Our goal has been to provide the absolute best CPQ experience for Salesforce users by delivering a solution with enterprise-class integration to Salesforce for organizations that sell varieties of products and services.
Search Results: sales (2320)
The post-COVID world awaits, and many businesses are starting to ask the question: “How will the changes to our businesses methodology and economic climate impact my tax burden in the coming years?” It’s a fair question, given the massive shortfalls to tax revenues and the potential ballot initiatives that may result. This presentation will help shed some light on what appears to be looming in the future and what your business can do to be ready for the inevitable.
In this session, we will walk through creating a Common Data Service (CDS) Entity from your GP Database. Then we’ll create an ongoing scheduled integration to the CDS. We’ll wrap up by building a Model-driven Power App that provides a Sales Manager with an amazing experience exploring and managing Sales Order Processing (SOP) Data using Power Apps.
This session is geared for an audience with an intermediate skill set.
Want to Crush your sales quota for the year? Learn how to bring deals into the pipeline, move them through the pipeline and close the deals. Steve brings over 30 years of Sales and Training. This rapid fire session will give you quick and easy steps to take back to your company to improve your sales teams skills and closing techniques.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
You’ve heard it a thousand times – tax is tax. However, not all tax software integrations are as straight forward. Learn how to guarantee your team’s success while saving both time and money with D365, NAV, and GP.
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
The tools and processes taught in this course will help Sales Leaders to better explain, motivate, and drive User Adoption in CRM for their Sales personnel. CRM has little to no value to the organization if not completely adopted by the Sales Person, and often times Sales Reps are disinterested and technically challenged. Sales Managers and Corporate Leaders typically fail to understand what helps Sales People evolve. This course will illustrate how to change behavior so that Sales People view CRM as a valuable tool for their growth. This course gives Sales Leaders effective tools for training, accountability, and motivation.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
In this session, attendees will learn how to use Dynamics 365 CE as a tool to organize marketing campaigns and align marketing campaign ROI to sales success. Our discussion will begin with a live, “Art of the Possible” demo of a Marketing Command Center in Dynamics 365. We will then break down the demo step by step and discuss the strategy behind using Marketing Automation and an easy lead management process to make “SMarketing” magic happen between the Sales and Marketing teams.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
The pandemic has brought on a new set of business challenges while the e-commerce industry has managed to continue growing. It’s time to get the most out of your GP solution to increase your online sales despite today’s business climate. In this session, join us as we discuss opportunities that businesses have experienced from the COVID-19 crisis and how to leverage your Microsoft Dynamics GP investment to grow your e-commerce business. We will provide you with strategies to identify e-commerce opportunities and ways to seamlessly integrate your electronic channels to increase sales and improve operations while providing an enhanced, secure customer experience.
If you are emailing sales invoices, chances are that you are not doing it in an optimal way. There are many possible improvements of this process and we will describe the most beneficial ones. We’ll discuss the critical emailing shortcomings in D365FO and will show you the potential solutions. Whether you are a power user or a functional consultant, we will teach you which customizations to require from your developers in order to get the most out of your emailing process.
The content of this session is geared toward an audience with beginner to intermediate-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
Come learn how the James M. Pleasant Company (JMP) improved its CE quoting process with an integration to sales orders in Finance and Operations. JMP leaders will show their solution using Power Automate (Flow) to send quotes from CE to Sales Orders in D365FO. The solution allowed the company to standardize its packaging options – live data pulling from one source! If time permits, we will showcase a few other ways JMP is using the Power Platform.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
Back by popular demand! Pricing can have complicated requirements. D365FO can support these complicated business requirements in many different ways. In this session, learn how sales pricing can be defined starting with a base price and adding layers of complexities through various options, such as: Trade Agreements, Customer Rebates, Trade Promotions, Commodity Pricing and Attributed Based Pricing. See how Price Details and Margin Alerts can also be used to understand the final calculated price.
The content of this session is geared toward an audience with beginner-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.
Taxes are a necessary annoyance for every organization. Depending on where you do business, you will most likely be subject to either sales and use taxes or Value Added Tax. During this session, we ‘ll review how each of the tax types are used and how to set up Business Central to record and report on these taxes. We will focus exclusively on the functionality within Business Central and will not review add-on extensions.
This session will be available for CPE credits pending completion of session survey post event.
Level: Intermediate
The COVID-19 outbreak has forced businesses to change the way they operate overnight, having to do more with fewer resources and shifting priorities. The need for automation has become clearer than ever to increase efficiency and free up teams from mundane tasks, such as sales tax compliance.
Managing sales tax can be complex and time-consuming, yet failure to comply can leave a business open to audits and significant fines. Automating tax compliance can reduce that risk and free up teams to focus on higher value projects. Want to learn more? Join our session to discover the benefits of sales tax automation, and how to choose the right technology for your business.
You’ll learn:
• The challenges of tax compliance
• Which industries typically have the most compliance risk
• How to know when your business should pursue tax automation to maximize ROI
• Tips to identify and implement the right automation software
In these uncertain times, the last thing you need to worry about is tax compliance. Don’t miss this session to make sure your obligations are being managed properly and efficiently.
Attend this session to be entered to win the new Xbox series X – exclusively for Avalara session attendees! Winners will be selected at random, based on session attendance.
Dynamics products Avalara works with:
• Microsoft Dynamics 365 Business Central
• Microsoft Dynamics 365 Finance & Operations
• Microsoft Dynamics GP
• Dynamics NAV
• Microsoft Dynamics SL Microsoft Dynamics AX
If Sales Managers are not using CRM to manage their sales meetings yet, then you’re not getting nearly enough out of your investment into Dynamics 365 for Sales. In this session we will explore the three stages of using CRM for sales meetings, driving improvement through both 1-on-1 and team meetings, and how peer groups can use CRM for their own roundtable meetings.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
Microsoft includes many data analytics and AI tools in D365, come learn how to leverage them to better utilize your sales resources and drive revenue.
The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
How does Park 100 Foods move it’s products? Raw materials and Finished goods. We use transfer orders, purchase orders and sales orders to bring in raw materials and ship out finished goods.
This presentation will show all aspects of the 3 types of orders from creation to posting and review basic and custom reports used with these orders.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
We will dive into the flow of materials from their overseas factory to a freight forwarder, port, ship, domestic port, and delivery to the warehouse/factory.
This session will be available for CPE credits pending completion of session survey post event.
Level: Basic
Why I feel that Bill McDermott and ServiceNow could deliver meaningful impact and value to much-larger vendors SAP, Salesforce, and Oracle.