The Power of Portals (Feat. Microsoft Dynamics and Zoho)
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.
Tuesday, October 26 2021
10 am CST
Meet the Nerds
We love technology and don’t care who knows it. We are data geeks who spend our
nights reading about the latetst innovations to share with you!
Fred Varin
Melanie Varin
Doreen Bridges
Dan Boehm
Jackie Brajner
Tom Duwe
Jennifer Scheidegger
Cyrus Schackel
Save the Date for our Future Webinars!
The Power of Portals (Feat. Microsoft Dynamics and Zoho)
Tuesday, October 26 2021
10 am CST
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.
Pairing for Success: Integrating ERP with CRM
Tuesday, November 16 2021
10 am CST
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.
Traction and Finding your Number
Tuesday, January 18 2022
10 am CST
Whether it's a sporting event, a shipped package, or waiting in line at the DMV, everybody has a number. It keeps us organized and focused. What you may not realize is how a similar thought process can be used to motivate your team! Join Melanie Varin, Owner/COO, and Jennifer Scheidegger, Senior CRM and Digital Marketing Consultant, as they discuss how everyone on your team can have "their number," and how CRM and/or your digital marketing automation platform can help you measure and report on that number. This aligns with a key concept from Gino Wickman’s Entrepreneurial Operating Systems (EOS) and hit book: “Traction: Get a Grip on Your Business”.
Metrics for Hiring Lasting Employees
Tuesday, February 22 2022
10 am CST
How do I find the right employees for my team? How can I know if they will be a good fit? The hiring process has changed dramatically with the evolution of business, thus leaving these age-old questions unanswered for many. Join Fred Varin, President of TopLine Results, as he discusses his thoughts on building a team that lasts, and his experience of putting together an experienced staff of experts that are right for the job!
Meet the Nerds!
Live from our Pewaukee office. Join us to celebrate all things nerdy with refreshments and techie prizes.
Thursday, March 17, 2022
3-7 pm CST