Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to Exam MB-210: Microsoft Dynamics 365 Sales.
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Is the CRM module inside the Business Central / NAV system you already own enough to drive your business? You’ll be amazed and how feature-rich the system is, as you’ll see in this blog series.
Join this session to learn how Sana Commerce’s platform (paired with Dynamics 365 Business Central or NAV) can mean both faster ROI and lower TCO.
Learn how to build a unique demo solution by using Dynamics 365 Sales, LinkedIn, Sales Navigator, and Sales Insights.
Are you confident that your sales & marketing efforts will continue to reliably fill your sales pipeline? In this webinar, you’ll learn the strategies and best practices to develop, build, implement and scale a marketing-driven sales pipeline development program, including how to:
Plan and scale marketing efforts to accelerate sales velocity top of funnel
Generate incremental sales from targeted customers at the bottom of the funnel
Reliably forecast quarterly revenue streams with more visibility
Does your organization still work in silos? Maybe the marketing department is busy generating leads, but sales says they are not qualified. Maybe the sales team is busy working leads that marketing has no knowledge of and is not supporting during a lengthy sales process. The biggest challenge to organizations today is understanding the shift in sales and marketing that buyer behaviour has created. With more and more of the buying process moving online in a self-serve way, organizations need to understand ho
D365UG/CRMUG Presenter: @Geoff Ables, MCT – Author, Advisor, Managing Partner, C5 InsightCreate a sales process that your users will adopt, your leaders can manage, and that drives measurable improvement.If you want your sales team to increase deal size, decrease sales cycle length, improve win rates, avoid letting valuable opportunities slip through the cracks, deliver meaningful forecasts, and continuously improve sales results – then you need a sales process. But most organizations struggle to create a process to deliver that vision.In this non-technical session, you’ll learn how best-in-class sales teams design sales processes to align with customer buying processes. You’ll understand the different types of sales processes, why the out-of-the-box processes often aren’t a good fit, steps for engaging the team in developing a process, how to evolve your process over time, and the golden rules for developing simple but effective sales processes.You’ll take away a workbook with an initial sales process design, and a set of worksheet templates to guide you from simple to sophisticated.
Reduce costs with email delivery and speed up query resolution by capturing your customers’ purchase orders. Improve file retrieval and customer service by securely storing order confirmations and invoices in the same electronic archive.
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
Join us to learn about the top 5 scenarios for Sales & Use Tax affecting your business today. We will discuss the challenges and solutions available to Microsoft Dynamics customers through CCH® SureTax®.
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.
Developed with the knowledge gained from over 1,500 CRM deployments, our Sales Solutions give you sales intelligence not available from Microsoft Dynamics 365 out of the box. Give your sales and leadership teams the sales intelligence they need to drive profitable sales and improve customer loyalty and satisfaction. When sales leaders have low visibility into what’s coming into the sales funnel, they struggle to ensure their teams are following up on the right opportunities.
Provide excellent service to your customers, manage warranties and manage you service fees. We will cover Service Contracts and Service Contract pricing.
Join fellow users in your quest for certification with Microsoft Dynamics 365! Study Group sessions are round table discussions across a variety of topics and themes applicable to the Microsoft Certification listed. Please Review the Study Group Topics Below for this week’s discussion on the MB210 Certification: Configure sales settings.
Join this webinar to learn the best approaches and tools for delivering sales and marketing results.
Avalara AvaTax provides cloud-based sales and use tax calculation with comprehensive, up-to-date tax rates pushed to your shopping cart or invoicing system, automatically.
Microsoft Dynamics 365 for Sales is part of the Dynamics 365 suite of products. Microsoft CRM is user friendly, suitable, and an economical way for companies to advance their relationships with clients.
Never miss a dollar or revenue or upset a customer with outdated pricing! Learn how easy it is to keep your customer pricing and discounts up to date.
Stay compliant with your sales and use tax obligations in an increasingly complex market and regulatory landscape.
Ensure tax compliance, manage complex issues and increase your productivity with our end-to-end solutions.