to selling more, try CRM marketing next it is included at no charge!