Presented by @Geoff Ables
In this session we will dive how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards and how to work around them.
In this session we will dive how to setup dashboards that can actually be used to improve results. You’ll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You’ll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives – and a visualization of how they should look in CRM dashboards and how to work around them.
Companies that excel in demand planning and forecasting are more efficient, realize better returns on invested capital, and provide better service to their customers. Experts also agree that there are numerous intangible benefits to better demand planning like increased accountability in sales and production, and better strategic and organizational alignment. That’s why the demand plan is the first and most important part of any executive sales and operations process.
Businesses across the globe are addressing the COVID-19 crisis in a variety of ways, from enabling employees to work remotely to shuttering storefronts for the foreseeable future. During these unprecedented times, the Microsoft Business Applications team is taking steps to ensure customers’ business continuity, and at the same time ensure you can conduct business effectively. Join Microsoft experts for a presentation and discussion on what Microsoft is doing right now to ease the mandatory policy for continuous updates for Customer Engagement and Finance and Operations users, allowing you to pause updates for a period of time. We will also discuss changes to deadlines for deprecating legacy features, such as the Customer Engagement legacy web client.
Get up to speed quickly with BI and AI concepts, and the solutions offered by Microsoft including PowerBI, Relationship Assistant, AI for Sales and Customer Service and Azure Cognitive Services. Analytics is on track to drive virtually everything about our future work lives. From bots, to the internet of things to artificial intelligence and self-driving cars, our lives will transform more in the next 20 years than any other period in history.
Here are the top 10 benefits for Microsoft customers or partners building Dynamics 365, Power Apps, Power Virtual Agents, Power Automate or Power BI apps.
1. Better business software
2. Faster release cadence
3. Higher return on investment
4. Greater user satisfaction
5. More visibility and confidence
6. Efficient allocation of capital
7. Less risk
8. More control
9. Empowered collaboration
10. More rewarding
TrueCommerce customer, Blue Rhino, describes how the EDI platform accelerates their business with their customers.
To protect revenue and differentiate, companies must balance safe social distancing with a human-centric, empathetic customer care experience. We tackle this challenge by providing your sales teams, call center employees, and field service professionals the power of modern digital channels, predictive analytics, and consolidated insight, so they can work together with a shared view of each customer. And we help them collaborate remotely to solve or prevent customer care issues at speed, from anywhere.
Avanade’s innovation, industry depth and execution with Microsoft technologies will help manufacturing companies to relish rather than fear the next challenge. Our industry, strategic and technical expertise means we understand the complexities of the manufacturing industry and are committed to providing innovative Industry 4.0 solutions across areas including field service, customer care operations, supply chain, security, cloud, advanced data analytics, IOT, AI and the use of machine learning.
ExFlow D365 FO is a built-in, feature-rich AP Automation solution developed specifically for Dynamics 365 Finance and Operations/AX. ExFlow sits inside D365 and leverages Machine Learning to automate the AP process from invoice data capture, through validation and pre-coding to 3-way matching and approval. Analytics is provided by pre-packaged Power BI dashboards inside D365. Today more than 400 D365 FO/AX customers worldwide use ExFlow.
Increase sales and improve decision making with AI-powered insights fueled by customer data. Dynamics 365 Customer Insights • Gain a 360-degree view of customers and discover insights that drive personalized customer experiences. Dynamics 365 Customer Service Insights • Leverage AI-driven insights to make better decisions and proactively improve customer satisfaction with confidence.
ExFlow D365 BC is a built-in, feature-rich AP Automation solution developed specifically for Dynamics 365 Business Central/NAV. ExFlow sits inside D365 and leverages Machine Learning to automate the AP process from invoice data capture, through validation and pre-coding to 3-way matching and approval. Analytics is provided by pre-packaged Power BI dashboards inside D365. Today more than 500 D365 BC/NAV customers worldwide use ExFlow. ExFlow D365 BC is localized for SWE, NOR, FIN, AUS, UK, USA, CAN and FRA.
Within the next two weeks, all of our Summit North America refunds will be paid, and our Summit EU refunds will be issued based on what we learn in Q1 2021 and the ability to open our event in Europe
Make it so easy to do business with you that customers pay faster and thank you for it. With tools for customer self-service and online collaboration, Versapay ARC helps you consistently improve payment times by five or more days and improve customer satisfaction within the billing and payment process.
Workato has established a whole new category; Integration-led Automation intended to automate and unify organizational workflows, applications, teams, and data.
In this original piece, learn about “Silicon Valley’s newest unicorn” and why they believe businesses can transform easier and faster with one all-encompassing platform.
BCS recently partnered with the organization known as Exhart to implement and deploy Business Central and Dynamics 365 Sales to boost their business performance.
SAP CEO Christian Klein on the company’s future – reimagined business models, co-innovation with customers, and vertical-industry solutions.
Data scientists and IT are often at odds with each other. However, that doesn’t always have to be the case. With key plans in place and a strategic set of goals and KPIs, these teams can work in better harmony.
On this Cloud Wars Live podcast and as part of the CEO Cloud Outlook 2021 series, I speak with Microsoft Executive VP Scott Guthrie.
On this Cloud Wars Live podcast and as part of the CEO Cloud Outlook 2021 series, I speak with ServiceNow CEO Bill McDermott.
