Search Results: sales (2435)

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.

With more and more of the buying process moving online in a self-serve way, organizations need to understand how to blend sales and marketing while working to improve lead management. Learn best practices in the alignment process and hear from Marie as she shares insights from projects she has worked on with Dynamics customers who need this alignment to occur if they are going to get value out of their marketing automation tools and processes.

Stay compliant with your sales tax obligations in the increasingly complex food, beverage, and restaurants industries.

Sales is an increasingly complex and precarious activity – there are more decision makers, heightened expectations, and lower patience for sales outreach.

Sales Navigator was built specifically to maneuver the changing landscape. Get an overview of the latest Sales Navigator features and see how it can help your sales team:
• Target the right buyers and companies
• Understand your prospects and their business
• Engage buyers with personalized outreach
• Exceed sales goals

​Discover relationship selling and how to align your sales process with a focus on delivering invaluable insights and develop deeper connections with your customers. Sales 101 provides an overview of D365 Sales and how leveraging it will enable your team to close more deals and increase revenue. Join us for our 45 minute webinar and discover the power D365 Sales and we will demo the following: Lead Scoring, LinkedIn Integration, Outlook Integration, and Lead to Opportunity to Quote Management.

Should you automate sales tax or outsource some or all of it?

Calculating tax and avoiding risk