Search Results: sales (2347)

The pandemic has fast-tracked many decisions around the embrace of technology. Understanding the expectations of regulators and government agencies is important to consider when implementing technology – and the risks of not considering compliance – especially for the financial services industry.

Peter Joeckel joins John Siefert to shed some light on why he feels so many ERP implementations have been doomed from the beginning. With a focus on making sure the business strategy and technology execution are in sync, the sales process vs the purchase realities and the issues with integration, Peter gives an unscripted POV. Learn more about Peter by checking out his DAC profile page and stay tuned for part two of this podcast, and learn about his company, HandsFree ERP and schedule a discovery call to connect with him directly.

In part 2 of this series, I share thoughts on AI in the world of Tax. This is an interesting area for AI to dive into considering all the rules and regulations that accompany anything in tax. What’s in store for AI and Tax? Take a listen.If you want to learn and engage more on the topic of taxes, reserve your seat and join us on our Tax Binge Day on February 24, 2021.If you missed part 1 of the series, be sure to check it out here.Additional source:Deloitte study: https://www2.deloitte.com/global/en/pages/tax/articles/artificial-intelligence-in-tax.htmlFor more great tax-related content, be sure to check these posts:Understanding Sales Taxes and VAT TaxesWhen GP Tax Tables Are Not EnoughIt’s A Taxing Situation in D365 BC and NAV

Dealing with IRS scams can be an obstacle for taxpayers, businesses, and tax professionals during the upcoming tax season. Staying aware of the latest tax scams, which are shared publicly by the IRS each year, is important in keeping your money safe during this pandemic.  Here is a brief overview of the latest IRS’s “Dirty Dozen” list of tax scams.

State tax rules and regulations are constantly changing. This article from Katherine Loughead of the Tax Foundation outlines the 2021 state tax changes you should be aware of across many areas such as corporate, individual, sales and use, property, and more.

Microsoft Dynamics 365 Project Operations is a seamlessly integrated offering that connects sales, resource management, project management, and accounting teams, to provide greater visibility, agility, and collaboration across the project operations business cycle. The application is bundled with capabilities to unify all aspects of project-based businesses, and works in tandem with other Microsoft Dynamics 365 applications and the Power Platform to transform your services-business from ground up.

With the flood of sales tax decisions in the news, you may be wondering if your own tax setups and processes are right. During this session we’ll review the current state of sales tax laws and how the Wayfair decision has impacted nexus and forced changes on almost all companies. We’ll also discuss differing tax laws by jurisdiction and what the future may hold. Next, we’ll review how to set up BC / NAV to properly capture and report sales and use tax for items and taxing jurisdictions. Included in this will be what changes will be needed based on recent events, including the use of product and tax groups to help with reporting. We’ll also review the limitations on BC / NAV which will impact your operations and how to overcome them. Lastly, we’ll review what to do when the tax man cometh: how to prepare for an audit, how to get a nexus study done, and how to use BC / NAV to determine economic nexus.​​

Email campaigns are an exercise in relationship building. When done right, a well-mapped email program can bring in more sales and help you transform your existing client base into a community. But building a successful email strategy isn’t just about sales—by applying analytics to your customer journey, you can gather valuable intelligence about your prospect and customer base that can help you transform how clients experience your brand. In this presentation, we’ll talk about how to build targeted email campaigns for every step of the customer journey, with hands-on tips for deciding who to nurture, when to nurture them, what to say in your messaging, and how to measure email success.

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.