Determining when to take on a new line of business or expand into a new service offering is a difficult and risky decision for any business. The ever changing world of Microsoft partnerships offer exponential growth potential to any solution provider, but it can also introduce new potential risks for you and your loyal clients. In this session, we will provide tools and practical advice to help you to navigate the pitfalls of a new practice, determine the right partner model, staff great resources, educate your sales and marketing team, win your first deal, and build a long-term sustainable business model.
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Are you unsure how to approach your marketing during a crisis? Are you looking for direction on what you should do?To help you make those careful decisions during these tough times, we have compiled twelve tips to help you market in these uncertain times.
Are you unsure how to approach your marketing during a crisis? Are you looking for direction on what you should do? To help you make those careful decisions during these tough times, we have compiled twelve tips to help you market in these uncertain times.
Presented by: @Geoff Ables
CRM can deliver faster sales cycles, higher win rates, more loyal customers and accelerated marketing. But more than 60% of the time, CRM fails to deliver on those promises.
If you’re struggling with CRM adoption, then this is the session that you can’t afford to miss.
Learn why some CRM projects fail – and how to successfully recover. Better yet, understand how to set yourself up for success from the start!
#Intermediate
#CustomerEngagement
#Functional
#Sales
In this webinar we will cover a variety of key considerations and tactics you can implement including breaking down barriers, leveraging data and delivering omni-channel customer experiences, how to integrate your systems to break down silos, an introduction to Trillium and how Trillium’s clients have improved their member engagement through marketing automation, a user case, and Q&A.
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.
Inventory management is not a squishy area where success can be described in vague language. Success here is a numbers game. There a number of key performance indicators (KPI’s) available to you, including Service Level, Fill Rate, Inventory Turns, Inventory Investment, and Inventory Operating Cost. Companies differ in the importance they assign to each metric such, but you can’t win without using some or all of these to keep score.
For cloud vendors, the battle for supremacy in industry-specific clouds will be the most intense due to the massive future revenue potential.
CRM projects promise to deliver better customer experiences, higher loyalty, accelerated sales and more effective marketing. But achieving those results can be elusive. If you’re starting a CRM project, struggling with an existing project, or searching for ways to an improve your CRM – this is the session you need to attend. You can deliver a CRM solution that not only boosts performance – but that your team loves to use.
Optimize your site for search engines (SEO), improve your on-site search function and ensure your team has digital expertise as you simplify your web store navigation, enhance your online product description and leverage marketing automation. Learn this and more through this session!
Judson Althoff, Microsoft EVP of worldwide commercial business, laid out their 5-step plan for “how 50,000 people go to work every day”.
Microsoft executive VP Judson Althoff said recently that CRM without chat is “arcane” and that Teams is years ahead of Slack.
On the Cloud Wars Live podcast, Tony Uphoff and I discuss recruiting, retaining, and developing talent in today’s digital market.
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.



















