A person is listening to a webinar using a head set and computer

This January, Cloud9 Insight are beginning the year by hosting three webinars, introducing your business to three of the essential modules in the Microsoft Dynamics 365 suite.

Microsoft Dynamics had its most successful year yet in 2017,  winning many industry recognised awards.

The success of Microsoft’s CRM solution is that it offers end- to- end solutions to support business goals.  For many businesses there is an intrinsic relationship between their marketing, sales and customer service teams, so Dynamics 365 consolidates these activities into one shared database.

Dynamics 365 offers each module as an individual licence subscription meaning each user or business only needs to pay for what they use. With licences starting from just £32.50 per user per month, join our free webinar sessions through the links below see why so many small businesses are starting their Dynamics 365 journey.

The Line Up

Introduction to ClickDimensions for Dynamics 365

 

January 16th 2018

15:00

 

ClickDimensions empowers marketers to generate high-quality leads and process lucrative opportunities. The tool connects the gap between sales and marketing by capturing data through forms, surveys, social, mail shots and website tracking. The activities then save to your CRM records which gives your sales team valuable insight into your prospect and customer preferences.

Book now

 

Agenda:

  • How to build and send email templates
  • How to automate your campaign settings
  • Overview of advanced reporting features including email statistics and web tracking
  • How to create forms, surveys and landing pages
  • Text message and event integration
Introduction to Dynamics 365 for Sales

 

January 17th 2018

15:00

 

Do you want to sell more, sell efficiently within timed goal periods and qualify leads into clients with digital intelligence? The sales module for Dynamics 365 allows your team to automate business processes and report on past strategies to drive future sales.

Book now

 

Agenda:

  • Internal/External activity creation and tracking in CRM
  • Outlook and Office integrations
  • Customer Relationship Management
  • Sales automation process from Lead to Opportunity, Quote, Order & Invoice
Introduction to Dynamics 365 for Customer Service

 

January 18th 2018

15:00

 

Improve customer service through a single, unified experience that delivers end-to-end service across every channel—earning customer loyalty and empowering agents. Dynamics 365 for Service allows your team to anticipate and react quickly to the customer, business, and market demands using inbuilt intelligence and reporting.

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Agenda:

  • Case Management
  • Queues
  • Case management automation
  • Entitlements
  • SLAs

Author

Written by Amy Penfold  –  Marketing Executive