Microsoft Dynamics 365 Business Central & WIISE - The CRM Workshop

Calling all Sales Leaders considering Microsoft Dynamics 365 Business Central & WIISE: Your CRM Workshop!

Here's a scenario

Microsft Dynamics Business Central Saleslead 2

Head of Sales

Sales Management Responsibilities

Your role requires that you have access to a precise and timely overview of your contact information so that you can serve your prospective customers more efficiently and increase customer satisfaction. You will want to be able to remind yourself and/or your team of appointments and opportunities so that you can keep track of potential sales. You will want to be able to provide immediate quotations with accurate pricing based upon the customer rules. Day to day management will see you and your team either at the office or at the customers premise and access to information and providing immediate updates is key.  Your team might also use Outlook extensively and of course your monthly presentations must be accurate!  Read on! 

These are the key areas we will work through with you in this workshop.

  1. Managing the Sales Team
    1. Quotas
    2. Forecasts
    3. Reporting
  2. Reviewing the sales opportunity
  3. Reviewing Quotation Management
  4. Managing the Sales Process and Customer Interactions
  5. Giving Item Forecasts
  6. Identifying slow moving items
  7. Creating Promotions and Campaigns
  8. Mobility
  9. Identifying Trends
  10. Accessing Sales History and Inventory availability

Not ready for a workshop?

Want to learn more about Microsoft Business Central before you request a workshop? Explore Microsoft Business Central today!

Microsoft Dynamics Business Central 365 or WIISE workshop: CRM

As we take you through the various topics for CRM in Microsoft Dynamics Business Central 365 we will naturally discuss and cover off on some of the following questions at your workshop!

microsoft-business-central-desktop

 

Agenda

 


 

Topic 1

What are the reasons for change and what CRM aspects do you need immediately to provide the very best services to your clients and for your team?

Topic 2

Do you have special promotional, seasonal, quantity pricing, Or all can apply from time to time?

Topic 2

Do you have special promotional, seasonal, quantity pricing, Or all can apply from time to time?

Topic 3

What sales and inventory reports do you rely on to manage sales?

Topic 4

What manual and spreadsheet workarounds are in place in order to support the Sales CRM Process?

Topic 4

What manual and spreadsheet workarounds are in place in order to support the Sales CRM Process?

Topic 5

What controls are in place for managing Inventory and Customer forecasts?

Topic 6

How do you manage pricing and inventory availability?

Topic 6

How do you manage pricing and inventory availability?

Topic 7

How you target and attract new customers?

Topic 8

Are you Office based and/or Mobile and require access to CRM information on your Mobile or Tablet?

Topic 8

Are you Office based and/or Mobile and require access to CRM information on your Mobile or Tablet?

Topic 9

Do you feel that Microsoft Dynamics Business Central 365 CRM is a good fit as an overall Business Platform Strategy?

Time and Location

Please register below. Our team will call to confirm your details and book a time and date most suited to you!

Register For Our Workshop

Please enter your details below and select your preferred event. Our team will confirm the details with you

More on Microsoft Dynamic Business Central!

What is Microsoft Dynamics Business Central?

Microsoft Dynamics 365 Business Central is an all-in-one business management solution that helps businesses manage financials, sales, service and operations easier and faster from day one.

Are you finally suffering "APP Fatigue" with your Accounting Software and various add-ons?

If you’re a business owner, your work day often begins at home, triaging emails early in the morning. Having grown the business from the ground up, you know your customers and vendors, and you’re still involved in day-to-day operations. But the bigger the company gets, the more complex your business processes become.

Each email adds something to your to-do list, which typically requires transitioning to a different application. You use accounting software to prepare an invoice, a CRM system to manage your contacts and sales pipeline, and perhaps yet another manufacturing solution to track production or inventory.

Switching back and forth between fragmented, stand alone solutions takes time and often requires duplicate data entry. This diminished productivity stifles your ability to scale and cuts into time you could spend developing new business.  To keep up the pace of your growth, you’re likely considering the move to a more comprehensive business management solution.

Microsoft Dynamics 365 Business Central, helps you get through administrative tasks quickly and easily so you can focus on the big picture, and your team can spend more time taking care of customers. Let’s dive into how Microsoft can help.

Have a look at this introductory video for  Business Central.

Benefits of Microsoft Business Central?

Project Management
Inecom-Icons-White-71
Customer Relationship Management
Inecom-Icons-White-10
Mobile-view-of-microsoft-dynamic-business-central
Inecom-Icons-White-04
Financial Management
Inecom-Icons-White-57
Supply Chain Management
Inecom-Icons-White-17
Operations Management

A bit about Inecom

Inecom is a team filled with passion for the various roles and disciplines required of an ERP Solution implementation and support. We consider ourselves a leading innovator for ERP Solutions with customers located throughout Australia. Our team will focus on a solution and whether that is driven by an on-premise or Cloud solution you can rest assured we will always advise on the solution.

Our solutions deliver a complete, real-time view of your business anytime, anywhere. Through our team of experienced application consultants, we implement and support a full suite of integrated business management applications, including Financials, Distribution, Manufacturing, Project Accounting, and CRM.

team

Have you registered yet?

Don't forget to register for the workshop for a location and time most prefered by you!

About Inecom

Inecom is an ERP specialist, helping you implement ERP systems such as MYOB Advanced, SAP Business One, Microsoft Dynamics 365 Business Central, and HighJump.

MYOB Advanced MYOB Advanced Integrations
MYOB Advanced Pricing SAP Business One
SAP Business One Integration SAP Business One Pricing  
Microsoft Business Central Microsoft Business Central pricing
Highjump WMS HighJump Pricing

 

Contact Us
Social Links
Copyright 2021. All Rights Reserved.