Effective Customer Case Management

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Enhance your customer case management skills in Dynamics 365. LEARNING TOPICS Customer model – quick overview Cases generation and management Service Level Agreements (SLAs) Queue management and routing rules Email to Case, using Power Automate The Customer Service Portal – an introduction Using Customer Service dashboards Lessons from the field   WHAT YOU GET In-depth, focussed coaching on a specific …

Getting Started with Salesforce Trailhead

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Join us for Part 4 of 4 on CRM Foundations: A Beginner’s Guide to Customer Relationship Management – perfect for those new to CRM! CRM Foundations Part 4: Setting Up Salesforce Trailhead The fourth session in this 4-part series is a launching point for those interested in learning more using the popular Salesforce Trailhead learning system. By this point, participants …

Choosing the Right CRM to Drive Your Growth

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Join Volta and Rob Manne and Jessica McAuley of Inflectiv for Choosing the Right CRM to Drive Your Growth. When: Thursday, July 18, 2024 from 12:00pm AST – 1:00pm AST Where: Virual ( a zoom link will be included in your Eventbrite confirmation email) Description: There are dozens of platforms that help companies organize and track their growth efforts. But …

CRM Mastery for Agents: Boost Sales with Lead Tracking

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Boost your sales by mastering CRM and lead tracking with this online event designed specifically for agents. CRM Mastery for Agents: Boost Sales with Lead Tracking Date: Online Event Join us for a game-changing online event, where you’ll learn how to take your sales to the next level with lead tracking. Our expert speakers will share their CRM mastery secrets, …

Elevate Your Business with CRM

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Enhance collaboration throughout your organisation with CRM solutions. Following sign-up you will receive a Microsoft Teams Calendar invite. As technology continues to evolve, and new solutions are being introduced to our businesses, it’s hard to know how to move through the tech world. With this in mind, we are running a selection of webinars that will help you with anything …