The landscape of sales is constantly changing, and sometimes it can be difficult to figure out how to get the most out of your sales team and their processes. No matter how sales methods change, there are always initiatives and best practices for your team to be highly-effective. Join our President Fred Varin, as he takes you through his experiences of managing sales teams, and provides his three key initiatives to use marketing, data and other processes that can help your sales team get results!
Presenter:
Fred Varin, President/Owner and Michael Olson, Software Application Engineer
Using Traction and the Entrepreneurial Operating System (EOS) should not be difficult – especially when it comes to reporting on key numbers. Join Melanie Varin, Owner/COO, and Michael Olson, Software Application Engineer, as they discuss how CRM and/or your digital marketing platforms can help you measure and report on the “numbers” your leaders are tracking. They will touch on the principles of Wickman’s Entrepreneurial Operating System (EOS) and how technology can give you quick visibility to key performance indicators (KPIs) and help you support your most important business objectives.
Presenter:
Melanie Varin, COO/Owner and Michael Olson, Software Application Engineer
Are you spending too much time on duplicate data between multiple systems? Looking to streamline your systems? With ERP tracking finances, and CRM tracking sales and marketing, it can be tough to keep it all straight. However, there's a great way to keep your orders, payments, and customer information updated! Join Catherine Dean and Mary Hrdlicka from Clients First Business Solutions, and Doreen Bridges from TopLine Results, as they discuss how integrating Dynamics 365 Supply Chain Management with Dynamics 365 for Sales can create a powerful, more organized system. See a live demonstration of CRM and ERP integration, and learn how to streamline your processes.
Presenter:
Doreen Bridges, VP and Mary Hrdlicka and Catherine Dean, Clients First Business Solutions
Having trouble keeping your sales and data organized? This is a common problem for growing businesses! Portals like Microsoft Dynamics and Zoho keep all the information you need in one place, so your team stays on the same page and your data is easy to access whenever you need! With the power of portals success will forever be in your favor! Join Dan Boehm, CIO, and Tom Duwe, Senior CRM technician, as they discuss the power of the Microsoft Dynamics and Zoho portals and see how they can benefit your sales and service.
Presenter:
Dan Boehm, CIO and Tom Duwe, Senior CRM Consultant
Do you know your digital marketing lead conversion rate or your marketing campaigns' return on investment? How successful are your digital marketing activities? Perhaps it's time for a checkup! Join Jackie Brajner, CMO, and Doreen Bridges, Vice President, as they discuss email marketing, social media, texting, and other forms of digital marketing, and how to convert your audience into leads and revenue. You will leave with valuable insight on analyzing your digital marketing and the data behind it.
Presenter:
Doreen Bridges, VP and Jackie Brajner, CMO
Since its creation in 1985, Microsoft Excel continues to be one of the most effective yet mysterious organizational products. The spreadsheet designer offers a host of different features, and there is always more to learn about the fascinating system! Join Jennifer Bucholz from Excel & Flourish, as she takes you through some great tips and tricks in Microsoft Excel that will take YOUR daily work to the next level.
Presenter:
Jennifer Buchholz, Excel and Flourish
Doreen Bridges, VP and Jackie Brajner, CMO
Presenters:
Eric Clark, SWICKtech and Jackie Brajner, CMO
Presenters:
Fred Varin, CEO and Cyrus Schackel, Developer
Presenters:
Melanie Varin, COO and Jennifer Scheidegger, Developer
Presenters:
Jackie Brajner, CMO and Doreen Bridges, VP
Featured Tools: Microsoft Excel, Microsoft Dynamics 365, Email Validation Service & Address Validation Service.
Presenter:
Dan Boehm, CIO
Presenters:
Jackie Brajner, CMO and Doreen Bridges, VP
Presenters:
Fred Varin, President and Cyrus Schackel
Presenters:
Jackie Brajner, CMO and Doreen Bridges, VP
Presenter:
Fred Varin, President
Presenters:
Jackie Brajner, CMO and Doreen Bridges, VP