Milwaukee CRM Conference to Spotlight Dynamics CRM

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CRM Conference Microsoft Dynamics CRMIf you are using (or evaluating) Microsoft Dynamics CRM and are available on October 22nd a trip to visit Miller Park Stadium in Milwaukee, Wisconsin is in order.

No, sadly the Milwaukee Brewers season will be over and the excitement of MLB playoff baseball will not be in the air, but chants of C-R-M may occur at the 2015 CRM Conference hosted by Ledgeview Partners.

Certified Microsoft Dynamics CRM experts will be spending a full day sharing their knowledge to help sales, marketing, service, management, owners, administrators and more gain additional insight and value from Dynamics CRM.

In addition to several “CRM Agnostic” and Salesforce based sessions throughout the day, I want to spotlight the Microsoft Dynamics CRM sessions that will be offered.

Microsoft Dynamics CRM Roadmap

Microsoft announced its plans for the release of Dynamics CRM 2016 later in 2015, continuing the product team’s ambitious development cadence. In this session, Microsoft will share with you details regarding the future roadmap of Microsoft Dynamics CRM

Empowering Users through Advanced Find in Dynamics CRM

CRM has so much information readily available at your fingertips but how do you get to it in a quick and easy way (without asking for help)? In this session you will become the master of the advanced find feature within Dynamics CRM. Learn how to filter data records down to what is really important – in only a matter of minutes. This fast moving session will take you from the basics all the way to advanced filtering options and empower you to quickly create, view, save and share the data you need, when you need it.

Getting to Know Service in Dynamics CRM

Delivering exceptional customer service means empowering your service team with everything they need to deliver an experience that will deepen customer loyalty. In this session, we will examine the expanded capabilities and benefits that utilizing Service by Microsoft Dynamics CRM can bring your business.

Sales and Dynamics CRM: A Day in the Life

How does a top successful sales person utilize a CRM solution like Microsoft Dynamics CRM to zero in on the right leads and prospects, move business through the pipeline and close business faster? In this interactive session you will see how a CRM will be a salesperson’s best resource, instead of a second thought.

Creating Effective Dashboards in Dynamics CRM

Dashboards are an essential part of any CRM user’s daily life – at least they should be. In this advanced session we will show you how through a live demonstration to create highly effective dashboards within Microsoft Dynamics CRM that will help you derive quick insights and make important business decisions and give you specific examples of dashboards that are effectively being used today.

CRM Workflows that you never Imagined were Possible

How many manual, frustrating and time-consuming processes do you have at your office? With workflows you can take (what may seem like) very complicated processes and automate them to work behind-the-scenes. In this session, we will share with you some common and also very unique workflows companies are utilizing to drive efficiency. With new workflow ideas, you will return to the office a hero!

Unified Service Desk in Microsoft Dynamics CRM

It’s important to have an integrated service and contact center experience to be able to serve your customers with what they need, when they need it. Learn more about the capabilities that Unified Service Desk from Microsoft Dynamics CRM can offer to your company and your customers.

Best Practices for the CRM “Beginning” Administrator

Being the CRM “Admin” is amazing! You are the go-to wizard who holds the keys to the castle and can make magic happen. Whether this is your full time role or another ‘hat’ that you get to wear in your organization, we will help you succeed with 10 best practices that every admin should know.

Best Practices for the CRM “Advanced” Administrator

Confident in your Admin Skills? Time for level 200. Our certified CRM experts will dig deep and present 10 best practices that will help elevate the game of even the most experienced administrator.

Email and Marketing Automation for Dynamics CRM

ClickDimensions is the highest-rated marketing solution on Microsoft’s Dynamics Marketplace. Providing email marketing, web tracking, lead scoring, nurture marketing, social discovery, form capture, surveys and more, ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions.

Now, that is a lot of information you can get in just one day about Microsoft Dynamics CRM.  Oh yeah, and I almost forgot. Certified consultants and developers will be available all day for personal 1:2:1 meetings to discuss any questions you may have.

Learn more about Ledgeview’s CRM Conference at including detailed descriptions on all sessions and registration info.


by Ledgeview Partners

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