Sonoma Partners: Recorded Webinars

Discover the Tools that Can Take the Seams out of your Franchisor Business

Whether you're taking a hit from the recession or experiencing growth in your business, you may feel like a patchwork operation without proper systems and processes in place. Contacts, documents, financials, properties, units and location information are in separate databases causing inefficient sales processes, inconsistent information, and legal compliance issues. A lack of automated execution in processes is resulting in missed tasks and deadlines. Does this sound like your business?

So, whether you're preparing yourself for growth or trying to stay afloat, you may be facing many of the same obstacles, including:

Legal & Compliance Issues
Lack of Consistent Execution in Processes
Poor Reporting and Forecasting Capability

View this Sonoma Partners and Microsoft webinar to discover how Sonoma Partners can help you improve operations, reduce costs, quickly launch new locations, and report on performance. Review the expertise Sonoma Partners has to share with you and determine whether your franchise will benefit from Microsoft Dynamics CRM functionality.

Original Event Date: July 28, 2009
Duration: 58 minutes
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Microsoft Dynamics CRM for Healthcare

Healthcare providers strive every day to deliver quality care and improve patient’s health. Doing so with a connected, intuitive customer relationship management (CRM) system can improve productivity while eliminating tedious follow-up tasks and reporting. With Microsoft Dynamics CRM, healthcare providers can provide proactive, specialized care and establish ongoing relationships with patients and physicians.

Learn more about Microsoft Dynamics CRM for Healthcare and how it addresses the following challenges:

Case Coordination
Marketing Outreach
Physician Relationship Management

Original Event Date: March 5, 2009
Duration: 55 minutes
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Improve Sales and Marketing Effectiveness with Microsoft Dynamics CRM 4.0

The most effective customer relationship management systems make it easy to capture, store, use and share customer data. If you're like most companies, you want a CRM system that's powerful, yet so simple to use, that you'll wonder how you ever managed to successfully market and sell without it.

Join Mike Snyder, principal of Sonoma Partners and co-author of Working with Microsoft Dynamics CRM 4.0, for a webinar presentation of the sales and marketing functionality within Microsoft CRM, including:

Tracking and viewing customer information and account activity
Creating timely forecasts and accurate reports
Working seamlessly with Microsoft Outlook, Excel and Word
Developing and managing marketing campaigns
Email distribution tools using ExactTarget

Original Event Date: March 20, 2008
Duration: 55 minutes
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