Customer Engagement & Dynamics CRM Forum

Get to Know Sales Automation with CRM Online

By Ian Smith posted Jun 27, 2016 12:05 PM

Get to Know Sales Automation for CRM Online
If you are focused on managing opportunities and creating great customer experiences, then you’re really talking about CRM...
SyncraTec Solutions and Computer Solutions East have teamed up to bring you a five-part “Get to Know CRM Online” webinar series featuring presentations, demos, and Q&A sessions designed to help you learn what’s new with Microsoft Dynamics CRM Online that will change the way you think about CRM.

The third session of our five-part "Get to Know CRM Online" webinar series is entitled "Get to Know Sales Automation for CRM Online"

In this session we'll introduce, discuss, and demonstrate Office 365 integration and other powerful features for streamlining sales processes in CRM Online.

We'll be taking a deeper dive into some of the topics we covered in our introductory session, and what’s new in CRM Online Spring 2016 Wave (Update 1) including:
  • Enabling partners to enter sales opportunities directly into your system with an Adxstudio Partner Portal.
  • We'll take a closer look at Insights, by InsideView and what you can do with the Connections feature in particular; turn all of your cold calls into warm and friendly introductions!
  • We’ll show a CRM CTI solution with Skype-for-Business, that can enhance your sales calling experience; outgoing with hands-free click-to-dial; and incoming with CRM screen-pops; and both with automated prompting for tracking calls to the appropriate record and logging call notes.
  • We'll show how business process flows, built on your most effective sales practices, can branch out on conditional logic to present the right guided process for each of the different types of sales opportunities you have; to ensure everyone is following the right sales methodology to drive more sales.
  • We'll review Office 365 Groups to show how sales people can collaborate to work more effectively on sales opportunities.
  • Staying productive anywhere with the CRM Mobile App, and now enabling users to view, add, and update records while offline; along with the ability to quickly update records with task-based experiences to reduce administrative burdens.
  • We’ll inspect an improved Sales Analytics Content Pack for Power Bi; we’ll also now see that Power BI visualizations are directly available in your CRM Online Dashboard area.
Join us for a live informative demo experience presenting Sales Automation for CRM Online.
To register for “Get to Know Sales Automation for CRM Online” webinar
Friday, July 1, 2016 | 1:00 PM EDT
If you wish to view recordings of previous webinars from the series, you may do so here
Topic Webinar Name Date & Time Registration Link
CRM Overview Get to Know CRM Online - Overview May 20, 2016 View Recording
Marketing Get to Know Marketing Automation for CRM Online June 10, 2016 View Recording
If you wish to register for other webinars from the series, you may do so by clicking the links below
Topic Webinar Name Date & Time Registration Link
Support / Services Get to Know Customer Service for CRM Online Jul 22, 2016 | 1:00 PM EDT Click Here
Social Engagement Get to Know Social Engagement for CRM Online Aug 12, 2016 | 1:00 PM EDT Click Here
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