Microsoft Dynamics CRM On Demand Events

We designed our online events to give you the information you need to make a decision about the Microsoft CRM platform, all from the convenience of your office and on-demand when you can fit it in your busy schedule.

On Demand Events Discover the Tools that Can Take the Seams out of your Franchisor Business Microsoft Dynamics CRM for Healthcare Improve Sales and Marketing Effectiveness with Microsoft Dynamics CRM 4.0 What's New in Microsoft Dynamics CRM 4.0 for Administrators What's New in Microsoft Dynamics CRM 4.0 for Users Microsoft Dynamics CRM for the Professional Services Industry Reporting, Analysis and Dashboards in Microsoft CRM 3.0 Empower Your Sales Team with Remote and Mobile CRM solutions Advanced E-mail Marketing within Microsoft Dynamics CRM Using ExactTarget's E-mail Platform How to Replace Your Custom Software Application with Microsoft CRM 3.0 as a Business Software Platform Improving Sales and Marketing Effectiveness with Microsoft CRM 3.0 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 View recording now 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: Thursday March 5, 2009 Duration: 55 minutes View recording now 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: Thursday March 20, 2008 Duration: 55 minutes View recording now What's New in Microsoft Dynamics CRM 4.0 for Administrators You might have learned about some of the key enhancements in Microsoft Dynamics CRM 4.0, but are still unsure how to upgrade to the new version. Join Mike Snyder of Sonoma Partners for a webinar specifically for CRM administrators considering upgrading to Microsoft Dynamics CRM 4.0. Listen to this Sonoma Partners webinar to learn about some of the administrator benefits such as: Setting up and configuring more powerful workflow rules to automate your business processes Benefiting from new multi-tenant, multi-lingual and multi-currency functionality Modeling additional data relationships with new entity customization options Improving the Microsoft Dynamics CRM for Outlook experience for your users and more... Original Event Date: Thursday February 28, 2008 Duration: 70 minutes View recording now What's New in Microsoft Dynamics CRM 4.0 for Users In January 2008, Microsoft released Microsoft Dynamics CRM 4.0, the newest version of their highly successful customer management software. The current Microsoft CRM 3.0 version has grown worldwide with over 11,000 customers and more than 475,000 users. The new Microsoft Dynamics CRM 4.0 version will include hundreds of additional benefits to businesses who want to track and manage their customer relations more effectively. Listen to this Sonoma Partners webinar to learn about the top new features and benefits in 4.0 such as: Enhanced usability for end-users Even better integration with Microsoft Office Better reporting and analysis tools Duplicate detection and more... Original Event Date: Thursday January 31, 2008 Duration: 50 minutes View recording now Microsoft Dynamics CRM for the Professional Services Industry The most valuable asset of any professional services firm is the relationships it maintains and develops with its clients and prospects. Microsoft Dynamics CRM allows service organizations to create a single customer database that captures ALL of the various communications, touchpoints, and project details related to their clients and prospects. Join this Sonoma Partners webinar to learn how your company can benefit by deploying a customized version of Microsoft Dynamics CRM designed exclusively for professional service organizations such as consultanting and law firms. We cover how you can: Capture data on sales opportunities for resource planning such as practice area, project scope and resources required. Record and understand business and personal relationships to win new business. Reduce losses associated with staff turnover because key customer and prospect data is stored in the CRM system. This webinar includes some background on Microsoft Dynamics CRM and how easily it works with your existing tools such as Outlook, Excel and Word. We also provide a live software demonstration on how our company Sonoma Partners uses Microsoft Dynamics CRM to manage our customer database. Original Event Date: Thursday December 6, 2007 Duration: 53 minutes View recording now Reporting, Analysis and Dashboards in Microsoft CRM Is it difficult and time consuming to gather reports from your current customer system? Are you stuck working with unfamiliar reporting tools when all you want is to grab some quick numbers? Are you using your customer system as a strategic business intelligence asset to assist with sales, marketing and service decisions? Join this Sonoma Partners webinar to learn how your company can make quicker and better decisions with the powerful reporting and analysis tools in Microsoft Dynamics CRM. We’ll cover how to: Empower end users with ad hoc reporting and queries through dynamic Microsoft Excel worksheets Create executive dashboards using Microsoft CRM and Microsoft Office SharePoint Server 2007 Utilize enterprise class reporting tools with SQL Server Reporting Services This webinar illustrates how your company can take advantage of some of the great reporting and analysis functionality built into Microsoft CRM. In addition, we’ll also showcase some real world examples of reports and dashboards we’ve created for