Search Results: customer (5556)

Email campaigns are an exercise in relationship building. When done right, a well-mapped email program can bring in more sales and help you transform your existing client base into a community. But building a successful email strategy isn’t just about sales—by applying analytics to your customer journey, you can gather valuable intelligence about your prospect and customer base that can help you transform how clients experience your brand. In this presentation, we’ll talk about how to build targeted email campaigns for every step of the customer journey, with hands-on tips for deciding who to nurture, when to nurture them, what to say in your messaging, and how to measure email success.

Xpertdoc Smart Forms have revolutionized the way companies collect data and create documents. Read through our compelling use cases to see how customers or employees can easily complete complex data capture tasks, and generate personalized, relevant documents in minutes via entirely digital and automated processes – resulting in improved internal efficiencies, data accuracy and customer experience.

As part of the Community Response Series, Learn the pros and pitfalls of having remote service delivery and how to keep your remote teams engaged and energized.

On the Cloud Wars Live podcast, Bonnie Tinder says that if you know your why, you can achieve biz transformation thru digital transformation.

Microsoft’s Customer Insights is a customer data platform for B2C businesses who want to grow relationships at scale. Customer data platforms can connect and unify customer data from an ERP, POS, financial systems and/or Google Analytics into unified customer profiles and help you grow your relationships by giving you the best information to make calculated decisions.

John Siefert sits down for a quick discussion with Solver CEO Nils Rasmussen as they announces their new relationship to be the exclusive CPM solution for cloud based planning & reporting in Dynamics 365 Finance & Operations.

As a customer service rep, if you log in to your system and see that you have seven active cases or any active cases for that matter, you will want to address those first. However, if you have any marked “high priority,” those should come before other active cases.

On the Cloud Wars Live podcast, Bonnie Tinder advises that businesses who stepped up in 2020 will reap the benefits in 2021.

Imagine you are working in Microsoft Dynamics 365 Customer Service and have just followed up with a case that has an SLA with an expiration date drawing near.

After your follow-up, you notice that they have Premium Support with you, so you click on the record to further investigate.

The new UI in Microsoft Dynamics 365 Customer Service has condensed this information into the Timeline tab to improve efficiencies. All of these can now be found within the Timeline in chronological order.

We’ve now entered the era of customer-centric AR. What does this mean? It means that now more than ever, your customers expect an invoicing and payment experience that works for them. Watch this video to see what this looks like in action.

Join us for an educational webinar on how you can leverage computer telephony integration (CTI) technology to provide your agents with insight into your customer’s issues before they even answer their call. These insights ensure your agents are equipped with the necessary details and background on your customer’s needs.

With the Sana Commerce Customer Portal, the complete O2C cycle —from purchase to invoicing, and returns— is supported, streamlined, and enhanced by accurate, real-time Microsoft Dynamics ERP data. How? With our Customer Portal solution designed to do just that.

Create your own Customer, Vendor, or Employee Portal using the tools available to you with Microsoft Office 365. We will walk through how to share Dynamics data using the new ODATA web services and then display this data using Office 365 SharePoint

A comprehensive knowledge base is the critical to improved customer satisfaction and increased productivity. A knowledge base empower customer service reps with solutions to the most common issues in order to efficiently assist customers. In this webinar we will review importance of a Knowledge Base.

Presented by: Amit PrajapitiIt is library release by Microsoft for Automating UI Testing of D365 CRM. There are many Sample unit test given by the Microsoft in that library so that, you can Refer them and design you own UI Test for D365 CRM. In this webinar, I will show you how to set up your project and design your own test cases. And then how to run your test from DevOps and examine the result.​​#Intermediate#CustomerEngagement#Technical

It’s not too late to adapt for GDPR, but this sweeping set of strict privacy regulations cannot be ignored. Besides the impact on your IT department’s data strategy and management, equipping your customer-facing teams with the right understanding and processes for supporting compliance is a must. We’ll cover tips on implementing compliance, include some ‘gotcha’ areas & dive into real-world examples

This session is an opportunity to discover in detail the possibility of sales and marketing strategy management within Microsoft Dynamics 365.
We will cover the following items:
– “Why it is important to keep in touch with your customers and leads”
– Why is the communication important:
– Different channels of communication
– How do email and SMS marketing fit into

Session will cover the creation of Sales Quotes in various methods, converting quotes to Sales Orders, maintaining archive versions and the flow of Sales Order history once order is completed.​

​Provide excellent service to your customers, manage warranties and manage you service fees. We will cover Service Contracts and Service Contract pricing.