Search Results: customer (4352)

The Planning Management portion introduces the concepts of service order allocation, planning and dispatching. Also, it explains how to record what repairs and maintenance the resources perform on service items. After this webinar, you will be able to Assign customers to service zones, Allocate resources, Reallocate resources and change repair status.

Presented by: @Geoff Ables

​CRM can deliver faster sales cycles, higher win rates, more loyal customers and accelerated marketing. But more than 60% of the time, CRM fails to deliver on those promises.

If you’re struggling with CRM adoption, then this is the session that you can’t afford to miss.

Learn why some CRM projects fail – and how to successfully recover. Better yet, understand how to set yourself up for success from the start!

#Intermediate
#CustomerEngagement
#Functional
#Sales

Service Contracts give you a tool for recording and tracking service agreements between you and your customers. In this session, we will review how you can set up Service Contracts manually, or with a contract template. We will discuss the billing options for the Service Contracts and the setups related to Prepaid versus Non-Prepaid Service Contracts. Prepaid billings can be directed to deferred revenue account and Non-Prepaid billings can be directed to a regular revenue account.

The majority of CRM systems have duplicate data to some degree, that is no mystery! We cover the cause and effect of this data- including GDPR compliance issues. We cover how to design out duplicate data and reduce the risks of adding duplicate data! Learn processes you can put in place to reduce it and how to address it if you have it. Duplicate data management starts with policies and processes, with a little help from technology you can deal with it & improve user adoption and customer satisfaction.

If you’re going to use Service Management effectively, you are going to need to know what you’re servicing. In this session we will cover Service Items for Items you’ve sold to your Customers, Service Items for Items your customers have purchased elsewhere and Service Items for things you own. We will also discuss the setups related to Service Items that keep your Service Department operating effectively.​

Presented by: @Geoff Ables

It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
#Leadership
#CustomerEngagement

Schedule and automatically distribute documents with supporting documentation based on receiver (partners, employees, customers, vendors, etc.) preferences such as via email, fax, FTP, or print.

D365 Field Service is a powerful platform that can empower your field service team to proactively identify issues and build strong relationships with your customers.  In this session, we will dive into” Agreements” and how they can be used to assist in scheduling and overall preventative maintenance operations, including scheduled invoicing.

It’s a fact – 47% of CRM projects fail 2 or more times before organizations get it right. One of the most critical reasons: not understanding the unique planning process. This session will dive into what should be included in your CRM roadmap, how to build it, getting the team engaged, building your business case, measuring the ROI, benchmarking user satisfaction, and constantly improving.
#Leadership
#CustomerEngagement

Business Central is the perfect end-to-end software solution to connect your processes on-premise or in the cloud. Centralize your data from accounting, sales, purchasing, inventory, and customer interactions to get an accurate view of your business. All data stays up to date so you can spot trends, prevent issues, and deliver great customer experiences.

Customer experiences are more crucial than ever with a digitally connected world and by using Dynamics 365 for Sales you can build loyalty and maintain your reputation while simultaneously differentiating yourself from the competition.

The new Microsoft Power Virtual Agent gives you the tools you need to easily create and maintain intelligent chatbots.

Join Daniel Christian, a Microsoft MVP as he introduces you to what Power Virtual Agent or PVA has to offer. In this session Daniel will go through how to build your very own chatbot that enables you to engage conversationally with your customers and employees without using a single line of code.

There are different possibility to use AI in Power BI. The one easy way is to use Cognitive Service in Power BI for the aim of identify the main point of a customer email, detect their language, or identify how Much they are happy with our service and products. The other way is about analysing the customer tweet via Power stream dataset and using Microsoft Flow and cognitive service. In this one hour session, the process of how creating cognitive service, and how to consume the cognitive service in Power Query Editor will be discussed.

Entering data, processing data, and posting transactions are great, but ultimately you will need to print and send document to internal and external customers. External documents are especially important as they are often the face of your organization and you want them to be as professional in appearance as possible. During this session, we’ll review how to create documents that you can be proud of.

This session is designed to give participants a high level overview of IFRS 15 – Revenue from Contracts with Customers, and IFRS 16 – Leases. These two recently update accounting standards have been called the most complex accounting changes in the last 30 years. Are you and your team ready for them? If you have not yet implemented, what do you need to know? If you have implemented them, how do you move forward?​

In this session you will learn the role of the c-suite in managing a CRM project, in adopting CRM, and in using CRM to drive change within their businesses. Executives will leave with a clear understanding of how to drive change – even transformation – by using the power of CRM. Project leaders will leave with a checklist for getting, and keeping, the c-suite engaged in your project.

​#CustomerEngagement