some of our Microsoft CRM customers. View recording now Duration: 61 minutes Original Event Date: November 15, 2007 Empower Your Sales Team with Remote and Mobile CRM solutions Analyst firm IDC predicts that more than 70 per cent of the US workforce will be mobile by 2009. Is your current CRM system capable of supporting the various needs of these remote and mobile workers? Are you tired of looking for a Wi-Fi hotspot just so that you can check in on your customers? How much more efficient would your sales team perform if they could access all of their key customer data from any mobile device at any time? Join this Sonoma Partners seminar to learn about the various remote access and mobile worker options that Microsoft Dynamics CRM empowers. We’ll cover the following topics: Microsoft CRM Laptop Client for Outlook Microsoft CRM Mobile Microsoft CRM Mobile Express Third party solutions This explores these different Microsoft CRM mobile offerings and outline the various benefits of each solution. In addition, we’ll also show these mobile and remote solutions in action and provide some ballpark estimates regarding cost and implementation time. View recording now Duration: 46 minutes Original Event Date: September 27, 2007 Advanced E-mail Marketing within Microsoft Dynamics CRM Using ExactTarget's E-mail Platform Don't you wish you and your salespeople could tell which prospects opened and clicked on the marketing emails sent from your Microsoft CRM system? Wouldn't it be great to see each individual's responses to your various e-mail marketing efforts directly within the context of all your other CRM data? Shouldn't you be able to access of your key e-mail marketing data directly within Microsoft CRM without having to log into different systems? If you answered "yes" to any of these questions, join this webinar to learn how to improve your e-mail marketing and sales efforts by combining Microsoft CRM with ExactTarget's e-mail marketing add-on. As the market leader in on-demand email software solutions, ExactTarget has over 5,500 customers worldwide and best-of-class technology to help you create, deliver and manage professional e-mail marketing initiatives. With Sonoma Partners as their technology partner, ExactTarget developed integration software titled "ExactTarget for Microsoft Dynamics CRM" that allows you to seamlessly access their powerful e-mail marketing tools directly within Microsoft CRM. With "ExactTarget for Microsoft Dynamics CRM", you can: Measure and report on email opens, clicks and bounces Deliver personal and relevant content Manage profile changes automatically Honor opt-out requests for CAN-SPAM compliance This webinar will give you some background on the "ExactTarget for Microsoft Dynamics CRM" product, and then provide live demonstrations of the integration software working within Microsoft CRM. We'll also explain how you can engage with Sonoma Partners and ExactTarget to setup and deploy your own e-mail marketing campaigns with Microsoft CRM. View recording now Duration: 45 minutes Original Event Date: August 23, 2007 How to Replace Your Custom Software Application with Microsoft CRM 3.0 as a Business Software Platform Does your company manage multiple 'home grown' software applications that you've bolted on bits and pieces over the years? Do simple changes take forever to implement and you're absolutely scared to death trying to figure out how you will tackle the bigger system changes that the executives are considering? Does the code base look like a Frankenstein-ed mess of spaghetti code? If you've answered "yes" to any of the above questions, join this webinar to learn how you can save yourself and your company tons of headaches, time and money by implementing Microsoft Dynamics CRM 3.0 as your software business platform. In just one hour, we'll show you the benefits you'll gain by deploying a highly customized off-the-shelf product like Microsoft CRM 3.0 instead of creating a custom application from scratch. We'll also show you real-world examples of our how customers are extending CRM software functionality beyond the traditional boundaries of Sales, Marketing and Customer Service into the more complex operational, transactional and integration-intense areas of their business. View recording now Duration: 45 minutes Original Event Date: July 26, 2007

Improving Sales and Marketing Effectiveness with Microsoft CRM 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. Sonoma Partners implements customized Microsoft Dynamics CRM 3.0 solutions designed to improve sales and marketing results. Easy to use, tailored to your industry and organization, with powerful analytics, our Microsoft CRM solutions succeed where others have failed. And because CRM 3.0 is made by Microsoft, it's highly intuitive and already works with the tools you and your team use every day. Join Mike Snyder, principal of Sonoma Partners and co-author of Working with Microsoft Dynamics CRM 3.0, for a webinar presentation and demonstration on Microsoft CRM. Start turning relationships into results with the only tool you need to: Track and view customer information and account activity. Create timely forecasts and accurate reports. Work seamlessly with Microsoft Outlook, Excel and Word. You will also see an online demonstration of a Microsoft CRM solution in action. View recording now Duration: 56 minutes Original Event Date: June 26, 2007