On the Cloud Wars Live podcast, Tony Uphoff and I discuss recruiting, retaining, and developing talent in today’s digital market.
Search Results: marketing (991)
Do you have critical customer data in multiple databases? Are you looking to consolidate true customer profiles and use machine learning capabilities to drive predictive sales, marketing, or service? This ‘CI in 60’ session will give you the ins and outs of using Customer Insights across multiple data sources, as well as provide a glimpse into the power Customer Insights provides organizations of any size.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
When people and process work together, a sales team’s velocity can take off! But it can be tricky to get people-centric teams to describe what they do in a process-centric manner. And it can be challenging to select the right process automation tool in Dynamics 365 and configure it to align with the needs of your team.
In this non-technical session you’ll learn methods for engaging your sales teams in process design, and the basics of configuring processes in Dynamics.
Our agenda for the day will cover:
•Understanding the Customer Journey – how to align your sales process with the customer buying process
•Sales Intelligence – tools and techniques to build lists and research your audience before first contact is made
•Lead Generation – generating more, and better, leads for your sales team to work and using AI to prioritize them for follow-up
•Qualification – processes and solutions for going from unqualified, to marketing qualified leads (MQLs) to sales qualified leads (SQL) – and some simple definitions for these terms
•Account Based Marketing (ABM) and Sales – targeting large accounts for broadening and deepening your relationship
•Sales Pipeline and Process Design – design a process flow that your team can actually use without creating more friction in the selling cycle
•Quoting and Configure-Price-Quote – delivering higher quality quotes to your customers no matter how simple or complex your product is; and secrets for differentiating tactical sales from strategic sales
•Approvals and E-Signatures – expediting internal and external approvals to keep your team focused on selling
•Activity Planning, Tracking and Sales Cadencing – understanding the importance of activity management, and how playbooks, sales cadencing tools and AI can all play a role in improving activity adoption
•Sales Meetings and Team Engagement – using Dynamics 365 to run your sales meetings, and techniques for getting the whole team engaged in continuous improvement
Customer expectations have historically evolved faster than business applications. This has usually resulted in a gap between a business’ CRM-related tools and processes, and the demand by their customers for a personalized, timely and meaningful experience. Today, however, the technology has finally caught up. Learn how recent innovations can empower your organization to move beyond internally-focused sales and marketing processes to deliver individually tailored customer-centric experiences.
With the ever growing universe of Marketing Technology, it’s important for IT and Marketing to work together to ensure compatibility and ease of management of the Martech stack. In this session we’ll explore how marketing platforms enable CRM Administrators and Marketers to work together to ensure that Marketing has their technology needs met which the IT side of the house has options that seamlessly integrate into CRM and are easily managed and maintained.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
The decision to move your mission-critical business applications to the cloud is no longer IF but WHEN. Chances are you’re already successfully running applications in the cloud today. Cloud-based payroll, HR benefits, marketing automation and email are amongst the many available solutions that companies have been managing online for years. Historically companies hesitated to move business applications like GP, SL, NAV, AX and CRM to the cloud, but to stay competitive and drive business continuity, the time to migrate is now.
Regardless of your company size or industry, recent events have shown us how important moving to the cloud is for all businesses. As companies went to being fully remote for months, some found that their on-premises solutions could not accommodate a virtual work force and caused unnecessary problems with day-to-day operations. Real-time secure access to data, regular back up provisions, remote access for all users are just some of the cloud benefits.
In this session, learn best practices on how building an effective migration strategy and plan will support a successful move to the cloud and help maximize your business application investments.
Ever need to look in multiple places to understand a customer’s profile? Ever find that prioritizing leads and nurturing prospects are challenging? Is your customer information lacking?
Customer Insights uses AI and Machine Learning to provide a 360° customer view. With Customer Insights, Dynamics 365 delivers the ability to connect to multiple data sources, model profiles of customers, their interactions and insightful KPI’s.
In this demo heavy session, we’ll demonstrate building a customer profile and show how you can use the results for increasing sales, marketing and service effectiveness. Then display it inside of PowerApps, Mobile, and BI tools.
As marketers and sales teams increasingly use Dynamics 365CE & CRM data to make decisions about strategy, marketing spend, and the customer journey, the fields and processes we add to our forms can have a tremendous impact on our success. In this session, marketing and sales users of Dynamics 365CE will learn how to think through required fields, custom fields, option sets, workflows, and more to capture the data they need to inform a successful sales and marketing strategy.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
Seismic bridges the gap between Sales and Marketing with dynamic, field-ready content, optimized to increase sale velocity and sales revenues. Our solution helps maximize Sales and Marketing ROI with unprecedented capabilities for sellers to pick, personalize, and prepare content where they work most, in Microsoft Dynamics. With Seismic for Microsoft Dynamics, sellers are more productive, the sales cycle is shorter, and Microsoft Dynamics usage is higher. Join Seismic’s VP of Product, Tom Strader, in this partner solution session and learn how your teams can sell more efficiently while creating a better buyer experience.
“What gets measured, gets managed.” – Peter Drucker In this session we will dive into 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.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
See how the nation’s leading lawncare provider is using Dynamics 365 Marketing to deliver multi-channel communications nationwide from one system. After years of anticipation, multi-channel marketing from the Dynamics 365 platform is finally here. Social, SMS, telemarketing, print, and email, all from the same platform. Leveraging Customer Insight, the Power Platform, and Dynamics 365, this market leader is engaging nearly 100 million households every year. Participants will see the full scope of Dynamics 365 CE functionality. Participants will understand how to align and extend Dynamics to achieve broad multi-channel marketing from a single platform.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Join Shawn as he walks through the steps Contoso Electronics completed to take their on site engineer service to the next level by working together with their existing Customer Service solution. Learn how to integrate remote assist and connected service solutions together with existing case management, reducing the need for costly on-site engineers to only essential trips and overall, improving customer satisfaction.
This session is part of an integrated solution with Dynamics 365 for Customer Service, Marketing, Customer Insights and Power Platform. It showcases how the individual solutions work together and support the customer journey from start to finish.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
New Oracle CX businesses promise to “…to empower whoever gets to the customer first and enable new customer-centric business models.”
SAP is showing significant growth in all segments and the CX business should quickly become one of its fastest-growing units.
IDC market study shows SAP has a significantly stronger presence in B2B Digital Commerce than competitors Salesforce, Oracle, and Adobe.
The co-CEO model might be out at fellow cloud powerhouses, but Workday just revived the unconventional management structure.
Microsoft has put together an extraordinary list of partnerships with most of the world’s leading retailers by helping them elevate customer experiences.
A look at how Salesforce measures up against Microsoft, SAP and Oracle when it comes to hitting the $5 billion in a quarter mark.
In contrast with Salesforce, ServiceNow and IBM, Larry Ellison and Oracle have all but banished “platform” from their public presentations.
On the recent Amazon earnings numbers, to clarify: anyone who thinks that AWS is “in trouble” or because its growth rate was “only” 29% is nuts.